How do I create a new Branch?
The following 1 min 7 sec clip shows you how to create a new Branch.
Follow the steps below to create a new Branch:
1. Select Set Up from Menu Ribbon
2. Select Branches from the sub menu (Select V to view/edit the last five branches)
3. Select New Branch from the side menu
4. Complete all mandatory sections of the screen as a minimum (those shown with an asterisk beside them):
- Branch code for example FMTR001
- Branch name for example FM Training Branch
- An error message will be displayed if you do not complete all of the needed sections
- Complete any additional information that you may want to store in the fields
5. Select Save