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Branches and locations, and what each setting changes · lesson 2 of 7 · for the whole-system operator — you run the books Read the full lesson · Back to the course

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Step 1 — Follow a stock line to the location it lands on

You can say where any stock line will land before you finalise anything.

What this step names
  1. The inventory engine takes the first location that exists on the line…
  2. Then its store
  3. Then the store on the document header
  4. Last the branch's main location

Step 2 — Recognise stock sitting in a location nobody uses

You will know the inventory symptom on sight.

Screen capture pending the demo tenant

Stock Balance filtered to one item across a branch's locations, with quantity sitting at a location whose status is closed

Step 3 — Recognise the cash bill your till refuses

You will know a counter failure from its message alone.

Screen capture pending the demo tenant

The point of sale refusing FINAL on a cash bill, with the message that the location does not match the branch's default location

Step 4 — Know why a branch that looks right still fails

You will fix a migrated branch in thirty seconds instead of a day.

What this step names
  1. A branch that arrived by migration with only the extension filled looks…
  2. Shows the right location in the field
  3. Refuses every cash bill

Step 5 — Set Delivery Location, which is a different field entirely

You will stop conflating two fields that sit next to each other.

What you do
  1. Set the two separately, and deliberately, rather than copying one into the other

Step 6 — Know the third module that reads this field

You will know where main location reaches that nobody expects.

What you do
  1. Check that every branch a customer login can reach has one

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