Sales
To adjust basic branches settings
- From the navigation menu, select “Branches“.
- Click “Branches Settings“.
- Adjust Branch Settings
- “Main Branch“: Select the branch you wish to make your “Primary” branch using the drop-down menu.
- Check or uncheck the branch settings checkboxes accordingly
- “Share clients across branches” Checkbox: Ticking this checkbox enables you to share your clients’ database across all of your branches.
- “Share products across branches” Checkbox: Ticking this checkbox enables you to share your products/services database across all your branches.
- “Share suppliers across branches” Checkbox: Ticking this checkbox enables you to share your suppliers’ database across all your branches.
- “Specify Account Branches” Checkbox: Ticking this checkbox enables you to specify a separate account for each branch in your chart of accounts, where financial calculations are performed separately for each account based on the selected branch.
- For more information on creating an account in the chart of accounts, please refer to the tutorial “Adding a new Account“.
- Click “Save” once done.