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Making Customer Available to Multiple Branches

This guide will walk you through the process of editing a customer record and making it available to multiple branches.

 

Step 1:

Start by navigating to the customer's tab.

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Step 2:

Search for the customer you want to edit. If you know where to find them, you can directly click on the customer's name.

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Step 3:

Once you've opened the customer's record, click on the 'edit' button.

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Step 4:

Find the 'branch access' section. Here, you can grant the customer access to the desired branches.

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Step 5:

After you've selected the appropriate options, click 'save'.

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Congratulations! You've successfully updated your customer's record and made it accessible to multiple branches.