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Setting up Branching in eAutomate

Below is the process if you want to set up Branching

within your main eAutomate database:

1. Enable Branching in eAutomate: Under Tools / Options / Company / Departments and Branches, select the 'Use Branching' box, click ok

You MUST log out of eAutomate and then log back in for this change to take effect.

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2. In EA under Accounting, select Branches 

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Select New, and enter the data for that branch, click save

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3. Assign the existing records to the branch:

Employee Records

Technicians / sales reps / EA users that work in one branch only will need to be updated

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Warehouses: If a separate Warehouse is needed for the new branch. Also update technicians warehouses

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Customer Records (note you can use the Bulk Update feature under "Tools" to update a branch in a customer record)

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Equipment Records (note there is NO bulk update feature in eAutomate for equipment. CEOJuice can run a script to bulk update for you if you provide the list, email help@ceojuice.com if you want this option)

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Contract Records (note there is NO bulk update feature in eAutomate for contracts. CEOJuice can run a script to bulk update for you if you provide the list, email help@ceojuice.com if you want this option)

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Vendor Records

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As new customer records are created, ensure to add the correct branch, then as new equipment/contracts are entered the branch will pull from the customer record.

 

 

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