Create Branch

To begin managing your branches, you first need to navigate to the settings menu.

1. Click on the Settings icon.
2. Click on the “Branch”
3. Click on the “Branch”
4. Click on the “Add” button.

1. After clicking Add, you will be redirected to the below page:
2. Code: Enter a unique code to identify the branch (e.g., 005, PNH-2).
3. Name: Enter the official name of the branch (e.g., BKK1 Branch).
4. Local Branch Name: If applicable, enter the branch name in a local language.
5. Phone: The primary contact phone number for this branch.
6. Address: The physical address of the branch.
7. POS Collection Account: Select the default account from your Chart of Accounts where funds from Point of Sale (POS) transactions at this branch will be recorded.
8. POS Discount Account: Select the default account where discounts given at the POS for this branch will be tracked.

1. Assign the Branch COA
2. Branch COA: check the boxes next to all the accounts you want to be active and available for this specific branch (e.g., Cash in Bank, Petty Cash, Accounts Receivable for this location).
3. You can use the Check All box to quickly select all available accounts if needed.

1. After filling in all your information:
2. Save & New: Save the current warehouse and add another one.
3. Duplicate: Creates a copy of the branch information you just entered, which is useful if you are setting up multiple similar branches.
4. Save & Close: Save the current warehouse and close the window.
5. Close: Close this window without saving the current warehouse.

Config Account

The Branch COA (Chart of Accounts) section is a critical feature that allows you to control which financial accounts are active and available for a specific branch.

In simple terms, when you create a new branch, this function lets you link it to a specific subset of accounts from your company’s main Chart of Accounts.

1. Key Functions:
2. Access Control: It determines which accounts employees at that branch can use when recording transactions. For example, you can ensure a retail branch only has access to its own “Petty Cash” or “Cash on Hand” account, preventing them from accidentally posting to another branch’s account.
3. Segmented Financial Reporting: This is the most important function. By assigning specific accounts (like revenue, expenses, assets) to a branch, you enable the system to generate financial reports (like a Profit & Loss or Balance Sheet) specifically for that single branch.
4. Data Organization: It helps keep the financial data for each location neatly separated and organized within the main accounting system.

1. After setting up your default, click on the “Save” button.

Note: You simply check the box next to each account you want to make available for the new branch. Only the checked accounts will be usable for transactions assigned to this branch.