3.1 Add Branch
To add a branch to, do the following:
While logged into your Billbox account, go to the Branches menu.
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Click the Add Branch button (red arrow) to load the Add Branch form
Fill the form as shown below:
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Enter the name of the branch
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Enter the branch code
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Select a branch manager from the Branch Manager dropdown list - this will list out all users with Branch Manager roles. If no users have been created with a Branch Manager role, the dropdown list will be empty.
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Click the Save button to save the new branch
Branch Search
To search for a branch, do the following:
While logged into your Billbox account, go to the Branches menu.
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In the search bar at the right of the Branch page, you can search with:
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Name of branch
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A list of branches that match the search key will be listed.
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Look through the list for the desired branch
Edit/Update Branch
To update the details of an existing branch, do the following:
While logged into your Billbox account, go to the Branch menu.
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Search for the specific branch you want to modify
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Click the Edit icon (blue arrow) in the Actions tab as shown in the screenshot below
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Next, the details of the branch will load up in the Edit Branch form
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Make the necessary changes, then click Save
Freeze Branch
To freeze a branch, do the following:
While logged into your Billbox account, go to Branches menu
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Search for the desired branch
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In the Actions tab, click the info icon (blue arrow) to view branch information
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Next, confirm you want to freeze the branch by clicking OK in the popup dialogue box
Delete Branch
To delete an existing branch, do the following:
While logged into your Billbox account, go to the Branches menu
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Search for the branch to be deleted
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Click the Bin icon in the Actions tab (as shown in the screenshot below)
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Next, confirm the action by clicking the OK button in the popup dialogue box (green arrow)
