It is important to add all the branch offices and assign the users to them correctly to maintain standard process. You can add multiple and unlimited branch office in Agentcis.
To add the office, please make sure you have been given the permission to do so.
Step 1: Select Teams from the side navigation bar
Step 2: Select Offices
Step 3: Select Add on the top right corner
Step 4: Add the details of the office in the form. The field marked with asterisk are mandatory like Office Name, Country and Email ID.
Step 5: Select Save once you complete adding the details
Please Note: When invoice is created by the user belonging to the office create invoice, the contact detail and address of the office is shown in the invoice Pdf. (The details of the user Primary office is shown in the invoice)