Branches

Branches are the cities and sites your employees work in. Each employee is linked to a branch, so set up the branches before you add employees.

From the side menu, open General › Branches.

What’s on this screen

• Search by name or code — find a branch quickly.
• Add branch — create a new branch.
• A table of branches; click a row to edit it.

Columns

• Branch name.
• Code — the branch’s short code.
• Employees — how many employees work in the branch.
• Actions — Edit (pencil icon) and Delete (trash icon).

Fields

• Branch name — required and must be unique.
• Code — required and must be unique.

How to add a branch

1. Click Add branch.
2. Enter the Branch name and the Code.
3. Click Save branch.

How to edit or delete a branch

1. Click the branch’s row, or the pencil icon, change the details and click Save changes.
2. To delete, click the trash icon and confirm in the Delete branch window.

Caution

A branch that employee history or transactions still point to cannot be deleted. The reason appears in the delete window.

Required permission

Branches › View. Adding, editing and deleting need Branches › Create, Branches › Edit and Branches › Delete. Supervisor accounts cannot open this screen.