Branches, storage and suppliers

Set up locations in order: Branches → Warehouses → Racks. These are records under Setup, not a way to give yourself access to another branch. You need the respective list and create/update permissions.

Add a location

1. Open Setup → Branches and select New branch.
2. Enter Name and a unique Code. Add Phone, Address, Default branch and Active as appropriate, then Add branch.
3. Open Warehouses → New warehouse. Enter Name, unique Code and the required Branch. Review Default warehouse for this branch, then Add warehouse.
4. Open Racks → New rack. Enter Name, unique Code and the required Warehouse. Add a Description if helpful, then Add rack.

Names allow up to 120 characters and codes up to 40. Warehouse phone/address are optional. Rack description and addresses allow up to 500 characters. Check each success message; creating a location does not put stock into it.

If a choice is missing, check its Active status, your branch access and whether the parent record has been created. To change a record, use its row’s Edit action and Save changes.

Add a supplier

Open Setup → Suppliers → New supplier. Name is required (up to 160 characters). Supplier code is optional and generated when blank; an entered code must be unique and no longer than 60 characters.

Enter Company name, Contact person, Phone, Email, City and Address as needed. Payment terms (days) accepts a whole number from 0 to 365. Check Active and any Branches selection, then Add supplier. Correct an invalid email or duplicate code before retrying.

Customer sharing on branches

When customer sharing is enabled for the business, the branch form also offers Share customers with other branches. Its on-screen explanation distinguishes sharing customers and financial activity from keeping branches separate. Review that explanation before changing it; do not use this switch as a substitute for assigning user permissions.