This section explains how to edit the details of an existing branch within the system.

Overview

To edit a branch, go to Setups > Branches > Edit Branch.

Here you can fill in or update the specific information for the selected branch.

Branch Information

• Branch Name: This is a required field. Enter the full name of the branch. Please avoid using any special characters, as these can cause errors when posting receipts.
• Branch Code: This is a required field. Enter the unique code for the branch.
• Telephone Number: Enter the branch's contact telephone number.
• Fax Number: Enter the branch's fax number.
• Physical Address Line 1 (House/Building): Enter the first line of the branch's physical address.
• Physical Address Line 2 (Street): Enter the second line of the branch's physical address.
• Physical Address Line 3 (Town): Enter the town for the branch's physical address.
• Physical Address Province: Select the province where the branch is located from the dropdown list. The available provinces will correspond to the country selected in your legal entity setup.
• Region: Select a region from the dropdown list. Note that this list must be configured in advance by the GSA.
• Physical Address Area: Enter the specific area under which the branch falls.
• Address Code: Enter the address code.
• Postal Address Line 1 (P O Box / Private Bag / House): Enter the first line of the branch's postal address.
• Postal Address Line 2 (Street): Enter the second line of the branch's postal address.
• Postal Address Line 3 (Town): Enter the town for the branch's postal address.
• Postal Address Province: Select the province from the list for the postal address.
• Postal Address Area: Enter the specific area for the postal address.
• Postal Code: Enter the postal code for the branch.

Available Buttons

• Save: Click this button to permanently store the updated information.
• Cancel: Click this button to discard any changes and return to the previous screen.