## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/in/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions for Branches

### Advanced Search

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](/inventory/help/images/branches/search-branches.png)

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### 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](/inventory/help/images/branches/bulk-update-button.png)
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](/inventory/help/images/branches/bulk-update-reason.png)

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

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### 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 dropdown, click **Mark as Primary**. Click the **Star icon** near the branch name to mark it as primary.
    
    ![Mark Branch as Primary](/inventory/help/images/branches/mark-primary.png)

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### 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 dropdown.
    
    ![Edit Branch](/inventory/help/images/branches/more-options.png)
4.  Make the necessary changes in the edit page and click **Save**.
    

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### 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 dropdown and click on **Mark as Inactive** or **Delete**.
    
    ![Edit Branch](/inventory/help/images/branches/more-options.png)

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