Branch Types

Branch Types, similar to Company Types, represent a classification used to describe and elaborate on the hierarchy or functional activities of a company’s branch.

Project Data > Project Set up > Branch Types

Visual Walkthrough

To set up Branch Type you are going to use dynamic search bar by typing "Branch Types" To add a new company type, click the “+” button “New Record”.

Next, complete the fields labeled Branch Type Code and Branch Type Description as required. Once all necessary information has been entered, finalize the process by selecting the Save option

Finally, press the Save button to complete the process.

Video Walkthrough