Understanding Multi Branch

If an organization has multiple branches, it has its own set of challenges while working alongside those. There are challenges in managing the database and other things related to the business. AntMyERP helps you set up details and other data related to your multiple location business.

Settings

Navigate to the left menu > Settings > Settings.

Under the Preferences tab, enable the checkboxes Multi Branch and Stock Location.

Click on Update.

Setting Up Multi Branches

Navigate to the left menu > Settings.

It will take you to the Company Setup page.

Click on Actions > Edit.

Go to the Branch tab and click on the plus button on the top right hand corner to add a new branch detail.

Enter the mandatory details.

Click on Save.

As soon as it is saved, it will be visible in the Branch index page.

Note: Branch type should be Sub Only.

Setting Up Locations

Now, in case there is a branch which has multiple locations, you will need to create a separate record for that. To do that, 

Navigate to the left menu > Settings.

It will take you to the Company Setup page.

Click on Actions > Edit. 

Go to the Location tab and click on the plus button on the top right hand corner. 

Enter the details. Click on Save.

As soon as it is saved, it will be visible in the Location index page.

Note: Location type should be Sub Only.