Adding a new branch

To add a new branch to the company, follow the steps below:

1. Go to the Configuration >> Branches, and on the right side, select the Add option.  

2. Next, in the Basic Data tab, fill in the information regarding the new branch, such as:

• Branch Symbol – This is the code/abbreviation for the branch, which will be used in numbering that includes the branch code (e.g., invoice numbering).

• Invoicing Branch – You can leave this field blank or specify a different branch for invoicing if needed.

• Home Currency – Documents, such as drafts of accounting documents, will be generated in this currency by default. This setting may also affect the display of commission in the order list (depending on the setting chosen in Configuration >> System Configuration >> Order Handling tab >> Calculate commission in).

• Available Currencies – The selected currencies will be available for the chosen branch in the system. To select multiple currencies at once, hold the CTRL key on the keyboard while selecting.

3. In the following tabs, you can define global notes for invoices, credit notes, orders or order confirmations, which will automatically be added by the system when printing these documents. More information on defining global notes can be found in the post Global Notes for Invoices, Orders, Credit Notes, Order Confirmation Documents.

Note! After adding a new branch to the system, go to the Users list (Configuration >> Users), assign selected users to this branch and set their preferred data visibility.