Creating a branch in the system involves several system settings. You must set up branches as entities to track sales and expenses, and to use the branch in transfer orders. Generally, you create branches representing different physical locations, but you can also create a fictitious branch, such as Corporate, to maintain and track expenses that are not applied to inventory or pricing branches.
Complete the following tasks to set up a branch in the system:
Set up control maintenance records and authorization keys for Branch and Territory Maintenance.
Create a branch record and associate it with a customer record, so the branch activities can be tracked and you can use the branch for transfer orders. If this is a non-stocking branch and you will never order from this branch, activate No Order Entry in customer credit control parameters.
Alternatively, you can specify a class for your transfer entities to accomplish the same purpose. For example, assign all branches a class of BRCH, and create a Class/All matrix cell.
For each branch customer record for which you anticipate creating transfer orders, set up Customer/Group/All sell matrix cells so there is no gross profit percent calculated on transfer orders.
Define territory authorization levels for users in User Maintenance. Determine a user's authority based on their assigned branches and how they need to use the system's territories.
Set up customer and vendor access to branches with which your customers and vendors will do business.
See Also:
Branch and Territory Maintenance Overview