Create a branch

A branch is one pharmacy location. Every device belongs to a branch, and almost everything in the portal — transactions, schedules, alerts, staff access — is scoped by branch. So create your branches first.

1. Go to Branches and click New branch.
2. Enter the Name, for example Downtown Pharmacy. A short Code is suggested automatically; you can edit it.
3. Pick the branch Timezone, and optionally add the NPI and street address.
4. Save. Repeat for each physical location.

Important: Get the timezone right. It decides what "Today" means on the Transactions page, what hour your scheduled reports arrive, and the timestamps printed in alert emails.

Each branch gets its own detail page showing that location's devices, transactions, and outcome totals.