This article explains the Advanced Tab settings in Branch Setup, covering discounts, brokerage, E‑Way Bill, E‑Invoice, digital signature, and related options.
📋 Overview
The Advanced Tab (Setup → Branch Setup → Advanced) lets administrators enable and configure various transaction‑level features for each branch.
⚙️ Settings / configuration
- Discount Option – Set default discount in Rs. or %.
- Discount Type – Mark discount as required.
- Dual Discount – Enable dual discount requirement.
- Brokerage Option – Enable brokerage requirement, auto brokerage entry, and auto brokerage payment entry.
- Other Option – Display Sale/Purchase Account, prevent saving when credit limit/days exceed, require E‑Way Bill, fetch LR detail from E‑Way Bill No., generate E‑Way Bill No from LR, require E‑Invoice, require Cess, share voucher numbers for C/N with and without stock, auto E‑Way Bill extension request and type.
- Production Option – Require product assembly, enable auto production, enforce item‑wise selection in product, auto‑calculate input rate, require product classification.
- Digital Signature – Require digital signature and specify the certificate.
💡 Tip: Enable only the options your business uses to keep the entry screen clean and improve performance.
✅ Summary
- Open Setup → Branch Setup → Advanced tab.
- Configure discount and brokerage settings as needed.
- Set E‑Way Bill and E‑Invoice requirements.
- Adjust production and digital signature options.
- Save the branch to apply changes.