How do I activate the Branches app in my account?

This action requires you to be the account owner, or an employee with the “Edit General Settings” permission.

1. From “Settings” then “Apps Manager,” activate the “Branches” app and save.
2. From the main menu, click “Manage Branches,” then click “Add Branch” and complete its details. Repeat this step to add each branch you need, keeping in mind that the number of branches allowed depends on your subscription plan (you can track the available and used count from the “Account Information” screen, with a “Request More” button to increase it if your plan supports that).
3. From “Branch Settings,” specify the “Main Branch” (a mandatory step; the settings won’t save without specifying it). Afterward, the main branch can’t be deleted or suspended unless an alternative main branch is selected first.
4. From the same “Branch Settings” screen, set whether you want clients, products, suppliers, and cost centers shared across all branches or kept separate for each branch.