How to Track Branch Tansactions

Once you’ve set up branches in Zoho Inventory, you can associate them with your transactions to track performance and stay compliant across each location. This guide covers how to tag transactions to a branch and report on them.

How to associate a branch with a transaction

Example: associating a branch with an invoice.

1. Go to Invoices and click + New.
2. Select the customer and place of supply.

3. Choose the relevant branch from the dropdown. The branch’s tax registration and address auto-fill on the invoice.
4. Fill in the remaining details and click Save.

This applies to sales orders, purchases, bills, credit notes and more. A few points to note:

• Transaction imports: you can import past transactions and map them to the right branch.
• Existing transactions: anything created before you enabled branches is auto-tagged to the Primary (Head Office) branch.
• Tax calculation: tax is calculated based on the selected branch’s location.
• Transaction series: the prefix, suffix and series for the selected branch are applied automatically.
• Restrictions: you can’t convert a transaction, such as an estimate to an invoice, from one branch to another.
• Branch payments: payments can be exchanged between branches for internal transfers or collections.

How to generate branch-wise reports

1. Go to Reports and open the report you want, for example Sales by Customer.
2. Click Customise Report.
3. Under the General tab, find Advanced Filters and set the parameter to Branch.
4. Choose the branch or branches to include.