Manage Branches

The Manage Branches section allows administrators to create, maintain, and organize company branches.
Branches represent physical or logical locations within your organization and are used throughout the system for customer associations, pricing, ordering, and fulfillment workflows.

From this section, you can:


  • Create new branches
  • Edit existing branch details
  • Manage branch-specific addresses and contacts
  • Remove branches when no longer required

Accessing Manage Branches

    1. From the top navigation bar, click Branch.
    2. Select Branches from the menu.
    3. The Manage Branches screen will display a list of all configured branches


Branch Management Screen Overview

The Branch Management screen displays all branches in a searchable and sortable grid.

Each branch record includes:

  • Mtec ID – Internal system identifier
  • Branch Name – Display name of the branch
  • Notes – Optional descriptive information
  • Vendor Branch ID – External or vendor-specific identifier
  • Last Modified By / On – Audit information
  • Branch Operations – Actions available for the branch

Toolbar Actions

  • New Branch – Create a new branch
  • Export – Export branch data
  • Refresh – Reload the grid
  • Autofit Columns / Choose Columns – Adjust column visibility and layout
  • Search – Filter branches by name, ID, notes, or dates


Creating a New Branch

    1. Click + New Branch.
    2. Enter the Branch Name.
    3. (Optional) Enter Notes to describe the branch.
    4. Click Save Branch to create the branch or Cancel to discard changes.

Editing an Existing Branch

    1. Locate the branch in the list.
    2. Click Edit.
    3. Update the branch name or notes as required.
    4. Click Save Branch to apply changes.



Deleting a Branch

    1. Click Delete next to the branch you wish to remove.
    2. Confirm the deletion when prompted.

Note: Deleting a branch may impact associated customers, pricing, or workflows. Ensure the branch is no longer in use before deleting.

Managing Branch Addresses

Each branch can have one or more addresses associated with it.

    1. Click Addresses in the Branch Operations column.
    2. The system will open the Address Management screen.
    3. From here you can:
    • Add new addresses
    • Edit existing addresses
    • Remove addresses as needed

Note: Branch address management uses the same address interface and behavior as My Organization - Managing Organization Addresses

Managing Branch Contacts

Each branch can also maintain its own contact records.

    1. Click Contacts in the Branch Operations column.
    2. The Contact Management screen will open.
    3. You can:
    • Add contacts for the branch
    • Edit contact details
    • Remove contacts when no longer required

Note: Branch contact management uses the same contact interface as My Organization - Managing Organization Contacts, ensuring consistency across the system.

Key Notes

  • Branches are foundational entities used throughout the platform.
  • Addresses and contacts linked to branches help drive accurate fulfillment, communication, and customer site associations.
  • Changes to branches may affect downstream processes such as pricing, customer mappings, and EDI workflows.


Navigation Grids, Search and Filters

This screen uses a standard grid controls for searching, filtering, sorting, and managing records.

The grid provides the following tools:


  • Column filters to narrow results by specific fields (such as IDs, names, notes, and modification details)
  • Inline search fields below column headers for quick, column-specific filtering
  • Global search bar for keyword-based searching across visible data
  • Column sorting by clicking column headers
  • Grid actions including export, refresh, auto-fit columns, and column visibility customization

For detailed instructions on using grid search, filters, and column controls, see Navigating Grids, Search, and Filters.

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