Adding a Branch

  1. From the main menu, click on “Branches“.
  2. Click on “Add Branch“.
  3. Enter the new branch details as follows:
    • Name: Enter the name of the new branch.
    • Code: This is a serial number for the branches, which is automatically generated starting from number 1. For more details, refer to the guide “Serial Numbering Settings“.
    • Telephone: Enter the branch’s landline number.
    • Mobile: Enter the branch’s mobile number.
    • Address 1: Enter the main branch address.
    • Address 2: Enter an alternative address for the branch, if available.
    • City: Select the branch’s city.
    • State: Select the state or region where the branch is located.
    • Country: Select from the dropdown list the country of the added branch; the country specified in your account data will be automatically selected.
    • Description: Write a description for the new branch.
    • Working Hours: Enter the number of working hours in the added branch.
    • Location: Determine the branch’s location on the map.
      • Note: Please allow the program’s request to know your location.
  4. Click the “Save” button.
  • Notes:
    • There is a primary branch that was automatically created when you established your account.
    • You can edit invoice templates and others to display complete branch details, such as name, phone number, etc.
    • Reports do not appear by branch name but by account name.