Branch Control: Difference between revisions

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* DIY Field
* DIY Field
* DIY Script
* DIY Script
==What’s Branch Control handles? ==
==What's Special on Branch Control Module? ==
===Project & Location===
===Project & Location===
Authorising each branch users to have the accessibility to their respective branch, SQL will automatically assign transactions created by the user to a specific branch to prevent human mistakes. Account entries, stock warehouse will automatically be posted to the appropriate branch.
*Authorising each branch users to have the accessibility to their respective branch, SQL will automatically assign transactions created by the user to a specific branch to prevent human mistakes. Account entries, stock warehouse will automatically be posted to the appropriate branch.
===Customer List===
===Customer List===
The user can only select/access the customer information for the own branch and is not permitted to post transactions for any other branch. You can avoid information being shared to other branches at data entry staff’s level.
*The user can only select/access the customer information for the own branch and is not permitted to post transactions for any other branch. You can avoid information being shared to other branches at data entry staff’s level.
===Agent / Area List===
===Agent / Area List===
Automatically set the default agent/area code based on user login to ease the user's instead of requiring manual selection.
*Automatically set the default agent/area code based on user login to ease the user's instead of requiring manual selection.
===Stock Item List===
===Stock Item List===
The user only able to select the list of item Code belong to their branch.
*The user only able to select the list of item Code belong to their branch.
===Payment Method ===
===Payment Method ===
Restrict payment methods for each branch to prevent human error and posting to unnecessary accounts.
*Restrict payment methods for each branch to prevent human error and posting to unnecessary accounts.
===Reporting===  
===Reporting===  
Stay on top of your financial and operational transactions across all your branches with SQL. You can monitor all transactions happening in each branch. with this information, you can identify which branch is the most profitable and which branch that needs to monitor closely.
*Stay on top of your financial and operational transactions across all your branches with SQL. You can monitor all transactions happening in each branch. with this information, you can identify which branch is the most profitable and which branch that needs to monitor closely.
===Profit & Loss Project===
===Profit & Loss Project===
By consolidating headquarter accounts with branch accounts, SQL allows for the viewing of consolidated balance sheets, profit and loss accounts by authorised users to evaluate the company’s overall performance. Bosses are able to drill down to the transactions of each branch individually.
*By consolidating headquarter accounts with branch accounts, SQL allows for the viewing of consolidated balance sheets, profit and loss accounts by authorised users to evaluate the company’s overall performance. Bosses are able to drill down to the transactions of each branch individually.


==One Time Setting==
==One Time Setting==
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===Sales===
===Sales===
:01. Tick '''Lock Customer'''
:01. Tick '''Lock Customer'''
:02. If filtered by ''Area'' enter '''1''' in the column, if ''Agent'' enter '''2''' and if filtered by ''Company Category'' enter '''3'''
:02. If want filter customers by ''Area'' enter '''1''' in the column, if ''Agent'' enter '''2''' and if filtered by ''Company Category'' enter '''3'''. The setting only can work within the number '''1 to 3'''.
:03. Enter the Area code for ''Area'' in '''Allowable List''', you are allow to enter more than 1 code.
:04. If want search customer by ''Code'' enter '''1''', ''Company Name'' enter '''2''', ''Company Name 2'' enter '''3''' and ''Currency Code'' enter '''4'''. The setting only can work within the number '''1 to 4'''.
===Purchase===
===Purchase===
:01. Tick '''Lock Supplier'''
:02. If want filter suppliers by ''Area'' enter '''1''' in the column, if ''Agent'' enter '''2''' and if filtered by ''Company Category'' enter '''3'''. The setting only can work within the number '''1 to 3'''.
:03. Enter the Agent code for ''Agent'' in '''Allowable List'''.
:04. If want search supplier by ''Code'' enter '''1''', ''Company Name'' enter '''2''', ''Company Name 2'' enter '''3''' and ''Currency Code'' enter '''4'''. The setting only can work within the number '''1 to 4'''.
===Item Code===
===Item Code===
:01. Tick '''Lock Item Code'''
:02. If want filter stock item by ''Stock Group'' enter '''1''' in the column, if ''Category'' enter '''2''' and if filtered by ''Item Code'' enter '''3'''. The setting only can work within the number '''1 to 3'''.
:03. Enter the item code for ''Item Code'' in '''Allowable Item Code''', you are allow to enter more than 1 item codes.
:04. If want search item code by ''Item Code'' enter '''1''', ''Description'' enter '''2''' and ''Description 2'' enter '''3'''. The setting only can work within the number '''1 to 3'''.
===General Setting===
===General Setting===
:01. Tick '''Lock Project|Location|Agent|Area|Payment Method''' if you need to set for the ''Agent account''
:02. Tick if want search by '''Project Code|Location Code|Agent Code|Area Code|PM Code'''
:03. Enter the code for ''Project Code|Location Code|Agent Code|Area Code|PM Code'' in '''Allowable ...''' columns, you are allow to enter more than 1 codes for ''Project Code|Location Code|Area Code|PM Code''

