Branch

The Branch Submodule is used to manage all business locations within Caddayn Biller.

A branch can represent:

• Retail outlet
• Warehouse
• Office location
• Distribution center

This module enables multi-location operations, allowing all transactions, inventory, and reports to be tracked branch-wise.

1.3.1⠀User Interface Overview
#

Branch Listing Table #

Displays all branch records with key details such as:

• Branch Code
• Branch Name
• Country
• State
• Street
• Type (Branch / Warehouse)
• Mobile Number

Includes:

• Search bar (top-left)
• Filter panel (right side)
• Pagination controls (bottom)

Action Controls #

Located at the top-right:

• Add Branch → Create new branch

Each row includes:

• Action menu (⋮) → View / Edit / Delete

1.3.2⠀Add New Branch #

Purpose #

To create a new business location for operations and tracking.

Steps to Add a Branch #

1. Go to Main Menu → Master Data
2. Select Branch Submodule
3. Click Add Branch (Top-right corner)
4. The Add Branch Form will open
5. Fill in required details:
   • Branch Name
   • Branch Type (Branch / Warehouse)
   • Phone Number
   • Alternative Phone
   • Country
   • State / Province
   • Building No. & Street
   • Website (optional)
6. Click Save

✅ The branch will be created and visible in the list.

1.3.3⠀Edit Branch Details #

Purpose #

To update branch details.

Steps to Edit a Branch #

1. Navigate to Master Data → Branch
2. Locate the branch using search or filters
3. Click the three-dot menu (⋮)
4. Select Edit
5. The Edit Branch Form will open
6. Modify required details:
   • Name or Type
   • Contact details
   • Address details
   • Website
7. Click Save Changes

✅ Changes will be updated immediately.

1.3.4⠀Delete Branch #

Purpose #

To remove a branch from the system.

Steps to Delete a Branch #

1. Go to Master Data → Branch
2. Locate the branch
3. Click the three-dot menu (⋮)
4. Select Delete
5. Confirm deletion in the dialog

⚠️ Important Notes:

• This action cannot be undone
• Deletion may be restricted if the branch is linked to transactions

1.3.5⠀System Dependencies #

Branches are directly linked to:

• Sales Module → Billing location
• Purchase Module → Stock intake location
• Inventory Module → Stock tracking per branch
• Returns Module → Return processing
• Reports Module → Branch-wise analytics
• Employees Module → Access control

1.3.6⠀Production Notes #

• Avoid deleting branches with active transactions
• Ensure correct branch mapping to avoid:
  • Inventory mismatches
  • Incorrect reports
  • Financial inconsistencies