Changes Reflected After the Branch Update

Changes Reflected After Branching

Changes Reflected After the Branch Update

After the Branch update, certain changes are reflected in some modules and settings. The following are the changes reflected after the branch update.

Branch Switch option

After the branch update, the branch switch option appeared in the top center of the title bar. When the user opens the ACCOXI account, the branch switch option will always appear on the top center of the title bar. By clicking on the option, HO and list of available branches will open. Users can select the option and then switch to the selected branch.

Branch Switch Option

1. Changes Reflected in Settings

 

  • User type settings - In user type settings, branch select option is added. While creating a new user type can select the branch and allocate user type to branches. 
  • User Settings - In user settings, branch select option is added. While creating a new user can be select the branch and allocate user to the branches.

    In user search table, branch name is shown and for super admin, multiple branch option is available.

            

  • Menu Permission – There are certain changes are reflected in Menu Permission settings. In the General menu, Branch Master and Branch Search menu names are added. In the Inventory menu, Item Request, Item Request Search, Stock Transfer, Stock Transfer History, Stock Transfer Search and Stock Transfer View menu names are added that relates with the branch update.

 

  • Voucher Settings – In Voucher settings, branch select option is added. By clicking on the option, HO and list of available branches will open.

  

  • Shortcut Settings – After the branch update Stock Transfer, Branch Master, Branch Search, Stock Transfer Search, Stock Transfer View, Stock Transfer History, Item Request, Item Request Search are included in Shortcut Settings.

 

  • Ledger – In ledger settings, Global/Local option added. While creating new ledger user needs to select any one of the option to create ledger. Global represents that, the ledger creating for all the branches with HO. Local option is for creating a ledger for a particular branch or HO only. By selecting the Local option, a new list of options will appear and user can select the required one.

 

2. Changes Reflected in Inventory module

There are two new options added in the Inventory module after the branch update. Item request and Stock transfer.

 

3. Customer Module

In the Customer module, the Global/Local option added. While creating new Customer users needs to select any one of the options to create a customer. Global represents that, the customer creating for all the branches with HO. Local option is for creating a customer for a particular branch or HO only. By selecting the Local option, a new list of options will appear and the user can select the required one. 

In the customer data table, it shows the Branch Name of each Customer also. 

4. Supplier Module

In the Supplier module, the Global/Local option added. While creating new Supplier user needs to select any one of the option to create a supplier. Global represents that, the supplier creating for all the branches with HO. The local option is for creating a supplier for a particular branch or HO only. By selecting the Local option, a new list of options will appear and the user can select the required one. 

In the supplier data table, it shows the Branch Name of each Supplier also. 

5. Sales Person in the Sales module

There is a change reflected in the Sales Person that, branch select option is added. While creating a new Sales Person, the user can select the branch and allocate a salesperson to branches.