Branches |
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Areas within the database may actually relate to different areas of the company, and there may be times when reports are needed on the profit/loss situations for different areas. Branches, sub-branches and GL departments are all used for this purpose. Using all, none or some of these functions, and whether they are optional or required fields, can be decided here.
Within Tools > Options > Branches, select which company logo report to be printed on specific documents: sales, purchases and debtors statements. Any or all can be used for: Default, Branch, or Sub-Branch.
If branches are being used, on the ribbon, go to Tools > Setups > Accounting and select Branches.
The example here shows the Branches section with the Brisbane store information that has been set up.
There are three fields and one checkbox available when adding or editing a branch location.
The following steps must be taken to apply a different address and logo.
Branch address Create a new cardfile which will be used for the address information, and link to the branch in settings as per above. This will ensure that the address used in the new cardfile is used for the branch created.
▪On the ribbon go to Tools > Report Designer. ▪Open the Logo folder. ▪Highlight Company Logo. ▪From the ribbon select Copy from Existing. ▪In Name, update to Company_branch (where branch is the branch card code). ▪Click OK.
Edit the new logo report and update it with the new branch logo.
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