Branches & Warehouses lists the places your business sells from and keeps goods in. Stock, staff, orders and the POS all follow these places.
Use it when you open a second shop, rent a store room, or close a place.
Before you start
Your shop always has one branch. You add a second one only when you have a second place.
Step 1. Open Branches & Warehouses
In the side menu, under Inventory & Warehouses, select Branches & Warehouses. Warehouses are listed with Branches of this warehouse under each, and other branches sit under Branches without a warehouse. Your main branch carries the Default badge.
A warehouse with its branch under it, and the default branch under Branches without a warehouse.
Step 2. Add a branch
Press Add branch. Fill in Name (English), Name (Arabic) and a Short code, such as DOH. Add the Phone and Address, then press Set on map and drag the pin to where the shop really is.
Below that:
Supplied by warehouse: optional, the warehouse this branch gets its goods from.
Opening hours: keep Same as the shop, or choose Different for this branch and set each day.
Takes online orders: off means the branch still sells in person but never fulfils an online order.
Press Save. You see Saved successfully.
Add branch asks for both names, a short code, the phone, the address and the pin on the map.
Step 3. Add a warehouse
Press Add warehouse. Fill in the names, the short code, the phone and the address, and press Save. A warehouse form has no opening hours and no online orders switch, because it only keeps goods.
Add warehouse opens the same form without opening hours or online orders.
Step 4. Choose who works at a branch
On a branch row, press Who works here. Tick the people who work at this branch and save. You see Branch team updated.
A person who works at every branch shows All branches (change on the Staff page). Change their access on their staff page.
Who works here: tick the people who work at this branch, then save.
Step 5. Change the default branch
On another branch's row, press Make default and confirm. New orders and stock land at the default branch when nothing else is chosen.
The star on a branch row makes it the default branch.
Step 6. Archive a place you closed
Press Archive on its row. The window says it stops selling and keeps its history. Press Archive.
If you see This place still has open commitments., the window lists what to finish first, such as Orders not handed over yet, Stock still here or Open POS sessions. Finish them, then archive again.
To bring a place back, set the list filter to Archived only, open the place, turn on Bring back and save.
Archive asks once more: the place stops selling and keeps its history.
Result
Each place shows in the list, and the Showing picker at the top of the dashboard lets you look at one branch or warehouse at a time on pages such as Inventory.
With more than one place, Showing at the top lets you look at one branch or warehouse at a time.