Companies, branches and warehouses: what differs?
A company is a separate data workspace, a branch belongs to it, and a warehouse stores inventory. Company access differs from assigning a document branch or warehouse.
Practical SINAD Business and shared-settings guides: company and team, sales and purchasing, inventory, accounting and reports. Follow workflows with screenshots and related guides.
A company is a separate data workspace, a branch belongs to it, and a warehouse stores inventory. Company access differs from assigning a document branch or warehouse.
Operating rules govern new documents, including discounts, below-cost sales and negative stock. Hiding a module does not replace user permissions.
Categories, brands and units are shared item references. Color, size, season and attributes describe variants; they are not all required for every business.
Use one reference value per color or size to avoid duplicate variants. A color lot number differs from the color identifier.
A stock item tracks quantities; a service is not physical inventory. A variant distinguishes an item version such as color or size, and cost differs from sale price.
Read inventory by warehouse and variant. Availability may differ from total quantity; inspect movements and reservations shown on screen.
A purchase invoice records supplier cost and financial liability. Goods receipt and supplier invoice may be linked documents; inspect linkage to avoid duplicate stock.
Purchasing separates order, receipt and invoice. Supplier quotes, requisitions and agreements support planning; landed costs explain additional acquisition cost.
Returning goods, correcting the customer balance and refunding cash are related but separate steps. Use the original invoice for quantity and pricing, then check the financial effect.
A goods receipt records what physically arrived. Ordered and invoiced quantities can differ from received quantities; keep their document links clear.
A purchase return records goods sent back and their balance effect. Separate the inventory return from cash recovery, and check the linked supplier document.
A transfer changes stock location within the company. It is different from selling stock or changing its total balance; check source, destination and variant for each quantity.
A physical count compares actual stock with recorded balance. Adjustments address documented differences; opening balances are for migration, not new discrepancies.
When manufacturing is available, separate planning from actual execution and material consumption. Sales-item settings do not replace manufacturing specifications or components.