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 > Branch Scroll.
Press CTRL+B.
Place the cursor in a branch field and press CTRL+ALT+S.
Place the cursor in a branch field, right-click in the field, and select View Scroll.

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.

Fields on the Misc tab are not functional in the Branch Scroll window.
The Profile button is not available for Branches.

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.