Setting up a Branch in GlasPacLX Follow

Overview

The following instructions will walk your through setting up branches in GlasPacLX

 

Branch Setup Directions

  1. From the Company menu choose 'Branch Setup'.
  2. Click the 'Create New Branch' button
  3. In the new Branch window, all required fields are highlighted in blue:
    • Branch ID, Branch Number, Phone Number, Address, City, State and Zip Code
  4. On the 'Standard' tab, filling in the City brings up a Zip Code pop-up window where you choose the Zip Code
    • If you mark the 'Use Remit To Addressing' checkbox you can then specify different addresses for different payment types based on customer types
      • This list is fully customizable under the Customers->Customer Types menu
    • In the 'Next Order Numbers' pane you can specify the number sequences used for different types of orders, if desired, for Work Orders, Invoices and Cash Sales.
      • You can set each to its own count, or use the same count for all of them combined.
      • You can also specify one count for Quotes and Invoices, and different counts for the others.
      • All boxes unchecked here is the DEFAULT
      • Branch Short ID is a character identifier for each store with a max string length of 3.
      • The 'Order Format' drop-down menu has four choices:
        • Number Only
        • Type, Short ID, and #
        • Short ID and Number
        • Type and Number (default)
      • The 'Numeric Portion Length' drop-down has 3 possible choices: 4, 5, or 6 (default)
    • In the 'Order Number Ranges' pane you can assign numeric ranges for the different order types of Work Orders, Invoices, and Cash Sales
      • If you set a range for one of these and the MAX value is reached, it will restart at the MIN value, overwriting any previous data associated with that already used MIN value record
      • Set all numbers to '0'. This allows for the full "6 digit default" numeric range to be used (999,999 MAX value).
  5. On the 'Advanced' tab, there are system values that only GTS employees should set up for clients
    • 'EDI Active' and 'Activate Glaxis Features'
      • EDI Active allows you to send and receive EDI data
      • Activate Glaxis Features allows for send and receive of electronic dispatching, authorization, notice of loss, and online ordering
  6. On the 'Branch Sharing' tab is where you enable the sharing of data between branches/stores
    • Does this modify database values across stores?
  7. The 'Applicable Taxes' tab is where you can assign taxes to a branch rather than a customer.
    • You can set the Contractor Number, State Tax Number and the Federal Tax Number
      • The FTN is required for EDI submissions mentioned in Part 5 above.
  8. Other fields in the Branch Setup
    • Inactive Date - You can use this to set a date upon which a particular branch will become unusable and inactive
    • Region, District, and Market - You can use these fields to separate out branches (stores) from one another by geographic location
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