Branches

Branch configuration

Branches can be configured for sales order processing. To configure your branches, open the Branch Maintenance form from the System Settings menu.

Add your branch names to the list and set the ledger mask for that branch.

Open

Turn on branch masking by adding the appropriate system settings:

In the ledger: General Ledger - Jiwa 7 - Documentation (atlassian.net)

Open

In Invoicing: System Configuration - Jiwa 7 - Documentation (atlassian.net)

Branch sales orders

Now you will be able to select the branch on a sales order using the search button.

The default branch selected is based on the default in the branch maintenance form.

Some sites would like the default branch controlled by the customer and some by the warehouse. This behaviour can be set by a custom plugin.

Reporting by branch

Many of the sales and COGS reports in Jiwa can be limited by Branch. For example:

Your General Ledger reports, like Profit & Loss and Balance Sheet, can also report by branch. In the example above we set our branches to use ledger segment 2. So when running these reports for a particular branch, set your segment 2 ranges.

Limiting Segment 2 to 200 will give me the profit and loss for Sydney branch only.