A branch is a place your business operates from: a shop, a warehouse, a stand, a van. It splits the records that belong to a place — the sales, the payments, the stock — while leaving the catalogue shared, so the same products and the same clients are used everywhere and each place answers for its own numbers.
Branches are a module. Activate Sucursales from your team's add-ons to start using them; while it is off the branch selector never appears, and everything in the system belongs to the team as a whole.
Every plan includes one branch, and the module costs nothing. To open more, press Add more on the Branches card of My subscription, under Usage and capacity: it opens Sucursal adicional, where you choose how many. Each one adds a branch to the one your plan includes, at 100 pesos a month or 1,000 pesos a year on a yearly plan — 5 or 50 dollars outside Mexico. Once the team has every branch it has room for, the branch list says so and offers to buy another. Lowering the quantity below the branches you already have is refused, and no branch is ever closed or deleted because of it.
The first branch
Branches live under Team in the menu, as Branches. A branch has a Name and an Address, and that is all it is.
Creating the very first one is the moment to be deliberate about, and the form warns you: everything the team already has — its sell orders, its quotations, its payments, its purchase orders, its stock movements, its fiscal invoices, its cash registers and their shifts — is moved into that branch. It has to go somewhere, and there is only one place to put it. So make the first branch the one your existing history actually belongs to, and create the others afterwards.
Later branches take nothing with them. They start empty.
The selector
With branches on, a selector decides what you are looking at. It sits in the bar at the top of the screen, just before the notifications, with a shop icon and the name of the branch you are in: plain white on All Branches, and in blue while one branch narrows what you see, so you notice it. Click it to open the list of your branches and, when your role allows it, All Branches; the one in use carries a check. A name too long to fit is cut, and resting the pointer on it shows it whole. When your role allows only one branch, there is nothing to choose: the selector just shows its name, without the arrow.
The choice lives in the browser, not in your account, and that is deliberate: in a shop where several people share one login, storing it on the account made one person's choice move where everybody else's records were being filed.
Inside a branch
Picking a branch narrows the whole workspace to it:
- The dashboard counts that branch's documents.
- The lists of sell orders, quotations, payments, purchase orders, fiscal invoices, cash registers and cashier shifts show that branch's.
- A cashier shift can only be opened on one of that branch's cash registers, and not at all on All Branches. See cashier shifts.
- A document you create is filed to that branch, without being asked.
- The stock of a product is that branch's stock, which is what the product screen shows and what a sale is checked against.
- Transfers shows what that branch sent and what it received, and a transfer is created, sent and received from here. See move stock between branches.
Some things are deliberately not offered inside a branch, because they belong to the business and not to one of its places: Members, My subscription and Plans, Support, Settings and Electronic Wallet — a client's balance is with the business, not with one of its shops.
On All Branches
All Branches is the whole business at once, for looking. Documents are not filed anywhere in particular from here, so the lists say that to create or record something you choose a branch, and the create buttons ask for one:
- Creating a sell order, a quotation, a fast order, a purchase order, a transfer, a physical count, a fiscal invoice or a global invoice opens the Choose a branch window. Pick the branch and press Continue: the selector moves to it and the create screen opens there. Cancel leaves you where you were.
- Opening the address of a create screen directly takes you to its list, which asks the same way.
- Work that already belongs to a branch offers only that one: finishing a sale or a purchase order that has a branch, or invoicing a sale, asks for the document's own branch.
- Transfers and Physical Inventory open on All Branches too, only to read: they list those of every branch you can reach. Creating, sending, receiving or counting still waits for a branch.
- When there is only one branch to choose — the team has one, or your role reaches only one — it is chosen by itself, with no window.
Whoever cannot create that kind of document is never asked.
What a branch does not split
The catalogue is the team's, not the branch's:
- Clients belong to the team. The same client is reached from every branch, and so is their debt and their account statement.
- Products belong to the team. One product, one price, one description everywhere — what changes per branch is how many of it you have.
- Suppliers, document terms, categories, roles and members are the team's too.
That is the line the module draws: what is written is a branch's, what is looked up is the team's.
Tying a role to branches
A role can be given the branches its people may open. Edit the role, under Team → Roles, and pick them under Branches.
- A role with branches picked offers only those in the selector, and All Branches is not among them. Someone with that role cannot leave the branches they were given.
- A role with none picked offers every branch of the team, plus All Branches.
It is the tool for a counter that should only ever see its own shop. The rest of what a role decides is in who can do what.
Before you turn it on
Branches change the answer to how much stock do I have, everywhere, permanently: from that point the figure is per branch, and reading the whole business at once means switching the selector. Decide the places you actually operate from before creating them, and give them the names the people using the system already say out loud.