الإعدادات العامة
إعداد شركتك وفروعها
What this does
A company in WindoorERP is one business entity: its own legal identity, its own books, its own settings. A branch is a subdivision of one — a regional office or a second factory — that shares the parent's accounting.
Steps
The same list is reachable from Settings › Users & Companies › Companies. Which general-information fields you see depends on the fiscal localization installed.
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01
Open the Settings app, go to the Companies section and click Manage Companies.
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02
Click New and fill in Company Name, Address, Tax ID, LEI, Company ID, Currency, Phone, Mobile, Email, Website, Email Domain and Color.
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03
Upload the company logo — it is what appears on every quotation and invoice you print.
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04
Save.
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05
Add the users who work for this company and set their access rights.
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06
Configure the document layout so printed documents carry the right branding.
Create a branch
- Create the parent company first — always.
- Open the parent company's form from Manage Companies.
- On the Branches tab, click Add a line and fill in the branch's own details in the Create Branches window.
- To build a deeper structure, add branches to a branch the same way.
Each branch keeps its own address and logo but inherits the parent's accounting. Everything else — pricelists, warehouses, loyalty programmes — is configured per branch.
How records behave
- Selecting the parent company automatically includes all of its branches; selecting a branch shows that branch alone. Switch with the company selector in the top bar.
- Quotations, invoices and vendor bills belong to whichever entity was active when they were created, and are only visible from it.
- Products and contacts are shared across the parent and its branches by default; restrict one to a single entity by filling its Company field.
- Reports can be run for the parent alone or with its branches, depending on the user's access.
Common mistakes
- Creating an independent subsidiary as a branch. Separate legal entities are separate companies; branches share the parent's books.
- Deciding the structure later. A company defined as a parent cannot be turned into a branch afterwards without access-rights trouble — map the hierarchy before you create anything.
- Forgetting that adding a branch switches the database into multi-company behaviour, with all the record visibility rules that follow.
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