Branch

In this section Administrators have the ability to Create, View, Edit and Disable Branches.

How To Access the Admin Panel

Click your username in the top right
Click Admin settings
This takes you to the admin panel (Only IMS Staff/ Users with Admin permissions have access to this section)
Once you have accessed the Admin Section, it takes you straight to the Users tab.

After you have accessed the Admin Panel, the navigation bar is located at the top of your screen, it allows you to view and config features added to the system based on clients request and updates.

On the navigation bar, select Branch
In the top right-hand corner click the Actions button and click Add Branch
Enter all the required information
Click the update button to save

On the navigation bar, select Branch
In the top right-hand corner click the Actions button and click Copy Branch Data
From the first drop-down box select the From Branch
From the second drop-down box select the To Branch
The select the type of information which you would like to copy
- Copy Items
- Copy Item Cost
- Copy Locations
- Copy Cost Centres
Then Click the Copy button to copy the information

On the navigation bar, select Branch
From the list of Branches displayed, select the Branch by clicking on the name of the Branch
Change the details which need to be updated
Click the update button to save.

Name
- This is where the name of the Client is entered so it can be displayed on the Dashboard and the Client selector boxes in the site.
Company Name
- The name of the Client can also be entered here, and this is displayed on the Purchase Order and Requisitons Export.
Phone
- The Contact Number for the Client is stored here.
Fax
- The Fax Number for the Client is stored here.
Email
- The Email Address for the Client is stored here.
Address
- The Address for the Client is stored here. This is also displayed on the Purchase Order Export and Send to Vendor Email.

Invoice/Delivery Name
- The name of who the invoice should be sent to is entered here. This is displayed on the Purchase Order and Send to Vendor Export.
Phone
- The Contact Number for the Client is stored here.
Fax
- The Fax Number for the Client is stored here.
Email
- The Email Address for the Client is stored here.
Address
- The Invoice Address for the Client is stored here. This is also displayed on the Purchase Order Export and Send to Vendor Email.

If changes are appiled to a Branch, use the Update button to save those changes.

Branches are to be only disabled once requested by Client. When a Branch is disabled, users will no longer have access to the Branch.