# Edit branch

A branch record is the company information for one branch. Use it to maintain company information,
address details, contact information, and saved-record settings.

| If you need to… | Go to |
|---|---|
| Reach an existing branch | [Find and open the branch](#find-and-open-the-branch) |
| Identify a field or its required rule | [Understand the branch information](#understand-the-branch-information) |
| Change details and save them | [Maintain branch details and contacts](#maintain-branch-details-and-contacts) |
| Review saved settings or history | [Review saved areas and default margins](#review-saved-areas-and-default-margins) |
| Maintain a branch logo | [Edit branch logo](doc:configuration-company-branchs-edit-record-2) |
| Return to the branch list | [Branches](doc:configuration-company-branchs-view) |

## Before you start

Prerequisites

- You are signed in.
- You have access to the branch record.
- You have the branch information, address details, and contact details you want to enter.
- You know whether the branch already has jobs. **Reference Currency** is disabled when it does.
- You know that **Display Name** and the two parts of **Financial Year Start** have conditional
  required rules, while **Reference Currency** and **Local currency** are required.
- You have an existing saved branch before opening **Default ** or **Last Modifications**.

## Find and open the branch

Open the branch from the company configuration area when you need to maintain its information.

Prerequisites

- You are signed in.

Steps

1. Open **Configurations**.
2. Open **Company**.
3. Open **Branches**.
4. Select the branch row you want to maintain.

The edit screen opens for the selected branch. The page can also load a saved branch logo before
showing the branch details.

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

**Result:** The selected branch opens on its edit screen.

## Understand the branch information

The edit screen groups the branch identity, registration, currency, address, contact, margin,
and history information you maintain.

### Branch information fields

| Field | Type | Required rule or condition |
|---|---|---|
| **Display Name** | Text | Required when its value is empty; the form also checks the permitted character pattern. |
| **Full Name** | Text | No required rule. |
| **Statement** | Text | No required rule. |
| **Managing Director** | Text | No required rule. |
| **Company Registration No.** | Text | No required rule. |
| **VAT ID Number** | Text | No required rule. |
| **VatRate** | Number | Accepts values from `0` through `100`. |
| **Financial Year Start** | Day and month dropdowns | Required when either value is empty. |
| **Reference Currency** | Dropdown | Required; disabled when the branch has jobs. |
| **Local currency** | Dropdown | Required. |
| **Street** | Text | Available when address data is present. |
| **Zip Code** | Number | Available when address data is present. |
| **Country** | Dropdown | Available when address data is present. |
| **State** | Text | Available when address data is present. |
| **City** | Text | Available when address data is present. |
| Contact information value | Text | Available for each contact row. Phone, fax, and mobile use the contact field for those entries. |
| Fixed Percentage value | Number | Available for a saved branch when **Default ** and fixed-percentage mode are selected. |
| Descending margin range | Number inputs | Available for a saved branch when **Default ** and a descending mode are selected. |
| Action users | Multiselect | Available when **Last Modifications** is selected. |
| Fields | Multiselect | Available when **Last Modifications** is selected. |

The edit screen shows the branch fields and required markers on **Display Name**,
**Financial Year Start**, **Reference Currency**, and **Local currency**. The page uses field rows
rather than a grid.

![Review the financial-year and currency fields](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a76927619cb9e5b0d20833347ae39be2.png)

## Maintain branch details and contacts

Use this procedure to change branch information, add contact rows, and save the changed record.

Prerequisites

- You have opened an existing branch.
- You have the values to enter in the branch fields.

Steps

1. Select the field you want to change.
2. Enter or select the new value.
3. Repeat the field update for each value you need to change.
4. Open **Contact Information**.
5. Choose one contact type from the following options.

   | If you need to add… | Select |
   |---|---|
   | A telephone number | **Phone** |
   | A fax number | **Fax** |
   | A mobile number | **Mobile** |
   | An email address | **Email** |
   | A website | **Website** |
   | Online support details | **Online Support** |

6. Enter the contact value in the new contact row.
7. Select **Save** to save the branch and remain on the record.
8. Select **Save and Close** to save the branch and leave the record instead.

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

When a required value is empty, the form displays `Name is required` for **Display Name** or
`required` for the required fields. When **Display Name** or **Full Name** contains a
disallowed character, the form displays `Just '_' '-' And '.' Characters Accepted`.

**Result:** The changed branch remains on the record after **Save**, or the record closes after
**Save and Close**. A successful branch save displays `Branch saved Successfully`.

## Review saved areas and default margins

Saved-record areas provide the branch's default-margin settings and its modification history.

> **Note:** **Default ** and **Last Modifications** are available after the branch has an existing
> saved record.

Prerequisites

- The branch is saved and has an existing record ID.

Steps

1. Select **Default ** to open the default-margin area.
2. Select one margin mode.

   | If you need to use… | Select |
   |---|---|
   | A fixed percentage | **Fixed Percentage** |
   | A descending absolute percentage | **Descending Absolute** |
   | A descending accumulative percentage | **Descending Accumulative** |

3. Enter the margin values shown for the selected mode.
4. Select **Save** in the default-margin area.
5. Select **Last Modifications** to open the history area.
6. Choose values in **Action users** and **Fields** to narrow the history.

For a descending mode without a degressive margin list, the page displays
`Please insert degressive margin list`. A successful default-margin save displays
`Data saved Successfully`. If that save fails, the page displays `Error while saving data `.

**Result:** The selected saved-record area is on screen, or the default-margin save displays its
result.

## Fix validation and save problems

Use the message on screen to identify the correction needed before saving again.

Steps

1. Read the message displayed on the page.
2. Apply the matching correction or choice.

   | Message or situation | What to do |
   |---|---|
   | `Name is required` | Enter a value in **Display Name**. |
   | `required` | Choose a value in the required field. |
   | `Just '_' '-' And '.' Characters Accepted` | Remove disallowed characters from the affected name field. |
   | `Branch does not exist` | Return to [Branches](doc:configuration-company-branchs-view) and open an existing branch. |
   | `Error: Server Error` | Review the logo operation and use [Edit branch logo](doc:configuration-company-branchs-edit-record-2). |
   | `Please insert degressive margin list` | Add a degressive margin row before saving a descending margin mode. |
   | `Error while saving data ` | Review the default-margin values and select **Save** again. |
   | `Delete item` | Read the confirmation before removing the logo. |
   | `Logo Deleted Successfully` | Continue on the branch record. |
   | `Are you sure you want to delete this item?` | Choose **Yes** to remove the logo, or **No** to cancel. |
   | Logo window | Select **Attach** to submit the selected image file. |
   | Unsaved-changes prompt | Select **Don't Save** to leave without saving. |

If `Branch saved Successfully` does not appear, remain on the record and review the values before
trying again.

**Result:** The corrected value is ready for saving, the selected logo action is complete, or the
record is left without saving.

## Continue after editing

After maintaining the branch, choose the next area according to the work you need to do.

Steps

1. Choose the next area from the table.

   | If you need to… | Continue with |
   |---|---|
   | Review the branch list | [Branches](doc:configuration-company-branchs-view) |
   | Create a different branch | [New branch](doc:configuration-company-branchs-new) |
   | Maintain the branch logo | [Edit branch logo](doc:configuration-company-branchs-edit-record-2) |
   | Review company currencies used by the dropdowns | [Company currencies](doc:configuration-company-company-currencies) |

**Result:** **Save** keeps the branch record open, while **Save and Close** leaves the record.