(Created page with " ==Introduction== Branch Control Setting is done to prevent branch user from selecting Customer, Project, Stock Item or Location info that is not relevant to them. ==Restricted for == * Branch user only allows to select their own customer * Preset default Agent, Project, Item Code, Location code for each branch user * Reports only shows transactions issued by the branch user * Filter reports only using information assigned to the branch user * Generate accurate P&L, Sto...") |
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Branch Control Setting is done to prevent branch user from selecting Customer, Project, Stock Item or Location info that is not relevant to them. | Branch Control Setting is done to prevent branch user from selecting Customer, Project, Stock Item or Location info that is not relevant to them. | ||
==Restricted for == | ===Restricted for === | ||
* Branch user only allows to select their own customer | * Branch user only allows to select their own customer | ||
* Preset default Agent, Project, Item Code, Location code for each branch user | * Preset default Agent, Project, Item Code, Location code for each branch user | ||
Revision as of 03:30, 8 June 2024
Introduction
Branch Control Setting is done to prevent branch user from selecting Customer, Project, Stock Item or Location info that is not relevant to them.
Restricted for
- Branch user only allows to select their own customer
- Preset default Agent, Project, Item Code, Location code for each branch user
- Reports only shows transactions issued by the branch user
- Filter reports only using information assigned to the branch user
- Generate accurate P&L, Stock Balance Report for branches
Modules Require
- DIY Field
- DIY Script
One Time Setting
- Customer
- Supplier
- Stock Item
- General Account
Branch Control Settings
Menu: Tools | Maintain User...
- Here is for user to set Branch Control
- 01. Logon as ADMIN account
- 02. Choose for the sub account, e.g. Sales agent account
- 03. Go to Access Right for Branch Control tab
- 04. Choose the Branch Control Settings you need
- Sales -