User Guide/⚙️System Settings & Configurations/Branches

Branches

Branches are your company’s different locations. Branches are tied to other features within stackd, for example, Inventory and Projects.

Create a New Branch

  1. Navigate to “System” > “Branches”
  1. Click “+Add Branch”
  1. Enter the name of the branch into the “Name” field, and update the Province/State and Address fields.
      2. 💡
      Only one Branch can be set as the Default Branch.
  1. Click “Save”
 

Edit a Branch

  1. Navigate to “System” > “Branches”
  1. Select the line item that you’re editing and edit the details that are displayed on the right-hand side of the screen
  1. Click “Save”

Delete a Branch

⚠️
A Branch can only be deleted if it is not tied to any existing Projects.
  1. Navigate to “System” > “Branches”
  1. Click “Delete”