Congrats, you have just opened that London Branch that you have been dreaming of! However, your London branch has a different Name, Address, and Phone number - it has its own identity. Naturally, this must be reflected on your Invoices, Quotes and Purchase Orders. Well, never fear this is where the Branches feature in Streamtime comes in handy. You can also assign Jobs and Team Members to Specific Branches, and as a bonus, you can even pull separate reports for each Branch.
🤷♂️ Where are my Branches?
To access your branches, head over to the "Your Company" page in the Account Settings. Simply click on the ⚙️ icon and select "Your Company" from the options. This is where all the information specific to your branches is stored.
💁🏾♀️ What Information is unique to each Branch?
Each branch can have its own unique details. Here are the settings you can customize for each branch:
Company Name For Quotes, POs & Invoices: The name you want your clients to see on quotes and invoices.
Company Address: The address you want your clients to see on quotes and invoices.
Paper Size: Choose between A4 or Letter size.
Terms & Conditions: Customize your terms and conditions for quotes and invoices, including payment details.
Default Tax Rate: Set your company's default tax rate, such as GST or VAT. You can also add a custom tax rate.
Date Setting For Quotes, POs & Invoices: Select the format of dates displayed on your quotes and invoices.
Tax Number: Set your ABN, NZBN, UTR, or other local tax identifier.
Number Formatting For Quotes, POs & Invoices: Choose the number format for figures in your quotes and invoices.
👩🏻💻 Modifying Branch Details
To modify branch details, follow these simple steps:
Access the "Your Company" page in the Account Settings.
In the left-hand column, you'll see all your branches listed. Select the branch you want to edit.
Make the necessary changes to the details as needed. Remember to save your changes.
👨🏽🎨 Creating a New Branch
Need to create a new branch? It's quick and easy:
On the "Your Company" page, click the "Create" button.
Select "Branch" from the options provided.
Fill in the required information for the new branch.
Save your changes, and voila! Your new branch is ready to go.
✅ Setting a Job's Branch
When creating a new job, you'll be prompted to assign it to a specific branch. If you need to change the assigned branch for a job later on, follow these steps:
Go to the job's Jumbotron.
Access the settings menu.
Select the desired branch for the job.
👩👩👧👦 Setting a Team Member's Branch
When inviting a new team member to Streamtime, you can assign them to a specific branch.
If you need to change the branch for a team member later, here are the steps to do so:
Click on the ⚙️ icon.
Select "Team Members" from the menu.
Search for the team member whose branch you want to modify.
Click on their profile to view the details.
Locate the branch setting and select the appropriate branch for the team member.
Save the changes, and the team member will be associated with the new branch.
📊 Creating Reports for Branches
Streamtime provides two methods for creating reports specific to branches:
Custom Reports
Create a custom report.
During the report creation process, you can apply filters to include or exclude specific branches.
For more detailed instructions on creating custom reports, refer to the relevant article.
Reporting Tab
Navigate to the 📈 Reporting Tab in Streamtime.
Explore the high-level financial reports available.
Use the reporting filters to view and compare the performance of each branch.
Select the desired branch from the options to generate branch-specific reports.
With these reporting options, you can gain valuable insights into the performance and financials of your branches individually.
Congratulations on successfully managing your London Branch in Streamtime! 🎉 Remember to keep your branch information up to date and leverage the Branches feature to streamline your operations and improve efficiency.
If you have any further questions or need assistance, don't hesitate to reach out to our support team. Happy managing! 😊🌟