Branch orders

When this is useful

You have production and several shops, and the shop managers order goods from production. A branch is the same location as in the “Sales points” section in Settings and in the Time tracking module - you do not set anything up twice.

1. Go to Settings, the “Sales points” section, and tick “I have several sales points”
2. Add the points: type the name of a new point (e.g. “Galeria”) and choose its type - every point is one branch
3. In Settings, in the “Employees” section, open the employee and in the “Employee's branches” field choose “Selected branches” (e.g. a shop manager) or “All branches” (e.g. a manager over the shops, production)
4. From now on the order has a “Branch” field, and there is a branch filter above the order list

• The feature is available in the Mistrzowski (Master) plan
• It works when “I have several sales points” is ticked in Settings
• A branch manager is an employee assigned to one branch in Settings > Employees
• Orders from before the feature was turned on have no branch - only accounts with access to all branches see them until you assign a branch to them when editing

The “Branch” field in an order

In the new order form and when editing, under the customer details, there is a “Branch” field.

• A manager assigned to one branch has it selected right away
• An employee assigned to several branches chooses one of them - without a choice, saving ends with the message “Choose a branch”
• An account with access to all branches (e.g. the owner) can leave “No branch” - such an order is a head office order (e.g. a retail customer or an outside company) and branch managers do not see it
• The list shows the active branches you have access to; a deactivated branch stays only on orders that already have it
• When editing an order with a branch you do not have access to, you can correct the rest of the order, but you cannot move it to another branch

A customer that is our branch

If a branch orders as a customer (e.g. “Leska Street shop”), mark it on the customer card. An order for such a customer gets its branch automatically.

1. Go to Customers and open the customer for editing.
2. In the “This is our branch” field choose the branch (the default is “No, regular customer”).
3. Click “Save changes”.

• A new order for this customer has its branch right away (as long as you have access to it)
• Standing orders of this customer are generated with its branch
• “Copy day” creates copies with the same branch as the original
• Do not choose a branch for an outside company, wholesaler or external shop - that is a regular customer you can assign a price list to

Who sees which orders

Which orders an employee sees is decided by the branch assignment in Settings > Employees (the article on staff assigned to branches).

• An employee assigned to selected branches (e.g. a shop manager) sees only the orders of her branches: on the order list, on the board (the “Orders” tab), in the calendar, on the dashboard, on the customer card, in printouts, in exports, in the phone calendar, in Analytics, in the purchase planner with “Load from orders”, in the product sales statistics and when issuing a delivery note (WZ) and an invoice from an order. The administrator can change role permissions in the permissions matrix in Settings
• She will not see orders of other branches or orders without a branch - there is no “All” switch, and opening such an order from a link ends on a “Not found” page
• She also cannot change the status or the deposit, or delete someone else's order; “Copy day” copies only the orders of her branches
• The owner and employees with access to all branches (e.g. a manager over the shops, production) see all orders, as before
• Standing orders are generated for the whole company - a branch account sees in the “Standing” tab only the templates of its branches and only the orders of its branches created from them

The “Branch” filter

Above the order list, on the board (the “Orders” tab) and in the order calendar there is a row of buttons with the branches.

• An account with access to all branches has the buttons “All branches”, each active branch and “No branch”
• An employee assigned to several branches has the buttons “My branches” and her branches; with one branch there are no buttons
• An employee assigned to branches sees the note “You only see orders of your branches.” next to them
• The selected branch also applies to “Print” and to the list export