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What your branch's settings control · presentation 1 of 5 · for the branch operator — you run one shop end to end Read the transcript · Back to the series

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What your branch's settings control · presentation 1 of 5

Your shop is three records, and only one of them is the shop

You can name the three records your branch is made of and which of them a document actually carries…

What a shop is, to BigLedger

Step 1 — Name the three records your shop is made of

A tenant is the whole BigLedger account.

What this step names
  1. Inside it
  2. A company is a legal entity: the one that files accounts
  3. Carries a tax registration
  4. Holds a chart of accounts
  5. Owns a ledger

Step 2 — Know what your branch is on a document

You will stop thinking of your branch as who you are and start thinking of it as a column.

Where this step sits
    flowchart TD
  s1["1. Name the three records your shop…"]
  s2["2. Know what your branch is on…"]
  s3["3. Learn that your settings are spread…"]
  s4["4. Recognise a permission pretending to be…"]
  s5["5. Accept which two things you can…"]
  s6["6. Narrow it to one record before…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Where your settings actually live

Step 3 — Learn that your settings are spread across three applets

You will stop hunting in one screen for a setting that was never there.

What this step names
  1. The branch record itself
  2. In the Organisation applet
  3. Carries the main location
  4. The delivery location
  5. Rounding
  6. The default pricing field

Step 4 — Recognise a permission pretending to be a setting

You will stop asking for a setting to be changed when the answer is access.

Where this step sits
    flowchart TD
  s1["1. Name the three records your shop…"]
  s2["2. Know what your branch is on…"]
  s3["3. Learn that your settings are spread…"]
  s4["4. Recognise a permission pretending to be…"]
  s5["5. Accept which two things you can…"]
  s6["6. Narrow it to one record before…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Accept which two things you can never change

You will not waste a morning on either.

Where this step sits
    flowchart TD
  s1["1. Name the three records your shop…"]
  s2["2. Know what your branch is on…"]
  s3["3. Learn that your settings are spread…"]
  s4["4. Recognise a permission pretending to be…"]
  s5["5. Accept which two things you can…"]
  s6["6. Narrow it to one record before…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Getting an answer on the first try

Step 6 — Narrow it to one record before you ask

Your question will be answerable.

What you do
  1. Work in this order
  2. Check your location before your branch, because stock lives on the location and almost…

NarrationSlide 1 of 10

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