People, Branches & Administration
4 answers in this category.
Who this category is for
Admins, branch managers, finance staff
How to use this category
- Create or update master records before starting dependent workflows.
- Use ledger and bill pages when you need more than the profile itself.
- Review branch or user setup whenever access or operational scope changes.
What to remember
- Duplicate master records create downstream confusion fast.
- User and branch setup affect permissions, stock context and finance workflows.
- Keep customer and supplier contact details clean for better follow-up.
How do I create a new customer profile?
Open Customers, create the profile with clean contact details, save it, then use the new customer in POS, returns or ledger workflows.
How do I create a supplier before recording purchases?
Open Suppliers, create the supplier master with clear contact and finance details, save it, then use that supplier in purchase and ledger workflows.
How do I move my work context to another branch?
Use Branch Select to change the active branch before you start sales, receiving or reporting. Always confirm the branch change worked before entering transactions.
How do I change staff access or details for an existing user?
Open Users, find the staff account, update the access or profile details carefully, then verify the branch or role context the user should work under.