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)
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.