Branch Setup
Branch setup refers to the configuration of physical offices, warehouses, or regional hubs within a logistics ERP system. It allows organizations to segment their operations, financials, user access, and workflows by location. Whether operating locally or globally, branch setup ensures that each office functions with localized control while maintaining centralized oversight across the entire organization. This feature is critical for companies with multi-regional operations and distributed teams.
How Branch Setup Works in Logistics?
In logistics ERPs, administrators define each branch with attributes such as name, location, contact details, tax profile, local currency, and service region. Each branch can have its own workflow settings, document formats, user permissions, and financial accounts. When a job or shipment is created, it is automatically assigned to the relevant branch based on customer location, origin, or user role. This enables smooth segregation of data while maintaining full traceability, compliance, and visibility across all locations.
Usage of Branch Setup in Logistics Operations
Location-Based Shipment Execution
Branches are responsible for creating, executing, and managing shipments tied to their physical region, enabling job accountability and accurate routing.
Financial Ownership and Reporting
All revenues, charges, and operational costs are recorded at the branch level, allowing for segmented profit-and-loss reporting and cost center tracking.
Custom User Access Control
Users can be restricted to branch-specific data, ensuring that team members only interact with records and reports relevant to their assigned office.
Tax Localization and Compliance
Each branch can be configured with tax rules and compliance logic based on regional laws, supporting accurate billing and audit readiness.
Market-Specific Service Customization
Branches can offer unique workflows, rates, carriers, and service types tailored to local customer requirements or regional logistics strategies.
Conclusion
Branch setup is essential for managing decentralized logistics operations efficiently. It ensures that each office or warehouse operates independently while staying connected through shared ERP logic. With accurate financial segmentation, local compliance, and customized workflows, logistics companies can scale confidently and maintain operational clarity. Proper branch setup supports performance monitoring, internal control, and responsive service across all geographical markets.