Brand

Overview

Brand – Business Overview

Brand is a foundational setup record in Dafater that represents the commercial identity under which products or services are sold. It helps businesses organize offerings, maintain consistent branding, and support clear reporting and decision-making.

What the Brand document is used for

In day-to-day business operations, Brand is used to:

Define and manage product or service identities (for example, manufacturer names or in-house brands)
Group related products under a recognizable name
Ensure consistency in how products are presented across sales, purchasing, inventory, and reporting
Support brand-based analysis such as sales performance or profitability by brand

It acts as a reference point that can be linked to products, price lists, and commercial documents.

Prerequisites and setup requirements

Before using Brand, businesses should:

Have a clear list of brands they deal with (own brands, partner brands, or supplier brands)
Agree internally on standard brand names to avoid duplicates or inconsistencies
Decide whether the brand represents a manufacturer, a private label, or a marketing category

No complex preparation is required, but clarity and consistency at this stage save time later.

Typical workflow and business fit

Create Brand records
The business defines each brand it sells or manages in Dafater.
Link Brand to products or services
Products are associated with the appropriate Brand during setup or review.
Use Brand across operations
Once assigned, Brand information flows into sales, purchasing, inventory tracking, and reporting.
Analyze performance by Brand
Managers can review sales trends, margins, or stock levels grouped by Brand to guide decisions.

This makes Brand an early but critical step in organizing commercial data.

Key business scenarios where Brand is essential

Retail and distribution: Tracking sales and stock by manufacturer or label
Multi-brand businesses: Comparing performance between different brands
Private label management: Separating in-house brands from third-party brands
Sales analysis and marketing: Understanding which brands drive revenue or customer interest

Important considerations for users

Use clear, standardized brand names to avoid confusion
Avoid creating duplicate Brand records for the same name
Review Brand assignments periodically to ensure products are correctly categorized
Treat Brand as a strategic data point, not just a label, since it impacts reporting and insights

In summary, Brand is a simple but powerful setup document in Dafater that helps structure product information, strengthen brand visibility, and enable better business analysis across operations.

Basic Information

Module: Setup
Document Type: Setup

Fields

Field Name	Label	Type	Required	Options	Description
brand	Brand Name	Data	✓	-	Official brand name used across Dafater transactions and reports
image	Image	Attach Image		-	Logo or visual representation of the brand in Dafater
description	Description	Text		-	Brief overview of the brand for internal reference
brand_defaults	Brand Defaults	Table		Item Default	Default item, pricing, and accounting settings linked to this brand

Child Tables

Brand Defaults (Item Default)

Field Name	Label	Type	Required	Options	Description
company	Company	Link	✓	Company	Company context for item defaults in Dafater
default_warehouse	Default Warehouse	Link		Warehouse	Default warehouse for stocking this item in Dafater
defaultpricelist	Default Price List	Link		Price List	Primary price list applied to item transactions in Dafater
defaultdiscountaccount	Default Discount Account	Link		Account	Account used for item discounts by default in Dafater
buyingcostcenter	Default Buying Cost Center	Link		Cost Center	Cost center for purchasing expenses of this item in Dafater
default_supplier	Default Supplier	Link		Supplier	Preferred supplier for this item in Dafater
expense_account	Default Expense Account	Link		Account	Expense account used when consuming this item in Dafater
defaultprovisionalaccount	Default Provisional Account	Link		Account	Provisional account for interim postings of this item in Dafater
sellingcostcenter	Default Selling Cost Center	Link		Cost Center	Cost center for sales revenue allocation of this item in Dafater
income_account	Default Income Account	Link		Account	Income account credited when selling this item in Dafater
deferredexpenseaccount	Deferred Expense Account	Link		Account	Account for deferring item expenses over time in Dafater
deferredrevenueaccount	Deferred Revenue Account	Link		Account	Account for deferring item revenue over time in Dafater
defaultreceivableaccount	Default Receivable Account	Link		Account	Receivable account used for item customer billing in Dafater
defaultwaiveraccount	Default Waiver Account	Link		Account	Account used to record waived amounts for this item in Dafater
defaultwriteoff_account	Default Write Off Account	Link		Account	Account for writing off unrecoverable item amounts in Dafater
defaultsuspenseaccount	Default Suspense Account	Link		Account	Suspense account for temporary item posting differences in Dafater

Permissions

Role	Read	Write	Create	Delete
Purchase User	✓
Item Manager	✓	✓	✓	✓
Sales User	✓
Stock User	✓
Accounts User	✓

DocType	Relationship	Module
Item	Linked from	Stock
Item Price	Linked from	Stock
Pricing Rule	Linked from	Accounts
Promotional Scheme	Linked from	Accounts
Serial No	Linked from	Stock
Website Item	Linked from	Webshop