Track Branch Transactions

Once you’ve created branches and associated the transaction series, you can start creating transactions. Let’s take a look at how you can include transactions to each branch and track them in Zoho Invoice.

Associate Branches to Transactions

Each time you create a new transaction, you will be able to associate a branch to it. You can associate a branch for all your sales and purchase transactions. To associate:

• Go to any transaction module. For example, let’s associate branches to Invoices.
• Click + New in the top-right corner to create an invoice.
• Select the Customer.
• Select the Branch for which you’re creating the transaction.

• Enter other details, and click Save.

Similarly, you can create transactions and associate branches for other modules as well.

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 transaction series and address will be 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.

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View Dashboard

When you associate branches with transactions, you can get an overview of each branch’s performance right from the dashboard. Here’s how:

• Go to your Zoho Invoice’s Dashboard.
• Click the All Branches dropdown in the top-left corner.
• Select the branch whose details you want to view.

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Generate Reports

If you’ve associated transactions with branches, you will be able to generate reports for a particular branch or for all the branches collectively. This lets you view the sales or the expenses of a particular branch.

• Reports for Specific Branches
• View Branch Details in Reports

Run Reports for Specific Branches:

• Go to the Reports module in Zoho Invoice.
• Select a report for which you want to view the details. For example, the Sales by Item report.
• Click the Customize 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.

View Branch Details in Reports:

• Go to the Reports module in Zoho Invoice.
• Select a report for which you want to view the details in the report.
• Click the Customize Report option, and go to the Show or Hide Columns tab.
• Select the Branch column and click Run Report.

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Next >

• Other Actions

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