In HirePOS, the 'Branches' module is designed to manage multiple physical locations for a single business. When enabled, each branch operates within its own 'pool' or partition, which includes items, invoices, maintenance records, and more. However, certain record types like customers, suppliers, and staff exist at the business-wide level. For instance, a customer created for "Branch 1" will also be available to "Branch 2," but the invoice tied to "Branch 1" is exclusive to that branch.

Items (whether for hire or sale) are assigned to specific branches. For single hire items (Qty for Hire = 1), they are directly linked to a branch. For bulk hire items or sales items, quantities can be allocated to different branches (e.g., 4 items at "Branch 1" and 10 at "Branch 2"). While all items are owned by the business as a whole, reports can be generated to view quantities and values specific to each branch.

When exporting transactions to accounting software (e.g., Xero or MYOB), all branch data is consolidated into a single company file. However, filtering by branch is possible, allowing for sequential exports. In Xero, "Tracking Categories" can be used to indicate which branch the invoice originated from, while MYOB uses a similar "Jobs" categorization.

The Branches module is primarily intended to support a single business with multiple locations. However, with custom workflows and configurations, it can also be adapted for complex scenarios, such as managing multiple entities (with separate ABNs/NZBNs) or non-standard use cases (like holding or warehouse branches). While these setups are not officially supported, many HirePOS users have successfully implemented them by leveraging custom reports, user access restrictions, and Xero/MYOB integration tools.

To activate the Branches module, follow these steps:

1. From the main menu strip at the top, navigate to Setup > Preferences > Modules.

2. Check the box next to the Branches module option.

3. Click on Save Changes to confirm.

• Branch Name (Required) – The official name of the branch.

• Branch Code (Optional) – Used for online store and API order allocation; also serves as an internal shorthand reference (e.g., "Branch 1" could have a code "B1").

• MYOB Tracking Category / MYOB Job / Xero Tracking Category – Appears only if the relevant accounting exporter is enabled, allowing invoices to be categorized upon export.

• Address Line 1, Address Line 2, City, State, Postcode, Country – Defines the physical location of the branch.

• Delivery GLN (Optional) – Used for suppliers that require CSV exports for delivery management systems. Only enter this if advised by HirePOS documentation or support.

• Phone1, Phone2, Phone3, Fax, Email – Contact details for the branch.

• Bank Name – The financial institution for this branch.

• Bank Account Name – The name on the bank account for the branch.

• BSB Number – The branch’s BSB (Bank-State-Branch) code.

• Bank Account Number – The branch’s account number.

• DTRACK API Key – Used only for integrating with DTRACK, a delivery management system. Leave blank unless using this integration.

• Default Branch (Toggle) – Sets this branch as the system-wide default for branch dropdowns. Only one branch can be the default at a time.

• Populate Branch Last Stock Take Dates and Quantities on Save (Toggle) – Used when creating a branch to initialize stock reporting by setting sales item stocktake dates and quantities if none exist. Use this only once per branch during setup.

Save your changes when complete.