Branches are part of functionality and rights.
Users work with data according to their assigned role and branch scope. Managers browse eligible branches to review work. Each type of financial data, document, and edit depends on the permissions of that role.
Check work that needs to be separated by branch.
| work | Things that should be checked at the branch |
|---|---|
| Price and storefront | Sales branches and prices that affect the item. |
| stock | Total products of each branch Origin/destination and transfer results |
| Course | Sales branch, service branch and conditions for use across branches |
| Team | Role, transaction rights and the scope of information accessed |
| Review of results | Same time period, branch, and number base before comparison. |
Using courses across disciplines requires enabling the capabilities and setting the relevant settings according to the package and permissions. Shared information does not automatically allow all users to make transactions on behalf of all branches.
Prepare the new branch with actual work.
Before starting to use a new branch, prepare users, sales lists, prices, initial stock, and service formats. Then try the sales route, accept payments, use the course, and check reports with the responsible team. so that the starting balance and scope of work are clear
How to use it every day?
Set scope:
Specify the branch and user role that must be performed.
Prepare operational data:
Check prices, initial stock, and cross-branch service conditions required.
Check the overview:
Select the same time period and branch in the report. Then open different items to continue following the reason.
Frequently asked questions
Does the user see all branches?
See according to the branch scope and permissions assigned to that role. Viewing information and making transactions may have different permissions.
Can customers purchase one branch and use courses in another branch?
This is possible when the clinic opens the capability and sets up cross-discipline use according to the package and related rights. The team must check the conditions before making a transaction.
Are the stocks of the two branches totaled to the same amount?
Check balance according to the branch holding the product. and use transfer lists to track sending and receiving between branches. So you can still check which branch the item is at.
How should we start comparing balances between branches?
Select the same number base and time period first, such as bill value or money received. Then look at the branch details and related items to explain the differences.