Please explain, How to handle accounts for a particular company with multiple branches. Is it possible to maintain accounts separately for branches under same company?
And also, Is it possible to give access to employees only for their respective branch’s accounts or other ERPNext modules ?
-You have to customize these things .
-I think it is possible to give access to employee only for their respective branch.
in “User permission manager” you can select User, Doc type as branch and name of branch
and add it.
Geetanjali Shitole
New Indictrans Technologies PVT.LTD.
How the Companies with multiple branches are handling accounts in ERPNext?. Is it any company customized account things depends upon branches in ERPNext?. Please provide valuable inputs to handle accounts of multiple branches of the company in ERPNext.
Can you help on this . I saw several posts but none of them have any specific solution . Simply
having a single company with multiple branch
manage sales / purchase according to respective branch.
restrict sales user / purchase user / account user to their respective branch for carrying out their operations .
Branch option in report filter so we can check report branch wise
According to your previous suggestion I tried using cost center . But it only keep track of income / expense . Example : I can’t track my sales order’s / purchase orders for an individual branch . I saw branch doctype is available and only accessible via HR module . Is it possiable to use that doctype for other modules too ?
I use warehouse/territory instead of branch…Using user permission setting, assign each user to respective warehouse/territory… But unfortunately up to latest version, I still don’t see warehouse filter in most sales reports to view sales performance by warehouse.
[quote=“inventobd, post:7, topic:4983”]
Also territory is related with customer only
[/quote] But I think we can change the territory at transaction time?
As far as my concern, you able to create more than one company name in ERPNext. At the same time, you should create a new COA in Accounting for the branch. You also able to create branches in ERPNext HRM. Then, all the items, Invoices, PO, PR will be tied with either main branch or sub branches base on the company name you created.
Branch Accounting is not possible under current version. You should have to create branch as a company if you want to maintain branch wise receivable/payable/bank/cash accounts.
Can you help on this . I saw several posts but none of them have any specific solution . Simply
having a single company with multiple branch
manage sales / purchase according to respective branch.
restrict sales user / purchase user / account user to their respective branch for carrying out their operations .
Branch option in report filter so we can check report branch wise
This will work… If you face any specific issue please let us know…
I do not think creating separate companies for each branch is a good idea as you will have to do lots of reconciliation.
We are planning to implement Business Unit functionality to facilitate Branch Wise Accounting. Please follow below github issue for more details: https://github.com/frappe/erpnext/issues/12596