Branch-wise Customers

In PrismERP, every customer is associated either with a specific branch or made available to all branches. When a customer is assigned to a branch, only users of that branch can access the customer record. This includes:

• Viewing customer details
• Creating invoices
• Recording receipts
• Entering payments
• Making any adjustments

All financial transactions for the customer are recorded in the branch where the customer is available, and they appear in that branch’s ledgers and reports. Users from other branches cannot view or modify these records.

When a customer is made available to all branches, the record can be accessed by users from every branch. Each branch can record transactions independently, and all entries are stored in that branch’s ledger. While the customer information remains the same across branches, transactions are maintained separately for each branch. This setup ensures that all branch-specific activities for the customer are kept within the correct branch context, while still allowing multiple branches to interact with the same customer record when needed.