Branches (Overview)
The Branches module allows you to track different branch locations of your business under the same entity.
Activate the Branches module
- From the main menu strip at the top, go to Setup > Preferences > Modules.
- Tick the Branches module option.
- Click Save Changes.
Setup Branches
- From the main menu, go to Setup > Branches.
- Click New Branch to create a new branch, then enter all relevant details for the branch.
- Click Save Changes.
Other Branch Information
After the Branches module is enabled and you've created Branches in Setup > Branches availability will be tracked very differently across the program, so you'll need to link your items to a branch.
In addition to this, other parts of the program will function differently. Below, we've compiled a list of relevant help-docs.
This help-doc explains how to link both singular and bulk items to a branch for availability tracking. This is required to get accurate availability. | |
This help-doc explains the "Branch Transfer" function, which allows you to move stock between branches. | |
This doc explains how to do Sales Stocktakes and stock control with sales items and branches. |
Link a Booking or Invoice to a Branch
- From the Invoice page, select a branch from the Branch dropdown list at the top.
- To link a branch against a payment, follow the same procedure in the Payments page.
Show item availability by branch
- From the main page, click the Availability button to open the Availability page.
- Select a branch from the Branch dropdown list at the top.
- Select an item category from the Category dropdown list.