Edit branch

ModuleBranches and locations

Suggested profileAdministration

PermissionBRANCHES: WRITE

StatusValidated

Objective

Update the name or phone of an existing branch.

Before starting

• Locate the branch in the list.
• Have BRANCHES: WRITE.

Step by step

1. Enter the Branches and locations module and open the Branches sub-route.
2. Locate the branch.
3. In the row, click the Edit icon (pencil).
4. Modify the necessary fields.
5. Confirm with Save.

Expected result

• The dialog closes.
• The table reflects the changes.
• The system shows a success message.

Pending: add screenshot of sucursales-editar-01-dialogo.png.

Common errors

Situation	What to do
The Edit icon does not appear	The user does not have BRANCHES: WRITE.
The name change affects past reports	Historical reports keep the name from the moment.

Suggested permissions

• BRANCHES: WRITE.

Operational recommendations

• Document internally the name or phone changes so the operations team is aware.

Relation with other modules

• Schedule, Cash box, Users, Locations: the name changes are reflected in the selectors and new reports.