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Customer Branches

Customer Branches

Branches define separate delivery/billing addresses and account settings for a customer. Each branch can have different:

  • Delivery address and contact details
  • Default sales account, area, and sales person
  • Tax group and shipping method
  • Default inventory location for deliveries

Fields

  • Branch Code - Unique identifier
  • Branch Name - Display name
  • Contact/Address - Branch-specific details
  • Sales Person - Default salesperson for this branch
  • Sales Area - Geographic area classification
  • Tax Group - Tax rules applied to sales from this branch
  • Sales Account - Default revenue GL account
  • Sales Discount Account - GL account for discounts given
  • Receivables Account - GL account for AR posting
  • Default Location - Warehouse that ships to this branch
  • Default Shipping Company - Preferred freight carrier

Tips

  • Every customer needs at least one branch
  • The first branch is typically the head office
  • Branch-level settings override customer-level defaults on transactions