Zoho Inventory
Zoho Inventory

Other Actions for Branches

IN THIS PAGE…

The Advanced Search option in all transaction list pages lets you narrow down your search instead of going through the entire list of invoices. You can now use the branch as a filter option to get your details. Here’s how:

  1. Click the Magnifier icon available at the top of the page.

  2. Select a module (let’s say, Invoices) and click Advanced Search.

  3. Provide the search details and select the Branches you want to search from.

  4. Click Search.

    Search in Branches

Bulk Update Branches in Transactions

If you’ve recorded the branch for transactions incorrectly, you can select multiple transactions and update the branch at once. To do this:

  1. Go to the module for which you would like to update transactions. Let’s say Invoices.

  2. Select the transactions which you want to update.

  3. Click the Bulk Update option in the top.

    Bulk Update

  4. Select Branch as the field to be updated and choose the branch name with which you want to update.

  5. Enter a reason for updating the transactions.

  6. Click Update.

    Bulk Update Reason

Note: The branch cannot be updated in case you have recorded payments or applied credits to the transaction.

Mark Branch as Primary

By default, the organisation’s initial details will be captured under the Head Office and will be marked as primary. You can however, create a branch and mark that as primary as well. To do so:

  1. Navigate to Settings, then Branches.

  2. Go to the Branches tab and all branches created will be listed there.

  3. Hover on a branch and from the drop-down, click Mark as Primary. Click the Star icon near the branch name to mark it as primary.

    Mark Branch as Primary

Edit Branch

To edit your branch details:

  1. Navigate to Settings, then Branches.

  2. Go to the Branches tab and all branches created will be listed there.

  3. Click on a branch directly or hover over a branch and click the Edit button from the drop-down.

    Edit Branch

  4. Make the necessary changes in the edit page and click Save.

Delete/Mark Branch as Inactive

If you’ve closed your branch temporarily, you can mark the branch as inactive so you do not make any transactions through them. However, if you have permanently closed down a branch, you can go ahead and delete it. Here’s how you can do these:

  1. Navigate to Settings, then Branches.

  2. Go to the Branches tab and all branches created will be listed there.

  3. Hover on a branch and from the drop-down and click on Mark as Inactive or Delete.

    Edit Branch
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