Skip to content
Set up a new company end to end · presentation 4 of 8 · for the whole-system operator — you run the books Read the transcript · Back to the series

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another, each with its own player — or read the transcript, which carries the same steps and every word.

Set up a new company end to end · presentation 4 of 8

Branches, and the location your stock lands in

You can create GadgetSphere's branches with their locations, set the main location that decides where stock moves when nothing else says…

Step 1 — Create a branch and let it create its location

GadgetSphere has its first shop.

  • Create Branch opens with a radio you should read rather than skip…
  • Take the default for a new branch
Screen capture pending the demo tenant

Organisation applet, Create Branch, with the Create default location radio selected

Step 2 — Understand what Main Location actually decides

You will understand why stock sometimes appears in a store nobody chose.

Where this step sits
    flowchart TD
  s1["1. Create a branch and let it…"]
  s2["2. Understand what Main Location actually decides"]
  s3["3. Know the cash bill your till…"]
  s4["4. Set the other branch fields that…"]
  s5["5. Know the branch switch that hides…"]
  s6["6. Stop looking for a default branch…"]
  s7["7. Set the location class…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Know the cash bill your till will refuse

You will recognise a point-of-sale failure from its message alone.

Where this step sits
    flowchart TD
  s1["1. Create a branch and let it…"]
  s2["2. Understand what Main Location actually decides"]
  s3["3. Know the cash bill your till…"]
  s4["4. Set the other branch fields that…"]
  s5["5. Know the branch switch that hides…"]
  s6["6. Stop looking for a default branch…"]
  s7["7. Set the location class…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Set the other branch fields that reach other modules

The branch is configured rather than merely created.

What this step names
  1. Currency
  2. Five-cent rounding
  3. The rounding item and the group discount item all override the company's…
  4. Point of sale reads the branch value

Step 5 — Know the branch switch that hides a shop from LHDN

You will check one box before you ever wonder where a branch's e-invoices went.

What you do
  1. Leave it off unless you have a specific reason and have written that reason…

Step 6 — Stop looking for a default branch to set

You will save yourself an afternoon.

Where this step sits
    flowchart TD
  s1["1. Create a branch and let it…"]
  s2["2. Understand what Main Location actually decides"]
  s3["3. Know the cash bill your till…"]
  s4["4. Set the other branch fields that…"]
  s5["5. Know the branch switch that hides…"]
  s6["6. Stop looking for a default branch…"]
  s7["7. Set the location class…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

Step 7 — Set the location class, and leave the transit location alone

Your locations are ready for the modules that filter on them.

What you do
  1. Leave it be

NarrationSlide 1 of 8

Left and right arrows, or the space bar, move between slides; f is full screen and Esc leaves it. Clicking the left or right half of a slide pages it. Play and pause belong to you — nothing moves on by itself unless you tick the box above.