Branches
Add Branch
To Add a Branch, follow these steps:
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Go to Customers module
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Locate the Customer to whom the Branch will belong
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Click on the Option button [ ፧ ] at the end of the required row
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Select View or Edit Customer
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Click [ + ] on the Branches section
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Complete the new Branch information: Name, Description, and Address
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Click [ + ] again to add more Branches to the same Customer
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Click Save to keep the changes or Back to return without saving any change
A new Branch must have a name and address.
The section "Description" of the branch is optional.
Add as many branches as needed to a customer.
How to edit a Branch?
By clicking on the options button [ ፧ ] , you can:
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View Details
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Edit Branch
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Change Branch's Owner
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Merge Branches
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Split Branches
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Print Details
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Delete the Branch
View Branch
Here you can view and/or edit the following branch details:
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Name
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Description
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Address
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Country
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State
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Address
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Previous names
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Branch's Wells
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Map with location of the wells on this branch
Branch Previous Names
We understand that clients change names or sell their facilities.
“Branch Previous Name” will allow the user to search information about a Branch, even if its name has changed.
To see the “Branch Previous Name”, follow these steps:
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From Home, go to Customers
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Locate the Customer to whom the Branch will belong
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Click [ ፧ ] at the end of the required row
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Select View or Edit Customer
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Locate the Branch that changed its name and click on its name. The system will display the complete Branch information, including the Previous name or names for the Branch
Once a Branch is created, you can edit it and add old customer names and/or set a new branch name
Branch’s Wells
This section shows the list of wells that belong to the selected Branch.
Click on the Well name to see more details related to it or click [ ፧ ] to see more options as:
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Well Details
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Edit Well
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New Service Order
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Delete Well
Merge Branches
Merge Branches allows the user to turn two branches into one, keeping all the information from both branches.
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.
To Merge Branches, follow these steps:
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From Home, go to Customers
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Locate the required Customer on the list. Click [ ፧ ] at the end of the row and select Edit Customer.
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At the Branch Information section, locate one of the Branches being merged and click [ ፧ ] at the end of the row
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Select Merge Branch option. The system will display the Merge Branches page
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Branch #1 section displays the information about the current branch. This will be the Branch to keep by default
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In Branch #2 section, select the Branch to be merged
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To make Branch #2 the branch to keep, click the option Set as Default
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The system will update the list of Wells, including the wells from both Branches
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Click Save to keep the changes or Back to return without saving any change
Split Branch
When a client owns a branch and for some reason divides it, it will be necessary to create a new customer and split the current branch, so the information is kept in the system. This new branch will have only the selected wells that belonged to the previous branch.
This action will allow to keep all historical information about services performed to these wells, so the new customer can have it and use it as reference.
To split a branch, follow these steps:
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From Home, go to Customers
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Locate the required Customer on the list and click [ ፧ ] at the end of the row and select Edit Customer
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At the Branch Information section, locate the Branch to split and click [ ፧ ] at the end of the row
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Select Split Branch option. The system will display the Split a Branch page
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Select the Customer information from the drop-down list or create a new customer if required
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Enter the new Branch Information
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Select the Wells to move to the new Branch. Select al the Wells to move to the new Branch
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Click Save to keep the changes or click Back to return without saving any change
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 keeping any detail of the well on which the driller has already performed services in the past.
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.