Managing accounting for multiple branches separately under one parent company

Hello,
I am looking to have separate accounting and overall operations of each of my branch as an independent entity so that each branch manager is only able to access only his particular branch.

Kindly help

You can use Multi Company Structure. Create one parent company and two other companies as a branches so that you can have independent chart of account and manage your operations
https://docs.erpnext.com/docs/v13/user/manual/en/setting-up/company-setup

For having company wise naming series please check below link
https://frappe.io/kb/customization/company-wise-naming-series

Thanks

  1. Add an Accounting Dimension Cost Center/Branch
  2. Add a custom field warehouse in Cost Center/Branch
  3. Add a custom script to pull warehouse from selected Cost Center/Branch in document

Now you can tag any financial transaction for Cost Center/Branch. You can check stock movement for warehouse tagged to Cost Center/Branch. You can also generate financial statements for a Cost Center/Branch.

Hope this will help you.

1 Like

Dear Sanjay
In your 3rd point you said
3. Add a custom script to pull warehouse from selected Cost Center/Branch in document
Can you guide me how to do that?

In Fetch From property of warehouse docfield , you can write like cost_center.warehouse or branch.warehouse (assuming warehouse is the field_name for Warehouse in Cost Center/Branch)

Please see below updated details: