Customer Branches View
The Branch View provides a focused breakdown of a specific delivery location or departmental sub-entity linked to a parent customer. This view allows you to verify the unique logistical and accounting configurations that apply only to this specific site, ensuring that orders are dispatched and recorded correctly for localized operations.
At the top of this view, you can manage the record using these primary actions: Edit to update branch details; Add New to create another branch; and Resend Welcome Email to notify the branch contact with their relevant details.
Name and Contact
This section identifies the branch and its link to the parent company:
- Customer: The name of the parent customer account this branch is associated with.
- Branch Name: The full descriptive name of the location (e.g., Downtown Retail Hub).
- Branch Short Name: The unique code or nickname used for quick identification in the system.
- Tax Group: The specific tax rule assigned to this branch, determining how GST/VAT is calculated for its transactions.
Sales
Operational defaults that streamline transaction processing for this location:
- Sales Person: The staff member responsible for managing sales and relationships for this specific branch.
- Sales Area: The assigned territory (e.g., Local, Global) used for regional sales reporting.
- Sales Group: The specific category used to group this branch with others for analytical purposes.
- Default Inventory Location: The warehouse from which this branch's orders are typically fulfilled.
- Default Shipping Company: The preferred logistics provider used for deliveries to this branch address.
GL Accounts (Accounting Mapping)
Localized ledger settings that automate the branch's financial impact:
- Sales Account: The revenue ledger where income from this specific branch is posted.
- Sales Discount Account: The ledger used to track discounts specifically granted to this location.
- Accounts Receivable Account: The asset account used to track the outstanding balance for this branch.
- Prompt Payment Discount Account: The ledger for recording the cost of early-settlement incentives at this branch.
- Bank Account Number: The specific bank account details associated with this branch for localized financial tracking.
General Contact Data
Detailed communication information for the branch personnel:
- Contact Person: The primary individual managing this branch location.
- Phone Number: The main direct line for the branch.
- Secondary Phone Number: A backup number for the branch.
- Fax Number: The recorded fax line for this location.
- E-mail: The dedicated email address for branch notifications and document delivery.
- Language: The preferred language for communication with this specific branch.
Addresses
The physical geographic coordinates for the branch:
- Mailing Address: The primary location for physical correspondence.
- Billing Address: The legal address printed on invoices for this branch.
- General Notes: Internal comments regarding delivery hours or special branch-specific instructions.
- Country: The country where the branch is located.
- States: The specific state/province for tax and logistics mapping.
- City: The specific city of operation.
- Post/Zip Code: The postal code used for accurate shipping and tax calculation.
Administrative Actions
- Edit: Use this to modify any of the operational or contact details for this branch.
- Add New: A shortcut to open a blank New Branch form.
- Resend Welcome Email: Sends an automated message to the branch's E-mail address with relevant account or system info.
Note: Accurate mapping of the Tax Group and Sales Account in this view is essential for localized financial reporting and tax compliance.