Editing A Branch Record

In certain cases the System Administrator may be required to edit an existing Branch record. To do this:

1.      Find and open the Branch record for the required branch. See Finding Branch Records.

2.      Make the record active by selecting Amend from the Toolbar - Sub Menu:

3.      Make your changes by clicking on the tabs as necessary. For details see:

• Adding Branch General Details

• Adding Branch WMS Settings

• Adding Branch Sequence Details

• Adding Branch Invoice Parameters

• Adding Branch Miscellaneous Details

• Adding Branch Label Settings

Once the Branch record has been created and saved you may:

• View and add contacts for the Branch in the Contacts tab.

• View and add Tasks for the Branch in the Tasks tab.

• View event logs for the Branch in the Event Logs tab.

• View and add default contacts for various document types for the Branch in the Document Defaults tab.

For further details on the various available tabs see Viewing A Branch Record.

4.      When you have finished making changes, select Save from the Toolbar - Sub Menu to save the amended record.

NEXT: Deleting A Branch Record