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Branches and locations, and what each setting changes · lesson 1 of 7 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Name the three records you are working on

A tenant is the whole BigLedger account.

What this step names
  1. Inside it
  2. A company is a legal entity: the one that files accounts
  3. Carries a tax registration
  4. Holds a chart of accounts
  5. Owns a ledger

Step 2 — Know what a branch is on a document before you tune one

You will know why a branch report and a debtors listing disagree, which is the question a multi-branch group asks first.

Where this step sits
    flowchart TD
  s1["1. Name the three records you are…"]
  s2["2. Know what a branch is on…"]
  s3["3. Draw the consequence for your chart…"]
  s4["4. Learn the three places a branch…"]
  s5["5. Know which way an override runs"]
  s6["6. Remember that a branch is also…"]
  s7["7. Compare the odd branch against a…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Draw the consequence for your chart of accounts

You will not build eight hundred general ledger codes you never needed.

What you do
  1. Keep one revenue code per product family and let the branch come from the…

Step 4 — Learn the three places a branch setting can live

You will stop hunting for a setting on the screen it is not on.

What this step names
  1. Most sit on Branch Edit in the Organisation applet
  2. Across a dozen tabs
  3. Of which Details
  4. Location
  5. Settlement
  6. Marketplace

Step 5 — Know which way an override runs

You can predict which value a document will use.

What this step names
  1. Currency
  2. Five-cent rounding
  3. The rounding item and the group discount item exist on both the…
  4. The branch value is the override the point of sale reads

Step 6 — Remember that a branch is also a permission boundary

You will stop treating "I cannot see it" as a settings problem.

What this step names
  1. Permissions here are server-side: every screen calls endpoints guarded by a permission…
  2. Granted through the Permission Wizard
  3. A permission set or a role
  4. Targeted at a company
  5. A branch
  6. A location

Step 7 — Compare the odd branch against a healthy sibling

You will have narrowed the problem to one row, and the order is the whole content of this step.

  • Open Branch Edit for the branch that misbehaves and for one that behaves and…
Screen capture pending the demo tenant

Branch Edit, Details tab, showing Main Location, Delivery Location, Default Entity Branch, Timezone and Skip E-Invoice for two branches opened one after the other

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