What this page is for
A branch is one physical site your business trades from — a restaurant, a shop, a single outlet of a chain. Branches lists every one of them. Creating a branch also creates its main store, the stock location that receives goods and prices for the branch.
The columns:
- Code: the branch's own short code. It is printed on every document the branch issues and never changes.
- Name: the branch's name.
- Timezone: the zone every time and trading day at the branch is read in.
- Phone: the branch's contact number, if one is on file.
- Status: Active or Deactivated.
Everyone whose role can see the business's structure sees this page. Adding or changing a branch needs a role that can manage it.
This page does not set prices, stock levels or till behaviour for a branch — those live on Stores and Settings.
How to…
How to find a branch
Type in Search by code or name.
How to add a branch
Press New branch. See New branch. How many branches you can have depends on your plan; each Multi-branch add-on adds one more.
How to change a branch's details
Press the row, or open its row menu and choose Edit. A branch's code and timezone cannot change once it exists, because documents already issued carry them.
How to deactivate a branch
Open the row menu and choose Deactivate, then confirm. The branch stops trading: no new store, till or device can be created or reactivated under it, and there is no way to reactivate a branch from this page. At least one branch must always stay active.
Worked examples
Supermarket
Tumaini Supermarket opens a second site in Eldoret. The owner presses New branch, gives it the
code ELD, a name, its own timezone and trading mode, then fills in its address and contact
details once it is created.