Branches
Branches Icon
 

Add Branch

In the "Customers Management" section, when you add or edit a "Customer", you can add a new "Branch".

To add a Branch, you must assign it a name and an address.


To add the address, you need to choose a country and a state from the drop-down list and finally write the address detail in the "address" section.

The section "Description of the branch" is optional.

You can add as many branches as you want to a customer.

Add Branch Branch Name Branch Name Branch Description Branch State Branch State Branch Country Branch Country Branch Description Branch Address Branch Address
 

How to edit a Branch?

By clicking on the options button, you can:

  • View Details

  • Edit Branch

  • Change Branch's Owner

  • Merge Branches

  • Split Branches

  • Print Details

  • Delete the Branch

View Branch 123 Edit Branch Delete Branch Change Branch’s Owner Split Branch Merge Branches Print Details
 

Branch Details

Here you can view and/or edit the following branch details:

  • Name

  • Description

  • Address

    • Country​

    • State

  • Previous names

  • Wells in the branch

  • Map with location of the wells on this branch

Client Information Previous names Items (5) Client’s Wells Items (2) HOME > CUSTOMERS > EDIT CUSTOMERS > BRANCH DETAILS Branch Details View Branch Information Name Name Description Description Branch Name Branch Name #1 Branch Name #2 Branch Name #3 Branch Name #5 Branch Name #4 Branch Description Description #1 Description #2 Description #3 Description #4 Description #5 Change date MM-DD-AAAA hh:mm:ss MM-DD-AAAA hh:mm:ss MM-DD-AAAA hh:mm:ss MM-DD-AAAA hh:mm:ss MM-DD-AAAA hh:mm:ss Items per page 10 1 2 3 7 Well Name Well Name #1 Well Name #2 Well Name #3 Well Name #5 Well Name #4 Branch Name Branch Name #1 Branch Name #2 Branch Name #3 Branch Name #5 Branch Name #4 Well Description Description #1 Description #2 Description #3 Description #4 Description #5 Built by Us Yes No Yes Yes Yes Status Active Active Active Drilling Inactive Items per page 10 1 2 3 7 Back Edit Well Details Edit Well New order Delete Well 123 Change Well’s Branch Branch #1 Name Branch Name Branch #1 Description Branch Description Branch Information Branch #1 Country Branch Country Branch #1 State Branch State Branch #1 Address Branch Address Set as Current Name Delete Name Location Map
Mapa.jpg
 

Branch Previous Names

In our system we understand that customers change their name or sell their facilities.


For this reason we have included a "Branch’s Previous Names" section, so that you can find customer's branches by their current name or by their previous names.

Once a Branch is created, you can edit it and add old customer names and/or set a new branch name

Historical client name 2 01/01/2000 Client Name Change Date Client name history Items per page 5 Historical client name 1 01/01/2000
 

Branch’s Wells

In "Branch Details" you can find the list of wells in this Branch

Client Wells.jpg
 

Merge Branches

In our system we understand that customers change.

In Merge Branch, you can merge two branches into one.

This is very useful when one customer acquires / merges another branch and merges into one name.

Historical client name 2 01/01/2000 Client Name Change Date Client name history Items per page 5 Historical client name 1 01/01/2000
 

Split Branch

When a client owns a branch and for some reason divides it to sell a part of this branch.

 

Now the new owner of that branch becomes a new customer for the driller.

 

But actually the wells in that portion of the branch have their own history of services performed, which are inherited by the new owner.

 

In these cases, the Split Branch tool is very useful to not lose any detail of the well on which the driller has already performed services in the past.

Split Branch.png

Here you can divide the branch by assigning it to a new customer or perhaps an existing customer in your database.

 

Why can't I delete a Branch?

The structure of a client is based on the following scheme:

Customer

Branch

Well

Service Order

You cannot delete a branch that has wells associated with it,
To remove the Branch, you must first remove the Wells from that Branch.