{"id":17142,"date":"2024-04-24T10:24:43","date_gmt":"2024-04-24T10:24:43","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%88%d8%a5%d8%af%d8%a7%d8%b1%d8%a9-%d8%a7%d9%84%d9%81%d8%b1%d9%88%d8%b9\/"},"modified":"2026-01-27T10:14:56","modified_gmt":"2026-01-27T10:14:56","slug":"adding-and-managing-branches","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-managing-branches\/","title":{"rendered":"Adding and Managing Branches"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747649778360{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Through the system, you can add as many branches as you want and easily control their settings.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Adding and Managing Branches&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1714545939520{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1747649894870{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Click on <strong>&#8220;Branches Management&#8221;<\/strong> under <strong>&#8220;Branches&#8221;<\/strong> in the main menu, and click on the three dots next to the branch name if you want to edit, disable, or stop it.<\/p>\n<p style=\"text-align: left;\">And click on the <strong>&#8220;New Branch&#8221;<\/strong> button to create a branch.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17150 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13.png\" alt=\"\" width=\"1783\" height=\"723\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13.png 1783w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13-300x122.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13-1024x415.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13-768x311.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h11_13-1536x623.png 1536w\" sizes=\"auto, (max-width: 1783px) 100vw, 1783px\" \/><\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<div id=\"\" class=\"post-content-body-section\">\n<p style=\"text-align: left;\"><strong>Enter the new branch details as follows:<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Name<\/strong>: Type the name of the new branch.<\/li>\n<li style=\"text-align: left;\"><strong>Code<\/strong>: A serial number for the branches, which is automatically generated starting from number 1. For more details, refer to the guide on &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-auto-numbering-settings\/\" target=\"_blank\" rel=\"noopener\"><b>Setting up Auto Numbering Settings<\/b><\/a>&#8220;.<\/li>\n<li style=\"text-align: left;\"><strong>Telephone<\/strong>: Enter the landline phone number of the branch.<\/li>\n<li style=\"text-align: left;\"><strong>Mobile<\/strong>: Enter the mobile phone number of the branch.<\/li>\n<li style=\"text-align: left;\"><strong>Address 1<\/strong>: Write the primary address of the branch.<\/li>\n<li style=\"text-align: left;\"><strong>Address 2<\/strong>: Write another address for the branch, if any.<\/li>\n<li style=\"text-align: left;\"><strong>City<\/strong>: Select the city of the branch.<\/li>\n<li style=\"text-align: left;\"><strong>State<\/strong>: Select the province where the branch is located.<\/li>\n<li style=\"text-align: left;\"><strong>Country<\/strong>: Select from the dropdown menu the country of the added branch, while the country specified in your account data will be selected automatically.<\/li>\n<li style=\"text-align: left;\"><strong>Description<\/strong>: Write a description for the new branch.<\/li>\n<li style=\"text-align: left;\"><strong>Working Hours<\/strong>: Enter the working hours at the added branch.<\/li>\n<li style=\"text-align: left;\"><strong>Location<\/strong>: Mark the branch location on the map\n<ul>\n<li style=\"text-align: left;\"><strong>Note<\/strong>: Please agree to the program&#8217;s request to determine your location.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p style=\"text-align: left;\">Click the &#8220;<strong>Save<\/strong>&#8221; button once you are done.<\/p>\n<\/div>\n<\/article>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34709 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/fdsvc.png\" alt=\"\" width=\"1536\" height=\"652\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/fdsvc.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/fdsvc-300x127.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/fdsvc-1024x435.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/fdsvc-768x326.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Branches Settings&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1714546723712{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1714547747001{margin-left: 200px !important;}&#8221;]<\/p>\n<div class=\"post-content-body-container\">\n<article class=\"post-content-body\">\n<div id=\"\" class=\"post-content-body-section\">\n<p style=\"text-align: left;\">From the main menu, click on &#8220;<strong>Branches<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\">Click on &#8220;<strong>Branches Settings<\/strong>&#8220;.<\/p>\n<p style=\"text-align: left;\"><strong>Set the settings as follows:<\/strong><\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>Main Branch<\/strong>: Select your main branch from the dropdown menu.<\/li>\n<li style=\"text-align: left;\"><strong>Share clients across branches:<\/strong> Click this checkbox to allow sharing your clients&#8217; data among all branches.<\/li>\n<li style=\"text-align: left;\"><strong>Share products across branches:<\/strong> Click this checkbox to allow sharing of the products\/services your business provides among all branches.<\/li>\n<li style=\"text-align: left;\"><strong>Specify Account Branches:<\/strong> Click this checkbox to enable creating a separate account for each branch in the chart of accounts, where financial accounting is carried out separately for each account based on the specified branch.<\/li>\n<li style=\"text-align: left;\"><strong>Note<\/strong>: For more details on how to create an account in the chart of accounts, please refer to the guide &#8220;<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-account-in-the-chart-of-accounts\/\">Adding a New Account in the Chart of Accounts<\/a>&#8220;.<\/li>\n<\/ul>\n<p>Click on the &#8220;<strong>Save<\/strong>&#8221; button.<\/p>\n<\/div>\n<\/article>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-17154 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01.png\" alt=\"\" width=\"1782\" height=\"718\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01.png 1782w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01-300x121.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01-1024x413.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01-768x309.png 768w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/2024-05-01_10h15_01-1536x619.png 1536w\" sizes=\"auto, (max-width: 1782px) 100vw, 1782px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]A main branch will be created automatically on your account when you create it.[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<blockquote><p>You can edit your invoice templates and other templates to display the full branch info like the branch name, phone number, etc&#8230;<\/p><\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]The reports do not get displayed under the branch name, but under the account business name.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2062,2063],"tags":[8235,8234],"class_list":["post-17142","user_manual","type-user_manual","status-publish","hentry","category-branches","category-manage-branches","tag-branch-settings","tag-branches"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding and Managing Branches - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-managing-branches\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding and Managing Branches - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747649778360{margin-left: 200px !important;}&#8221;] Through the system, you can add as many branches as you want and easily control their settings. 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