Adding/removing branches
You can add, remove or adjust branches yourself. Below you can see how that works.
To adjust these settings, follow the steps below:
Step 1: In your admin environment, click the "Instellingen" (Settings) block
Step 2: Then click "Vestigingen" (Branches)
Step 3: In this menu you can add, remove and/or adjust branches
Looking for how to link users to an existing branch? Then take a look at this help article about linking users.
Adding branches
Adding branches
By clicking the + symbol at the top right, a pop-up screen appears. Here you can enter the name of the branch and the delivery and billing address. You can also tick which user should receive these invoices. The users you can select here are only users who have the "Financiele administratie" (Financial administration) role linked. The user you link here will also be able to see all invoices of this branch, so keep this in mind. For the different roles and responsibilities, also see this article User roles : PremiumID
Required fields for the delivery address:
- Name
- Street + number
- Postcode + town
Required fields for the billing address:
- For the attention of
- Street + number
- Postcode + town
Removing branches
Removing branches
By clicking a branch, a pop-up screen appears. At the top right it says "Verwijderen" (Delete). When you click this, you permanently delete the branch.
Adjusting branches
Adjusting branches
By clicking a branch, a pop-up screen appears. It shows all the branch's details. You can adjust them and then click "Opslaan" (Save) at the bottom right.