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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 — Leave Tax Applicable and Pick Pack alone

You will stop configuring two controls that do nothing.

What this step names
  1. The Pick Pack tab offers three checkboxes about requiring a delivery quantity…
  2. Sales invoices and delivery orders; those are stored too
  3. No reader exists in the backend or in those three applets

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. Leave Tax Applicable and Pick Pack…"]
  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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