⚙️ Branch Management
Manage multiple branches of your business from a single account. Each branch can have its own GST number, address, and staff — while sharing the same product catalog and accounting.
Navigate to Administration → Branches (admin access required).
Branch creation requires an all-branches admin role. Standard admins can view branches but cannot create new ones.
Overview
The Branch Management page lists all branches with their details and status.
Table Columns
| Column | Description |
|---|---|
| Code | Unique branch code — set at creation, cannot be changed |
| Name | Branch display name |
| Address | Branch address |
| Phone | Branch contact number |
| GST Number | Branch-specific GSTIN |
| Head Office | Flag indicating the primary head office branch |
| Actions | Edit, delete |
Creating a Branch
- Click + New Branch
- Fill in:
| Field | Required | Description |
|---|---|---|
| Branch Code | Yes | Short unique identifier (e.g., HQ, MUM-01) — permanent, cannot be changed after saving |
| Branch Name | Yes | Full display name (e.g., "Mumbai Branch") |
| Address | No | Physical address of the branch |
| Phone | No | Contact phone number |
| GST Number | No | GSTIN specific to this branch |
| Head Office | No | Mark as the primary head office |
- Click Save
The Branch Code cannot be changed after the branch is created. Choose a clear, consistent code.
Editing a Branch
Click Edit on any branch row to update name, address, phone, or GST number. The branch code cannot be modified.
Deleting a Branch
Click Delete to remove a branch.
The Head Office branch cannot be deleted. All other branches can be deleted only if they have no associated transactions or users.
Switching Branches
Use the Branch Picker in the top navigation bar to switch between branches. The selected branch filters all data shown — invoices, customers, inventory, and reports all reflect the active branch.