{"id":4362,"date":"2021-04-27T09:51:11","date_gmt":"2021-04-27T09:51:11","guid":{"rendered":"https:\/\/docs.daftra.com\/tutorial\/%d8%a5%d8%b9%d8%af%d8%a7%d8%af%d8%a7%d8%aa-%d8%a7%d9%84%d9%81%d8%b1%d9%88%d8%b9\/"},"modified":"2026-10-21T10:29:03","modified_gmt":"2026-10-21T10:29:03","slug":"branches-settings","status":"publish","type":"tutorial","link":"https:\/\/docs.daftra.com\/en\/tutorial\/branches-settings\/","title":{"rendered":"Branches Settings"},"content":{"rendered":"<div dir=\"ltr\" lang=\"en\">\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The <strong style=\"color: #111827;\">Branches Settings<\/strong> page controls the account&#8217;s main branch, and which data the branches share or each branch keeps separately, such as clients, products and suppliers. This article explains each setting on the page, and what happens when you turn it on or off.<\/p>\n<div style=\"display: flex; gap: 10px; background: #f6f8fb; border-left: 4px solid #1a56db; border-radius: 6px; padding: 14px 16px; margin: 0 0 18px;\">\n<p><span style=\"flex: 0 0 auto; font-size: 18px; line-height: 1.6;\">\ud83d\udec8<\/span><\/p>\n<p style=\"margin: 0; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Note:<\/strong> You need the <strong style=\"color: #111827;\">Edit General Settings<\/strong> permission, and the <strong style=\"color: #111827;\">Branches<\/strong> app must be enabled in your account. Without the permission, the system shows the message <strong style=\"color: #111827;\">You are not allowed to access this page<\/strong>.<\/p>\n<\/div>\n<div style=\"border: 1px solid #e5e7eb; border-radius: 8px; padding: 12px 16px; margin: 0 0 20px;\">\n<p style=\"margin: 0 0 6px; font-weight: bold; color: #111827;\">Contents<\/p>\n<ol style=\"margin: 0; padding-left: 22px;\">\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#access\"><strong style=\"color: #1a56db;\">How to access<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#steps\"><strong style=\"color: #1a56db;\">Steps: setting up the branches settings<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#fields\"><strong style=\"color: #1a56db;\">Fields and sections<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#rules\"><strong style=\"color: #1a56db;\">Rules and restrictions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#errors\"><strong style=\"color: #1a56db;\">Error messages and solutions<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#effect\"><strong style=\"color: #1a56db;\">Effect on the system<\/strong><\/a><\/li>\n<li style=\"margin-bottom: 4px;\"><a style=\"color: #1a56db;\" href=\"#faq\"><strong style=\"color: #1a56db;\">FAQs<\/strong><\/a><\/li>\n<\/ol>\n<\/div>\n<h2 id=\"access\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">How to access<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Direct link: <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Branches Settings<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From the menu: click <strong style=\"color: #111827;\">Branches<\/strong>, then <strong style=\"color: #111827;\">Branches Settings<\/strong>.<\/li>\n<\/ul>\n<h2 id=\"steps\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Steps: setting up the branches settings<\/h2>\n<ol style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Open <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Branches Settings<\/strong><\/a>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Choose the <strong style=\"color: #111827;\">Main Branch<\/strong> from the list.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">In <strong style=\"color: #111827;\">Branch Sharing Settings<\/strong>, turn each option on or off as you need: <strong style=\"color: #111827;\">Clients<\/strong>, <strong style=\"color: #111827;\">Products<\/strong>, <strong style=\"color: #111827;\">Suppliers<\/strong>, <strong style=\"color: #111827;\">Cost Centers<\/strong>, <strong style=\"color: #111827;\">Accounts Specified in The Chart of Accounts per Branch<\/strong> and <strong style=\"color: #111827;\">Unit Templates<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Click <strong style=\"color: #111827;\">Save<\/strong>. The message <strong style=\"color: #111827;\">Settings have been saved<\/strong> appears. To leave without saving, click <strong style=\"color: #111827;\">Discard<\/strong>.<\/li>\n<\/ol>\n<h2 id=\"fields\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Fields and sections<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Field<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Description<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Required<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Shown<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Main Branch<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The primary reference branch for managing data and financial records. The list shows the active branches in <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Branches Management<\/strong><\/a>.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Yes<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/client\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Clients<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: all branches see the same client list. Off: each branch sees only the clients registered in it.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/products\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Products<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: all branches see the same products and services, their categories and price lists. Off: each branch adds its own products separately. The option doesn&#8217;t affect stock; each branch&#8217;s balance depends on its own warehouses.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/v2\/owner\/entity\/supplier\/list\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Suppliers<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: all branches see the same supplier list. Off: each branch keeps its own suppliers.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/cost_centers\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Cost Centers<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: all branches use the same cost centers for company-level financial analysis. Off: each branch works with independent cost centers.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Accounts Specified in The Chart of Accounts per Branch<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: each account in the <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/journal_cats\/tree\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Chart of Accounts<\/strong><\/a> can be assigned to one or more branches or to all branches, to track each branch&#8217;s results separately.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/unit_templates\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Unit Templates<\/strong><\/a><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">On: all branches use the same unit templates. Off: each branch keeps its own unit templates.