Allocating & Deallocating Branches To Group

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bullet01 This form is used to allocate or de-allocate branches to or from different groups.

Contents

bullet-arrow2 Allocating Branches To  Group

 

bullet-arrow2 Deleting Branches To Group

 


 

Allocating Branches To Group

 

bullet01 In order to allocate Branches to the groups, select a group (under which you want to allocate the Branches).

 

bullet01 Then right click > select the Allocate Branch from the popup menu or press Alt + A.

                                         OR

bullet01 Click on Allocate button from the right window.

 

Setup-Branch-groups-2020-5

 

Fig 1. Setup Branch Groups

 

bullet01 Below given pop up will come and then select the branch which you want to allocate to the particular group and click on OK.

 

Setup-Branch-groups-2020-6

 

Fig 2. Allocate Branches

 

bullet01 After selection of the branch, the branch will come under the group. Following is the final group tree:

 

Setup-Branch-groups-2020-7

 

Fig 3. Branches Allocated to Group

 

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De- Allocating Branches from Group

 

To de-allocate the branch, you can select the the branch name which you want to remove from the group.

 

bullet01 After selecting the branch right click the mouse and choose the option De-Allocate Branch/ Groups branch.

                                                 OR

bullet01  You can simply click on the De-allocate button.

 

Setup-Branch-groups-2020-8

 

Fig 4. De-Allocate branches

 

bullet01 Below given pop up will come and then select the branch which you want to de-allocate from the group. Click on OK.

 

Setup-Branch-groups-2020-9

 

Fig 5. Branches De-Allocated

 

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