How to Track Branch Tansactions

1. Choose the relevant Branch from the dropdown.
   • Once selected, the branch’s GSTIN and address auto-fill in the invoice.
2. Fill in the remaining details and click Save.

Applies to: Sales Orders, Purchases, Bills, Credit Notes, and more.

 Here are some points to note:

• Transaction Imports: You can import past transactions and map them to the respective branches.
• Existing Transactions: All transactions before enabling branches are auto-tagged to the Primary (Head Office) Branch.
• Manual Branch Selection: New transactions default to the primary branch — you must manually select the correct branch.
• Tax Calculation: Inter- or intra-state GST is calculated based on the selected branch’s location.
• Transaction Series: The prefix/suffix and series are automatically applied per the selected branch.
• Restrictions: You cannot convert a transaction (e.g., estimate to invoice) from one branch to another.
• Branch Payments: Payments can be exchanged between branches for internal transfers or collections.

Generate Branch-wise Reports

Run Reports for Specific Branches:

1. Go to the Reports
2. Open the report you want to view (e.g., Sales by Customer, Purchases by Item).
3. Click Customise Report (top-right).
4. Under the General tab, locate Advanced Filters.
5. Set the parameter to Branch.
6. Choose the branch or branches you want to include.