Branch
For: People managing locations, offices, or outlets within a Division
Purpose: Understand what the Branch module does and how it helps you manage multiple locations under a Division
Related: Division is the parent level above Branch. Warehouse is created under a Branch. You must have at least one Division before you can create a Branch.
What This Module Does
The Branch module represents a physical or logical location (such as an office, outlet, or factory floor) within a Division. Branches sit in the middle of the hierarchy: Division → Branch → Warehouse. You use branches to:
- Separate operations, stock, and transactions by location
- Assign warehouses and inventory to a specific branch
- Filter reports and documents by branch
- Manage per-branch credit limits and payment terms for customers
Each Branch has a system-assigned code (prefix BR) and a name that must be unique within its parent Division.
Main Features (What You Can Do)
1. Add a New Branch
- You select a Division and enter a name for the branch. The system auto-generates a code with the prefix BR.
- You can optionally upload a logo for the branch.
- The branch name must be unique within its Division: the same name cannot exist twice under the same division.
- Additional details such as address, contact info, and GST number can be saved with the branch.
2. List and Search Branches
- You can view all branches for your company, optionally filtered by Division.
- Filter by active or inactive status and search by name.
- The list is paginated and shows each branch's name, code, division, and status.
3. View Branch Details
- Open a branch to see its full profile: name, code, division, logo, address, contact, and status.
- You can also see all warehouses that belong to this branch.
4. Update a Branch
- You can change the name, logo, address, and other details of an existing branch.
- The name uniqueness check (within the division) still applies when renaming.
- Uploading a new logo replaces the existing one.
5. Activate or Deactivate a Branch
- You can deactivate a branch to prevent it from being used in new transactions.
- Deactivation is blocked if any of the following are active under this branch:
- Active warehouses linked to this branch
- Open or active business documents referencing this branch
- You can reactivate a branch at any time.
- Split branch: if your company uses split accounting, only branches not marked as split-branch appear in certain selection lists.
6. Delete a Branch
- A branch can be deleted only if it has no warehouses or documents linked to it.
- Deletion is permanent.
7. Branch List for Dropdowns
- Other parts of the software (Warehouse creation, customer credit settings, document filters) use a dropdown list of active branches.
- The list can be filtered by division and excludes split-branches where appropriate.
Summary Table (At a Glance)
| What you want to do | Where it fits in the module |
|---|---|
| Add a branch | Create branch under a Division; upload logo; system assigns BR code |
| View all branches | Paginated list; filter by division, status, or name |
| See branch details | Open branch: name, code, division, logo, warehouses |
| Change branch details | Update branch; name uniqueness checked within division |
| Stop using a branch | Deactivate (blocked if active warehouses or open documents exist) |
| Resume a branch | Reactivate at any time |
| Remove a branch | Delete (only if no warehouses or documents linked) |
| Pick a branch elsewhere | Dropdown of active branches, optionally filtered by division |
Important Business Rules
- Requires a Division: You must select a parent Division when creating a Branch. Divisions must be set up first.
- Unique names per division: Branch names must be unique within the same Division (case-insensitive). The same name can exist in different Divisions.
- Deactivation blocked by children: You cannot deactivate a Branch that has active Warehouses or open documents. Deactivate or migrate those first.
- Logo upload: Uploading a new logo replaces the existing one. The old logo is removed from storage.
- Code is auto-generated: The BR prefix code is assigned by the system and cannot be edited manually.