Add a Branch to an Existing Item via Sales Order Entry: Procedure Overview
Overview
When entering a sales order, you may need to sell an item that exists in another branch but has not yet been set up in the branch the order is being raised for. The Add Br function in the Item Code Search lets you copy an existing item record into another branch directly from within sales order entry, without having to leave the order screen and create the item manually.
For example, a user working at the Perth (PE) branch may be entering a sales order for the ML branch, but the item is currently only set up under PE.
When to Use This Procedure
Use Add Br when:
You are entering a sales order line and the item is not available in the branch the order is being raised for.
The item already exists in another branch and you want to copy its setup into the target branch.
Procedure
While entering the sales order line, click Look Up on the item field to open the Item Code Search window.
The My Br field at the top of the search shows the current working branch (e.g. PE*). The list shows items from that branch.*
Change My Br to the target branch — the branch the sales order is being raised for (e.g. ML).
Locate and highlight the item you want to copy into the target branch.
Click Add Br.
The item is copied into the target branch and now appears in the list under both branches.
Double-click the item under the target branch (ML) to add it to the sales order line.
Notes
Add Br copies the existing item's setup into the new branch. Review branch-specific fields (such as pricing, GL codes, or stock locations) after adding, and adjust if required.
The From Br / to Br range at the top of the search (defaulting to
AAtoZZ) is a separate filter and does not need to be changed for this procedure.A future enhancement may auto-return the user to the sales order line after Add Br is used, removing the need for the final double-click step.
Related Topics
Sales Order Entry
Item Maintenance — Branch Setup
Item Code Search