Publishing branch settings templates

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After setting up your branch settings templates, you can publish these to your branches.

1. To begin, open Head Office Branch Settings by selecting the Head Office dropdown menu from the left-nav and the Branch Settings menu item.

2. Select the [Select Template - F4] button. The Select Template window displays.

3. Use the tick boxes in the adjacent Select column to select one or more templates to publish.

4. Select the [Confirm - F10] button. All the settings from your selected template(s) have now been added to the Selected Branch Settings grid.

Tip

You can edit or remove settings using the adjacent Edit icon and/or Delete icons found in the Actions column in the Selected Branch Settings grid, or add additional settings outside of the template using the [Select Settings - F3] button before publishing them to your branches.

5. Once you're happy with the settings, add the branch(es) and/or subgroups you want to receive your settings to the Select Branch(es) grid by:
   • Selecting the [Select Branch - F6] button to open the Select Branch window where you can search for and select all required branches. Select the [Confirm - F10] button to save your changes.
   • Selecting the [Select Subgroup - F7] button to open the Select Subgroup window where you can select all required subgroups of branches. Select the [Confirm - F10] button to save your changes.

Note

Apotec CRM will complete a comparison of your proposed settings values against the existing settings values held at each selected branch. By selecting the numeric badges in the View Settings Conflicts column within the Select Branch(es) grid, you can view a list of any conflicting New Values that you have configured in the Selected Branch Settings grid with the branches Current Values for each setting.

6. Select the [Publish - F10] button to publish the settings to your selected branches. A Publish Settings prompt appears asking if you're sure you want to publish the selected settings.

7. Select the [Yes - F10] button. You're returned to Head Office Branch Settings and a snackbar displays confirming your task has been added to the queue.