Beginner3 min read
Plan for More Than One Branch
Prepare your requirements before choosing a setup for multiple locations.
Prepare your requirements before choosing a setup for multiple locations. This is a preparation checklist, not a screen-by-screen product manual. Confirm available features and exact steps in your current setup.
1
Map the locations
Write down what each branch needs rather than assuming all branches work the same way.
- 1List locations, counters and staff responsibilities.
- 2Identify tax registrations and stock locations.
- 3Decide which information owners need to review together.
2
Check product and plan fit
Multi-branch capabilities and limits need to be confirmed for your proposed setup.
- 1Review the current API-backed plan comparison.
- 2Ask the team to demonstrate the branch workflows you require.
- 3Confirm whether a shared or separate account arrangement is appropriate.
3
Agree the operating process
Do not rely on an unverified promise of cross-branch synchronisation or transfers.
- 1Confirm permissions, stock movement and reporting requirements.
- 2Agree a pilot scope before expanding to more locations.
- 3Document the confirmed setup and commercial terms.
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