Multi-branch Sales Invoices

Multi-branch Sales Invoices

Multi-branch functionality allows you to manage sales invoices across multiple locations, branches, or outlets. This is essential for businesses operating from multiple locations.

Understanding Multi-branch Setup

Multi-branch features enable:

• Creating invoices for specific branches
• Tracking sales by location
• Branch-specific inventory management
• Branch-wise reporting
• Centralized management with branch-level data

Branch Selection

When creating an invoice:

1. Select the Branch from the branch dropdown
2. The branch you're assigned to may be pre-selected
3. You may see only branches you have access to
4. Branch selection affects inventory, pricing, and reporting

Branch-Specific Features

Each branch can have:

• Separate Inventory: Stock tracked per branch
• Branch Pricing: Different prices per branch (optional)
• Branch Settings: Location-specific configurations
• Branch Users: Staff assigned to specific branches
• Branch Reporting: Sales and performance by branch

Creating Branch Invoices

To create an invoice for a specific branch:

1. Navigate to Sales → Create Invoice
2. Select the branch from the Branch dropdown
3. Add customer and items as usual
4. Stock will be deducted from selected branch inventory
5. Invoice will be associated with that branch
6. Save the invoice

Branch Inventory

Inventory management per branch:

• Stock levels are tracked separately per branch
• Items are deducted from selected branch stock
• Low stock alerts are branch-specific
• Stock transfers can be made between branches
• Each branch maintains its own inventory records

Branch-Wise Reporting

Generate reports by branch:

• Sales by Branch: Compare performance across branches
• Branch Invoice List: View invoices for specific branch
• Branch Sales Summary: Total sales per branch
• Cross-branch Reports: Combined view of all branches
• Branch Performance: Analyze individual branch performance

Branch Access Control

User access to branches:

• Users may be assigned to specific branches
• Access restrictions based on user roles
• Some users can access all branches
• Branch managers see only their branch data
• Admin users can view all branches

Branch Information on Invoice

Invoices typically display:

• Branch name and address
• Branch contact information
• Branch-specific logo (if different)
• Branch identifier or code

Branch-Specific Settings

Each branch can have:

• Different invoice numbering sequences
• Branch-specific prefixes (e.g., BR1-INV, BR2-INV)
• Location-specific tax settings
• Branch-specific payment terms
• Custom invoice templates per branch

Invoice Numbering by Branch

Branch-specific numbering:

• Each branch can have its own numbering sequence
• Use branch codes in invoice numbers (e.g., BR1-001, BR2-001)
• Separate sequences prevent number conflicts
• Easy identification of branch from invoice number

Centralized vs Branch Management

Multi-branch systems offer:

• Centralized View: Admin sees all branches
• Branch View: Branch users see their branch only
• Combined Reporting: Aggregate data across branches
• Branch Comparison: Compare performance across locations

Stock Transfers Between Branches

Managing inventory across branches:

• Transfer stock from one branch to another
• Create transfer documents
• Track stock movements
• Maintain inventory accuracy

Branch Sales Dashboard

Monitor branch performance:

• View sales by branch on dashboard
• Compare branch performance
• Identify top-performing branches
• Track branch-wise trends

Setting Up Branches

Configure branches in:

1. Navigate to Settings → Branch/Location Settings
2. Create new branches
3. Enter branch details (name, address, contact)
4. Configure branch-specific settings
5. Assign users to branches
6. Set up branch inventory

Best Practices

• Always select correct branch when creating invoices
• Verify branch selection before finalizing
• Use consistent branch naming conventions
• Regularly review branch-wise reports
• Ensure proper access controls
• Keep branch information updated
• Monitor inventory across all branches

Filtering by Branch

Use branch filters to:

• View invoices for specific branch
• Generate branch-specific reports
• Analyze branch performance
• Manage branch operations

Troubleshooting

Common multi-branch issues:

• Wrong branch selected: Verify branch selection before saving
• Stock not available: Check if item exists in selected branch
• Cannot see branches: Verify user permissions and branch access
• Reports not showing branch data: Check branch filter settings
• Invoice numbering conflicts: Ensure branch-specific numbering is configured

Branch Consolidation

For reporting and analysis:

• Combine data from all branches
• Generate consolidated reports
• View total sales across branches
• Analyze overall business performance

Branch Performance Analysis

Compare branches on:

• Total sales volume
• Number of invoices
• Average invoice value
• Customer acquisition
• Inventory turnover
• Profitability

Compliance and Reporting

Multi-branch invoices help with:

• Location-wise tax reporting
• Branch-level compliance
• Audit trails by location
• Financial reporting by branch

Multi-branch functionality is essential for businesses with multiple locations. Proper setup and usage ensure accurate tracking, reporting, and management across all your business locations.