FAQ for Franchise

FAQ for Franchise

1.What should be checked if the Franchise Invoice is not showing in 'PI Advice'?

If the Franchise Invoice is not appearing in PI Advice, kindly verify the following points:

  1. Business Type Validation
     Ensure that the respective Branch has been created with the business type set as 'Franchise'.
  2. Correct Franchise Customer Selection
     While creating the bill, verify that the correct customer has been selected and that the customer is created as a 'Franchise' customer.
  3. Configuration Check
     Verify the configuration setting "Save Purchase Order for Franchisee as" and confirm whether it is configured as Sales Advice or Sales Order. Ensure the correct transaction flow is followed based on the selected configuration.

  4. Correct Transaction Flow
     For a Franchise Invoice to appear in PI Advice, the transaction should follow either of the below processes:

    • Direct Sales, or
    • Purchase Order → Convert to Sales Order

    Note: If the process followed is Direct Sales Order → Convert to Sales, the invoice will not be available for loading in PI Advice.

2.Why are Global customers not visible in Customer Master for Franchise users, but still visible in the Sales screen?

Ans :When the configuration “Show Global Customer/Customer Category for Franchise” is disabled, Franchise users are restricted from creating “Global” branch customers and can create customers only for their respective franchise location.

However, Global customers created by the Head Office will still be visible across all locations, including Branch and Franchise locations, for transaction purposes.

In the Customer Master, these Global customers will not be displayed for Franchise users because they are not allowed to modify Head Office-created customers. This is expected system behavior.

Even though the customers are hidden in Customer Master, they will continue to appear in the Sales screen so that transactions can be carried out without restriction.


3.Why were users unable to create Quick Add Customers for the franchise location?
​

Ans: The “Customer Category” was not available for the respective franchise location. Also, the configuration “Show Global Customer/Customer Category for Franchise” was disabled, which prevented the creation of Quick Add Customers.
 So Create a “Customer Category” for the respective franchise location and verify the functionality again.

    • Related Articles

    • Franchise

      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 ...

    • Domain to Domain Stock Transfer - Franchise flow

      Inter-Domain Stock Transfer Process When Domain-A requires stock, it raises a purchase order to Domain-B. This purchase order is then synced to GoBill as a 'sales order' for Domain-B. The sales person in Domain-B can convert this sales order into a ...

    • What is the Purpose of Inter-Domain Stock Transfer Process?

      Purpose: The Inter-Domain Stock Transfer process is used to transfer stock seamlessly between two different domains (Domain-A and Domain-B) while maintaining proper accounting and inventory flow in both systems. When Domain-A requires stock, it ...

    • FAQ of Sales Bill

      1) How to check the Hold bill in reports Go to Reports > Sales > hold transactions > hold bill details 2) If you are using session management, we cannot close the session without clearing the holds bills Yes , we can't close the session without ...

    • FAQ Year Begin Process AccountsEasy OnCloud 2024-2025

      1. How to do "Year-End Process" in AccountsEasy OnCloud? Answer: Go to AccountsEasy OnCloud → Tools → Year-End Process, select Location Name - HO, Tran Year - 2024-2025, Profit & Loss Ledger, Force YEAR END - Y (YES), and click Run Year-End to ...