Manage
Add branches and set your head office
Record each office or location, and mark which one is the head office.
Before you start
Who this is for
Businesses with more than one office, shop or GST registration.
Before you start
- The company selected in the Company Workspace bar.
Steps
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Step 1: Open Branches
Choose Branches in the side menu.
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Step 2: Add a branch
Choose Add Branch and enter the Branch Name, City, PIN code and State.
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Step 3: Mark the head office
Mark one branch as Head Office. Choosing a new one replaces the current head office.
What happens next
Your branches can be chosen in every app, so entries, stock and documents are recorded against the right office.
Questions
Why can I not delete a branch?
It is the head office. Mark another branch as Head Office first, then delete it.
Ready? Try it now.
Open Manage in a new tab and follow along.