New Customer Branch Creation Form
A Branch is a delivery point or sub-entity under a customer. It lets goods ship to several locations while billing and ageing stay consolidated under the parent — or tracked per branch where you need that instead.
Where to find it
- Customer > Branches > + Add New
- The
+icon beside the Branch dropdown while raising a sales order or invoice.
Every customer must have at least one branch before they can be invoiced. One is created automatically with the customer; add more only where they genuinely have separate sites.
Name and Contact
| Field | Required | Description |
|---|---|---|
| Customer | Yes | The parent customer, linking the branch to the legal entity that gets billed. |
| Branch Name | Yes | The location name — Mumbai Branch, Westside Warehouse. It appears on delivery documents. |
| Branch Reference | Yes | A short code identifying the branch. |
| Tax Group | Yes | How tax is calculated for this location. See the note below. |
The Tax Group sits on the branch, not the customer — which is exactly right for state-based tax. A customer with branches in two states needs a branch each, because whether a sale attracts CGST and SGST or IGST is decided by the branch's location, not the head office.
Sales
| Field | Description |
|---|---|
| Sales Area | The territory this branch belongs to. |
| Sales Person | Who covers this location. |
| Default Location | The warehouse that normally supplies this branch. |
GL Accounts (GL Mapping)
Receivables, sales, discount and payment discount accounts can be set per branch. Blank inherits from the customer, which in turn inherits from System and GL Setup.
General Contact Data
Phone, email and contact person for this location — the people to reach about a delivery rather than about the account.
Addresses
| Address | Used for |
|---|---|
| Delivery Address | Where goods are sent. Defaults onto every delivery for this branch. |
| Postal / Billing Address | Where the invoice goes, when it differs from the delivery address. |
Importing Branches from Other ERP Systems
Load branches in bulk with Customer Branch Import. Customers must exist first — branches match their parent on the customer's short name.
Related pages
- Customer Branches List — find and manage branches
- Customer Branch View — the full branch record
- New Customer — the parent record
- Branch Balance Transfer — moving balances between branches
- States/Province — why the tax group matters