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How do I add a new branch of my enterprise in Caddayn Biller?

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Posts: 35
Admin
Topic starter
(@arjun)
Member
Joined: 4 months ago

Caddayn Biller allows you to manage multiple branches or warehouses seamlessly. You can add new locations directly from the Master Data module.

Steps to Add a New Branch/Warehouse

  1. Open the Master Data Module
    Go to the Main Menu and select Master Data.

  2. Select the Branch Submodule
    Click on the Branch option.

  3. Click “Add Branch”
    Press the Add Branch button located at the top-right corner.

  4. Enter Branch/Warehouse Details
    A new form window will open. Fill in all required information such as:

    • Branch/Warehouse name

    • Type (e.g., branch, warehouse)

    • Phone number

    • Email

    • Address and location details

    • GST Number etc.
  5. Save the Branch
    Click Save Changes.
    Your new branch/warehouse will now appear in the Branch sub-module.


2 Replies
Posts: 23
Admin
(@caddayn_admin)
Member
Joined: 4 months ago

Is it possible to provide different employees access to different branches, or to a multiple branches?


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1 Reply
Admin
(@arjun)
Joined: 4 months ago

Member
Posts: 35

Yes. Caddayn Biller allows you to control branch-level access for each employee, including access to single or multiple branches, based on their role and responsibilities.

How Branch Access Works

  • Each employee profile can be configured with specific branch access.

  • You can assign:

    • Access to one branch, or

    • Access to multiple branches, as required.

  • Permissions can also be customized to control which features or modules an employee can use within those branches.

Where to Manage Branch Access

  • Branch access and permissions can be configured from the employee profile settings in the dashboard.

  • Authorized users can edit employee profiles to:

    • Assign branch access

    • Update permissions

    • Manage other role-based settings


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