Branches Settings

The Branches Settings page controls the account’s main branch, and which data the branches share or each branch keeps separately, such as clients, products and suppliers. This article explains each setting on the page, and what happens when you turn it on or off.

How to access

• Direct link: Branches Settings.
• From the menu: click Branches, then Branches Settings.

Steps: setting up the branches settings

1. Open Branches Settings.
2. Choose the Main Branch from the list.
3. In Branch Sharing Settings, turn each option on or off as you need: Clients, Products, Suppliers, Cost Centers, Accounts Specified in The Chart of Accounts per Branch and Unit Templates.
4. Click Save. The message Settings have been saved appears. To leave without saving, click Discard.

Fields and sections

Field	Description	Required	Shown
Main Branch	The primary reference branch for managing data and financial records. The list shows the active branches in Branches Management.	Yes	Always
Clients	On: all branches see the same client list. Off: each branch sees only the clients registered in it.	No	Always
Products	On: all branches see the same products and services, their categories and price lists. Off: each branch adds its own products separately. The option doesn’t affect stock; each branch’s balance depends on its own warehouses.	No	Always
Suppliers	On: all branches see the same supplier list. Off: each branch keeps its own suppliers.	No	Always
Cost Centers	On: all branches use the same cost centers for company-level financial analysis. Off: each branch works with independent cost centers.	No	Always
Accounts Specified in The Chart of Accounts per Branch	On: each account in the Chart of Accounts can be assigned to one or more branches or to all branches, to track each branch’s results separately.	No	Always
Unit Templates	On: all branches use the same unit templates. Off: each branch keeps its own unit templates.	No	Always

Rules and restrictions

• The settings can’t be saved without choosing the Main Branch.
• When you turn on Products, Unit Templates turns on automatically. When you turn off Unit Templates, Products turns off automatically.
• When you turn on sharing, previously recorded data is shared too, not only new data.
• Each record stays linked to the branch it was created in. When sharing is off, each branch sees only the records linked to it.
• All options are off by default in new accounts.

Error messages and solutions

Cause	Message	Solution
The user doesn’t have the Edit General Settings permission.	You are not allowed to access this page	Ask the account owner to add the permission to your role from Roles.
The main branch field is empty when saving.	Main branch should not be empty	Choose a branch in Main Branch, then save.

Effect on the system

• Changing the main branch: the account owner’s user is moved to the new main branch.
• First time turning on Accounts Specified in The Chart of Accounts per Branch: all existing accounts are assigned to all branches; then you can edit each account’s branches.
• Sharing options: the lists each branch sees change right after saving. No data is deleted or moved between branches.
• Every change is recorded in the account’s activity log with the old and new values.
• These settings don’t create any journal entries.

FAQs

Where do I turn off client sharing?

From Branches Settings. In Branch Sharing Settings, turn off Clients, then click Save. After you turn it off, each branch sees only the clients registered in it, and no client data is deleted.

I turned off client sharing and a client disappeared from one of the branches. Where did it go?

The client wasn’t deleted. It’s linked to the branch it was created in, and it appears when you switch to that branch. To show it in all branches again, turn on Clients.

Why don’t the main branch’s products appear in another branch?

Because Products is turned off. Turn it on from Branches Settings and save. Unit Templates turns on with it automatically.

Why can’t I turn off Unit Templates by itself?

Because shared products need shared unit templates. Turning off Unit Templates turns off Products with it.

Does turning on product sharing unify stock between branches?

No. Sharing unifies the product data only, such as the name, price and description. The stock balance in each branch depends on its own warehouses.