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How to handle accounts in ERPNext for a company with multiple branches


#1

Hi All,

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 ?

Thanks in adv. & Regards,
Rahul


#2

-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.


#3

Thank You Geetanjali,

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.

Regards,
Rahul


#4

Hello All

I know this has not been look at in a while.

Could someone please share some samples on how this could be done.

Permissions of user per branch.

Kind regards
Ryder


#5

@rushabh_mehta

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 ?

Thanks


#6

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.


#7

But unfortunately I,m selling services . So warehouse can’t be a solution for me . Also territory is related with customer only :frowning:


#8

[quote=“inventobd, post:7, topic:4983”]
Also territory is related with customer only :frowning:
[/quote] But I think we can change the territory at transaction time?


#9

I’m also looking for this solution. Any good solution yet?


#10

am also looking for this solution?


#11

@inventobd “… unfortunately I’m selling services. So warehouse can’t be a solution for me”

Would it change anything If you took the concept of Warehouses more like a logical rather then a physical idea?


#12

If anyone sorted out the solution. Please mention here


#13

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.


Branches problem
#14

Please mention here if there are any good solutions for this issue. Really need help!


#15

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.


#16

@sanjay.kumar thank you for your response. Can you explain how to bind branches with parent company? thanks in advance


#17

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.


#18

I’m currently implement the similar things to my client by using

Different Cost Centre and Different Warehouse for Each Locations.

For report wise, I guess we need to do some customisation.

While for now, I could see a problem here is the document running numbers.Document Running Number Issues


#19

We are planning to implement Business Unit functionality to facilitate Branch Wise Accounting. Please follow below github issue for more details:


#20

It would be nice if people vote for that feature.