Branch Configuration

Menu Item: Setting -> User & Companies -> Users

• We can allow users for branch creation access using the branch manager access group.

Menu Item: Setting -> User & Companies -> Branch

• You can configure your branch from here.

• In image we can see one button on top corner Create Warehouse via this button we can create warehouse for this branch.

• When we click on the button popup the one wizard. Enter the detail as per the you want in warehouse.

Assign Branch to User

Menu Item: Setting -> User & Companies -> Branch

• We are also able to assign multiple branch to one user. Just add branch in the Allowed Branches you want.

• One more important thing is here, select any one branch in as a Current Branch. When we perform any operation by default set current branch in any operations.

Lead/Opportunity Branch Wise

Menu Item: CRM -> Sales -> My Pipeline.

• While creating lead or opportunity default branch will set automatically.we can change it as per our need.

Sale Flow For Branch

Menu Item: Sales -> Orders -> Quotations.

• While creating sale order default branch will set automatically. we can change it as per our need.

• Also when we confirm sale order that's picking is create with same branch.

Sales Analysis Report Branch wise

Menu Item: Sales -> Reporting -> Sales.

• Report is the very important part of any system.

• We provide analysis report branch wise via that we can easily trace the total sale of particular branch.

Stock Analysis Report Branch wise

Menu Item: Inventory -> Reporting -> Stock Moves.

• We also provide the analysis report stockwise. We can easily trace the stock moves as per the branch and our requirements.

Branch Wise Invoices

Menu Item: Sales -> Orders -> Quotations (Invoice Button).

• Invoice created from sale order branch of sales order will set default to invoice.

• While we creating invoice manually the current branch is set in the invoice we can change it and payment entry done with that particular branch.

• After Validate invoice, Selected branch in an invoice or sales order will automatically set in Journal Entry.

Menu Item: Invoicing -> Customers -> Payments.

• You can see the payments are generated with the same branch as per the invoice branch.

Branch Wise Purchase

Menu Item: Purchase -> Purchase -> Request for Quotations.

• While creating purchase order default branch is set to current log we can change it as per our requirements.

• Also when we confirm purchase order that's picking is create with same branch.

Menu Item: Purchase -> Purchase -> Request for Quotations (Reciept Button).

• While creating purchase order warehouse picking address is set according to branch which is selected in the purchase order.

Branch wise Purchase Analysis Report

Menu Item: Purchase -> Reporting.

• We provide analysis report branch wise via that we can easily trace the total purchase of particular branch.

Branch wise Bill

Menu Item: Purchase -> Purchase -> Order (Vendor Bills Button).

• Bill created from purchase order branch of purchase order will set default to bill.

• While we creating bill manually the current branch is set in the bill we can change it and payment entry done with that particular branch.

• After validate bill, Selected branch in a bill or purchase order will automatically set in Journal Entry.

Branch wise Warehouse

Menu Item: Inventory -> Configurations -> Warehouses.

• We can manage multiple warehouse for one branch.

• We are also able to create branch warehouse from the branch create view that was seen in the configuration part.

• While creating branch warehouse manually we need to set branch in the warehouse as per the show in image.