Create a new customer branch

This is a branch of your company that product is stored in and can be shipped from. This is not the same thing as a warehouse, which may be virtual (you may have a warehouse called “old stock”).

The branch typically is an actual location with a physical address and a phone number that customers can call to place orders from.

To create a new branch:

  1. Select File > Configuration Management to open the Configuration Manager.
  2. Select Customer folder > Branch.
  3. In the Branch Information window, click the New button.
  4. Enter a unique Branch ID in the Branch field.
  5. Check or uncheck the Active checkbox, depending on whether or not you want the branch to be available for current transactions.
  6. Complete the rest of the fields according to their descriptions.
  7. Click the Save button.


Posted in Configuration, Customer - Last modified on March 15, 2019
Still need help?
Search all content on this site, contact support at 817-870-1311, or create a support ticket.