Edit branch logo

Edit branch logo

A branch record stores the branch identity, financial settings, address, contact information, and logo used for branch configuration. Use this screen to review those values, attach or remove the logo, and save branch changes.

When you know which branch you need, continue with Before you start.

Before you start

Prerequisites

• Have the branch record available. The address fields appear when the branch has an address.
• Use an editable branch record when you need Save, Save and Close, contact changes, or logo changes.
• Use an existing saved branch when you need the saved-record tabs.
• Have the new logo file ready before opening the upload area.

The main form appears when the branch is available and the subscription condition permits the configuration surface.

When these conditions are in place, continue with Find and open the branch.

Find and open the branch

The branch-edit screen is a record page. Open it from Branches when you need to work on one saved branch rather than review the list.

Prerequisites

• Know which saved branch record you need to open.
• Start from the Branches list when you need to locate the record first.

Steps

1. Open Branches from the configuration area.
2. Select the branch record you want to maintain.
3. Open the branch-edit page for that record.

Result: The branch edit screen opens for the selected record.

Continue with Understand the branch screen to identify the fields and areas available for the record.

Understand the branch screen

The branch screen groups identity, financial, address, contact, logo, margin, and history work on one record surface. The branch screen displays the fields in the table below and shows Save and Save and Close.

Branch fields

The branch screen marks Display Name, Financial Year Start, Reference Currency, and Local currency as required.

Tabs and conditional areas

The available working areas do not include registration choices, nominal commission or margin inputs, currency-conversion inputs, map or bank-account fields, or an extra currency choice for accumulated margins.

Use Maintain the logo and branch changes when you need to change the image, contact rows, or branch values.

Maintain the logo and branch changes

Use the logo controls beside the branch image, then save the branch when the change is complete.

Add, replace, or remove the logo

Prerequisites

• Open the branch record.
• Have the replacement file ready if you are adding or replacing the logo.
• To remove a logo, the branch must already have one.

Steps

1. Choose the action that matches your task.

   Order	Add or replace	Remove
   1	Select the icon beside the branch image	Select the delete icon
   2	Choose the logo file	Review Are you sure you want to delete this item?
   3	Select Attach	Select Yes

Result: The logo area reflects the upload or deletion action, and the branch can be saved.

Save branch and contact changes

Prerequisites

• Open an editable branch record.
• Complete each required field before saving.

Steps

1. Enter or change the branch values you need to maintain.

2. Select the contact action that matches the contact row you need.

   If you need to…	Select
   Add a telephone contact	Phone
   Add a fax contact	Fax
   Add a mobile contact	Mobile
   Add an email contact	Email
   Add a website contact	Website
   Add online-support information	Online Support

3. Enter the contact value in the new row.

4. Select the row's delete icon when you need to remove a contact row.

5. Choose how to finish the change.

   If you need to…	Select
   Remain on the record	Save
   Save and leave	Save and Close

If the branch save succeeds, the screen displays Branch saved Successfully. If the branch is new, the save action opens the saved branch record and refreshes its history area.

Result: The branch record remains open after Save, or the branch page closes after Save and Close.

Continue with Review the margin and history branches when you need to review those saved-record areas.

Review the margin and history branches

Default-margin settings control the branch's margin choices, while Last Modifications records the branch's change history. These areas belong to an existing saved branch.

Review default-margin settings

Prerequisites

• Open an existing saved branch.
• Open the default-margin area.

Steps

1. Select **Default **.
2. Select the margin type that matches the rule you need.
3. Enter the applicable default-margin values.
4. Select Save in the default-margin area.

When the selected margin type is accumulated or decreased and its degressive list is empty, the screen displays Please insert degressive margin list. A successful default-margin save displays Data saved Successfully.

Result: The default-margin area remains open with the selected margin type and saved values.

Review history

Prerequisites

• Open an existing saved branch.

Steps

1. Select Last Modifications.
2. Choose a user or field filter when you need to narrow the history. Result: The history area opens for the branch.

Continue with Resolve validation and action failures if a message stops the action.

Resolve validation and action failures

Use the message text to identify which branch action needs correction.

If the subscription condition prevents the configuration form, the screen shows the subscription- upgrade area instead. If authentication remains on the sign-in form, the branch page is not available. A loading screen or a failed route does not provide the branch controls; return to Branches and open the record again.

After resolving the problem, continue with Continue after branch editing.

Continue after branch editing

After reviewing or saving the branch, continue with the branch task that matches your goal.

The logo-focused screen covers the fields, logo actions, contact rows, default-margin area, and history area listed on this page.

Result: You have a clear next configuration destination after branch review or maintenance.