Overview:

The Customer Branch Creation Form in TamilAccounting ERP allows users to add new branches for existing customers. This form captures essential information related to the branch, including contact details, sales information, and default settings for inventory and shipping. Proper completion of this form ensures accurate and organized customer branch management, which is crucial for businesses with customers operating from multiple locations.

Form Sections:

1. Name and Contact

   • Customer:
     • Select the customer for whom you are creating the branch. This is a mandatory field. Use the dropdown menu to choose from existing customers, or click the "+" icon to add a new customer if needed.
   • Branch Name:
     • Enter the official name of the branch. This field is required and will be used in all communications and documentation related to this branch.
   • Branch Short Name:
     • A shortened version or an acronym of the branch’s name, used for quick reference. This field is also required.
   • Tax Group:
     • Select the applicable tax group for the branch (e.g., GST). This will determine the tax rates applied to transactions for this branch.

2. Sales

   • Sales Person:
     • Assign a salesperson to the branch. This person will be responsible for managing sales activities for the branch. Select from the dropdown menu or add a new salesperson using the "+" icon.
   • Sales Area:
     • Define the sales area that this branch covers. This helps in organizing and managing sales territories. You can select from existing areas or add a new one.
   • Sales Group:
     • If the branch belongs to a specific sales group, select it here. Sales groups help in categorizing and managing sales efforts more efficiently.
   • Default Inventory Location:
     • Choose the default inventory location for this branch. This setting ensures that inventory is correctly tracked and managed for this branch’s transactions.
   • Default Shipping Company:
     • Select the default shipping company for this branch. This will be the preferred shipping provider for deliveries originating from this branch.

3. Addresses

   • Mailing Address:
     • Enter the mailing address for the branch. This is where correspondence and documents will be sent.
   • Billing Address:
     • Enter the billing address for the branch. This address will be used for invoicing and other financial transactions. If it is the same as the mailing address, you may leave this field empty or enter "Same as Mailing Address."
   • General Notes:
     • Include any additional notes or special instructions related to the branch. This information is for internal use and can be helpful for managing the branch more effectively.

4. Location

   • Customer’s Country:
     • Select the country where the branch is located from the dropdown menu.
   • States:
     • Choose the state within the selected country where the branch is located.
   • City:
     • Enter the city where the branch is located.
   • Post/Zip Code:
     • Enter the postal or zip code for the branch’s location. This is important for accurate shipping and correspondence.

5. Actions

   • Add New:
     • After filling out all required fields, click this button to add the new branch to the ERP system. The branch will be associated with the selected customer and available for use in transactions, reporting, and other business activities.

How to Use:

1. Filling Out the Form:

   • Start by selecting the customer for whom the branch is being created. Ensure that all required fields, such as Branch Name, Branch Short Name, and contact details, are completed accurately.
   • Assign sales-related settings like Sales Person, Sales Area, and Sales Group to ensure proper management and tracking of sales activities for the branch.
   • Specify the default inventory and shipping settings to streamline logistics and inventory management.
   • Enter the appropriate addresses and location details to ensure accurate communication and shipping.

2. Review and Submit:

   • Review all the information entered to ensure accuracy.
   • Click the "Add New" button to save the branch information into the system.

3. Post-Submission:

   • After the branch is added, it will be linked to the selected customer and will be available for selection in sales orders, invoices, and other relevant transactions.
   • The branch’s settings can be edited at any time from the customer management module.

Tips:

• Accurate Data Entry: Ensure that all fields are filled out correctly to avoid any issues with sales, shipping, or billing related to the branch.
• Use of Short Names: The Branch Short Name field is particularly useful in reports and quick searches, so choose a concise and recognizable abbreviation.
• Address Consistency: Ensure that mailing and billing addresses are accurate to avoid any issues with deliveries or invoicing.
• Sales and Inventory Coordination: Coordinate with your sales and inventory teams to ensure that the correct sales area, salesperson, and inventory location are selected.