What’s the best way to determine when new departments should be created instead of creating new branches?

Branches are ideally used for different physical office locations, but they can also be used as different business units within the same office location depending on how the company’s purchasing process operates.

Branches act as separate divisions of the main company, each with its own purchase order numbering system and admin user(s). In contrast, departments are a number of users that are grouped together for reporting and budgeting purposes.

Users that are a member of one branch also have limited to no interactive capabilities with the documents that are created under other branches.

In many cases, departments serve as a better tool (or one to be used in conjunction with branches) for structuring a company.

Please contact a Tradogram on-boarding and account specialist if the choice between using branches and/or departments is unclear to ensure your implementation is carried out smoothly.



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