Branch Control: Difference between revisions

Revision as of 04:58, 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


Option	Number
Area	1
Agent	2
Company Category	3

The setting can only function within the range of 1 to 3.

03. Enter the Area code for Area in Allowable List, you are allow to enter more than 1 area codes.

04. If want search customer by


Option	Number
Code	1
Company Name	2
Company Name 2	3
Currency Code	4

The setting can only function within the range of 1 to 4.

Purchase

01. Tick Lock Supplier

02. If want filter suppliers by


Option	Number
Area	1
Agent	2
Company Category	3

The setting can only function within the range of 1 to 3.

03. Enter the Agent code for Agent in Allowable List, you are allow to enter more than 1 agent codes.

04. If want search supplier by


Option	Number
Code	1
Company Name	2
Company Name 2	3
Currency Code	4

The setting can only function within the range of 1 to 4.

Item Code

01. Tick Lock Item Code

02. If want filter stock item by


Option	Number
Stock Group	1
Category	2
Item Code	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


Option	Number
Item Code	1
Description	2
Description 2	3

The setting can only function within the range of 1 to 3.

General Setting

01. Tick Lock Project if you need to lock the project code

02. Tick if want search by Project Code

03. Enter the code for Project Code in Allowable ... columns, you are allow to enter more than 1 codes for Project Code

04. Repeat Step 1 to Step 3 for the rest.

@@ Line 38: / Line 38: @@
 ===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'''.
+:02. If want filter customers by
-:03. Enter the Area code for ''Area'' in '''Allowable List''', you are allow to enter more than 1 code.
+{| class="wikitable" style="margin: 1em auto 1em auto;"
-: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'''.
+|+
+|-
+! Option !! Number
+|-
+| Area || 1
+|-
+| Agent || 2
+|-
+| Company Category || 3
+|}
+::''The setting can only function within the range of 1 to 3.''
+:03. Enter the Area code for ''Area'' in '''Allowable List''', you are allow to enter more than 1 area codes.
+:04. If want search customer by
+{| class="wikitable" style="margin: 1em auto 1em auto;"
+|+
+|-
+! Option !! Number
+|-
+| Code || 1
+|-
+| Company Name || 2
+|-
+| Company Name 2 || 3
+|-
+| Currency Code || 4
+|}
+::''The setting can only function within the range of 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'''.
+:02. If want filter suppliers by
-:03. Enter the Agent code for ''Agent'' in '''Allowable List'''.
+{| class="wikitable" style="margin: 1em auto 1em auto;"
-: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'''.
+|+
+|-
+! Option !! Number
+|-
+| Area || 1
+|-
+| Agent || 2
+|-
+| Company Category || 3
+|}
+::''The setting can only function within the range of 1 to 3.''
+:03. Enter the Agent code for ''Agent'' in '''Allowable List''', you are allow to enter more than 1 agent codes.
+:04. If want search supplier by
+{| class="wikitable" style="margin: 1em auto 1em auto;"
+|+
+|-
+! Option !! Number
+|-
+| Code || 1
+|-
+| Company Name || 2
+|-
+| Company Name 2 || 3
+|-
+| Currency Code || 4
+|}
+::''The setting can only function within the range of 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'''.
+:02. If want filter stock item by
+{| class="wikitable" style="margin: 1em auto 1em auto;"
+|+
+|-
+! Option !! Number
+|-
+| Stock Group || 1
+|-
+| Category || 2
+|-
+| Item Code || 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'''.
+:04. If want search item code by
+{| class="wikitable" style="margin: 1em auto 1em auto;"
+|+
+|-
+! Option !! Number
+|-
+| Item Code || 1
+|-
+| Description || 2
+|-
+| Description 2 || 3
+|}
+::''The setting can only function within the range of 1 to 3.''
 ===General Setting===
-:01. Tick '''Lock Project|Location|Agent|Area|Payment Method''' if you need to set for the ''Agent account''
+:01. Tick '''Lock Project''' if you need to lock the project code
-:02. Tick if want search by '''Project Code|Location Code|Agent Code|Area Code|PM Code'''
+:02. Tick if want search by '''Project 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''
+:03. Enter the code for ''Project Code'' in '''Allowable ...''' columns, you are allow to enter more than 1 codes for ''Project Code''
+:04. Repeat '''Step 1 to Step 3''' for the rest.