- 1
Open Branches
Go to Masters → Branches (/masters/branches), then click 'Add Branch'.
Tips- Most data is branch-scoped — set up branches before adding records
- 2
Enter branch details
Provide the branch name and address.
What to enter
Field Type Description Example Branch Name* text Name of the branch Pune Branch Address textarea Branch address — - 3
Save
Save the branch. Users can then switch to it using the branch selector.
Watch out for- Records created under a branch are visible only within that branch context