Introduction: Branch File Management (30-02)

Overview

Branch File Management is used to:

• Modify, inquire on, and print region information
• Add and delete non-inventory branches
• Print, inquire on and maintain certain branch information (some fields of inventory branches cannot be modified)
• Add, modify, delete, and print sales tax table information

Regions, Branches and Sales Tax Tables

This section provides insight on why dividing your company into regions can be beneficial. Additionally, it talks about Sales Tax Tables and Tyler’s use of Inventory and Non-Inventory branches.

Regions

The following are a few reasons why regions can be useful for your company. At the present time, the system supports up to 50 regions.

1. Many times the merchandise mix and your customer’s profile can vary from one location to another, requiring you to use different marketing and advertising strategies in each area.
2. Regions give you increased control over inventory, especially when a number of stores in the same area are served by a single warehouse. For example, if a branch is below minimum on a particular item, you may choose to transfer the item from one of the other branches in the region instead of creating a new purchase order. Since Tyler’s ordering reports print the onhand quantities for all branches in the region, this decision is easy.

Branches

Branches are classified as Inventory locations or Non-Inventory locations. Sales are made from Inventory locations, which may or may not carry actual Inventory.

Non-Inventory branches are used with General Ledger for the purpose of tracking expenses that are not allocated to an inventory branch. Unlike Inventory branches, you do not need to contact Tyler to set up Non-Inventory branches. You can set up as many Non-Inventory locations as needed.

Sales Tax Tables

Sales Tax Tables hold the percentages that are used to calculate sales tax during POS Entry.