Branches (Overview)

Updated 3 weeks ago by HirePOS

The Branches module allows you to track different branch locations of your business under the same entity.

Before you setup branches, you may want to review this help-doc to see if you should use the branches module or not: https://docs.hirepos.com/article/ghfhpsqwjd-multiple-branch-store-setup

Activate the Branches module

From the main menu strip at the top, go to Setup > Preferences > Modules.
Tick the Branches module option.
Click Save Changes.

Setup Branches

From the main menu, go to Setup > Branches.
Click New Branch to create a new branch, then enter all relevant details for the branch.
Click Save Changes.

Other Branch Information

After the Branches module is enabled and you've created Branches in Setup > Branches availability will be tracked very differently across the program, so you'll need to link your items to a branch.

In addition to this, other parts of the program will function differently. Below, we've compiled a list of relevant help-docs.

Link an Item to a Branch	This help-doc explains how to link both singular and bulk items to a branch for availability tracking. This is required to get accurate availability.
Branch Transfers	This help-doc explains the "Branch Transfer" function, which allows you to move stock between branches.
Branch Quantities (Sales items)	This doc explains how to do Sales Stocktakes and stock control with sales items and branches.

Link a Booking or Invoice to a Branch

From the Invoice page, select a branch from the Branch dropdown list at the top.
To link a branch against a payment, follow the same procedure in the Payments page.

Show item availability by branch

From the main page, click the Availability button to open the Availability page.
Select a branch from the Branch dropdown list at the top.
Select an item category from the Category dropdown list.