Create a new company → a Head Office (HO) branch is created automatically

Create a new branch (Name, Code, Company, Manager) and save successfully

Duplicate branch code within the same company is rejected with an error

Run Provision Branch wizard with all toggles enabled

After provisioning, all 4 health indicators on the kanban card turn green (warehouse, journals, sequences, analytic)

Header button changes from Provision Branch to Re-Provision after first run

Sales journal, Purchase journal, Cash journal, and Bank journal are created and linked to the branch

Sales Orders number in format TRP/SO/2026/00001 (branch code + year)

Purchase Orders number in format TRP/PO/2026/00001

Stock Pickings number in format TRP/PICK/2026/00001

A warehouse and transit location are created and stamped to the branch

An analytic account (Cost Center) is created under the "Branches" plan

Running the wizard a second time creates nothing new and completes cleanly (idempotent)

A brand-new internal user is automatically assigned to their company's Head Office branch

Branch User (Tier 1): Branch field on documents is read-only and auto-filled — no dropdown shown

Branch User (Tier 1): Cannot see documents from other branches, even by direct URL

Branch User (Tier 1): Cannot edit their own "Allowed Branches" field

Multi-Branch User (Tier 2): Branch field is an editable dropdown, limited to their assigned branches in the active company only

Multi-Branch User (Tier 2): Cannot change another user's branch pool — error: "Only a Branch Manager may change a user's allowed branches."

Branch Manager (Tier 3): Sees all branches in allowed companies; can edit any user's branch assignment

Removing a company from a user automatically removes that company's branches from their pool (no error, no crash)

Setting a user's default branch to one outside their allowed pool is rejected

Branch Switcher does not appear for a single-branch (Tier-1) user

Branch Switcher does appear for Multi-Branch / Manager users with 2+ branches assigned

Switching branch in the switcher refreshes the page and filters all lists to the selected branch

After switching, new documents auto-stamp the newly selected branch (not the previous one)

Selecting "All Branches" shows data across all assigned branches at once

New Sales Order auto-fills the Branch field from the user's active branch

New Purchase Order auto-fills the Branch field

New Customer Invoice auto-fills the Branch field

New Vendor Bill auto-fills the Branch field

New Stock Transfer/Picking auto-fills the Branch field

Changing the Company on a draft document re-points the Branch to a valid branch of the new company automatically

Posting an invoice whose branch doesn't match its source Sales Order is blocked: "Document branch does not match its source order branch."

Validating a receipt whose branch doesn't match its source Purchase Order is blocked: "Transfer branch does not match its source order branch."

Tripoli user cannot open a Benghazi Sales Order, even by typing the URL directly

Tripoli user cannot see Benghazi invoices, POs, or transfers in any list

Attempting to save a document stamped to a foreign branch shows: "You are not allowed to assign branch '…'."

Multi-Branch user's dropdown lists only branches in their pool for the active company — no cross-company branches appear

Branch Manager sees all records across all branches in their allowed companies

Products and Partners are visible to all branches (shared catalog — expected behavior, not a bug)

Create SO on branch TRP → numbered TRP/SO/YYYY/NNNNN

Confirm SO → generated delivery (picking) inherits branch TRP

Validate delivery → stock decreases from TRP warehouse

Create invoice from SO → invoice inherits branch TRP; numbered TRPS/YYYY/NNNNN

Post invoice → journal entry P&L lines show branch Cost Center at 100% analytic distribution

Create PO on branch BNG → numbered BNG/PO/YYYY/NNNNN

Confirm PO → generated receipt (picking) inherits branch BNG

Validate receipt → stock increases in BNG warehouse

Create vendor bill from PO → bill inherits branch BNG; numbered BNGP/YYYY/NNNNN

Post bill → journal entry P&L lines show BNG Cost Center at 100%

General Ledger filtered to "Tripoli – Main" shows only Tripoli journal lines

Profit & Loss filtered to one branch shows only that branch's income and expenses

Tax Report filtered to one branch matches the sum of tax lines on that branch's posted invoices and bills

Running P&L with branch filter empty (as a single-branch user) still shows only their own branch's data — system enforces access even when the UI selection is blank

"Inter-Branch Transfer" button is visible on branch form only after a warehouse is provisioned

Wizard opens with "From Branch" pre-set to the branch you opened it from

Selecting the same branch for both From and To shows: "Source and destination branches must differ."

Selecting branches from different companies shows the inter-company transfer error

Service-type products do not appear in the product dropdown (storable products only)

Selecting an unprovisioned branch (no warehouse) blocks the transfer: "Both branches need a warehouse."

Created picking uses the source warehouse's Internal Transfers operation type (not outgoing or receipt)

Picking's From location is the source branch's stock; To location is the destination branch's stock

Picking's Branch is stamped to the source branch; Source Document reads "Inter-Branch: TRP → BNG"

After creation, picking state is Ready immediately (assuming sufficient stock) — no manual "Check Availability" needed

After validating: source branch stock decreases; destination branch stock increases by the transferred quantity

Transfer appears in the source branch's Transfers smart button count

A single-branch user sees empty dropdowns in the wizard and cannot complete a transfer

Sales Analysis (pivot): switch to "All Branches", group by Branch — one column per branch appears with independent totals

Purchase Analysis: filter by branch shows only that branch's POs

Branch form → Dashboard tab shows KPI cards (Sales this month, Purchases, Invoiced, Open Transfers) with branch-specific figures

Smart buttons on branch form (Sales, Purchases, Transfers, Invoices) link to filtered lists for that branch only

Analytic report filtered to branch cost center shows only that branch's P&L lines

Post a customer invoice → open the journal entry → income line shows branch Cost Center analytic distribution at 100%

With a logo uploaded on the branch: printed invoice/SO shows branch logo, not company logo

With address filled on branch: printed document shows branch address and phone

With Tax ID set on branch: printed document shows branch VAT number

Without any branding data on the branch: printed document falls back to company branding without errors

Branded PDFs apply to: Customer Invoices, Credit Notes, Sales Orders, Purchase Orders, Delivery Slips

A child branch can be set under a parent branch to form a tree hierarchy

A sub-branch in a different company than its parent is rejected

Setting a branch as its own ancestor (cycle) is rejected: "A branch cannot be its own ancestor."

Archiving a branch that has open documents (orders, invoices, transfers) is blocked

Employee records have a Branch field; assigning an employee to a branch isolates their records

Creating a payslip and selecting a Benghazi employee auto-sets Branch to Benghazi (no manual step)

A Tripoli-only user cannot see Benghazi employees in the Employees list

Printed payslip PDF shows a "Branch: [branch name]" row in the header

Attendance records are stamped with the employee's branch and isolated accordingly

Landed costs posted under a branch appear in branch filtering on the Inventory valuation report

POS register's Branch field is visible only to Branch Managers — hidden from regular POS staff

POS orders land on the branch of the register's session; cannot be overridden from the front end

POS orders appear in the source branch's Sales/Invoices smart button count

Non-manager cannot change another user's "Allowed Branches" — error: "Only a Branch Manager may change a user's allowed branches."

Changing a user's branch assignment takes effect on the very next page load (no server restart needed)

A Branch Manager from Company A cannot see branches of Company B (unless they also belong to Company B)

Re-assigning the branch on an already-posted or confirmed document is blocked