Branch Control

From eStream Software
Revision as of 03:49, 8 June 2024 by Yee (talk | contribs)

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 Branch Control handles?

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 filtered by Area enter 1 in the column, if Agent enter 2 and if filtered by Company Category enter 3

Purchase

Item Code

General Setting