Branch
Overview
Branch – Business Overview
The Branch document is used to define and manage the physical or operational locations of your organization within Dafater. Each Branch represents a distinct unit such as a head office, regional office, warehouse, retail outlet, or service center. It provides a structured way to organize business activities, people, and transactions by location.
Purpose in Business Operations
The Branch document helps businesses:
- Represent their organizational footprint across different locations
- Track operations, employees, and performance at each location
- Ensure accurate reporting and accountability by branch
- Support location-based decision-making and control
By clearly defining each Branch, Dafater can align daily operations with the real-world structure of your business.
Prerequisites and Setup Requirements
Before creating and using a Branch, the following should typically be in place:
- A clear understanding of your organizational structure and locations
- Defined company or business entity under which branches will operate
- Standard naming and identification rules for branches (for consistency)
This ensures that Branch records are created in a clean and organized manner from the start.
Typical Workflow and Business Fit
Define Branches
Business leadership or operations teams create Branch records for each physical or functional location.Assign Branches to Business Activities
Branches are linked to employees, transactions, and operational records so activities are clearly tied to a location.Operate and Monitor
Day-to-day operations such as staffing, approvals, and reporting are carried out with Branch context.Review Performance
Management reviews branch-level data to assess productivity, costs, and growth.
This workflow ensures that every operational action is traceable to the correct Branch.
Key Business Scenarios Where Branch Is Essential
- Multi-location businesses managing offices, stores, or service centers
- Regional management requiring visibility into branch-level operations
- Employee assignment where staff are linked to a specific location
- Operational reporting that compares performance across branches
- Compliance and audits that require location-specific records
In these scenarios, the Branch document becomes a foundational reference point.
Important Considerations for Users
- Create Branches thoughtfully, as they are used widely across business processes
- Use clear and consistent naming to avoid confusion
- Avoid creating duplicate or unnecessary Branches
- Review and update Branch information when locations open, close, or change
Well-maintained Branch records improve clarity, reporting accuracy, and operational control across the organization.
In summary, the Branch document is a core setup element that defines where your business operates. It supports structured operations, better oversight, and informed decision-making across all locations within Dafater.
Basic Information
- Module: Setup
- Document Type: Setup
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| customisdefault | Is Default | Check | - | Marks this branch as default for Dafater transactions | |
| branch | Branch | Data | ✓ | - | Official branch name used across Dafater records |
| custom_company | Company | Link | ✓ | Company | Company this branch belongs to within Dafater |
| customcostcenter | Cost Center | Link | Cost Center | Linked cost center for branch accounting in Dafater | |
| customidtype | ID Type | Select | ✓ | CR, Tax Identification Number, National ID, Iqa... | Type of regulatory or legal identifier for branch |
| custom_id | ID | Data | ✓ | - | Branch identification number based on selected ID type |
| address_html | Address HTML | HTML | - | Formatted branch address displayed in Dafater documents | |
| custom_location | Location | Link | Location | Geographical location linked to branch in Dafater |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| HR User | ✓ | ✓ | ✓ | ✓ | ||
| HR Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| Appraisal Cycle | Linked from | HR |
| Bulk Salary Structure Assignment | Linked from | Payroll |
| Employee | Linked from | Setup |
| Employee Attendance Tool | Linked from | HR |
| Job Opening | Linked from | HR |
| Leave Control Panel | Linked from | HR |
| Loan Restructure Limit Log | Linked from | Loan Management |
| Loan Transfer | Linked from | Loan Management |
| POS Profile | Linked from | Accounts |
| Payroll Entry | Linked from | Payroll |
| SMS Center | Linked from | Selling |
| Salary Slip | Linked from | Payroll |
| Sales Invoice | Linked from | Accounts |
| Shift Assignment Tool | Linked from | HR |
| Zatca | Linked from | Dafater Integrations |
| Company | Links to | Setup |
| Cost Center | Links to | Accounts |
| Location | Links to | Assets |