New Branch Setup

Legacy Contributor

Do anyone have a doc on all the areas that need to be addressed when setting up a new Branch

Cheng Ruan

Hi Donna!



Sorry, I cannot think of any I've seen before. Some of the considerations involve the creation of new warehouses as well. Just thinking out loud, here's my first stab:



1. Create new value(s) in Branch F/M

2. Use Duplicate Account Setup in GL to build branch specific chart

3. Create new / update Group Code F/M

4. If using credit cards, create warehouse specific entry in Credit Card Control if there is new merchant ID

5. Ensure User Preferences is updated for those primarily making transactions for new branch

6. Create new panel(s) in Executive Inquiry Chart Settings

7. Update Salesperson / Territory F/M for branch specific members

8. Update Default Tax Code F/M for new zip code ranges

9. If necessary, update branch association in Customer F/M

10. If using warehouse (region) based pricing, create new Contracts

11. Ensure new warehouse(s) are bound to proper branch value

12. Review Replenishment Parameter Maintenance for possibly adding new whse specific values

13. Review Cycle Setup F/M for new whses

14. Use Create Warehouse/Item Records for commonly used products

15. Update Consolidation Whse in Vendor F/M if necessary for returns

16. Create new templates and job streams where branch specific reporting is used





I'm likely missing something. Perhaps others can build on this list.