What information is required for new branch

Company:

If New Company, please provide more information:

Company Name:

GST ID No.:

Financial Year:

Tax Year:

Tax Filling Type: Company or Group

Filing Cycle Duration: Monthly / Quarterly / Custom Month (Specify Month) / Custom Duration (Approval No)

Logo:

Inventory Location: please specify is new location (if new, follow Branch code) or link to existing location (please provide location code)

Branch Code: (show in printable)

Branch Description: (show in Branch selection)

Address:

Phone No:

Fax No.:

Default Cashbook: (Please create Cashbook first)

Cash Drawer:

Credit Card:

Cheque:

Coupon:

Other:

Other Details:

Sales (Output Tax) : Tick Enable for activation GST

Purchase (Input Tax) : Tick Enable for activation GST

Notes: Once Wavelet Support created the branch, please follow the checklist to verify the information:

Control Panel > Developer > Location Maintenance, make sure Location, Branch and Company linking are correct
Control Panel > Developer > Branch Listing > Edit : Please check the following information:
Branch Code, Name, Address, Phone, Fax, URL, Logo
Default Cashbook
Headers and Footers (For Printable, Tax Invoice, Sales Order and etc.)
Printable Format (Set Default Printable)
Other Details (Sales and Purchase, Tick Enable for activation GST)
For New Company:
Control Panel > Developer > Organization Structure > Company
Accounting > Maintenance > Configuration > Financial Year
Accounting > Maintenance > Configuration > Tax Year

Others Configuration (by User)

New Role (If necessary, Control Panel > System Admin > Manage Users > Role Maintenance)
Set Permission (Control Panel > System Admin > Manage Users > Configure Role Maintenance)
Add New User (Control Panel > System Admin > Manage Users > Add New User)
Credit Card Configuration (Accounting > Maintenance > Configuration > Card Payment Config: Edit Credit Card to update the Branch or Add new Credit Card)
Intercompany Stock Transfer Configuration (Optional)