Managing branches

Branches represent the organization's locations, offices, and outlets.

Create a branch

Enter a distinct name and code, contact details, address, and operating status.

  • The branch code should be unique within the company.

Main branch

Designate one main branch as headquarters and use other branches for additional locations.

  • There should be no more than one main branch.

Users and data

Assign users to branches to support location-based scope and filtering.

  • Deleting a branch does not automatically delete its users.