Branches

When you need branches

Branches are optional. Add them only if you operate multiple locations that need their own document number prefixes or you want to restrict staff to specific locations. A single-location business can skip branches entirely and use the default series.

Create a branch

Open Settings → Business profile → Manage branches (or Settings → Branches).

1. Enter a Name (required).
2. Optionally add a Code, address, branch GSTIN, phone, and email.
3. Optionally set a Document series prefix for this branch.
4. Mark it Primary if it is your main location.
5. Save.

Primary vs default branch

• ✓Primary marks your main location on the branch record.
• ✓Default branch is the location pre-selected on new documents. Set it with Set default.

Allowed branches for staff

Team members can be limited to a set of allowed branches and given a default branch. On a new document, the branch picker only shows branches a member is allowed to use. See Team & access.

Branch on a document

When the invoice layout shows the Branch field, pick the branch before issuing. The branch's series/prefix then drives the document number. If you leave it as Default, the default series is used.

Related

• ✓Document numbering
• ✓Creating a tax invoice