ID #1579

How to create and edit masters in branch?

I am using FusionRetail6 in multi-location. Now I am facing problems during customer creation in branch location. FusionRetail6 restricts branches from creating masters. How to overcome this?

Answer:

You can overcome this issue very easily. Please use the following steps to accomplish this…

Step1: Generating customer in a series

  • Go to Main > Master Data Management > Others > Customer Master (M> O> C) 
  • Alt +G (or you may also use ‘–G Gen. Cards’ button)
  • Enter starting serial and ending serial (E.g. for location/branch ‘A’ ‘Starting Serial =000001’ and ‘Ending Serial = 10000’, for location/branch ‘B’ ‘Starting Serial = 100001’ and ‘Ending Serial = 20000’ etc.)
  • Alt + G (or you may also use ‘–G Generate’ button)

  

 Step2: Setting the option

  1. Go to Main Menu > Settings > Application Settings > Global Option (T> A> G)
  2. Set ‘Allow Master creation at branch through IM = No’
  3. Set ‘Allow Offline Master Modification at branch = Yes’
  4. Save

Step3: Distributing the customers

Now ask your respective branch to use respective customer numbers, generated in step1, to modify in branch. Please refer to the following example.

Example: One new customer arrived in Branch ‘B’, where you issued customer numbers from 100001 to 200000. The person on that branch will use the following steps.

  1. Go to Main > Master Data Management > Others > Customer Master (M> O> C) 
  2. Alt + L
  3. Select 100001 (or whichever is free from 100001 to 20000)
  4. Modify other details.
  5. Please note: don’t change the customer number.

 

 

For more details please visit:

Tags: Customer Master, Master, Settings

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