A branch is a company office location. A Business Entity/Company can have multiple Branches/Locations.
To add a Branch or Location to a Business Entity/Company:
From the Business Entity/Company Snapshot, click on the View More Details link and in the Business Entity Details section, click Branches/Locations.
Click New Branch/Location to add a Branch/Location to the Business Entity/Company.
Use the Lookup list (binoculars) to search if the Branch/Location currently exists.
If the desired Branch/Location does not already exist, click New Branch/Location.
Please note: A Branch/Location can only be tied to a single Business Entity/Company. If you select a Branch/Location in use by another business entity you will receive an error.
Complete any mandatory and required fields such as Name, Status, etc.
To add the Branch/Location to the current Business Entity record, select Use it Now and click Save.
Enter any additional Notes or details and click SAVE
To edit Branch/Location details
To update a Branch/Location address or to edit details of a Branch/Location:
From the related Business Entity/Company snapshot, click on the View More Details link and in the Business Entity Details section, click Branches/Locations.
Click the Branch/Location name link to open the Branch/Location snapshot.
Click the View More Details link to see all the available data screens for the Branch/Location.
Click Addresses to add or update a Branch/Location address.
Click New Address to enter the Branch/Location address
Complete all mandatory* and required fields and click SAVE.
