Working with several branches: head office, branches and what changes
A company can have several establishments: head office and its branches (shops, depots, offices). SynkriaOps keeps one set of books for the whole company, and each branch works in it with its own journals, cash desk, customers and numbering.
Head office and branches
Section titled “Head office and branches”Establishments are managed in Settings → Branches. A branch starts in preparation: you adjust its set-up (its journals, cash desk, liaison account with head office, warehouse). Everything is created at once when you click Open branch.
| Status | What the branch team can do |
|---|---|
| In preparation | Nothing: the branch appears nowhere else |
| Open | Enter, validate and collect in its branch |
| Suspended | View only; head office keeps control |
| Closed | Read only; its history stays in your books |
The branch you work in
Section titled “The branch you work in”At the top of the screen, the Branch you are working in selector shows the branches you have access to. What you enter belongs to the selected branch. Depending on your rights, you see All my branches or All branches (head office).
What head office decides
Section titled “What head office decides”Head office, which acts in every branch, keeps control of what concerns the whole company:
- shared customers and suppliers: each contact belongs to a branch, and head office decides which branches it is shared with;
- the numbering of each branch’s documents: each branch has its own number series, set by head office, with no possible duplicate;
- company settings and the year-end closing, which stay at head office.