Inventory

Track Branch Transactions

After creating branches, you can start associating them with transactions. Let’s take a look at how you can track transactions for each branch in Zoho Inventory:

IN THIS PAGE…

Associate Branches to Transactions
Generate Branch-wise Reports

Associate Branches to Transactions

Each time you create a new transaction, you will be able to associate a branch with your transactions. For example, let’s associate branches to invoices. To do so:

Go to the Invoices module in the sidebar.
Click + New in the top-right corner to create an invoice.
Select the Customer and the Place of Supply.
Select the Branch for which you’re creating the transaction.
Based on the branch chosen, the relevant GSTIN and address will be updated in the transaction.
Enter other details and click Save.

Insight: As the GSTINs are associated with branches, it tracks the transactions and helps generate relevant business and tax related reports.

Similarly, you will be able to create transactions and associate branches for other modules as well.

Pro Tip: If you’ve been maintaining a branch’s transactions separately, you can import them to your organisation along with the branch and map them accordingly.

Here are some points to note:

All the transactions added before enabling the branches feature will be associated to the head office/primary branch.
By default, all the transactions you create will be tracked under the head office/primary branch. You will have to manually select the branch each time you create a transaction.
The inter and intra-state taxes will be calculated for each transaction based on the branch chosen.
The transaction series and address will be chosen according to the branch selected while creating the transaction.
Payments can be made or collected among the various branches.
The estimate created for a branch cannot be converted to an invoice for another branch. This applies to other transaction types as well.

Generate Reports

If you’ve associated transactions with branches, you will be able to generate reports for a particular branch or for all branches collectively.

Reports for Specific Branches
View Branch Details in Reports

Insight: If your Zoho Inventory organisation is integrated with Zoho Analytics, you will be able to sync the branch details and run advanced reports.

Run Reports for Specific Branches:

Go to the Reports module in the sidebar.
Click on a report to view its details.
Click the Customise Report option in the top.
Go to the General tab and you will be able to find the Advanced Filters option.
Select the parameter as Branch from the dropdown.
Set the comparators and choose the branch or branches.
Click Run Report.

Note: This option is not available for certain reports.

View Branch Details in Reports:

Go to the Reports module in the sidebar.
Click on a report to view its details.
Click the Customise Report option and go to the Show or Hide Columns tab.
Click the '+' button next to the Branch column.
Click Run Report.