Resources

Modified on Mon, 16 Feb at 10:12 AM

TABLE OF CONTENTS

Setting Up Branches and Configuring Receipts
Impact of Linked Resources/Units After Changing the Branch Group

Setting Up Branches and Configuring Receipts

Once you have logged into the dashboard with your credentials, go to the "Resources" section and select the desired branch by clicking on the corresponding row. In the "General Information" menu, you can set the default currency and enter the branch's address details.

In the next section, you configure the receipt. In the header of the receipt, enter your company's name and address. In the footer, provide your VAT ID number. If desired, you can upload a logo under "Branch Image"; the file size should not exceed 500 KB. Additional optional information, such as opening hours or a short greeting, can also be added. Afterwards, save your entries.

Under "Advanced Settings," you can specify on the left which types of receipts should be printed, what employee requirements apply at checkout (e.g., mandatory PIN entry or salesperson selection), and whether a fixed change proposal should be displayed. On the right, under "Salesperson Regulation," you determine which salesperson information appears on the receipt (no details, first and last name, or just employee number). Similarly, under "Cashier Regulation," you can specify if and which cashier information should be printed (e.g., full name, employee number, just the first name, or just the last name). Additionally, decide whether further information about items, customers, or total discounts should appear on the receipt. Finally, save your settings.

To add another branch, open the "Branches" section, select "New," and enter the relevant address details. Then configure the receipt settings for the new branch as described and create it.

Impact of Linked Resources/Units After Changing the Branch Group

If you operate multiple branches, you can organize them into branch groups — such as by region or concept. Resources like products, employees, customers, users, or promotions can be assigned to such a group. Changes to the branch group then automatically affect all associated branches. For example, if the product "Mineral Water" is assigned to the "North Region" group, it is available in all branches of this region. When a new branch is opened and added to the group, the product is also automatically available there. In the Product Manager, the relevant branch group can be selected in the "Location" section, while the branch groups themselves are managed separately in the system.