Customer Branches

  • Author: Support

Purpose

A customer must have one customer branch in order to issue sales and / or delivery orders. If your customer is a business (instead of a person) then that business may have several branches each with a different address. If your customer is an individual then it is likely they do not have multiple branches. For an individual you still need to enter a default branch in order to issue a sale. The system creates one branch as default while creating a customer.

customer branches copy

Procedure

  • Sales -> Add and Manage Customers -> Customer Branches add or edit
  • Sales -> Customer Branches -> Update (to make sure that each customer has at least one branch)
  • Following parameters can be set:
    • Sales Person – Select the name of the sales person who will deal this branch, the list of the salesman can be managed in Sales ->Setup-> Sales Persons, this will be used in reporting to view salesman wise reports.
    • Sales Area – Select the area of the branch the list of the sales areas can be managed in Sales -> Setup-> Sales Areas, this can be used in reporting to view area wise reports.
    • Sales Group – Select the group to be allocated for the branch the sales group list can be add/edited in Sales -> Setup -> Sales Groups.
    • Default Inventory Location – Select the location from which the stock will be delivered to this branch, this list can be managed from Items and Inventory -> Setup ->Inventory Locations.
    • Default Shipping Company – Select the default shipping company via which the goods will be supplied to this branch, this list can be maintained from Items and Setup(Settings) -> Miscellaneous ->Shipping Company.
    • Tax Group – Select the tax status of the branch, this list can be maintained in Setup(Settings) -> Company Setup -> Tax Groups.
    • Sales Account – set to Use Item Sales Accounts
    • Sales Discount Account – select an account (for linking with GL/COA) to post discounts on sales invoices.
    • Accounts Receivable Account – select an account to post receivables; default account can be set in Setup(Settings) -> Company Setup -> System and General GL Setup

Shipping Address

  • If the Mailing Address on the branch is set then this address is used for delivery for credit deliveries/orders/invoices.
  • For cash sales the customers address is used.

Contacts.

Here are the rules for emailing contacts in Customers, Branches and Suppliers. Each item is referring to a Contact Category.

– ‘invoice’ for invoices, and statement and receipts
– ‘delivery’ for deliveries
– ‘order’ for orders and quotations
– ‘general’ for everything

EVERY reports will send an email to everybody from the current and the main company will match those criteria except for statement and receipts.

Example the invoice report will send an email to (if existing) – branch.invoice – branch.general – customer.invoice – customer.general.

For statement and receipt only the first person (in that order) will receive the email.

So, a contact set as general on the customer settings, will receive every emails except from statement and receipt (except if nobody else get this email).

To summarize, general mean all and customers receive email for every branch.

Tips and Tricks

Deleting a customer branch

If you entered a document for a customer branch you can’t delete it anymore. Set Disable this Branch to Yes instead.

 

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