Administrator Guide
Subsidiary Setup
Setting up multiple business entities
Subsidiary Setup Guide
Configure multiple business entities in Alpha.
When to Use Subsidiaries
Create subsidiaries for:
- Different legal entities
- Multiple countries
- Separate brands
- Distinct divisions
Creating Subsidiaries
Step 1: Navigate
- Go to Administration > Subsidiaries
- Click Add Subsidiary
Step 2: Basic Information
| Field | Example |
|---|---|
| Name | Alpha Netherlands |
| Legal Name | Alpha B.V. |
| Tax ID | NL123456789 |
| Address | Amsterdam, NL |
Step 3: Settings
Configure subsidiary-specific:
- Default currency
- Timezone
- Tax settings
- Number sequences
Step 4: Save
Review and save subsidiary.
User Access
Assigning Users
Give users subsidiary access:
- Open user profile
- Add subsidiary access
- User can switch context
Cross-Subsidiary Users
For users needing multiple:
- Assign multiple subsidiaries
- User switches via selector
- Each context separate
Data Separation
What's Separate
| Data Type | Behavior |
|---|---|
| Orders | Per subsidiary |
| Invoices | Per subsidiary |
| Stock | Per subsidiary |
| Clients | Per subsidiary |
What's Shared
| Data Type | Behavior |
|---|---|
| Users | Can access multiple |
| Products | Can share catalog |
| Settings | Some system-wide |
Inter-Company Operations
Stock Transfers
Between subsidiaries:
- Create transfer
- Pricing applied
- Separate transactions
Reporting
- Per subsidiary reports
- Consolidated views
- Intercompany elimination
Best Practices
- Plan structure carefully
- Document relationships
- Train users on switching
- Review access regularly