Companies will have multiple branches in different locations, user can click on Create (+) to add a new branch.
The creation process for Branches consists of two types:
- Company
- Individual
Star Marked (*) Fields Are Mandatory.
| Field name | Field Description |
| Company | Authorized employee working under a registered firm. |
| Individual | If the person is a one time/Walk-In can be considered as an individual customer |
| Company Details | |
| Company name | Enter company’s name |
| Phone type | Select phone type from the list |
| Landline number | Enter land line number. |
| Company Email | Enter company email ID |
| Contact Person details | |
| Contact person name | Enter contact person name of the organization. |
| Mobile number | Enter mobile number of the contact person |
| Enter contact person email ID | |
| Branch | Select Branch in drop-down |
| Designation | Select designation of contact person from the list. |
| Address Details | |
| Address name | Enter a quick identification name for the address. |
| Address line | Enter details of the address line 1 |
| Address line 2 | Enter details of the address line 2 |
| City | Select city from the list the address. |
| Landmark | Enter a landmark of address for quick identification |
| Is cash customer? | Click on the toggle if user is a cash customer. Toggle turns to green in color. |
| Pin code | Enter pin code of the address. |
| *Add New address if needed. | |
| LoB Tags | By clicking on LOB Tag, user can view respective tags of the LOB and select a Tag for customer. |
| Image URL | Select an Image of organization to upload from local storage. |
| Credit Limit Details | |
| Credit Limit Type |
Automation: System automatically sets the credit limit for the customer based on their tag assigned. Manual: Enter Credit limit of the customer |
| GST Details | |
| GSTIN | Enter GST number of the Organization. |
| Description | User can enter short notes or comments about the branch |
Apply all the details and Click on Save.