> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/branch-setup.md). # Branch Setup Set up the branches of your business, with their own users, warehouses, costs, clients, and document details. When your business has more than one site or division, each one usually has its own people, stock, and costs. In OrderEazi's **Branch Setup** you create a branch for each part of your business. You then give it its users, warehouses, product costs, and clients, and the name and logo on its documents. ### Before you start Branches need a Standard or Enterprise licence. You'll also need permissions in the **Branch** permission group: **View Branches** shows **Branch Setup** in the menu, **Create Branch** adds branches, and each tab below needs its own permission. If **Branch Setup** isn't in your **Settings** menu, ask your OrderEazi administrator to add it to your role. > **Note:** If your organisation uses another word for branches, such as "Store", the menu, headings, and messages use it instead. You set the word under **Branches** in System Settings. See [Branch options](/central/order-management/settings/organization-setup/system-settings/branch-options.md). ### How to create a branch 1. In the main menu, go to **Settings** > **Branch Setup**. 2. Select **Create**. 3. Enter the branch's **Name** and a short **Code**, such as "CT01". 4. Select **Save**. The branch opens on its edit screen, where you fill in the rest. Each branch needs its own name and code. If either is already used, you see "A branch with that name already exists." or, for example, "A branch with code 'CT01' already exists. Please choose a different code." ### The branch list The list shows each branch's **Code**, **Name**, **Manager**, **Users**, and whether it's **Enabled**. You only see branches you're linked to or manage. To change a branch, open the menu at the end of its row and select **Edit**. To stop using one, select **Disable**, then confirm. If people are still linked to it, the message warns you: "There are active users linked with this branch, are you sure you want to disable" followed by its name. The branch and its history are kept, and you can select **Enable** to use it again. ### The branch's tabs Each tab shows only if you have its permission. #### General Needs **Update Branch**. * **Name** and **Code:** How the branch is shown across OrderEazi. The code can be up to 32 characters. * **Disabled:** Tick it to stop using the branch. * **Profit Calculation** and its percentage: The **Margin** or **Markup** this branch uses when it sells to another of your branches. That's an inter-branch project, where one branch is the seller and another is the buyer. New lines start with this percentage instead of the usual markup or margin. * **Currency:** The branch's currency. * **Postal Address** and **Shipping Address:** Tick **Same as Postal Address** if they match. Tick **Use branch address on documents** to print the branch's address on its documents. Select **Save**. You see "Branch successfully updated". #### Users Needs **Manage Users** in the **Branch** permission group. 1. Choose the branch's **Manager**. The manager is linked to the branch as a user too. 2. Tick the people to add on the **Available** side. 3. Select **Link**. To remove people, tick them on the **Linked** side and select **Unlink**. Linking someone also gives them the branch's warehouses. After unlinking someone, check the warehouses on their **Warehouse** tab in [Edit User](/central/order-management/settings/manage-users/edit-user.md), and clear any they no longer need. To give someone access for a while, such as cover during leave, select **Link temporarily** and choose the date and time under **Remove access after**. They're unlinked automatically then. To keep them, select **Make permanent**. #### Warehouses Needs **Manage Warehouses** in the **Branch** permission group. Tick the warehouses for this branch, then choose how its users can use them: * **Link (Sales):** Branch users can quote, order, and pick from the warehouse, but don't see its stock management side. * **Link (Manage):** Everything **Link (Sales)** gives, plus stock, counts, transfers, and reports. * **Unlink:** Removes the warehouse from the branch. Afterwards, check the warehouses on each branch user's **Warehouse** tab in Edit User. #### Prices Needs **Manage Pricing**. Every active product is listed with its **Cost Price** for this branch. Type a cost to set it, or clear the field to remove it. The cost saves as soon as you leave the field. Products showing **Not set** use the product's standard cost. **Example:** CHAIR-01 costs R1 000 from your supplier. Your Durban branch pays an extra R80 to have it delivered from Johannesburg, so you set its cost to R1 080 on the Durban branch's **Prices** tab. New lines for CHAIR-01 on Durban's projects start with a cost of R1 080, so their GP (gross profit) shows what Durban really pays. Lines already on projects keep their cost, and your other branches still use R1 000. The tab sets costs only. Selling prices still come from your products and pricelists. #### Clients Needs **Manage Clients**. Tick **Active** next to a client to link it to the branch. You can also give the client a **Code** and **Credit Limit** for this branch. To remove the link, clear **Active** and select **Yes, remove**. #### Documents Needs **Update Branch**. * **Company name on documents:** Replaces your organisation's name on this branch's documents. Leave it blank to use your organisation's name. * **Document logo:** Replaces your organisation's logo on this branch's documents. It saves as soon as it's uploaded. A sales rep's own **Company Logo Override** still comes first. ### Related pages * [Branch options](/central/order-management/settings/organization-setup/system-settings/branch-options.md): rename branches, and choose the branch on each project * [Users](/central/order-management/settings/manage-users/users.md): see each person's branches * [Permissions reference](/central/order-management/settings/manage-users/permissions-reference.md): the Branch permission group