Branch Setup & Management
The Branch Management module lets you create, monitor, and manage the different physical locations of your business. A well-managed branch structure ensures that employees, inventory, and services are correctly allocated.
Key Capabilities
- ✅ Centralized Dashboard — View all branches, their status, and key metrics
- ✅ Quick Search & Filter — Find branches by name, address, or phone number
- ✅ Branch Statistics — Monitor employees, products, services, packages, and inventory per branch
- ✅ Employee Allocation — Assign or remove staff from branches
- ✅ Lifecycle Management — Add, clone, edit, or deactivate branches
Who Can Access?
Only users with appropriate permissions (typically Owners and upper management) can create, edit, or manage branches.
Creating a New Branch
- From the Branches list, tap "+ Add Branch"
- Fill in: Branch Name, Address, Phone Number
- Assign a Branch Manager (required)
- Tap "Save"
The branch is immediately created and marked as Active.
Branch Details
Tapping on any branch card opens the details screen showing:
- Information: Name, Address, Phone, Date Created
- Statistics: Employees, Products, Services, Packages, Inventory Items
- Employees: List of assigned staff with options to add or remove
Managing Employees
- Add: Tap the "Add" button → Select from available employees
- Remove: Swipe left on an employee name → Confirm removal
Editing & Managing Branches
From the Branch Details screen, tap the three-dot menu (⋮):
| Action | Description |
|---|---|
| Edit | Update branch name, address, or phone number |
| Clone | Create a new branch with pre-filled details from this one (useful for similar locations) |
| Deactivate | Hide branch from daily operations while preserving historical data |
| Activate | Re-enable a deactivated branch |
warning
Branches cannot be permanently deleted if they have associated historical data (bills, inventory). Deactivate instead to hide from daily operations while preserving records.
Branch Lifecycle
Troubleshooting
| Scenario | Solution |
|---|---|
| Can't find a branch | Check if filter is set to "Active" but the branch was deactivated. Switch to "All" or "Inactive". |
| Need to change the branch manager | Add the new manager via the "Employees" section, then ensure they have the "Manager" role. |
| Employee missing from "Add Employee" list | Only fully onboarded employees not already assigned to the branch will appear. |