When Do You Use Branches?
The branches system is useful when the company is spread over more than one location, or more than one relatively independent business unit. But it is not a condition for running a simple business or a single location.
You need this card only when separating branches is part of the way you actually work.
Enable Branches If You Have
- More than one actual branch that must be followed up separately.
- A need to separate transactions and permissions between branches.
- An administrative structure that requires tracking each branch independently while it remains part of the parent company.
Do Not Start with It If You Have
- Only one branch.
- Several warehouses in the same place, but no need for full administrative separation.
- A small team for whom one file is enough without extra complexity.
If You Decide to Use It
Start with the simplest possible definition:
- The prefix.
- The branch code.
- The branch name.
- The address and contact information, when needed.
Important Warning
Using branches affects fields, permissions, and some reports. So do not enable it just for tidy organization; enable it only when it is part of the way you actually work.