Growing shops eventually add a second location or bring on staff who shouldn't see everything. SaathiX ERP handles both without a separate 'Enterprise' upgrade — branches and users are core features on every plan.
01Adding a branch
Under Settings → Business → Branches, click Add Branch. Give it a name, address and GSTIN (same PAN, different state uses a separate GSTIN). Each branch has its own stock, cash ledger and invoice number series.
02Branch transfers
Move stock between branches via Dashboard → Inventory → Transfers. The transfer prints a delivery challan (mandatory for inter-state movement above Rs. 50,000) and updates both branches instantly.
03Consolidated vs branch view
The branch selector at the top-right of every report toggles between a single branch and All Branches (consolidated). Choose default branch per user so counter staff never see other branches by mistake.
04Users and roles
Under Dashboard → Employees, add each staff member with an email. Assign a role (Owner, Manager, Cashier, Accountant, Read-only, Custom) that controls which screens and actions they can access. Every action is logged with user name for audit.
05Custom roles
Under Settings → Security → Roles, build custom roles by ticking capabilities (create invoice, delete invoice, edit rate, view profit, export data). Assign to any user or group.