Businesses with multiple locations

In a business environment where multiple branch locations are involved, managing operations efficiently is crucial. HirePOS offers a Branches module that allows you to streamline processes and allocate resources effectively across various branches. This document provides a comprehensive guide on how to set up and manage multiple branches within HirePOS.

The Branches module in HirePOS enables you to track and manage multiple branch locations under a single business entity. Whether it's storefronts, warehouses, or storage yards, this module facilitates seamless operations across different branches.

To activate the Branches module, navigate to Setup > Preferences > Modules, tick the Branches module option, and click Save Changes.

To set up branches, go to Setup > Branches, click New Branch to create a new branch, enter all relevant details, and save the changes.

You can link branches to items by selecting a branch from the Branch dropdown in the Items setup. Similarly, you can assign branches to bookings, invoices, payments, and purchase orders to track transactions accurately.

While having a common bank account simplifies financial transactions, HirePOS also supports multiple bank accounts if needed. Set up bank accounts via Setup > Bank Accounts and link them to branches for specific banking details.

Configure default payment accounts for each payment method by accessing Setup > Preferences > Default Payment Settings. This ensures smooth processing of payments across branches.

Consider setting up an EFTPOS Clearing Account to streamline EFTPOS transactions. Transfer EFTPOS payments to your business account daily for easy reconciliation.

Efficiently manage inventory at multiple locations by categorizing items as Hire, Sales, or Non-stock. Track stock levels at branch or business level to ensure accurate inventory management.

For hire items, differentiate between bulk and singular items to track details effectively. Utilize the Branch Quantities feature to monitor item quantities at each branch.

By following these guidelines, you can effectively manage multiple branches within HirePOS, optimising operations and enhancing overall business performance.