Creating branch orders

A branch account must be used when creating a branch order.

You can enter inventory items on a branch order manually or by importing the inventory items with a comma-delimited file. If you choose to import the inventory items you can download the template at the bottom of this guide.

Watch this video to see how to create a branch order or follow the steps below it.

Navigate to the correct window

  1. Navigate to Orders / Branch Orders / Enter Branch Order.

Enter the branch order details

  1. Enter (or select) the account number of the appropriate branch account in the Account text box.
  2. Enter the order date in the Order Date text box.
  3. Enter the date when the order is required in the Date Required text box.
  4. Enter the branch order number in the Branch Orders No text box.

Enter the inventory items


  1. Enter (or select) the item number of the appropriate item in the first open line in the ITEM NUMBER column.
  2. Enter the quantity of the corresponding item in the QUANTITY column.


Download the template

  1. Download the Excel template at the bottom of this guide.

Create the CSV file

  1. Complete the spreadsheet with the relevant account information.
  2. Save the file as a spreadsheet in order to reference it later if needed.
  3. Save the file as a CSV file.
  4. Close the file.
If the file is not closed, you will get an I/O Error 32 when trying to import the file.

Import the items

  1. Click the Import button.
  2. Select the appropriate file.
  3. Click the Open button.

Generate the branch order

  1. Click the Accept button.
  2. Print the branch order by specifying the print options and clicking the OK button, or click the Cancel button to close the window.
You can enter the inventory items as shown above or you can also enter a GRV, quotation, branch order, sales order, purchase order or head office order in the ITEM NUMBER column.

What additional features exist when creating a branch order?

You can click the links below to learn more about these features.

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