Branch Control

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Revision as of 03:29, 8 June 2024 by Yee (talk | contribs) (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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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 -