Branches and locations

AdoxERP supports multiple branches and multiple locations (warehouses, stores, or vans) per branch. Transactions are scoped to a branch and a location.

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Branches

A branch represents a business unit — for example a Riyadh office, a Jeddah warehouse, or another outlet in the same company.

Creating a branch

1. Go to General Settings → Master → Branches
2. Click + Add
3. Enter Name (required, min 2 characters)
4. Set Status — Enable or Disable
5. Add Description (optional)
6. If ZATCA is enabled, enter TRN (Tax Registration Number) for this branch
7. Save

Branch fields

Field	Required	Notes
Name	Yes	Display name of the branch
Status	Yes	Disabled branches are hidden from selectors
Description	No	Internal notes
TRN	No	Shown only when ZATCA e-invoicing is enabled

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Multi-branch controls

When a user is assigned to more than one branch, a branch selector appears in the top navigation bar.

• The selected branch applies to all new transactions created in that session.
• Sales and purchase forms do not show a branch dropdown — the branch at the top of the screen is used automatically.
• Stock transfers and some inventory screens let you pick source and destination branches explicitly.

Assigning branches to users

1. Go to Users
2. Open or create a user
3. In the Branches field, select one or more branches the user can access
4. Save

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Locations (warehouses / stores)

A location is a warehouse, store, or van where stock is held. Every location belongs to exactly one branch.

Locations are your warehouses, stores, or vans. For van sales, turn on Van and enter the van number.

Creating a location

1. Go to General Settings → Master → Locations
2. Click + Add
3. Select Branch (required)
4. Enter Name (required, alphanumeric)
5. Set Status — Active or Inactive
6. Add address fields if needed (street, city, district, zip, country)
7. If this is a van, turn on Van and enter Van Number
8. If ZATCA is enabled, configure Org Unit Name, Invoice Type, and OTP for this location
9. Save

Location fields

Field	Required	Notes
Branch	Yes	Parent branch
Name	Yes	Warehouse/store name
Status	Yes	Inactive locations are excluded from transaction forms
Description	No
Van	No	Marks this location as a van for field sales
Van Number	If Van is on	Required when the location is a van
Address fields	No	Used on invoices and ZATCA XML
ZATCA fields	No	Per-location e-invoicing config when enabled

Payment account mapping

Each location can map payment methods to ledger accounts in the chart of accounts. Open a location and use Pay Accounts to configure which account receives cash, card, or bank payments from that location.

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Sub-locations

Sub-locations are optional bins, shelves, or zones within a location.

1. Go to Sub-locations
2. Click Add
3. Select the parent Location
4. Enter Name and Status
5. Save

Requires that sub-locations are enabled for your business (ask your administrator if you do not see this menu).

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How locations appear in transactions

When you create a quotation, sale order, delivery note, sale invoice, purchase order, or GRN:

1. Open the transaction form (Sales > [type] > + Add or Purchases > [type] > + Add)
2. Select Location from the dropdown — only active locations for your current branch are listed
3. Add line items — stock is deducted from or added to this location

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Options that affect branches and locations

Your administrator can turn these on or off in business settings:

Option	What it does
Multiple branches	Shows the Branches menu and the branch selector at the top of the screen
Locations	Shows the Locations menu and the location field on transactions
Sub-locations	Shows the Sub-locations menu
Location code in invoice number	Includes the location code in generated invoice numbers
Products by location	Limits which products appear at each location
Require location selection	You must choose a location instead of using a default

These are configured by your administrator under business settings.

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What to do next

• What to set up first
• Units, taxes, and payment methods
• Quotations