When do I need branches, and how do I add one?

Branches are not just names: they separate each location's data, so a Sohar employee sees Sohar's sales alone, and your reports come out split by branch.

When you need them

1. You have more than one sales point, warehouse or office and want to know how each performs.
2. You want an employee restricted to their own branch's data.
3. You hold separate stock at each location and need transfers between them.

With a single location, do not enable them; it is an extra field on every screen for no benefit.

Steps

1. Open General Settings → Branches — image 1 — and press Add Branch.
2. In the form — image 2 — enter a short, unique code, since it appears in lists and reports, then the full name as you want it read.
3. Add the phone, e-mail, city and address.
4. Save, and repeat for each branch.

Notes

• The Branches card and its menu link appear only if the multi-branch feature is enabled for your subscription; if you cannot find it, get in touch with us.
• The code is what you see in narrow tables, so keep it to two or three letters: MCT, SLL, SOH.
• Once the branches exist, tie each user to their branch under Users, otherwise everyone sees everything.
• Do not delete a branch with activity on it; old invoices and vouchers are tied to it and your reports need it.