Settings
Edit Branch Identity, Receipt Address, Locale and Registers
Use Edit Branch when the outlet identity, receipt details, locale or register list must be corrected before live work.
- Menu path
- Manage -> Branches / Outlet -> Edit current branch or row detail -> Edit
- Verified from
- Posnic demo and current POS source reviewed on 2026-09-08
Technical source evidence
frontend/modules/branchEdit.html setting_add be_register_rows, frontend/static/script/js/modules/js/branches.js loadFullEdit beAddRegisterRow branch, api/src/models/branch.model.js updateBranch getBranchDetails, api/src/controllers/branches.controller.js getBranchDetails
Open the Edit Page
- Open Manage -> Branches / Outlet.
- To edit the current branch, click the edit icon beside Current Branch/Outlet.
- To edit another branch, click its row, then use the edit action in the detail pane.
- Confirm the page heading says Edit Branch and the correct branch name.
- Do not edit branch identity while cashiers are unsure which outlet they are using.
Identity and Receipt Fields
| Field | Use | Before saving |
|---|---|---|
| Logo | Appears in the app and can appear on receipts/documents depending on print setup. | Use an approved shop logo, not a temporary training image. |
| Name | Branch name shown in selectors, lists and reports. | Use the public outlet name staff recognize. |
| Email and mobile number | Contact shown on branch detail and customer documents. | Keep reachable contact details. |
| Address | Internal branch address and detail-pane location. | Match the physical outlet. |
| Printing Address | Address printed on receipts. | Check exact wording with owner/accountant. |
| Country and State | Tax and locale context. | Do not leave a default state if it is wrong. |
| City and Pincode | Location detail for branch records. | Use local postal format. |
| Currency and Currency Type | Currency text or symbol shown on screens and receipts. | Set before go-live or after a formal closeover. |
| Time Zone and Date Format | Dashboard, report and receipt date behavior. | Changing later can confuse reporting periods. |
| Website and GSTIN Number | Optional customer/legal identity. | GSTIN must come from the owner/accountant. |
Add or Rename Registers
Registers are configured on the branch edit page. Cash Register uses these names to decide what a cashier can open.
- Scroll to the Registers area.
- Click Add register.
- Enter a register name of at least 3 characters.
- Use one row for each physical till or controlled cash drawer.
- Remove a row only when the owner confirms the register should no longer be used.
- Click Save at the bottom of the branch edit form.
- Open Manage -> Cash Register and confirm each register appears for the current branch.
Register History and Rename Rules
The UI says renaming keeps a register's history. The model preserves a register id when the same register name is kept, and creates ids for new names. Treat renaming as an operational change that should be planned, not as casual cleanup.
- Do not rename a register during an open drawer session.
- Use stable physical names such as Main Counter or Front Till.
- Avoid cashier names as register names, because cashiers change shifts.
- After renaming, check Cash Register and reports for the expected branch/register labels.
- If history matters for audit, export or note the old name before changing it.
Verify With the Detail Pane
- Return to Manage -> Branches / Outlet.
- Click the branch row.
- Confirm the detail pane shows the expected contact, location, tax, locale and printing sections.
- Confirm the register count and register names.
- If the branch is not current, switch to it only when the next workflow should use that branch.
Permissions and Timing
- Branch editing requires branch write permission.
- Changing branch identity can affect receipts, sale records, receiving records, item records, reports and branch selectors.
- Do currency, tax, time zone and date-format changes before a training day or after a controlled close.
- Notify cashiers before changing register names.
- After edit, run a test receipt and a Cash Register overview check.