Manage branch and serie
Add and remove branches, and manage the document series assigned to each branch.
-
A branch (Sucursal) represents a location that issues documents. You manage your branches in Panel de Control > Sucursales.
-
You add or remove branches, assign document series to a branch, and review the series already assigned to it.
Add a branch
- Go to .
- Click Agregar.
- Select the Estado (Activa or Inactiva).
- Enter a Codigo to identify the branch.
- Enter a Glosa (description).
- Click Guardar.
Remove a branch
- Go to .
- Select the branch you want to remove.
- Click Eliminar.
Assign a series to a branch
View the series assigned to a branch
- Go to .
- Click Serie next to the branch you want to manage.
- Review the list of all series assigned to that branch.