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A branch is a physical location that raises and fulfils orders —
typically a store, warehouse or office. OJ Setup → Product Setup → Company
Branches holds the branch list on the left; everything on the right belongs to whichever
branch is selected. Exactly one branch is flagged as the main office.
What, where, who, when, why
| What | The create/edit screen for branches: code, description and contact details, the default Goods Warehouse, and the pane linking warehouses to the branch. |
| Where | OJ Setup → Product Setup → Company Branches. |
| Who | An administrator, usually once at setup; the concept behind it is How branches work. |
| When | Before creating users or warehouses (both hang off a branch), and whenever the company opens or closes a location. |
| Why it matters | The branch stamp decides whose order it is, which number sequence it gets and which stock it draws from by default. A branch with a wrong Goods Warehouse silently sources from the wrong pile. |
Creating and editing a branch
Click New, fill in the Details pane and Save. Code and
Description are the only required fields — the rest (reference, building, phone, tax
and pricing fields) is optional and can be filled in later. The Goods Warehouse combo
sets which warehouse this branch’s stock is drawn from by default.
Worked example — opening a branch in another city
| Step | Where | Value | Why |
|---|---|---|---|
| 1 | New → Details | Code WEST, Description “West Side Store” |
Code and Description are the only required fields — the branch can exist before its phone numbers do. |
| 2 | Details → Goods Warehouse | West Stock | Orders raised at WEST draw from West Stock by default instead of the main plant’s warehouse. |
| 3 | Warehouses pane → Add | West Stock, West Ship Area | Links the warehouses this branch may use; the ship-area warehouse shows YES in the Ship area column because the flag is set on the warehouse itself. |
| 4 | Save | — | The main-office flag stays on the original branch — exactly one branch carries it, and it did not move. |
| 5 | Afterwards | Assign people: users via User Management, reps via Sales Reps |
This screen never assigns people; it only owns the branch record and its warehouse links. |
Assigning warehouses
The Warehouses pane lists the warehouses linked to the selected branch. Click
Add to pick from the warehouses not already linked to this branch, or select a row and
click Remove to unlink it. The warehouses themselves — their names, locations and
settings — are maintained on Stock Management, not here; this pane only links them to
a branch.
There is no separate setup step for a “shipping area”. It is simply a warehouse that
has its shipping-area flag turned on, wherever that warehouse is maintained. The
Ship area column on this pane shows YES for any linked warehouse flagged that
way.
Delete is blocked while any warehouse is still linked to the branch. Remove every
warehouse from the Warehouses pane first, then delete the branch.
Where people are assigned to a branch
This screen only manages the branch record and its warehouses. People are assigned to a
branch on their own screens, not here:
| Who | Where their branch is set |
|---|---|
| Sales representatives | Sales Reps |
| Service staff | Service Staff Details |
| Service teams | Service Team Details |
| Users | Administration → User Management — a primary branch plus any alternate branches |