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* Generate accurate P&L, Stock Balance Report for branches | * Generate accurate P&L, Stock Balance Report for branches | ||
==Modules Require== | ===Modules Require=== | ||
* DIY Field | * DIY Field | ||
* DIY Script | * DIY Script | ||
==One Time Setting== | ===One Time Setting=== | ||
* Customer | * Customer | ||
* Supplier | * Supplier | ||
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* General Account | * General Account | ||
==Settings== | |||
===Branch Control Settings=== | ===Branch Control Settings=== | ||
''Menu: Tools | Maintain User...'' | ''Menu: Tools | Maintain User...'' | ||
Revision as of 03:31, 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
Settings
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 -