Add or Edit Branches |
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Go to Company > Add or Edit Branches
Watch the tutorial https://www.youtube.com/watch?v=7-oKUnmFcVE
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Managing Branches
To add or edit branch details, go to Company > Add or Edit Branches.
Adding a Logo
To add a logo for invoices, slip printers, report headers, or footers:
•Click on Logo / Slip Report Header or Report Header / Footer next to Branch Information tab.
For details on using branch-specific information for customer statements and invoices, see Branch Header to Use.
VAT Number & Invoice Type
The VAT number determines whether an invoice is labeled Tax Invoice or Invoice.
Default Branch Selection.
The system determines the branch to use in the following order:
1. Local Machine Branch
2. Employee branch
3. Default Company Branch.
Default Branch Per Employee
•To set a default branch for an employee, go to Employees > Add / Edit Employees.
•To automatically use the active employee’s branch when adding new customers, enable this in Customer Options > New Defaults.
Related Settings:
•Pricing Type: Determines which price level or branch to use.
•Default Price Level: To use this value, ensure the pricing type is set to Branch Price Level under Customer > Financial Info and select Pricing Type.
(Note: Cash invoices will always use this default price level.)
You can print Individual income statements and trial balances for each Branch or you can generate consolidated statements for all branches.
