Add a customer branch

Create the service location and link it to an operating company site.

How to use this function

1. Sign in with a role allowed to access customers.
2. Open Customers and choose Add a customer branch.
3. Review the customer and company site context where this function uses them.
4. Complete or review these controls: Customer, Location name, Operating company site.
5. Create the service location and link it to an operating company site.
6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

• Customer
• Location name
• Operating company site

Guide updated 2026-09-27. Release changes must update this page and its image together.