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 (Hand_Cursor), then click to go to the subject.

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Managing Branches

To add or edit branch details, go to Company > Add or Edit Branches.

Regional WarehouseDefault Price LevelBranch NameSaveGreen PlusReport HeaderDefault WarehouseDefault BranchBranch Information

 

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.

 

https://bit.ly/SI_Branches

 

 

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