Customer Profile
Branches
Manage customers with multiple locations.
Branches represent different locations of a single customer — stores in a retail chain, regional offices, or multiple warehouses.
Quick Overview: Use the branch selector to switch between locations. Each branch has its own profile, activities, and transaction history. All tabs work the same as the main customer.
What Are Branches?
A branch is a sub-location of a customer. Common examples:
- Retail chain — Each store is a branch
- Regional offices — Headquarters plus regional locations
- Warehouses — Central office with distribution centers
Branches are created through your source system integration when a customer has multiple ship-to addresses or location hierarchies.
Switching Branches
When a customer has branches, a branch selector appears in the profile header.
- Click the branch selector
- Choose a branch from the list
- All tabs update to show that branch's data
To return to the main customer, click the selector and choose the parent.
Branch Data
Each branch maintains its own:
- Address, contacts, and salespeople
- Activities and tasks
- Orders, invoices, and quotes
- Analytics and KPIs
Categories are inherited from the parent customer.
Tip: When planning visits for a retail chain, switch between branches to check each location's recent activity. Some branches may need more attention than others.
Working with Branch Activities
When viewing the parent customer's Activities tab:
- Toggle Include branches to see activities from all locations
- Disable to see only parent-level activities
When creating an activity from a branch view, it automatically links to that branch.
Branches have their own salesman assignments, independent of the parent customer.