Branch

In ASAERP, a "Branch" typically represents a physical or organizational division of your company, such as different office locations or subsidiaries. Setting up branches in ASAERP helps you manage operations across various locations efficiently. Here's a step-by-step guide on how to create and manage branches:

Creating a Branch:

1. Access ASAERP: Log in to your ASAERP account with the necessary permissions to manage branch settings.

2. Go to the HR Module:

   • In the left sidebar, under on the "Setup" .

   • Under the "Company" section, you'll find the "Branches" option. Click on it.

3. Create a New Branch:

   • To create a new branch, click the "+ New" button.

4. Define Branch Details:

   • In the "Branch" form, enter the following details:

     • Branch Name: Provide a unique and descriptive name for the branch (e.g., "New York Office," "Retail Division").

     • Abbreviation: Optionally, enter an abbreviation for the branch.

     • Company: Select the parent company associated with this branch.

     • Address and Contact Information: Fill in the branch's address, contact numbers, and email.

     • Is Active: Check the box if the branch is currently active.

5. Save the Branch:

   • After entering the required information, click the "Save" button to create the branch.

Managing Branches:

6. Set Up Users and Roles:

   • If different branches have separate teams or users, you can set up branch-specific roles and assign users to those roles. This allows you to control access to data and transactions based on the branch.

7. Assign Branch in Transactions:

   • When creating or editing transactions (e.g., sales orders, purchase orders, invoices), you can assign the relevant branch to the transaction. This ensures that financial data is appropriately categorized for each branch.

8. Inventory Management:

   • If your branches maintain separate inventories, configure warehouse settings to associate specific warehouses with each branch. This allows for accurate stock management.

9. Reporting and Analysis:

   • Utilize the branch information for reporting and analysis. You can generate reports that provide insights into each branch's performance, revenue, expenses, and more.

10. Updating Branch Information:

    • If there are changes to a branch's details, such as a new address or contact information, you can easily update the branch record.

By following these steps, you can effectively set up and manage branches in ASAERP, allowing you to streamline operations across different locations or divisions of your company. This organizational structure helps with data segregation, financial reporting, and overall management.