Add or Edit Branches |
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Add or Edit Company Branches
Go to: Company > Add or Edit Branches
Watch Tutorial: https://www.youtube.com/watch?v=7-oKUnmFcVE
Overview
Company Branches allow you to manage multiple branches within the same company. Branch information is used on documents, in General Ledger reporting, for employee and customer branch assignments, and for branch-specific pricing and stock management.
Branch Information
Branch Name
Used as the branch code. Appears in General Ledger detail columns and lookup forms.
Registered Name
•Legal name registered with authorities.
•Printed below the trading name on document headers.
Trading Name
Displayed above the registered name in headers.
Note: If a Designed Header/Footer is used, it will override both the registered and trading names.
VAT Number and Invoice Type
The branch's VAT Number determines the invoice heading:
•VAT Number entered: The document is printed as a Tax Invoice.
•No VAT Number entered: The document is printed as an Invoice.
Default Branch Selection
When Smart-IT needs to determine which branch to use—for example, when creating an invoice—the system checks the following in order:
1. Local Machine Branch – the branch assigned to the computer being used (see image above).
2. Employee Branch – the branch assigned to the employee.
3. Default Company Branch. – the company's default branch (see image above).
Default Branch Per Employee
A branch can be assigned to each employee.
•Go to: Employees > Add / Edit Employees.
•To auto-assign a customer to the employee’s branch:
→ Enable this in Customer Options > New Defaults.
Regional Warehouse Setup (SI+ Version 3)
Prerequisite: You must be on SI+ Version 3 so that all branches are linked.
If local stock is unavailable, items can be reserved at the regional warehouse.
1. Create a Regional Warehouse
•Go to: Stock Items > Extra > Warehouses
2. Enable Regional Warehouse Option
•In Workshop Options, tick Use Regional Warehouse If No Local Stock
3. Link the Warehouse
•Navigate to: Company > Add or Edit Branches > Regional Warehouse
Default Price Level
•Requires Pricing Type to be set to Branch Price Level
•Path: Customer > Financial Info > Pricing Type
•
Cash invoices always use this default.
Reporting:
Smart-IT supports both branch-specific and consolidated financial reporting.
You can:
•Print an Income Statement and Balance Sheet for an individual branch.
•Print a Trial Balance for an individual branch.
•Generate consolidated financial statements covering all branches.
