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.
To add a logo for invoices, slip printers, report headers, report footers, etc. click on the Logo / Slip Report Header or Report Header / Footer, next to Branch Information.
See Branch Header to Use on how to use specific branch information on a specific customer statement, invoice, etc.
VAT No. determines whether the words Tax Invoice or Invoice are printed on an invoice. (Print a Tax Invoice)
Default Branch.
Select the Branch you want to post to by default.
The following order will be used to choose which branch to use:
1) The local machine branch
2) The employee branch
3) The default company branch.
You can print separate income statements and trial balances for each Branch or you can print combined statements for all branches. Each computer can have a different Default Branch.
See also Pricing Type to determine, for example, which price level or branch to use.
You can also specify a default branch per employee. Go to Employees > Add / Edit Employees.
To automatically use the Active Employees branch when adding new customers, set it in the form Customer Options > New Defaults
Default Price Level: To use this value, ensure the pricing type is set to 'Branch Price Level'. You can do this by navigating to Customer > Financial Info and selecting Pricing Type.
Note: Cash invoices will always use this default price level
