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It allows the user to manage company’s branches if there is any branches under the company. Below actions are available under “Branches”:

Samooha icon2  Create the branches, modify, search and delete

Samooha icon2  Upload branch logo and footer

branches

 

Field Name
Description
Mandatory Information
Branch Code Custom code of the branch

Y

Name Name of the branch

Y

Ref. Number Reference number

N

Phone 1 / 2 Contact number

N

Fax Company fax number

N

E-mail Email address

N

Website Company website

N

Address Company address

N

Description Description

N

Create New Branch:

1. Click on “Create New” at the bottom of the screen

Branches-New

2. Fill up the information at bottom half of screen

3. Optional: Click on “Upload Branch Logo” or “Upload Branch Footer”. Choose the file upload and click on “Open” button

Branches-logo2

*Note: The logo and footer will appear in some reports. The file size maximum limit is 100kb and the file formats only available for “jpg”, “png” or “gif”.

4. Click on the “Revert” button to undo changes.

5. Click on the “Save” button to save

 

Modify Branch:

1. Select the branch to modify in the list of branches on top half of screen

2. Update the information required

3. Click on the “Save” button to save the changes

4. Click on the “Revert” button to undo changes.

 

Delete Branch:

1. Select the branch to delete from the list of branches on top half of screen

2. Click on “Delete” button at the bottom of screen

3. Click on “Yes” button on the pop-up window to confirm record deletion

branches delete