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How to manage branches?

Handle your business branches, including adding new branches, assigning agents, products to branches, and managing branch details

Samir Rashed avatar
Written by Samir Rashed
Updated over 2 months ago

Create a new branch

Creating a new branch in The String platform is essential for managing your business efficiently.

Follow these steps to add a new branch:

  1. Log In to Your Account:

    • Open The String platform and log in with your credentials.

  2. Navigate to the Dashboard:

    • Once logged in, you will be directed to your main dashboard.

  3. Access Branch Management

    • In the dashboard, locate the sidebar or top menu.

    • Click on "Settings" Then Click on Branches

  1. Add New Branch:

    • Look for an option or button labeled "Add New Branch" or "Create Branch."

    • Click on this option to start the process.

  1. Enter Branch Details:

    • Fill in the required details for the new branch. This typically includes:

      • Branch Name: The name of the new branch.

      • Branch Address: The physical address of the branch. (Country + City + zip code)

      • Branch Manager: The name and contact information of the branch manager.

      • Contact Details: Phone number, email, and other contact information.

  1. Save and Confirm:

    • After filling in all the necessary details, click on "Save" to create the new branch.

    • You may receive a confirmation message indicating that the branch has been successfully added.

  2. Verify Branch Details:

    • Go back to the Branch Management section to verify that the new branch is listed.

    • Check the details to ensure everything is correct.

Edit or Delete Branch

  • To edit a Branch click on the 3 dots in the "Action" column.

  • Choose "Edit" to Edit Branch details

  • Click "Save" to see the new updates in the Branches list.

  • To delete a Branch click on the 3 dots in the "Action" column next to the chosen Branch

  • Click "Delete"

  • Confirm deleting the Branch

Tips:

  • Accurate Information: Make sure all information entered is accurate to avoid any confusion or operational issues.

  • Regular Updates: Keep the branch details updated, especially contact information and operating hours.

  • Documentation: Maintain a record of all branches for reference and management purposes.

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