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">No<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Always<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"rules\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Rules and restrictions<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The settings can&#8217;t be saved without choosing the <strong style=\"color: #111827;\">Main Branch<\/strong>.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When you turn on <strong style=\"color: #111827;\">Products<\/strong>, <strong style=\"color: #111827;\">Unit Templates<\/strong> turns on automatically. When you turn off <strong style=\"color: #111827;\">Unit Templates<\/strong>, <strong style=\"color: #111827;\">Products<\/strong> turns off automatically.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">When you turn on sharing, previously recorded data is shared too, not only new data.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Each record stays linked to the branch it was created in. When sharing is off, each branch sees only the records linked to it.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">All options are off by default in new accounts.<\/li>\n<\/ul>\n<h2 id=\"errors\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Error messages and solutions<\/h2>\n<table style=\"width: 100%; border-collapse: collapse; margin: 0 0 18px;\">\n<tbody>\n<tr>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Cause<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Message<\/th>\n<th style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; background: #f6f8fb; font-weight: bold;\">Solution<\/th>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The user doesn&#8217;t have the Edit General Settings permission.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">You are not allowed to access this page<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Ask the account owner to add the permission to your role from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/roles\/index\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Roles<\/strong><\/a>.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">The main branch field is empty when saving.<\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\"><strong style=\"color: #111827;\">Main branch should not be empty<\/strong><\/td>\n<td style=\"border: 1px solid #e5e7eb; padding: 10px 12px; text-align: left; vertical-align: top;\">Choose a branch in <strong style=\"color: #111827;\">Main Branch<\/strong>, then save.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2 id=\"effect\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">Effect on the system<\/h2>\n<ul style=\"margin: 0 0 16px; padding-left: 26px;\">\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Changing the main branch<\/strong>: the account owner&#8217;s user is moved to the new main branch.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">First time turning on Accounts Specified in The Chart of Accounts per Branch<\/strong>: all existing accounts are assigned to all branches; then you can edit each account&#8217;s branches.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\"><strong style=\"color: #111827;\">Sharing options<\/strong>: the lists each branch sees change right after saving. No data is deleted or moved between branches.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Every change is recorded in the account&#8217;s activity log with the old and new values.<\/li>\n<li style=\"margin-bottom: 10px; line-height: 1.9; font-size: 16px; color: #1f2430;\">These settings don&#8217;t create any journal entries.<\/li>\n<\/ul>\n<h2 id=\"faq\" style=\"font-size: 22px; font-weight: bold; color: #111827; margin: 32px 0 14px; padding-bottom: 8px; border-bottom: 2px solid #eef0f3;\">FAQs<\/h2>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Where do I turn off client sharing?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">From <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Branches Settings<\/strong><\/a>. In <strong style=\"color: #111827;\">Branch Sharing Settings<\/strong>, turn off <strong style=\"color: #111827;\">Clients<\/strong>, then click <strong style=\"color: #111827;\">Save<\/strong>. After you turn it off, each branch sees only the clients registered in it, and no client data is deleted.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">I turned off client sharing and a client disappeared from one of the branches. Where did it go?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">The client wasn&#8217;t deleted. It&#8217;s linked to the branch it was created in, and it appears when you switch to that branch. To show it in all branches again, turn on <strong style=\"color: #111827;\">Clients<\/strong>.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why don&#8217;t the main branch&#8217;s products appear in another branch?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because <strong style=\"color: #111827;\">Products<\/strong> is turned off. Turn it on from <a style=\"color: #1a56db;\" href=\"https:\/\/go.daftra.com\/owner\/branches\/settings\" target=\"_blank\" rel=\"noopener\"><strong style=\"color: #1a56db;\">Branches Settings<\/strong><\/a> and save. <strong style=\"color: #111827;\">Unit Templates<\/strong> turns on with it automatically.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Why can&#8217;t I turn off Unit Templates by itself?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">Because shared products need shared unit templates. Turning off <strong style=\"color: #111827;\">Unit Templates<\/strong> turns off <strong style=\"color: #111827;\">Products<\/strong> with it.<\/p>\n<h3 style=\"font-size: 18px; font-weight: bold; color: #111827; margin: 24px 0 10px;\">Does turning on product sharing unify stock between branches?<\/h3>\n<p style=\"margin: 0 0 14px; line-height: 1.9; font-size: 16px; color: #1f2430;\">No. Sharing unifies the product data only, such as the name, price and description. The stock balance in each branch depends on its own warehouses.<\/p>\n<\/div>\n","protected":false},"author":12,"featured_media":0,"template":"","categories":[2062,2063],"tags":[24466,24468,8234,6788,8340,8339,24467,8337,3868,2934,2929,2931,2932],"class_list":["post-4362","tutorial","type-tutorial","status-publish","hentry","category-branches","category-manage-branches","tag-add-a-branch","tag-branch","tag-branches","tag-branches-settings","tag-delete-a-branch","tag-edit-a-branch","tag-how-to-access-branches-settings","tag-managing-branches","tag-settings","tag---en","tag----en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Branches Settings - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/tutorial\/branches-settings\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Branches Settings - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"The Branches Settings page controls the account&#8217;s main branch, and which data the branches share or each branch keeps separately, such as clients, products and suppliers. 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