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.
2. In EA under Accounting, select Branches
Select New, and enter the data for that branch, click save
3. Assign the existing records to the branch:
Technicians / sales reps / EA users that work in one branch only will need to be updated
Warehouses: If a separate Warehouse is needed for the new branch. Also update technicians warehouses
Customer Records (note you can use the Bulk Update feature under "Tools" to update a branch in a customer record)
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 firstname.lastname@example.org if you want this option)
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 email@example.com if you want this option)
Equipment Details Contract Record:
**Of special note, Contract Revenue and Service Costs follow a hierarchy in eAuto for branches when Service Call is linked to Contract Record. The hierarchy goes to the branch set on the Equipment Details within the Contract Record first, then the Contract Record, then the Equipment Record. This would be for both revenue from the contract and costs from the call. So, IF Equipment within the Contract Record is set to Branch A, the Contract Record is set to Branch B, and the Equipment Record is set to Branch C, THEN BOTH Revenue and Costs go to Branch A.
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.