Account Branch Offices


Branch offices are sub-stage workplaces opened outside the main center. Address / Branch offices are used in order to send to different addresses in shipping and billing transactions.


Route: ERP > Sales-Distribution > Customer-Supplier > Accounts > Account Detail


To add an address branch office, click Other > Add Address / Branch Office from the links at the top right of the account detail. You will see the Add Address / Branch Office screen;

If the branch office you have added is active, select the "Active" box.

  1. In the Branch Office Name field, type the name of the branch office you added.
  2. In the Branch Office Code field, enter the code of the branch office you added. The data you have entered in the branch office name and branch office code fields will be sent to the invoice when you select this branch office.
  3. Branch Office Alias Definition: A company can have branch offices in more than one location under a single TIN. In this case, the alias selection must be defined here and the invoice must also be selected. The alias definitions in the popup come from the IOP.
  4. Enter the contact information in this field.
  5. Explanation: You can enter detailed information about the branch offices in the Explanation field.
  6. Check the Shipping Address box to use the information entered in the address field as the shipping address, and check the Invoice Address box to use it as the Invoice address.
  7. Select the account owner and representative from this field. Note: Employee names registered to the account are displayed in this field. If you haven't registered the account owner yet, leave this field blank. Then register the account owner as an employee and select the relevant manager from the branch office update page.
  8. Enter the branch office address information from this field.
  9. Select the sales region of the branch office from this field.
  10. You can define coordinates in the Coordinates field if you wish. In this case, when the branch office is selected on different screens, the coordinates will appear automatically.
  11. Define a public address in the address field.

Click the "Save" button.

The branch office name you registered will be listed in the Addresses / Branch Offices section of the account page.


Branch Office Detail

In order for the employee to appear in the Branch Office Employees field, the relevant branch office must be selected in the employee detail. When you click on the employee, it will direct you to the employee information.

To Add Notes: Click the “+” sign opposite the Notes text. On the next screen, enter the title of the note and save the note.

At the bottom of the "Notes" article, the notes added to the page are listed with their titles.

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