Company & branch setup
Set up your shop profile, branch, and master data before daily gold loan work — step by step for admins.
What is this page?
After sign-up, an administrator must finish company and branch setup so pledge numbers, interest, areas, and accounts work correctly for everyone.
Route examples: Settings → Organization and Settings → Master.
Why this matters
- Company name and address appear on vouchers and reports.
- Branches separate data when you have more than one shop.
- Masters (area, gram price, interest slab, prefixes) control how every pledge is calculated.
What you see in Settings
What you will see on the screen
- Settings — left sidebar; opens organization and master menus.
- Organization — Company Details, Users & roles, Opening Balance, Year-end, Subscription.
- Master — Area Master, Gram Price Master, Interest Slab Config, Voucher Prefix Master.
- App bar — branch name at top; users must pick the correct branch before working.
Step-by-step: company profile
Open Company Details
Settings → Organization → Company Details (
/settings/profile/company-details).Fill legal and contact details
Enter company name, address, phone, email, GST/PAN if you print them on slips.
Upload logo (optional)
Add shop logo if the form allows — used on some printouts.
Save
Click Save and wait for a success message before leaving the page.
Step-by-step: branches and users
Add or edit branches
In Company Details (or branch section your deployment uses), add each shop location with name and address.
Create user logins
Settings → Organization → Users & roles → add users with email and password.
Assign branch and role
Give each person the right branch and role so they only see what they need (see Users & roles).
Step-by-step: master data (do before first pledge)
Area Master
Settings → Master → Area Master — add areas customers live in (guide).
Gram Price Master
Set today’s gold/silver gram price (guide).
Interest Slab Config
Set how interest is calculated for new pledges and Pay and Close (guide).
Voucher Prefix Master
Set pledge number prefixes (guide).
Chart of Accounts
Accounting → Chart of Accounts — review ledgers match your books (guide).
Opening Balance
Settings → Organization → Opening Balance — enter starting balances before live transactions (guide).
What happens after setup?
- New pledges use gram price, interest slab, and prefix from masters.
- Customers can pick Area from your list.
- Reports show the correct company and branch.
- Staff see only menus their role allows.
Tips
| Tip | Why |
|---|---|
| Set gram price every morning | Loan value depends on today’s rate |
| Do opening balance once before go-live | Avoid double-counting in reports |
| One admin owns Settings | Fewer accidental changes |
| Test with one test pledge | Confirms masters work |
If something goes wrong
| Problem | What to do |
|---|---|
| Pledge uses wrong interest | Check Interest Slab Config and pledge date |
| Wrong branch data | User must switch branch in app bar |
| Reports show wrong company | User may lack access to that branch |
| Cannot open Settings | Ask owner for admin role |