Branches Module

Edited

In Hirepos, the Branches module enables you to efficiently track multiple branch locations within the same business entity. This feature is particularly useful for businesses with various physical locations such as shop fronts, warehouses, and storage yards. This document provides a step-by-step guide on how to activate, set up, and utilize the Branches module effectively.

Activating the Branches Module

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.

Setting Up Branches

To set up branches in Hirepos, proceed as follows:

  1. Access the main menu and select Setup > Branches.

  2. Click on New Branch to create a new branch and input all relevant details.

  3. Save the changes by clicking on Save Changes.

Linking a Branch to an Item

To link a branch to an item, follow these steps:

  1. Go to Setup > Items.

  2. Select the item you wish to edit.

  3. Choose a branch from the Branch dropdown menu.

Linking a Booking or Invoice to a Branch

To associate a booking or invoice with a branch:

  • On the Invoice page, pick a branch from the Branch dropdown list.

  • For payments, follow the same process on the Payments page. You can also link branches to Purchase Orders.

Displaying Item Availability by Branch

To view item availability by branch:

  1. Click on the Availability button on the main page to access the Availability screen.

  2. Select a branch from the Branch dropdown list.

  3. Choose an item category from the Category dropdown list.

By following these steps, you can effectively manage branches in Hirepos, streamline operations, and enhance organizational efficiency.