Settings
Use Branches, Outlets and Registers Correctly
Branch setup decides which outlet staff are standing in, what receipt identity prints, and which register names can be opened for cash control.
- Menu path
- Manage -> Branches / Outlet
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/branches.html, frontend/modules/branchEdit.html, frontend/modals/branch.html, frontend/static/script/js/modules/js/branches.js, api/src/controllers/branches.controller.js, api/src/models/branch.model.js
What a Branch Controls
A branch is the shop context for daily work. Operators should treat it as the place they are physically selling from, not as a harmless label.
| Branch area | What it affects | Operator check |
|---|---|---|
| Current Branch/Outlet | Which branch sales, purchases, stock, reports and settings actions belong to. | Confirm the blue selector before the first sale or receiving entry. |
| Contact and address | Branch detail pane and customer-facing receipt identity. | Use the real shop phone, email, address and printing address. |
| Country and state | Tax state, locale defaults and state-specific reporting assumptions. | Do not pick a placeholder state for a live branch. |
| Currency, time zone and date format | Dashboard, reports, receipts and date-range behavior. | Set before go-live; changing later needs owner review. |
| Registers | Which till names can be opened in Cash Register. | Every physical counter drawer should have a clear register name. |
| Shared data choices | Whether customers, suppliers and product lists are shared or copied on new branch creation. | Decide before creating the branch; stock counts are not copied. |
Daily Branch Check
- Open Manage -> Branches / Outlet.
- Check that Current Branch/Outlet shows the shop you are operating.
- Click the branch row and review the detail pane when the address, tax, locale or register setup is in doubt.
- Use Filter if the account has many outlets and you need to find one by name, phone, email or address.
- Use Export CSV when the owner needs a branch list record.
- Switch branch only when the next sale, purchase or report should belong to that branch.
Choose the Right Task
| Need | Use | Detailed page |
|---|---|---|
| Open a new shop or outlet | New on the Branches / Outlet page. | Create Branch Outlet |
| Edit address, receipt address, phone, email, logo, currency or GSTIN | Edit current branch or branch detail edit action. | Edit Branch Registers |
| Add or rename a till/register | Registers area inside Edit Branch. | Edit Branch Registers |
| Prepare cash drawer workflow | Cash Register after branch registers exist. | Cash Register Settings |
| Cashier sees a register prompt before sale | Open or resume register for the current branch. | Sale Needs Register |
| Audit branch setup without changing it | Click the branch row to open the detail pane. | This overview |
Source Behaviors Operators Should Know
- The Branches list loads 25 rows per page and filters by all fields, branch name, phone, email or address.
- The branch you are currently standing in is marked Current and is protected from delete in the branch detail action area.
- Create Branch sharing choices apply while creating a shop; normal later changes belong in Settings and branch edit workflows.
- The source creates default Walk-in Customer and General Supplier records for a branch.
- Register names are stored under the branch and later become Cash Register choices for that branch.
- Plan/cloud branch limits can stop extra branch creation; if New fails, check license and plan before retrying with different data.