Work in the correct branch
Check company and branch context before creating or comparing business records.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Your administrator must grant the appropriate company/branch access.
Step by step #
- Check the current company and selected branch in the app.
- Switch to the intended allowed context before entering a transaction.
- Recheck record lists and available godowns/parties.
- Create or edit the document only after the context is correct.
- When comparing reports, use the same context and dates.
Understand the fields #
- Company: the business entity.
- Branch: the applicable operational scope.
- Godown: an inventory location and not merely another name for branch.
Check the result #
Verify saved records belong to the intended context.
If something goes wrong #
If a branch is unavailable, ask for the appropriate access. Do not create a similarly named duplicate company to bypass a restriction.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.