Adding New Branches

Follow these steps to add a new branch:

1. Open the Branches List

• Go to List > Branches.
• Click the New button.

2. Fill Out the Details Tab

• In the Add New Branch window, start with the Details tab.
• Enter required info like branch name, address, contact details and so on.

3. Review Remaining Tabs

• Other tabs are auto-filled using default values from Tools > Options.
• These can be left as-is (System Settings) or customized per branch (Override).
  • For example, the Quote tab can include additional email addresses, phone numbers, or other settings specific to this branch.

4. Save

• Click Ok in the bottom right corner to create the new branch.