Configure Branch

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When your business has more than one branch,then you can create and manage branches easily through WovVipos.

 

Before you begin

If you plan on creating new branch, we recommend to make sure branch group, branch role, and template name you want to assign to branch are available in dropdown lists, before creating your new branch. Seeing that once branch assigned to any branch group, branch role, and template name then it can’t be modified after branch is created.

Note: In WovVipos multiple Branches with same names are not creatable.

 

To Add New Branch

  1. From the main Menu, click Organization Master > Branch.
  2. Enter the Branch Details.
    • Branch Name 
    • Prefix (Enter any short code for the branch)
  3. Select Branch Type from the dropdown list. (e.g. COCO, COFO)
  4. Select Branch Group from the dropdown list.
  5. Enter the branch’s Contact Information
    • Mobile Number (Enter Mobile Number of the branch)
    • Phone No. (Enter Phone Number of the branch)
    • FAX
    • Email (Enter Email ID of the branch)
    • Facebook
    • Twitter
    • Web (Enter Website of the branch)
  6. In Address section, enter your branch’s Address.
    • Door/ Flat (Enter Door/Flat Number of the branch)
    • Street (Enter Street name of the branch)
    • Area (Enter Area/Landmark name )
    • Country (Select Country from the dropdown list)
    • State (Select State from the dropdown list)
    • City (Select City from the dropdown list)
    • Locality (Select Locality from the dropdown list)
  1. Set default Document Discount of target branch for branch transfer.
  2. Set default Sales Discount of target branch for branch transfer.
  3. Set default Credit Days of target branch for branch transfer.
  4. Set default Credit Ceiling of target branch for branch transfer.
  5. Set default Credit Terms of target branch for branch transfer.
  6. In Tax section, enter your branch’s Tax information.
    • Invoice Type (Select Tax type of the invoice.)
    • GST Number (Enter GST No. of the branch.)
    • Registration Number (Enter Registration No. of the branch.)
  7. Select Currency of a branch from the dropdown list.
  8. Select Account Ledger of a branch from the dropdown list.
  9. Select Transporter of a branch from the dropdown list.
  10. Enter any Remark for branch
  11. Enter any Comments for branch.
  12. Enter Cheque Printing Name for branch.
  13. Enter Bank Name for branch.
  14. Select Time Zone of a branch from the dropdown list.
  15. Select Division of a branch from the dropdown list.
  16. Select Tax Zone of a branch from the dropdown list.
  17. Select Branch Role of a branch from dropdown the list.
  18. Select Template Name of a branch from the dropdown list.
  19. Select Status as Active for branch (To deactivate branch, select status as Inactive.)
  20. Click on the Save button.

 

 

You can also modify details of the created branch, except branch group, branch role and template name of the branch which be saved while creating the branch.

 

To Change Branch Details

  1. From the main Menu, click Organization Master > Branch.
  2. Click on theSearch button
  3. Enter Branch Name in search box
  4. Select Branch from grid list
  5. Change the Branch details
  6. Click on the Save button

 

KB WovvtechConfigure Branch