{"id":4352,"date":"2021-04-27T09:45:56","date_gmt":"2021-04-27T09:45:56","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%81%d8%b1%d8%b9\/"},"modified":"2023-12-15T10:09:35","modified_gmt":"2023-12-15T10:09:35","slug":"adding-a-branch","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-branch\/","title":{"rendered":"Adding a Branch"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<div id=\"\" class=\"post-content-body-section\" style=\"margin: 0 0 18px; line-height: 1.9; font-size: 16px; color: #1f2430;\">\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><em><strong style=\"color: #111827;\">Note:<\/strong> Before starting, make sure to <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/enabling-the-branches-app\/\" style=\"color: #1a56db;\"><strong style=\"color: #111827;\">activate the branches app<\/strong><\/a>\u00a0in your account.<\/em><\/li>\n<\/ul>\n<\/div>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the main menu, click on \u201c<strong style=\"color: #111827;\">Branches<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click on \u201c<strong style=\"color: #111827;\">Add Branch<\/strong>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Enter the new branch details as follows:\n<ul style=\"list-style-type: disc;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Name<\/strong>: Enter the name of the new branch.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Code<\/strong>: This is a serial number for the branches, which is automatically generated starting from number 1. For more details, refer to the guide \u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-auto-numbering-settings\/\" target=\"_blank\" rel=\"noopener\" style=\"color: #1a56db;\"><b style=\"color: #111827;\">Serial Numbering Settings<\/b><\/a>\u201c.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Telephone<\/strong>: Enter the branch\u2019s landline number.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Mobile<\/strong>: Enter the branch\u2019s mobile number.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Address 1<\/strong>: Enter the main branch address.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Address 2<\/strong>: Enter an alternative address for the branch, if available.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">City<\/strong>: Select the branch\u2019s city.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">State<\/strong>: Select the state or region where the branch is located.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Country<\/strong>: Select from the dropdown list the country of the added branch; the country specified in your account data will be automatically selected.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Description<\/strong>: Write a description for the new branch.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Working Hours<\/strong>: Enter the number of working hours in the added branch.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Location<\/strong>: Determine the branch\u2019s location on the map.\n<ul style=\"list-style-type: square;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><span style=\"font-size: 10pt;\"><strong style=\"color: #111827;\">Note<\/strong>: Please allow the program\u2019s request to know your location.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click the \u201c<strong style=\"color: #111827;\">Save<\/strong>\u201d button.<\/li>\n<\/ol>\n<ul style=\"list-style-type: square;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Notes<\/strong>:\n<ul style=\"list-style-type: circle;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">There is a primary branch that was automatically created when you established your account.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">You can edit invoice templates and others to display complete branch details, such as name, phone number, etc.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Reports do not appear by branch name but by account name.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/div>\n","protected":false},"author":12,"featured_media":0,"template":"","categories":[2062,2063],"tags":[],"class_list":["post-4352","tutorial","type-tutorial","status-publish","hentry","category-branches","category-manage-branches"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - 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