Set up a Branch

A Branch represents a subordinate operational unit of a Company through which localized business activities, transactions, and processes are executed and managed within the ERP system

Project Data > Branches

Visual Walkthrough

To set up a Branch you are going to use dynamic search bar by typing "Branches"

To add a new Branch, click the “+” button “New Record”.

After pressing the + button, you will be taken to the following screen. To create a branch, the Branch Code, Company Code and Branch Description are mandatory fields. However, you can also enter additional information such as Contacts, Address Data, and Supplier Tax Office/Banks in the More Data tab.

Finally, press the Save button to complete the process.

Video Walkthrough