A franchise is a third party retail outlet who buys the rights of business logo,name,branding  

and model from the actual owner.  

For example, XYZ is a restaurant with 120 outlets. The owner wants to expand his
outlets but does not have enough funds. So the owner sells his products, logo and
brand to another retail outlet.This is called a franchise. The franchise restaurant runs
under the wing of XYZ restaurants and has all the recipes of XYZ.

Note: To enable the Franchise in your domain, kindly reach the Support

Purchase Order Conversion for Franchise as two ways-

1. Save Purchase order for Franchise as Sales Advice

2. Save Purchase Order for Franchise as Sales Order.

Tools --> Business Configuration--> Purchase order for Franchise as Sales Advice

Steps to create the Franchise location  

1.Go to Master->Branch->Branch

2. Click on New Branch to create the new branch

3.Enter the Branch name and fill out the necessary details

4. Choose the business Type as a Franchise and click on the save button

Note: Once the Franchise location is created, Both the customer and Supplier will be

created with Franchise location name.

Steps to raise the purchase Order to Head Office  

1. Go to Purchase->Purchase Order

2.Choose the Franchise Location name and Choose the Supplier name (By default, the

supplier name will be the branch name)

3. Enter the item details and click on the Save button.

Steps to Convert the Sales Order to Sales bill  

1. Go to Sales->Sales Order

2. Click on Load SO Advice.

3. Load the Advice number, then the item details will be loaded.

4. Click on the Save button and choose the tender and click on OK.

Steps to load the Sales Order to Sales bill  

1. Navigate to Sales ->Sales bill.  Click on Load SO (Shift + F6)

2.Choose the Sales Order Advice number.

3. Item details will be loaded, then click on the save button.

4.Choose the Tender type and click on OK.

  Steps to receive the Purchase Invoice from Franchise Outlet  

Firstly you need to manually create the Supplier same as the Head office/Distributor  name .  

While creating the Supplier, map the Branch Name as Franchise location so that while loading   

the PI advice   in purchase invoice screen the supplier details will be displayed in the LOV where

you have to manually enter the supplier.  

1. Navigate to Purchase → Purchase Invoice . Click on Load PI advice (Shift + F2)

Choose the Advice number

2. Item details will be loaded, but supplier details will be empty, In order to load the

supplier manually, set the cursor on supplier tab and enter-->Supplier LOV will be displayed

where you need to load the supplier.

3.Once the details are filled, Click on the Save button.

FAQ 

1)How to show the supplier name also while raising purchase invoice from the franchise

branch

1. Go To master -> More -> Tools -> Master configuration

2. Search for the "Supplier" master. Under the search attribute, search for "Customer

Reference ID" and mark the field as visible

3. Go to master -> Supplier -> Supplier and search for the supplier name for whom

purchase invoices need to be raised. Under the customer reference id, put any unique value

like 1, 2( By default it will be 0).

4. Go to purchase -> Purchase invoice and select the branch as Franchise branch, Press

Enter against the supplier field and along with the branch, the supplier for whom reference id is

mapped will be displayed. Load the supplier and proceed for billing.

2) While doing the Opening Stock Entry in the Franchise branch, and the suppliers are not

showing and what are the steps to be followed for that?

Answer - Go to master -> Supplier -> Supplier and search for the supplier name. Under the

customer reference id in the supplier master, put any unique value like 1, 2( By default it will

be 0). After entering the Customer reference Id and saving the same, and then try to put the

Opening stock entry in the Franchise branch and the respective supplier will show respectively.

Sales Order Conversion in Franchise Flow