Branches
Manage organizational branches
Branch Management
Manage your organization's branch structure. Assign users to branches and track branch-level inventory.
Administrator Access
Full access to create, edit, and manage all branches
Creating a Branch
1
Navigate to Branches
Go to Admin > Branches in the sidebar
2
Click "Add Branch"
Open the branch creation form
3
Enter Branch Details
Provide branch name, code, and address
4
Set Status
Mark as Active or Inactive
Branch Information
Branch Name & Code
Unique identifier for the branch
Address
Physical location of the branch
Users
Number of users assigned to the branch
Requests
Purchase requests from this branch
User Assignment
Users are assigned to branches when their account is created:
- Each user belongs to one branch
- Users can only view data from their own branch (unless Admin)
- Purchase requests are automatically linked to the user's branch
- Branch managers can oversee all activities in their branch
Branch Status
Active
Branch is operational and users can work normally
Inactive
Branch is temporarily disabled
Deactivating Branches
Before deactivating a branch, ensure all pending requests are processed and users are reassigned if necessary.