Branch-specific Settings

Branch-Specific Settings

Branch-Specific Settings in EquiBillBook allow you to configure unique operational parameters, preferences, and behaviors for each branch. This guide explains how to configure and manage branch-specific settings.

Understanding Branch-Specific Settings

Branch-specific settings enable you to:

• Configure unique settings for each branch
• Customize operational parameters per location
• Set branch-specific tax configurations
• Configure branch-specific numbering rules
• Set up location-specific preferences
• Override global settings when needed

Accessing Branch-Specific Settings

To access branch-specific settings:

1. Navigate to Settings → Location Settings → Branch Management
2. Select the branch you want to configure
3. Click "Settings" or "Configure Settings"
4. You'll see branch-specific settings options

Sales Settings

Configure sales-related settings for the branch:

Invoice Settings

• Invoice Prefix: Unique prefix for invoices from this branch
• Invoice Numbering: Configure numbering sequence (Auto, Manual, Custom)
• Starting Number: Starting invoice number
• Number Format: Custom number format
• Reset Period: When to reset numbering (Yearly, Monthly, Never)

Sales Tax Settings

• Default Tax: Default tax rate for sales
• Tax Calculation: Tax calculation method
• Tax Display: How to display tax on invoices
• GST Settings: Branch-specific GST configuration
• Place of Supply: Place of supply for GST

Sales Preferences

• Default Payment Terms: Default payment terms
• Default Currency: Default currency for sales
• Round-off Settings: Round-off configuration
• Discount Settings: Discount calculation and display

Purchase Settings

Configure purchase-related settings:

Bill Settings

• Bill Prefix: Unique prefix for purchase bills
• Bill Numbering: Configure numbering sequence
• Starting Number: Starting bill number
• Number Format: Custom number format
• Reset Period: When to reset numbering

Purchase Tax Settings

• Default Tax: Default tax rate for purchases
• Tax Calculation: Tax calculation method
• GST Settings: Branch-specific GST configuration
• Reverse Charge: Reverse charge settings

Purchase Preferences

• Default Payment Terms: Default payment terms for suppliers
• Default Currency: Default currency for purchases
• Approval Settings: Purchase approval workflow

Inventory Settings

Configure inventory-related settings:

Stock Settings

• Stock Valuation Method: FIFO, LIFO, Average, etc.
• Low Stock Alert: Enable/disable low stock alerts
• Low Stock Threshold: Threshold for low stock alerts
• Negative Stock: Allow/disallow negative stock
• Stock Adjustment: Stock adjustment settings

Transfer Settings

• Allow Transfers: Allow stock transfers to/from other branches
• Transfer Approval: Require approval for transfers
• Auto-Update: Auto-update stock on transfer

Financial Settings

Configure financial settings for the branch:

Accounting Settings

• Financial Year: Branch financial year
• Accounting Method: Cash or Accrual basis
• Currency: Branch currency
• Separate Books: Maintain separate books

Payment Settings

• Payment Methods: Available payment methods
• Default Payment Method: Default method for transactions
• Payment Terms: Default payment terms

POS Settings

If POS is enabled, configure POS-specific settings:

POS Configuration

• POS Enabled: Enable POS for this branch
• Receipt Settings: Receipt format and content
• Cash Register: Cash register configuration
• Barcode Settings: Barcode scanning settings

Restaurant Settings

If restaurant module is enabled:

Restaurant Configuration

• Restaurant Enabled: Enable restaurant features
• Table Settings: Table management settings
• Booking Settings: Table booking configuration
• KOT Settings: Kitchen order ticket settings

Notification Settings

Configure branch-specific notifications:

Notification Preferences

• Email Notifications: Enable email notifications
• SMS Notifications: Enable SMS notifications
• Notification Recipients: Who receives notifications
• Alert Settings: Configure alerts and reminders

Report Settings

Configure branch-specific report settings:

Report Preferences

• Default Date Range: Default date range for reports
• Report Format: Default report format
• Auto-Email Reports: Automatically email reports
• Report Recipients: Default report recipients

Display Settings

Configure display and UI preferences:

Display Preferences

• Date Format: Date display format
• Time Format: Time display format (12/24 hour)
• Number Format: Number display format
• Currency Display: Currency symbol and position
• Language: Branch-specific language (if applicable)

Security Settings

Configure security settings for the branch:

Security Configuration

• Access Control: User access settings
• IP Restrictions: Restrict access by IP address
• Session Settings: Session timeout and security
• Audit Log: Enable audit logging

Integration Settings

Configure integrations for the branch:

Integration Configuration

• Payment Gateway: Payment gateway settings
• Accounting Software: Accounting software integration
• E-commerce: E-commerce platform integration
• Other Integrations: Third-party integrations

Saving Settings

After configuring settings:

1. Review all configured settings
2. Verify values are correct
3. Click "Save" or "Apply Settings"
4. Settings will be saved for the branch
5. Changes will take effect immediately or after refresh

Resetting to Default

To reset branch settings to default:

1. Go to branch settings
2. Click "Reset to Default" or "Use Global Settings"
3. Select which settings to reset
4. Confirm the reset
5. Settings will revert to global defaults

Copying Settings

Copy settings from another branch:

1. Go to branch settings
2. Click "Copy from Branch" or "Import Settings"
3. Select source branch
4. Select which settings to copy
5. Confirm and apply
6. Settings will be copied

Best Practices

• Standardize Where Possible: Use global settings when appropriate
• Document Custom Settings: Document any branch-specific customizations
• Regular Review: Periodically review branch settings
• Test Changes: Test setting changes before full implementation
• Consistent Naming: Use consistent prefixes and formats
• Backup Settings: Keep backups of important configurations

Common Scenarios

Scenario 1: Different Tax Rates

Configuring different tax rates for different branches:

1. Go to branch settings
2. Navigate to Sales Tax Settings
3. Set branch-specific tax rates
4. Configure GST settings if different
5. Save the settings

Scenario 2: Different Numbering

Setting up different invoice numbering for each branch:

1. Go to branch sales settings
2. Configure unique invoice prefix
3. Set starting number
4. Configure numbering format
5. Set reset period
6. Save the configuration

Scenario 3: Branch-Specific Currency

Setting different currency for a branch:

1. Go to branch financial settings
2. Select branch currency
3. Configure currency display format
4. Set exchange rate if needed
5. Save the settings

Troubleshooting

Issue: Settings Not Applying

Possible Causes:

• Settings not saved properly
• Cache issues
• Permission problems

Solution: Verify settings were saved, clear cache, check permissions

Issue: Settings Overridden by Global

Possible Causes:

• Global settings taking precedence
• Incorrect configuration
• System behavior

Solution: Check setting hierarchy, verify branch-specific settings are enabled, review configuration

What's Next?

After configuring branch-specific settings, you should:

1. Test the settings
2. Verify they work as expected
3. Train users on branch-specific configurations
4. Monitor settings effectiveness
5. Update settings as needed
6. Document any customizations

Proper branch-specific settings ensure each branch operates optimally according to its unique requirements in EquiBillBook.