Branches

Branches can be set up as cost centers, or can they can identify brokerage representatives, such as members of a booking terminal (customer service representatives) or an executing terminal (carrier representatives).

Access method:

Go to Tools > Scrolls > Branch Scroll.
Press CTRL+B.

The system retrieves branches that match all restrictions entered on all sub tabs, not just those restrictions set on the sub tab currently in the front.

Branch scroll - Quick Search tab

Use this sub tab to set restrictions based on branch ID, name, contact, e-mail, or phone number.

Unique, user-defined code that identifies the branch record.

For a terminal, the ID assigned to the terminal.
For a customer or carrier service representative, the person’s user ID.

Name

For a terminal, the name assigned to it.
For a customer or carrier service representative, the person’s name.

Primary Contact

Applicable for terminals. Name of the person who is the primary contact at the terminal.

Email

For a terminal, the primary contact’s e-mail address.
For a customer or carrier service representative, the person’s e-mail address.

Phone

For a terminal, the primary contact’s phone number.
For a customer or carrier service representative, the person’s phone number.

Branch scroll - Address tab

Use this sub tab to set restrictions based on branch location.

Address

First line of the branch’s street address.

Address 2

Second line of the branch’s street address.

City

For a terminal, the city in which it is located.
For a customer or carrier service representative, the city where the person lives.

State

For a terminal, the state or province in which it is located.
For a customer or carrier service representative, the state or province where the person lives.

Zip

For a terminal, the ZIP or postal code in which it is located.
For a customer or carrier service representative, the ZIP or postal code where the person lives.

Branch scroll - Accounting tab

Use this sub tab to set restrictions based on branch accounting information.

Tax ID

For a terminal, the tax identification number.
For a customer or carrier service representative, the person’s social security number.

Accounting Type

Reserved for future functionality.

Currency

Currency used for payments made to a customer service representative or a carrier representative.

Pay To

Custom. Do not use unless advised to do so by your Trimble Support representative.