Branch management
If you are using the Branch Management extension, you have the option of creating multiple clients in a database and/or multiple locations (=branches) for each individual client. The client or branch can be controlled via the logged-in user or via the field service employee who has been assigned to the respective customer or document.
Brief overview
The following areas can be controlled automatically based on the client/branch:
Different number ranges for invoices, credit notes, and other documents
Different accounting accounts (revenue accounts, expense accounts, cost centers, cost units)
Several cash books
Different camps
Assigning rights (e.g., whether users can only see receipts from their branch or all receipts)
Printing different addresses and bank details on documents (reports)
Evaluations per client/branch (sales, revenues, etc.)
Creating a new client
To create a new client, go to the "Clients" menu item in the Administration area. You can create a new client by clicking the New button and entering the client's details. Please fill in all fields, as you can print the data on the documents.
Note: As long as client management is open, all number ranges are blocked. This means that no new documents can be created during this time.
Creating a new branch
To create a new branch, go to the "Branch management" menu item in the Master data area of c-entron Delphi. You can create a new branch directly by clicking on the New button and entering the branch details. Please fill in all fields, as you can print the data on the receipts. It is also essential to assign the branch to a client. Please create exactly one standard branch per client. However, it is of course possible to assign several branches to one client
Assigning a default warehouse for a store
To get an overview of which goods are available in the individual stores, you can create individual warehouses in the Logistics->Secondary Warehouse area and assign them to the respective store. With the right mouse button you can make a warehouse the default warehouse. This means that when a new document (quote, order, etc.) is created, the desired warehouse is automatically selected, provided that the sales representative or creator belongs to the respective branch.
Assign employees to this branch, assign the branch manager
Each employee can only one Branch available. If branch management is to be controlled by the user and not by the field service employee, and you have employees with multiple workstations, please create these employees individually for each branch. In personnel management, the employee can be assigned to a branch.
In the Master Data->Branch Management area, one of the assigned employees can be marked as branch manager by right-clicking on the "Assigned Employees" tab.
Assigning a separate number range to a client/branch
You have the option of assigning each client and each branch its own number range per document type (quote, invoice, credit note, etc.). This option can be found in c-entron Delphi under Administration -> Clients and then under the Number Ranges tab. Please note that you should keep the number ranges for each document type as far apart as possible to avoid any overlap between clients and branches.
Cash book settings
Under the Cash Book item, you can set which branch the cash book should apply to. This allows you to keep a separate cash book for each branch.
Accounting accounts per branch
To achieve a corresponding separation of the branches in financial accounting, you can store a separate revenue account and expense account for each branch in the merchandise categories. This default value is then used for new article creation and can be changed accordingly in the individual article. You can access the merchandise categories via Master Data->Merchandise Category Management.
Noteall additional modules must be purchased separately from the c-entron and are not included in the standard scope of delivery.