Add a client branch

“This page covers everything related to the Customer Branches page, how to access it, and how to create a new branch.”

To access the Customer Branches page, please carefully follow these instructions:

• Start by clicking on the “Sales” menu in the main interface.
• Next, go to the top part of the page where the top bar is located, then click on “Customers.”
• Press the “Customer Management” page, which displays a list of all customers registered in the system.
• Click on the name of the customer for whom you want to add a branch. You will see the data and details related to that customer.
• Look among the fields under “Customer Branches,” and you will find a link called “Add or Edit.” Click on this link.
• You will be redirected to the “Customer Branches” page to manage the customer’s branches.
• You can edit the data of existing customer branches in the system, and you can also delete a customer branch if necessary.

Explanation of how to add a new customer branch: Note:

A customer branch is automatically added when adding the customer for the first time.

To add a new customer branch, please follow these instructions carefully:

• You will need to enter the basic data for the customer branch as follows:

  1. Enter the name of the customer branch.
  2. Enter the abbreviated name of the customer branch.
  3. Enter the bank account number for the customer branch.
  4. You can choose the document language for the customer branch.

• Next, enter the sales data for the customer:

  1. Select the sales representative associated with the customer branch.
  2. Choose the sales region to which the customer branch belongs.
  3. Select the sales group to which the customer branch belongs.
  4. Choose the default storage location for the customer branch.
  5. Select the default shipping company for the customer branch.
  6. Choose the tax group applicable to the customer branch.

• After that, enter the General Ledger accounts data:

  1. Select the General Ledger account for sales.
  2. Select the General Ledger account for discounts/cash discounts.
  3. Select the General Ledger account for credit balances.

Note: General Ledger accounts used with customer branches are automatically set as default settings, but they can be fully modified as needed.

Then, enter the contact information for the customer branch:

• Enter the phone number for the customer branch.
• Enter the fax number for the customer branch.
• Enter the email address.
• Specify the address of the customer branch.

After entering all the details, click on the “Add New Branch” button to save the data of the new branch in the system.