Setting up Multiple Locations (Branches)
PhreeBooks supports multiple branches/stores. The company information is gathered during setup but branch information is entered through the Setup->Maintain Branches menu.
To enter a new branch:
- Select Setup->Maintain Branches.
- The current branches are listed. To edit a branch, select the edit icon for the branch to edit, or, to enter a new branch press the Add button.
- Enter a branch ID. Branch ID's should not contain spaces or special characters. It is best to use an abbreviation or store number as the Branch ID.
- Enter the Branch information requested by the form. Required information is identifed by a * next to the input box.
- Press the Save button to save the record.
To delete a branch:
- Select Setup->Maintain Branches.
- The current branches are listed. To delete a branch, select the delete icon for the branch to delete.
- Confirm the deletion of the record. NOTE: If the branch is used in a journal record, it cannot be deleted. Instaed, check the inactive box and the branch will no be shown on the pull down menus for the order forms.
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