Brand Management

Brand Management

Brand Management in EquiBillBook allows you to organize and track items by their brands or manufacturers. This guide will help you understand how to create and manage brands to maintain better inventory organization and reporting.

Accessing Brand Management

To manage brands:

1. Navigate to Settings → Item Settings
2. Look for Brand Management or Brands
3. Or go to Items → Brand Master
4. Create, edit, or manage brands as needed

Enabling Brand Management

Before creating brands, enable brand functionality:

• Go to Item Settings
• Check "Enable Brands" option
• Save the settings
• Brand field will now appear in item forms

Understanding Brands

Brands help you:

• Organize items by manufacturer or brand name
• Track brand-wise sales and inventory
• Generate brand-specific reports
• Filter items by brand
• Manage supplier relationships by brand
• Analyze brand performance

Creating Brands

Creating a New Brand

1. Go to Brand Master
2. Click "Add New Brand"
3. Enter brand name (e.g., "Samsung", "Nike", "Coca-Cola")
4. Enter brand code (optional, e.g., "SAMS", "NIKE")
5. Add description (optional)
6. Upload brand logo (optional)
7. Save the brand

Brand Information

When creating a brand, you can include:

• Brand Name: Full name of the brand
• Brand Code: Short code for quick reference
• Description: Additional information about the brand
• Logo: Brand logo image (optional)
• Status: Active or Inactive

Brand Best Practices

• Use official names: Use official brand names as they appear
• Be consistent: Maintain consistent naming across all brands
• Avoid duplicates: Check for existing brands before creating new ones
• Use codes: Use brand codes for quick identification
• Keep it organized: Maintain a clean brand list
• Review regularly: Review and update brands as needed

Common Brand Examples

Examples of brands across different industries:

Electronics

• Samsung, Apple, Sony, LG, Panasonic, Dell, HP

Clothing & Apparel

• Nike, Adidas, Puma, Levi's, Zara, H&M

Food & Beverages

• Coca-Cola, Pepsi, Nestlé, Cadbury, Amul

Pharmaceuticals

• Pfizer, GlaxoSmithKline, Johnson & Johnson, Cipla

Automotive

• Toyota, Honda, Ford, BMW, Mercedes-Benz

Assigning Brands to Items

When creating or editing items:

• Select brand from dropdown list
• Brand field appears if brands are enabled
• Optional field - items can exist without brands
• Can assign brand later if needed
• One item can have one brand

Editing Brands

To edit existing brands:

• Go to Brand Master
• Select the brand to edit
• Click "Edit"
• Modify name, code, description, or logo
• Save changes
• Note: Changes affect all items with that brand

Deleting Brands

To delete brands:

• Ensure no items are assigned to the brand
• Reassign items to other brands if needed
• Then delete the brand
• System may prevent deletion if items exist
• Consider marking as inactive instead of deleting

Brand-Based Features

Brands enable various features:

Brand-Wise Reports

• Generate sales reports by brand
• View stock reports by brand
• Analyze brand performance
• Identify best-selling brands
• Compare brand sales

Brand-Wise Filtering

• Filter items by brand
• Search items by brand name
• Quick access to brand items
• Simplifies item management

Brand-Based Pricing

• Set default prices by brand
• Apply brand-specific discounts
• Configure brand-specific tax rates
• Streamline pricing for brand items

Brand Codes

Using brand codes:

• Optional short codes for brands
• Examples: SAMS (Samsung), NIKE, COKE (Coca-Cola)
• Helps in quick identification
• Can be used in item numbering
• Useful for reporting and organization

Brand Logos

Adding brand logos:

• Upload brand logo images
• Logos appear in brand listings
• Helps visual identification
• Optional feature
• Use standard image formats (JPG, PNG)

Inactive Brands

Managing inactive brands:

• Mark brands as inactive instead of deleting
• Inactive brands don't appear in dropdowns
• Items with inactive brands remain unchanged
• Can reactivate brands later if needed
• Useful for discontinued brands

Best Practices for Brand Management

• Create brands proactively: Create brands before adding items
• Use official names: Use exact brand names as they appear
• Maintain consistency: Keep brand names consistent
• Review regularly: Review brand list periodically
• Keep it clean: Remove unused or duplicate brands
• Use codes: Use brand codes for easier identification
• Train your team: Ensure users understand brand usage

Troubleshooting

Cannot create brand?

• Check if brands are enabled in item settings
• Verify you have proper permissions
• Check for duplicate brand names
• Review any validation errors

Brand not showing in item form?

• Verify brands are enabled in settings
• Check if brand is active
• Ensure brand is saved correctly
• Refresh the page

Want to reassign items to different brand?

• Edit items individually
• Or use bulk update feature (if available)
• Select new brand for items
• Save changes

What's Next?

After setting up brands, you should:

1. Create all brands you need
2. Assign brands to existing items
3. Use brands when creating new items
4. Generate brand-wise reports
5. Analyze brand performance
6. Review brand list regularly

Proper brand management helps organize inventory and enables better reporting and analysis. Take time to set up brands that match your business needs and maintain consistency in brand naming.