Skip to content
What your branch's settings control · presentation 5 of 5 · for the branch operator — you run one shop end to end 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.

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

The settings that reach you, the ones that stop at the company, and one that reaches nothing

You can say why a Print button does nothing and which of three records has to be set for it to work…

What your branch prints

Step 1 — Know what has to exist before Print works

You will be able to diagnose an empty print dialog in one look.

Where this step sits
    flowchart TD
  s1["1. Know what has to exist before…"]
  s2["2. Explain the e-mail that arrived with…"]
  s3["3. Accept the two things your branch…"]
  s4["4. Stop asking for a branch timezone"]
  s5["5. Know the branch switch that really…"]
  s6["6. Know what happens to your shop…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;

Step 2 — Explain the e-mail that arrived with nothing attached

You will recognise a silence rather than a failure.

What this step names
  1. The e-mail is sent anyway — on time
  2. To the right customer
  3. With no attachment
  4. No error raised anywhere

Step 3 — Accept the two things your branch cannot restyle

You will stop trying.

What this step names
  1. Its layout comes from the company
  2. From a template built into the platform
  3. Your branch's default is never consulted

The setting that reaches nothing

Step 4 — Stop asking for a branch timezone

You will not lose time on it.

What this step names
  1. It saves
  2. It shows what you typed
  3. Nothing in the platform ever reads it back

Step 5 — Know the branch switch that really does reach everything

You will treat one tick box with the respect it deserves.

What this step names
  1. Skip E-Invoice on your branch record is read at the moment any…
  2. A document is excluded from e-Invoicing if its own flag
  3. Your branch's flag
  4. The customer's flag is set

When a shop stops trading

Step 6 — Know what happens to your shop when it closes

You will ask for the right thing when a branch shuts.

What this step names
  1. A branch is closed
  2. Not deleted: closing takes it out of the pickers and leaves every…
  3. Every stock movement
  4. Every report line it ever carried exactly where they are

NarrationSlide 1 of 10

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.