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The branch settings that change nothing, and the two that do

The branch settings that change nothing, and the two that do

Branches and locations, and what each setting changes · presentation 6 of 7 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Branches and locations, and what each setting changes · presentation 6 of 7

The branch settings that change nothing, and the two that do

You can name the controls on a branch, a location and a company that render, save and are read by nothing…

Step 1 — Tax Applicable is real; Pick Pack is the inert one

You will know which of these two to stop configuring, and it is not the one you were told.

What this step names
  1. Its three checkboxes about requiring a delivery quantity balance on sales orders
  2. Sales invoices and delivery orders sit in a branch extension that the…
  3. None of those three applets reads it either

Step 2 — Do not carry your own codes in the mapping fields

You will not build a process on fifteen fields that go nowhere.

What you do
  1. Switch on the extension-mapping toggles and a branch gains up to fifteen free-text fields…

Step 3 — Stop looking for a default branch or a default location

You will save an afternoon.

What this step names
  1. Three applets offer a Default Branch and a Default Location under Settings
  2. Each with a save button
  3. In none of them does anything read the value

Step 4 — Know what the three Disable switches on a company stop

You will know what these three switches guard and what they cannot reach.

Where this step sits
    flowchart TD
  s1["1. Tax Applicable is real…"]
  s2["2. Do not carry your own codes…"]
  s3["3. Stop looking for a default branch…"]
  s4["4. Know what the three Disable switches…"]
  s5["5. Know which high-value setting is the…"]
  s6["6. Plan a recovery you can actually…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Know which high-value setting is the real one

You will stop confusing two controls that share a name and behave differently.

What this step names
  1. The company switch
  2. On the e-invoice tab
  3. Is a genuine block: turn it on
  4. A sales invoice or a sales return of ten thousand ringgit or…

Step 6 — Plan a recovery you can actually run

Your recovery plan will be one that happens.

What you do
  1. Fix the configuration first: add or enable the row for that company and source…

NarrationSlide 1 of 7

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Locations: class, transit, and what runs for you — transcriptThe branch settings that change nothing, and the two that do — transcript