Branches & Locations

Manage your physical stores, warehouses, and office locations from one central dashboard.

Overview

QOBooks supports multi-branch operations, allowing you to track stock, sales, and expenses per location.

Actions

1. Adding a New Branch

1. Navigate to Accountant > Branches.
2. Click Add Branch.
3. Branch Name: (e.g., "Downtown Showroom" or "Main Warehouse").
4. Contact Info: Enter the address, email, and phone for this specific location.
5. Manager: Assign a primary user responsible for this branch.
6. Click Save.

2. Monitoring Branch Performance

• From the Branch List, view a summary of daily sales and current stock value for each location.
• Use the Global Filter (at the top of the system) to switch your view between branches.

3. Updating Branch Details

1. Click Edit on a branch record.
2. Update the address or contact details.
3. Closing a Branch: If a location is no longer operational, toggle it to "Inactive". This prevents new transactions but preserves historical data.

[!IMPORTANT] Stock Transfers: Once you have multiple branches, use the Inventory > Transfers module to move items between locations.