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Manage Branches

📌 What is the Manage Branches Module?​

In HelloMe, Branches are physical or virtual offices linked to an Agent.
Branches help an agent handle transactions in specific countries, cities, or regions — allowing HelloMe to:

  • Expand its reach.
  • Offer local services.
  • Manage local payout or collection points.

Branches can be either Sending Branches (handle disbursement) or Receiving Branches (handle collection).

✅ Purpose​

The Manage Branches module lets admins:

  • See all branches connected to agents.
  • Filter branches by country, agent, type, or status.
  • View detailed branch profiles.
  • Add new sending or receiving branches.
  • Edit or delete branches as needed.

📋 Filters​

Admins can search or filter branches using:

FilterDescription
Branch NameFilter by the branch’s name.
Branch PrefixFilter by the branch’s short prefix.
TypeFilter by Sending or Receiving.
CountryShow branches in a specific country.
AgentShow branches linked to a specific agent.
StatusFilter by Active or Inactive.

Click Apply to search or Reset to clear filters.

📊 Branches Table — What You See​

FieldDescription
DateWhen the branch was created.
Name/PrefixThe branch’s name and prefix.
Country/CurrencyCountry and currency the branch handles.
AgentThe linked agent for the branch.
AddressMain branch address.
ContactContact information (phone/email).
Rate/ChargesExchange rate and service charge category.
TypeSending or Receiving.
RiskRisk level assigned to the branch.
StatusActive or Inactive.
ActionButtons for Profile and More (Edit/Delete).

✅ What Happens When an Admin Clicks Profile​

The Branch Profile view shows all key branch details:

✅ What You’ll See:​

  • Avatar, Branch Name & Prefix
  • Address, Phone, Email
  • Register Date
  • Branch Type (Sending or Receiving)
  • Tabs for:
    • Personal Info
    • Documents
    • KYC/Comments
    • Receiving Agent Information
    • Branch Business Hours
    • Amount Statistics
    • Recent Activities

📌 Personal Info​

Includes:

  • Business Name & Prefix
  • Address 1 & 2, City, State/Province, Postcode, Country
  • Currency
  • Agent
  • Exchange Rate Category
  • Service Charges Category
  • Contact Info: Work phone, mobile, email, website, fax.
  • Time Zone & Risk Level
  • Status: Active/Inactive
  • Contact Person: Name, address, phone, email.

✅ The Edit Info button lets admins update branch details quickly.

📊 Branch Business Hours​

Shows opening hours for each day of the week:

  • Day
  • From (Opening Time)
  • To (Closing Time)

Example:
| Monday | 09:07 | 12:05 |
| Tuesday | 02:00 | 12:03 |

Click the Edit button to quickly update business hours​

📈 Amount Statistics​

Shows branch performance:

  • Duration (period)
  • Number of transactions
  • Total amount handled

📌 Recent Activities​

Shows logs for:

  • Updates
  • Comments
  • Document uploads/updates

Example:

  • Branch UPDATED
  • Branch Comment CREATED
  • Branch Document UPDATED

✅ What Happens When an Admin Clicks More → Edit​

  • Opens the Edit Branch form.
  • Admin can update General Info, Contact Info, Contact Person, Business Hours, and Settings.
  • Updates keep the branch info accurate.

🗑️ What Happens When an Admin Clicks More → Delete​

  • The branch is removed from the list.
  • The branch can no longer handle transactions for the agent.
  • Helps manage compliance and operations.

➕ Add New Sending or Receiving Branch​

At the top right, admins can choose:

  • Add New Sending Branch
  • Add New Receiving Branch

✅ Add New Branch — Form Fields​

SectionFields
General InfoBranch Name, Branch Prefix, Address 1 & 2, City, State/Province, Postcode, Country, Currency, Agent, Exchange Rate Category, Service Charge Category
Contact InfoWork Phone, Mobile Phone, Email, Website, Fax, Time Zone, Risk Level, Logo Image
Contact PersonFirst Name, Last Name, Address 1 & 2, Phone, Email
SettingsPermissions:
  • Can create transactions?
  • Held new transactions?
  • Can exceed limit?
  • Can change rate?
  • Can change service charges?
  • Can add new deposits?
  • Held new deposits?
  • SMS notification(s) enabled?
  • Email notification enabled?
  • Can process card payments? |

✅ How It Works​

1️⃣ Admin clicks Add New Sending Branch or Add New Receiving Branch.
2️⃣ Fills in all required fields.
3️⃣ Saves the new branch.
4️⃣ The new branch appears in the Manage Branches table and is ready to handle transactions.

📌 Key Points​

  • Branches extend an agent’s operations to new regions or cities.
  • Admins fully control branch info, permissions, risk, and status.
  • Business hours, stats, and logs help monitor performance.
  • Easy to add, edit, or delete as operations grow.

In summary:
The Manage Branches module keeps HelloMe’s branch network organised, up-to-date, and secure — supporting agents with clear structure for local or global transactions.