Hello! We have 15 different locations that need to be set up under one company and we are thinking of either setting them up as 15 different branches or as different subaccounts. Any best practices or pros and cons for doing either branches or subaccounts?
We are open to any suggestions!
Thanks!
Best answer by lairdtim
We went with Branch; we have “virtual” warehouses at each location (service, parts, etc.) and each of those warehouses belong to the master branch for that location.
Either method works, though--what’s important is understanding how are you going to track sales and inventory in the GL. Pretty much every area of the system is configurable where it will pull branch and subaccount from. We decided on branch because in our world, the region is the top of the hierarchy in our financials, and we went with a numeric format for branch that contains the hierarchy (branch 100 may be “South Region”, while branch 110 is “Location 1 in South Region”, and warehouse 110PARTS is the virtual parts warehouse within the 110 branch).
We went with Branch; we have “virtual” warehouses at each location (service, parts, etc.) and each of those warehouses belong to the master branch for that location.
Either method works, though--what’s important is understanding how are you going to track sales and inventory in the GL. Pretty much every area of the system is configurable where it will pull branch and subaccount from. We decided on branch because in our world, the region is the top of the hierarchy in our financials, and we went with a numeric format for branch that contains the hierarchy (branch 100 may be “South Region”, while branch 110 is “Location 1 in South Region”, and warehouse 110PARTS is the virtual parts warehouse within the 110 branch).
+3
Either will do, in our case we use multiple warehouses.
Hope it helps.
+4
Here is some documentation from https://help-archive.acumatica.com/ so you can make an informed decision on this. There is no wrong answer for this.
If you are on the current version of Acumatica (2025 R1), you can check https://help.acumatica.com/.
Hope this helps.
Ed
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