Code

Enter a unique alpha numeric code of up to 8 characters.
Valid characters for new Branch Codes are A-Z, 0-9 by default. Other characters to allow may be specified in Company Settings - Misc tab.

Name

Enter a name.

Address

Enter an address.

Phone Nos

Customer telephone numbers. If Accredo is setup to interface with the telephone system, click  to dial.

Note: You can change the labels of the phone no fields in Company Settings - Display Labels.

Email Address

The contact email address. Click to create a Mail Message (Ctrl+M).

Custom

Enter additional information for scripting, custom reporting, or other purposes. Labels can be replaced in Company Settings.

Inactive

Select this or press the Space Bar while in the Inactive field. Lines for inactive Branches are shown dimmed. Transactions cannot be posted, and will not appear in lookups for Branch codes outside the GL. Inactive Branches will still perform inside the GL.

Grid Toolbar

Expand Toolbar (Alt+F9)

Expand the toolbar to give access to all toolbar options. Press Esc to close the expanded toolbar.

Zoom (Ctrl+F12)

Open Branch data in Form view to add, delete, edit and scroll. Move off the field to save changes, they will appear on CLOSE

To edit the name select it and enter another. To change a Branch code, see Merge Codes.

Insert (F4)

Click below the last Branch code in the grid, enter a code and name.

Delete (F3)

To delete a Branch, select the line. You cannot delete a Branch if other records are linked, or if transactions have been analysed to it.

Print (Ctrl+P)

Print a report of the information in the grid.

Filter / Sort List (Ctrl+F2)

Clear Filter / Sort (Ctrl+F3)

Apply or clear a Filter & Sort. The button changes to indicate if a filter and sort is applied.

Customise (Alt+F5)

Opens Customise Fields, you can customise the fields to appear in the grid.

Refresh (F5)

Reloads changes other Users may have made.

Customise Toolbar

Customise Toolbar or right-click in the toolbar below the buttons to access the Customise Toolbar Menu.