ShopkeeperPOS

Branches

A branch is one location: a shop, a store or a warehouse. The app calls them locations in Settings and branches everywhere else.

Where to find it
SettingsLocation Management
Who can use it
Only the owner can add, edit or delete a branch. Running several branches is on the Premium plan and above.

What a branch keeps for itself

  • Each branch has its own: products and stock, sales, expenses, branch preferences, invoice templates and subscription.
  • Shared by the whole business: customers, suppliers and the team. Each team member is given the branches they work in.

Your main branch is created with the business, so a single shop has nothing to set up here.

Add a branch

The Location Management screen
Location Management.
  1. Open Settings, then Location Management.
  2. Choose Add Location.
  3. Fill in Branch Name, Address, City and Country. The description, state, postal code, phone number, email and opening hours are optional.
  4. Choose Create Location.
A new branch starts with no products and its own subscription. Give staff access to it in Staff Management, then add products or move stock to it with a stock transfer.

Switch branch

  1. Click the branch name at the top of the app.
  2. In Switch Branch, pick the branch.

The app reloads in that branch, and everything you see and record from then on belongs to it.

Edit a branch

In Location Management, use the edit icon on the branch, change the details and choose Update Location.

Delete a branch

  1. In Location Management, use the delete icon on the branch.
  2. Type the branch's name exactly, to confirm.
  3. Choose Delete Location.

Important

Deleting a branch can't be undone. The branch is removed from your business; its sales, stock and expense records are kept.

Two branches can't be deleted:

  • the main branch;
  • the branch you are working in. Switch to another branch first.

Move stock between branches

Use a stock transfer: Inventory → Stock transfers → Create Stock Transfer. See Inventory.

See all branches together

The Dashboard shows one branch at a time. In Reports, people who work in several branches can set Branches to all of them.

Several businesses

If you run separate businesses, the business name at the top of the app has Switch Business and Create Business.

Related

Still stuck? Contact support.