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Branch Management Tutorial

This guide explains how to manage your business locations, including retail outlets and warehouses, using the Branch Management feature.

1. Navigating to Branch Management

  1. Log in to your Admin account.
  2. On the sidebar menu, click on Branch Management.
  3. You will see a list of all your registered branches, along with their type (Retail Outlet or Warehouse Hub) and current status.

2. Adding a New Branch

  1. Click the + Add Branch button in the top right corner.
  2. A configuration window will open. Fill in the following details:
    • Branch Name: Enter the name of your new location.
    • Branch Address: Enter the full physical address.
    • Branch Type: Choose between Retail Outlet (for stores) and Warehouse Hub (for storage).
    • POS Mode: Select Advanced Mode (Full Features) or Simple Mode (Quick Checkout) depending on your operational needs.
    • System Timezone: Select the timezone where this branch operates (e.g., WIB, WITA, WIT).
  3. Click the Save button to register the new branch. (Note: If you exceed your subscription plan's limit, you will be prompted to upgrade before adding more branches).

3. Editing or Suspending a Branch

  1. In the Branch Management dashboard, locate the branch you want to modify.
  2. Click the Edit (Pencil icon) button next to the branch name.
  3. To update details, change the necessary fields and click Save.
  4. To temporarily disable operations for a branch, toggle the Activate / Deactivate button at the top of the edit window. A suspended branch will not process new orders.

4. Deleting a Branch

  1. Find the branch you wish to remove.
  2. Click the Delete (Trash bin icon) button.
  3. Confirm the deletion in the prompt. Warning: This action may be permanent and could affect historical data tied to this location.