A branch is a place your company operates from, such as a head office, a factory, a sales office or a depot. Branches sit at the top of your organisation structure. Your stores (godowns) and departments are attached to a branch.
When to use it
At setup, to list the places your company runs from. After that you add a branch only when you open a new site.
Where to find it
Masters > Organization > Branch.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Branch Name | Name of the branch as it should appear on documents and reports. | Yes |
| Address | (not explained yet) | No |
| Ledger | Optional account that represents this branch in the books. Leave it blank for no branch-level account. | No |
Adding a record
- Open Masters > Organization > Branch.
- Click Add / New.
- Enter the Branch Name, plus the Address and Ledger if you want them.
- Click Save.
Starter branches
Your demo company comes with three: Head Office, Birgunj Plant and Pokhara Sales Office.
Tips and common mistakes
- A branch is a location you operate from, not a warehouse. Warehouses are Godowns, which you set up separately and link each one to a branch.
- Set up Branches first. You need them before you can add Godowns or attribute Departments.