Branch
For: Anyone setting up the branches that sit under each Division
A Branch is the middle level of the hierarchy, one step below Division and one above Warehouse. It carries its own address and GST registration, which is what makes it more than just a folder for organizing Warehouses.
What this module does
1. A Branch belongs to one Division
You pick the parent Division before anything else, and that choice changes what counts as a duplicate name.
Division: Required at creation. A Branch always belongs to exactly one Division.
Branch Name: Only needs to be unique within that Division. The same name can exist in a different Division without conflict.
Branch Code: Shown pre-filled and locked, the same way Division's code works, but it isn't actually enforced as unique. The real data on this company has BR1 repeated across three different divisions.
2. Creating one asks for more than just a name
Unlike Division, a Branch's address and tax registration aren't optional extras.
Branch feature: Has to be active on your plan before Add Branch will let you save one.
Address: Street, Country, State, City, and Phone are all required. Pin Code is the only optional part of the address.
GSTIN: Required at creation. Each branch carries its own GST registration.
Branch Manager: Name and phone are optional, unlike everything else on this form.
3. Deactivating checks for open documents, not history
The same shape of check as Division, run against this branch instead.
Blocked while open: Any Quote, Sales Order, Delivery Challan, Invoice, Purchase Order, GRPO, Bill, active Recurring Invoice, Recurring Expense, or Recurring Bill, in-progress Production Order, draft Inventory Adjustment, or unclosed Debit Note or Credit Note stops the deactivation.
Closed history doesn't count: A branch with nothing but paid, completed, or cancelled documents against it can be deactivated freely.
Reactivating: Has no equivalent check. You can turn a branch back on any time.
4. Deleting is far stricter than deactivating
Delete asks whether the branch was ever used at all, not just whether it's currently busy.
Children first: Blocked outright if any Warehouse still exists under this branch, regardless of that warehouse's own status.
Any historical reference: Also blocked if the branch appears on any document at all, even one that's long since closed.
Warning: A branch that's actually been used for real business, even once, effectively can't be deleted. Deactivate is the realistic option once history exists.
Business rules
| Topic | Rule |
|---|---|
| Subscription gate | Creating a Branch requires the Branch feature to be active in your plan |
| Unique name | Branch names only need to be unique within the same Division, not across your whole company |
| Required on creation | Division, Branch Name, full Address (street, country, state, city, phone), and GSTIN are all mandatory. Pin Code and Branch Manager are the only optional fields |
| Branch Code | Pre-filled and locked in the form, but not actually guaranteed unique. The same code can and does appear on branches in different divisions |
| Branch Logo | The backend accepts a logo upload, but the current Add and Edit Branch forms have no file field to use it |
| Deactivating | Blocked while the branch has any open Quote, Sales Order, Delivery Challan, Invoice, Purchase Order, GRPO, Bill, Recurring Invoice, Recurring Expense, Recurring Bill, Production Order, Inventory Adjustment, Debit Note, or Credit Note |
| Deleting | Blocked outright if any Warehouse still exists under this branch, and also blocked if the branch was ever referenced by any document at all, even old and fully closed ones |