Add, Edit, and Delete Branches

Location: Back Office > Platform Settings > Branches

This article explains how to create, update, and delete branches.

Add a Branch

Follow these steps to create a new branch:

1. Go to Branches.
2. Click on Add Branch.
3. Enter the branch details:

Basic Information

• Branch Name Enter the branch name.

• Max Concurrent Staff Sessions Enter the maximum number of staff sessions allowed at the same time. Leave this field empty for unlimited sessions.

• Manager Name Enter the branch manager name.

• Geographic ID Code Enter the geographic identification code for the branch.

Address Details

• Address Enter the complete branch address.

• Select Map Location Select the branch location on the map.

• Country Enter or select the country.

• State Enter or select the state.

• City Enter or select the city.

• Postal Code Enter the postal/ZIP code.

Contact Details

• Dial Code The country dial code is auto-selected based on the selected country.

• Phone Number Enter the branch contact number.

• Email Enter the branch email address.

Branch Timing

Set the opening and closing times for each day of the week:

• Opening Time
• Closing Time

Tax Settings

• Select Tax Scenario Choose the applicable tax scenario for the branch.

Offline Connectivity

• Offline Mode Enable or disable offline mode.

• Offline Server URL (LAN) Enter the local offline server URL if offline mode is enabled.

4. Click on Add to save the branch.

The branch will be added successfully.

Edit a Branch

Follow these steps to update an existing branch:

1. Go to Branches.
2. Find the branch you want to edit.
3. Click on Edit.
4. Make the required changes.
5. Click Update to save the changes.

Delete a Branch

Follow these steps to delete a branch:

1. Go to Branches.
2. Find the branch you want to delete.
3. Click on Delete.
4. A confirmation message will appear.
5. Click Delete to confirm.

The branch will be removed from the list.