Branch Management User Guide

Overview

The Branch Management section allows users to manage branches, add new branches, and update existing ones. This guide explains how to navigate and use the Branch Management interface effectively.

Accessing Branch Management

1. Navigate to the Branch Management section from the left-hand sidebar menu (marked as 1 in the image).

Adding a New Branch

1. Click the + ADD BRANCH button located at the top right corner of the screen (marked as 2 in the image).

   

2. Fill in the required details such as branch name, branch supervisors, and cashiers.

3. Save the changes to create a new branch.

Viewing Branch Details

• The branch list displays branch details, including:
  • Branch Supervisors and Cashiers (marked as 3 in the image)
  • Active Status (marked as 4 in the image)
  • Actions (Edit Option) (marked as 5 in the image)

Editing a Branch

1. Click the Edit (Pencil) icon in the Actions column next to the branch you want to update.
2. Modify branch details as needed.
3. Save changes.

Activating/Deactivating a Branch

• The Is Active? checkbox (marked as 4) allows enabling or disabling a branch.

  

• Check the box to activate the branch.

• Uncheck the box to deactivate it.

Searching for a Branch

1. Use the Search Bar at the top of the branch list to find a specific branch by ID or name.

Conclusion

The Branch Management module provides an easy way to add, edit, and manage branches. Users can update branch details, activate or deactivate branches, and manage personnel within each branch efficiently.