How to Add a New Branch

Adding a New Branch (Step-by-Step)

This guide walks you through registering a new store branch or service location in WaanKit CRM using the Add Branch side drawer.

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Prerequisites

Before creating a branch, have the following information ready:

1. Branch Name: Official name (up to 255 characters).
2. Branch Code: Unique numeric code (1–5 digits, e.g., 00001, 00102).
3. Province: The province where the branch is located.

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Step-by-Step Instructions

Step 1: Navigate to Branch Management

1. Log in to the WaanKit Console.
2. Select the target Workspace/Store to manage.
3. In the left navigation menu, go to "Settings" > "Branch Management".
4. You will arrive at the /app/setting-shop/branch/branch-list page.

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Step 2: Open the Add Branch Drawer

Click the blue "+ Add Branch" button in the top-right corner. A 640px side drawer will slide in from the right.

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Step 3: Complete the Form Fields

1. Branch Status Toggle: Located in the drawer header. Switch to Enable (Blue/Green) for active branches or Suspend (Gray) for draft/pending branches.
2. Branch Name: (Required) Enter the full location name (e.g., "Siam Paragon 4th Fl.", "Chiang Mai Nimman").
3. Branch Code: (Optional) Enter a 1 to 5 digit numeric code (e.g., 101, 00045).
4. Province: (Optional) Select the corresponding province from the searchable 77-province dropdown list.

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Step 4: Save & Confirm

1. Click the "Save" button at the bottom of the drawer.
2. Upon success:
   • The drawer closes automatically.
   • A green notification toast appears: "Saved successfully".
   • The newly created branch is immediately visible in the top row of the table.

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System Notes & Constraints

[!IMPORTANT] Branch Code Constraints: Branch codes support up to 5 numeric digits without special characters. If omitted, the field remains empty without affecting functionality.

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Next Steps

• Learn how to search, filter, and delete branches in the Branch Search, Filter & Delete Guide.