Branches Module

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

Activate the Branches module

  1. From the main menu strip at the top, go to Setup > Preferences > Modules.
  2. Check the 'Branches' module option.
  3. Click Save Changes.

Set up Branches

  1. From the main menu, go to Setup > Branches
  2. Click New Branch to open the Branch page, then enter all the details for the branch. 
  3. Click Save Changes.

Link a Branch to an Item

  1. From the main menu, go to Setup > Items. 
  2. Select an item in the list to edit.
  3. This will open the Items page.
  4. Select a branch from the Branch dropdown list at the top. 
  5. Click Save Changes.

Link a Branch to a Booking or Invoice

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

Show item availability by branch

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


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