Revision as of 04:32, 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

What's Special on Branch Control Module?

Project & Location

  • Authorising each branch users to have the accessibility to their respective branch, SQL will automatically assign transactions created by the user to a specific branch to prevent human mistakes. Account entries, stock warehouse will automatically be posted to the appropriate branch.

Customer List

  • The user can only select/access the customer information for the own branch and is not permitted to post transactions for any other branch. You can avoid information being shared to other branches at data entry staff’s level.

Agent / Area List

  • Automatically set the default agent/area code based on user login to ease the user's instead of requiring manual selection.

Stock Item List

  • The user only able to select the list of item Code belong to their branch.

Payment Method

  • Restrict payment methods for each branch to prevent human error and posting to unnecessary accounts.

Reporting

  • Stay on top of your financial and operational transactions across all your branches with SQL. You can monitor all transactions happening in each branch. with this information, you can identify which branch is the most profitable and which branch that needs to monitor closely.

Profit & Loss Project

  • By consolidating headquarter accounts with branch accounts, SQL allows for the viewing of consolidated balance sheets, profit and loss accounts by authorised users to evaluate the company’s overall performance. Bosses are able to drill down to the transactions of each branch individually.

One Time Setting

Menu: Tools | Maintain User...

Here are the guidelines to set Branch Control Setting
01. Logon as ADMIN account
02. Choose for the sub account, e.g. Yuki agent account
03. Go to Access Right for Branch Control tab
04. Choose the Branch Control Settings tab you need

Sales

01. Tick Lock Customer
02. If want filter customers by Area enter 1 in the column, if Agent enter 2 and if filtered by Company Category enter 3. The setting only can work within the number 1 to 3.
03. Enter the Area code for Area in Allowable List, you are allow to enter more than 1 code.
04. If want search customer by Code enter 1, Company Name enter 2, Company Name 2 enter 3 and Currency Code enter 4. The setting only can work within the number 1 to 4.

Purchase

01. Tick Lock Supplier
02. If want filter suppliers by Area enter 1 in the column, if Agent enter 2 and if filtered by Company Category enter 3. The setting only can work within the number 1 to 3.
03. Enter the Agent code for Agent in Allowable List.
04. If want search supplier by Code enter 1, Company Name enter 2, Company Name 2 enter 3 and Currency Code enter 4. The setting only can work within the number 1 to 4.

Item Code

01. Tick Lock Item Code
02. If want filter stock item by Stock Group enter 1 in the column, if Category enter 2 and if filtered by Item Code enter 3. The setting only can work within the number 1 to 3.
03. Enter the item code for Item Code in Allowable Item Code, you are allow to enter more than 1 item codes.
04. If want search item code by Item Code enter 1, Description enter 2 and Description 2 enter 3. The setting only can work within the number 1 to 3.

General Setting

01. Tick Lock Project|Location|Agent|Area|Payment Method if you need to set for the Agent account
02. Tick if want search by Project Code|Location Code|Agent Code|Area Code|PM Code
03. Enter the code for Project Code|Location Code|Agent Code|Area Code|PM Code in Allowable ... columns, you are allow to enter more than 1 codes for Project Code|Location Code|Area Code|PM Code
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Last modified
This page was last edited on 8 June 2024, at 04:32.