Adding Brands to Client Records

In order to create a store, a Brand must be added to the Client Record first. 
Note: Mass Import is possible if adding / updating multiple brands.

1. To create a brand, click the Client tab on the navigation panel, and select the Client that needs a brand added.
   
   
   
   
2. Select the 'Brand' tab within the client record. This sub grid will shows any existing Brands. To add a new brand, select the plus sign (+) on the right-hand side of the screen. 
   
   
   
   
3. Fill out the required information, other desired information, and set the Active toggle to true.
4. The below fields specifically apply to how the Store Identifiers are set if a user leaves the Store Identifier blank in mass store creations (imports) OR if the store identifier isn't editable from the UI and a user creates a store from the user-interface. 
   1. Brand Prefix - Many customers use this field to abbreviate the brand or client name. This prefix will be what is in front of the separator and store name. 
   2. Brand Prefix Separator - The separator separates the Brand Prefix and the Store Name. The separator is typically a hyphen (-) or a slash (/), but can be whatever is desired for the business. 
      
      1. Ex: If the Brand Prefix is SLH, the separator is '-', and the store name is 'City, State 123', the identifier on the store would be 'SLH - City, State 123'. 
5. Client PO Required - If set to true, the PO Number field will be required for work orders where this is the brand set on the store. If set to false, the PO Number field will not be required on work orders where this is the brand set on the store.

To update existing Brands, follow steps 1 and 2 from above and double-click on an existing brand. Make whatever updates necessary, and select the Save button.