What this page is for
This page creates a new branch, or changes the contact and tax details of one that already exists. Creating a branch also creates its main store in the same step, using the trading mode you choose here, so the branch has somewhere to receive stock and price items straight away.
Once a branch exists, its code and timezone can never change, because documents already issued carry them. Everything else — name, contact details, and its KRA (Kenya Revenue Authority) tax identity — can be changed later.
Only people whose role can manage the business's structure see this page. Changing the KRA PIN needs a role that can also manage fiscal set-up.
Fields
Code
The branch's own short code, up to sixteen letters, digits, hyphens or underscores. Leave it
empty and the business gives it the next one in its series, such as BRANCH-0001. It
never changes once the branch exists, because it is the first part of every document number the
branch issues. Only shown when creating a branch.
Example: WEST for a Westlands branch.
Name
What the branch is called. Printed on receipts and read out in reports.
Example: The Acacia Grill & Bar — Westlands
Timezone
The zone every time and trading day at this branch is read in. Required, and never changes once
the branch exists. Only shown when creating a branch. Type part of the zone's name, such as
nairobi, and choose it from the list.
Example: Africa/Nairobi
Trading mode
Sets how the branch's main store behaves. Only shown when creating a branch.
- Hospitality: a restaurant, bar or café that prepares and serves.
- Retail: a shop or counter that sells what it holds.
Example: Hospitality for a bar; Retail for a shop.
Default order type
The order type the main store assumes unless the till says otherwise. Only shown when creating a branch.
- Dine in
- Takeaway
- Delivery
- Counter
Example: Dine in for a restaurant.
Address
The branch's postal address, printed on its documents. Optional.
Example: Woodvale Grove, Westlands, Nairobi
Phone
The branch's contact number, printed on its documents. Optional.
Example: 0712 345 678
E-mail address
The branch's contact e-mail, printed on its documents. Optional.
Example: westlands@acaciagrill.co.ke
KRA PIN
The business's KRA personal identification number, such as P051234567X. It identifies the
business for VAT (value added tax). Shown only to people who can manage fiscal set-up.
Example: P051234567X
How to…
How to add a branch
- Go to Organisation → Branches and press New branch.
- Fill in Code, Name and Timezone.
- Choose Trading mode and Default order type for its main store.
- Fill in the address and contact details, then press Create branch.
How to change a branch's details
- Open the branch from Branches.
- Change its name, address, phone or e-mail, and press Save changes. Code and timezone cannot be changed here.