Branch offices

Branch offices

Posted by Anita Bojanic on May 6, 2014

If your selling network is organized in branches, you can use branch offices in the Lemax to track what reservations, documents and financial transactions are made in a specific branch office. Every employee can belong to only 1 branch office. You can change the branch office an employee belongs to at any time. When an[]

View documents from a specific branch office

Posted by Anita Bojanic on May 6, 2014

Choose Documents from the main menu. Choose the document type that you wish to see. In the documents table, find the Branch office column. Enter the name of the branch office in the Branch office filter. Press the Enter key on the keyboard to filter the table.

View reservations from a specific branch office

Posted by Anita Bojanic on May 6, 2014

Choose Reservations from the main menu. Choose the reservation status that you wish to see in the reservations grid. Choose one or more branch offices in the Branch office drop down list in the filters above the table. Click Filter to filter the table.

Assign an employee to a branch office

Posted by Anita Bojanic on May 6, 2014

Choose Options → Settings → Company details from the main menu. Choose the Users tab. Use table filters to find an employee and click the Edit icon. The Edit user window will appear. Find the Branch office drop down list in the General tab and select the branch office. Click OK to save the changes.

Edit and delete branch offices

Posted by Anita Bojanic on May 6, 2014

Choose Options → Settings → Branch offices from the main menu. Use table filters to find the branch office you wish to edit and click the Edit button. NOTE: To delete the branch office, click the Delete button. You can only delete branch offices that have no reservations. The Edit branch office window will appear. Make changes.[]

Enter a branch office

Posted by Anita Bojanic on May 6, 2014

Choose Options → Settings → Branch offices from the main menu. Click the New button above the branch offices grid. The New branch office window will appear. Enter the name of the new branch office in the Name text box. Click OK to save the changes.

View financial transactions from a specific branch office

Posted by Anita Bojanic on May 6, 2014

Choose Finances → Transaction list from the main menu. Choose the document type that you wish to get displayed. In the documents table, find the Branch office column. Choose one or more branch office in the Branch office drop down list in the filters above the table. Click Filter to filter the table.

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