Categories

Setup & Configuration
Items
Transactions
Process Videos

How Can I Create Multiple Branches

Multiple branches are useful for decentralized or hybrid purchasing models if purchasing needs to be monitored or tracked by location or other reasons.

You can also create departments or have additional companies within Tradogram.

The main difference for identifying why multiple companies should be used is if you have a different chart of accounts for each company. If you are using the same chart of accounts but have different approval workflows or want to budget based on a branch, you can set up multiple branches. If you are strictly looking to track spend then departments can be used without having to set up multiple branches (example: Sales, R&D, Finance, etc.).

If you have further questions, please reach out to Tradogram support to see what the best setup and configuration would be.

To setup mutliple branches within Tradogram:

-Click on "Manage Company"

-Click on "Branches" tab

-Click on "Add New Branch"

Tags:

No items found.

RELATED QUESTIONS

No items found.