Branch Area

Branch areas group branches by region, for example North or South. Assign each branch to an area in Branch to filter branches and reports by area.

Menu: Data › Branch Area

How to add a record

Required permission

Data › Branch Area › Create

1. Open Data › Branch Area.

2. In the empty row at the bottom of the list, fill in:

   Field	What to enter
   Code	A short code.
   Name	The area name (required).

3. Click ✔ at the end of the row to save it.

To change a record, edit it in the list and click ✔ (requires Data › Branch Area › Update). To delete one, click 🗑 (requires Data › Branch Area › Delete). You can't delete a record that's already in use.

To add many records at once, use Import in the toolbar (requires Data › Branch Area › Import Excel).

Example. A chain with 12 stores creates the areas Metro Manila, North Luzon and Visayas, and sets each branch's Branch Area. Reports with a Branch Area filter, such as Product Inventory Value, can then show one region at a time.

See About Data for how these lists work.