How to create or upload Customer Branch?

 

Creating Customer Branches with AntMyERP

AntMyERP makes it easy to manage multiple branches for any customer, ensuring all details are organized and accessible. To create a branch, start by going to CRM Sales and selecting Customer. You will see the list of all customers in the system. Choose the customer for which you want to add a branch and click Edit. This opens the customer’s details and provides access to branch management.

In the Branch tab you can view all existing branches. The main branch is automatically selected by default. To add a new branch first click the plus icon. A form opens where you can enter branch details such as branch name, branch code (if any), address, email, landmark, pin code, phone, fax and mobile numbers. Fields marked with a red asterisk are mandatory.

You can also enter GST details, PAN number and remarks. For branches located in Special Economic Zones simply check the designated box.

Next, add details of the person associated with the branch, including prefix, name, gender, designation, department and email ID. If their email differs from the main branch, enter it separately; otherwise, you can use the same email. Save the form and the branch will now appear in the branch index listing.

For adding multiple branches at once, AntMyERP provides the Import Branch feature. Download the sample file, fill in the details and upload it. The branches will be automatically created in the system.

This functionality allows businesses to easily manage new or multiple branches at any time, keeping all customer branch information organized and up to date.