Update business details and manage branches

Use Business → Details to maintain the business identity and contact information used across SokoWise. Store-specific contact details can also be managed from Online Store → Store.

Update business details

1. Open Business → Details and choose the edit action.
2. Update the fields shown in the form, including the details customers should see on documents.
3. Save and review the business profile. Check a new document if you changed information that appears on it.

Business → Settings contains the business settings available to your account. The available settings may vary by role and business configuration.

Add or update a branch

1. Open Business → Branches.
2. Choose the add or edit action shown for your account.
3. Enter the branch details requested by the form and save.
4. Select the correct branch in a workflow or report when a branch field is available.

Branch creation and editing can be limited by your role or subscription. If the branch option is unavailable, ask a business administrator to review access and the current plan. See payment methods and provider integrations for the separate payment settings.