- From the main menu, click on “Branches“.
- Click on “Add Branch“.
- Enter the new branch details as follows:
- Name: Enter the name of the new branch.
- Code: This is a serial number for the branches, which is automatically generated starting from number 1. For more details, refer to the guide “Serial Numbering Settings“.
- Telephone: Enter the branch’s landline number.
- Mobile: Enter the branch’s mobile number.
- Address 1: Enter the main branch address.
- Address 2: Enter an alternative address for the branch, if available.
- City: Select the branch’s city.
- State: Select the state or region where the branch is located.
- Country: Select from the dropdown list the country of the added branch; the country specified in your account data will be automatically selected.
- Description: Write a description for the new branch.
- Working Hours: Enter the number of working hours in the added branch.
- Location: Determine the branch’s location on the map.
- Note: Please allow the program’s request to know your location.
- Click the “Save” button.
- Notes:
- There is a primary branch that was automatically created when you established your account.
- You can edit invoice templates and others to display complete branch details, such as name, phone number, etc.
- Reports do not appear by branch name but by account name.
