Click on System Administration --> Navigate--> Setup--> Branches.
The following window will open up and the available branches are displayed.
Creating A Branch:
Click add to open the following window:
On the above screen:
Name - Type in the name of the branch being captured.
Company - Pick the company from the Company Lookup dialog box:
Fill in the company's details - Address Lines 1 & 2, Street, Postal Code, City, E-mail, Land line & Mobile Line fields.
Click on the search icon to select Numbering Series.
Click create to commit the branch into the system.
On successful completion you will get a pop-up message confirming that the operation was successful.
Refresh to view the new branch.
Editing A Branch:
Identify the branch to be edited right click and click on Edit:
icon against the branch to open the following screen:
On the above screen:
Make the necessary changes to the branch details.
Click update to commit the changes to the system.
Check above flag to render the branch unusable.
Check this flag to append branch code to the account number ahead of the prefix set on numbering series prefix.
On successful completion you will get a pop-up message confirming that the operation was successful.
