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Accessing the Branches Section #

  1. Click the SETUP menu item.
  2. Click the Stores menu item.

Adding a Branch #

Adding a Branch Manually #

NOTE:

All fields marked with an asterisk * are mandatory to fill.

  1. Click the first + button.
  2. Select the Country and Store you would like to add a branch to.
  3. Click the Blue + button next to Branch.
  4. Fill in the required information.
  5. Click Save to create the branch.
  6. Select the newly created branch from the dropdown in the new page.
  7. Click Save to assign the branch to the store.

Adding Branches in Bulk #

NOTE:

Please use this option to add many Branches at the same time. Once the import has been successful, you will be notified by email.

When you are creating a new branch and assigning it to an already created store, please ensure that you have copied the store name from the system exactly as written, or else the system will create a new store.

  1. Click the Import button.
  2. Click Add Branches from the dropdown.
  3. Download the import template.
  4. Fill in the required info on the excel template.
  5. Click the Browse button, locate and select the updated template sheet.
  6. Click the Add button and confirm the popup.

Editing a Branch #

  1. Click the Settings icon to be taken to the Branch details page.
  2. Complete the required edits.
  3. Click Save to confirm.

Deactivating/Activating a Branch #

To deactivate a Branch:

  • Click the Branch’s parent store.
  • Click the Check icon and you will be prompted with a confirmation box.
  • Click the Deactivate button to confirm.
 

To activate a Branch:

  • Click the Branch’s parent store.
  • Click the Show All checkbox to see all Branches.
  • Click the X icon and you will be prompted with a confirmation box.
  • Click the Activate button to confirm.

Editing/Deactivating/Activating Branches in Bulk #

NOTE:

Please use this option to modify many Branches at the same time. Once the import has been successful, you will be notified by email.

You can deactivate Branches in bulk using the same method of updating. The last column in the Excel template is Active. If you would like to deactivate or re-activate the Branch, change the value per Branch to either No or Yes respectively.

  1. Click the Import button.
  2. Click Update Branches from the dropdown.
  3. Download the import template.
  4. Fill in the required info on the excel template.
  5. Click the Browse button, locate and select the updated template sheet.
  6. Click the Update button and confirm the popup.

Updating Store-Branch Links #

  • Click the Import button.
  • Click Update Store-Branch Link from the dropdown.
  • Download the import template.
  • Fill in the required info on the excel template.
  • Click the Browse button, locate and select the updated template sheet.
  • Click the Update button and confirm the popup.
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