# 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.

| If you need to… | Go to |
|---|---|
| Review the branch fields and required markers | [Understand the branch screen](#understand-the-branch-screen) |
| Attach or remove the logo | [Maintain the logo and branch changes](#maintain-the-logo-and-branch-changes) |
| Review margin or history areas | [Review the margin and history branches](#review-the-margin-and-history-branches) |
| Fix a validation or action problem | [Resolve validation and action failures](#resolve-validation-and-action-failures) |
| Open the branch list | [Branches](doc:configuration-company-branchs-view) |
| Maintain branch details beyond the logo-focused screen | [Edit branch](doc:configuration-company-branchs-edit-record) |

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](doc:configuration-company-branchs-view) 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

| Field | Type and rule | When it appears |
|---|---|---|
| **Display Name** | Text; required only where your company configures it | Branch is available |
| **Full Name** | Text; optional | Branch is available |
| **Statement** | Text; optional | Branch is available |
| **Managing Director** | Text; optional | Branch is available |
| **Company Registration No.** | Text; optional | Branch is available |
| **VAT ID Number** | Text; optional | Branch is available |
| VatRate | Number from `0` to `100`; optional | Branch is available |
| **Financial Year Start** | Select; required only where your company configures it | Branch is available |
| — day | Select; required only where your company configures it | Branch is available |
| — month | Select; required only where your company configures it | Branch is available |
| **Reference Currency** | Select; required | Branch is available |
| **Local currency** | Select; required | Branch is available |
| **Street** | Text; optional | Address is available |
| **Zip Code** | Number; optional | Address is available |
| **Country** | Select; optional | Address is available |
| **State** | Text; optional | Address is available |
| **City** | Text; optional | Address is available |
| Contact information value | Text; one value for each contact row | Contact list contains a row |
| Logo file | File control | Logo upload area is open |

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

![Review the branch fields, required markers, and save buttons](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a76927619cb9e5b0d20833347ae39be2.png)

### Tabs and conditional areas

| If you need to… | Area or control | Condition |
|---|---|---|
| Review default-margin values | **Default ** | Existing saved branch |
| Review history | **Last Modifications** | Existing saved branch |
| Choose a fixed percentage margin | Fixed-percentage option | Existing saved branch and default-margin area |
| Choose a descending absolute margin | Descending-absolute option | Existing saved branch and default-margin area |
| Choose a decreased percentage margin | Decreased-percentage option | Existing saved branch and default-margin area |
| Review degressive ranges | From, To, and Percentage values | Accumulated or decreased margin type |
| Filter history | User and Fields filters | History area |

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.

![Check the branch values and save controls before saving](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a76927619cb9e5b0d20833347ae39be2.png)

## 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.

| Message | What to do |
|---|---|
| `Name is required` | Enter a value in **Display Name**. |
| `required` | Complete the field showing the required marker, including the financial-year selectors or currency selectors. |
| `Just '_' '-' And '.' Characters Accepted` | Remove characters that the branch-name pattern does not accept. |
| `Branch saved Successfully` | Continue with the saved branch record. |
| `Logo Deleted Successfully` | Continue with the branch after the logo is removed. |
| `Error: Server Error` | Correct the logo action or contact your administrator. |
| `Please insert degressive margin list` | Add a degressive margin range before saving the margin choice. |
| `Data saved Successfully` | Continue with the saved default-margin values. |
| `Error while saving data ` | Review the default-margin values and try **Save** again. |
| `Branch does not exist` | Return to **Branches** and open an available branch record. |
| `Are you sure you want to delete this item?` | Select **Yes** only when you intend to remove the logo. |

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.

| If you need to… | Continue with |
|---|---|
| Locate another branch | [Branches](doc:configuration-company-branchs-view) |
| Maintain the full branch record | [Edit branch](doc:configuration-company-branchs-edit-record) |
| Review the next configuration area | [Configuration dashboard](doc:configuration-home) |

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.