Before you can add a Branch, you need to add a Branch Type, if there are none in your system
1. Do a mouse-over on Admin Menu, from the drop down menu, select Branches & Containers.
2. From the left hand pop-up menu, select New Branch Type
3. You go to an editable screen like the following:
4. Fill in all the details and click Submit
5. After you click submit and the record is saved, you receive a green highlight message at the top of the screen, which also says 'View Branch Type Name (this is the Branch Type you just saved)"
6. Click on this.
7. The next window shows the details of the Branch Type with an option to Edit or Delete the Branch Type
8. And a New Branch button below.
9. Click on New Branch button or alternatively
10. Do a mouse-over on Admin Menu, from the drop down menu, select Branches & Containers.
11. From the left hand pop-up menu, select New Branch
12. Next Screen is anothe editable window which requires you to fil the following details:
- Branch Type <mandatory> - a drop down menu with all the existing Branch Type, select the appropriate Branch Type for this Branch
- Key <mandatory> - this is a unique identifier for you to index and access this record easily
- Name <mandatory> - this would be the name of your Branch
- Description - fill in the detailed description for this branch
- Country <manadatory> - a drop down menu to choose the country of this branch
- Address - full detailed address
- City, State, Zip < mandatory> - all required data fields
- Phone 1, Phone 2 and Fax - Phone 1 is a mandatory field
- Email 1, Email 2 and Website - one email is manadatory
13. Click Submit to save.