You may have more than one branch that operates out of a single SmartMoving account or perhaps you operate as multiple brands out of a single SmartMoving account. SmartMoving offers branch override settings that allow you to customize your accounts to the specific needs of each branch.
Branch Settings
To set your branch overrides you will navigate to your SmartMoving settings. From there, under the company settings, locate the section labeled, Branches. Once on the Branches Settings page, select the name of the branch in which you are adjusting the settings.
From this page, the following settings can be customized for this branch.
Branch Override Settings
Any setting that is added at the branch level with override the primary settings for this branch. If the setting does not differ from the primary branch, simply leave the field blank and SmartMoving will default to the settings of your primary branch.
Branch Information: The name of this branch as you want it to populate for your company internally. The Dispatch location that is to be used for this branch.
Mailing Address: The mailing address that is to be used for this branch if the address is different for this branch than the primary branch.
Taxes: The tax rate that is to be used for this branch. Also, the line items that can be taxed on an opportunity assigned to this branch.
Note: To adjust your system from email address, please contact [email protected] where our team can send you the instructions for this process.
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