Create a Branch or Outlet With Registers and Shared Data

When to Create a Branch

Create a branch only when the new location needs its own operating context. Do not create a branch just to separate one cashier or one temporary sale.

• Use a branch for a physical shop, outlet, warehouse counter or location with its own receipt address.
• Use registers inside one branch when several tills belong to the same shop.
• Use customer categories, item categories or reports when you only need grouping inside the same outlet.
• Confirm the plan allows another branch before promising a multi-outlet rollout.
• Create the branch before importing location-specific stock counts.

Fill the Add Branch Drawer

1. Open Manage -> Branches / Outlet.
2. Click New.
3. Enter Name exactly as staff and reports should show the outlet.
4. Enter Phone with the selected country code.
5. Enter Email for branch contact or receipts.
6. Enter Address. This should match the location staff recognize.
7. Choose Country and State. These affect tax and locale expectations.
8. In Add Register, enter a register name when the outlet will use Cash Register.
9. Click the green plus if the outlet has more than one physical till.
10. Review shared-data choices and product-copy choice before saving.
11. Click Save and wait for the success message or new-branch link.

Shared Data Choices

The Add Branch drawer separates shared account-level records from product-list copying. That distinction matters when opening a second shop.

Register Names During Creation

Register names are not payment methods. They are physical till or drawer names for Cash Register sessions.

• Use names staff can say out loud, such as Main Counter, Front Till or Pharmacy Desk.
• Register names need at least 3 characters and up to 20 characters in the source validation.
• Create one register per physical cash drawer or controlled counter station.
• Do not create one register per cashier; cashiers log into a register session.
• If Cash Register is off, sales can continue without opening a register, but the names should still be ready before enabling drawer control.

After Save

1. Return to Manage -> Branches / Outlet.
2. Find the branch row. Use Filter if the account already has many outlets.
3. Open the row and review the detail pane.
4. Switch to the branch only when you want the next actions to belong to it.
5. Open Edit Branch and finish receipt address, currency, time zone, GSTIN and logo if they were not finished during creation.
6. Open Manage -> Cash Register and confirm register rows exist before cashier training.

If Save Fails

Troubleshooting