Consultants & Agents

Branch Settings

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This particular tab will be applicable only for companies whoever has their office in more than one
location. By maintaining separate branches you can actually know the exact income and revenue
from each branch.

Step 1 : Click My reach under settings tab
Step 2 : Click Organisation name
Step 3 : Click financial Dates
Step 4 : Click Add button under branch details
Step 5 : Fill in the details
(Branch Name, Company Name, Mobile, Address Information, Tax
Information, Quote Settings, Sales Order Settings, Proforma Invoice Settings,
Purchase Order Settings, Stock Transfer Settings)
Step 6 : Click Create

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