Setting up a new branch, outlet, or warehouse distribution centre in TruePOS eliminates redundant processes such as repeatedly adding or importing items and distributors. TruePOS simplifies the management of items, prices, taxes, and stocks across branches, making it easy to:

• Transfer stocks between branches.

• Create a sales order in one branch and ship items from another.

• Access sales, purchase, and inventory data anytime.

• Analyse point-of-sale activities across branches.

Using the Branch screen, you can create new branches seamlessly.

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Navigate to: Masters > Branch > Branch

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1. Create Branch 

2. Create Employees.

3. Enter Opening Stocks.

4. Start Billing.

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Step 1: Click New Branch  

• Open the Branch screen and click on the New Branch button.

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1. Branch Name: Specify the name of the branch.

2. Contact Details:

• Address 1

• Address 2

• City

• Postal Code

• Contact Person

• Phone Number

• Fax

3. Prefix:

• Assign a prefix to the branch.

• Example: If the prefix is set to "CHN," invoice numbers will appear as "CHN202" on printed bills.

4. Price Level:

• Map a price level to the branch.

• The customer’s selling price will be based on this price level.

• Refer to Price Level Documentation.

5. Headquarters:

• Map the headquarters for the branch. For the main branch, the branch itself acts as headquarters.

• This is useful for indent requests.

6. Branch Area and Circle:

• Categorize branches by area and circle (e.g., North Anna Nagar, South Anna Nagar).

• Refer to Branch Area Documentation.

7. CIN Number:

• Enter the Corporate Identity Number (CIN), a unique 21-digit alphanumeric identifier.

8. Allow Online Sales:

• Set to "Yes" to enable sales billing in this branch.

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1. Business Type:

• Choose one of the following (Note: Cannot be edited later):

• Branch: For normal retail stores.

• Distribution: For warehouse distribution centres.

• Franchise: For third-party retail outlets.

• COCO and FOFO: Different franchise models.

• Service Unit: For branches offering internal services.

2. Note: Indent (purchase orders based on sales order quantities) is available for distribution and service units.

3. Authentication:

• Choose one of the following:

• Biometric: Validate employees via fingerprint.

• Swipe Card: Validate employees using company ID cards.

• None: No authentication process.

4. Show in Webstore:

• Yes: Display the branch in TrueStore (online shopping cart).

• No: Hide the branch from TrueStore.

5. Country Code: Specify the branch’s country code if required.

6. License ID: Enter the branch’s license number if applicable.

7. CST: Provide the branch’s CST or TIN number (previously used before GST).

8. Website and Social Media Links: Enter URLs for the branch’s website or social media profiles.

9. Enable Third-Party Loyalty:

• Enable if the branch uses a third-party loyalty program (e.g., Capillary Loyalty).

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1. How can I edit, inactivate, or restore a branch?

• Refer to the Branch Edit Documentation.

2. How do I add customers to a new branch?

• Refer to the Customer Master Documentation.

3. How do I enable hidden fields for customers?

• Hidden fields can be enabled via Master Configuration. Refer to Master Configuration Documentation.

4. What should I do if sales billing is not allowed for a branch?

• Ensure the "Allow Online Sales" option is set to "Yes" in the branch master.

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• Prefixes enhance branch-specific invoice tracking.

• Price levels ensure consistent pricing across branches.

• Mapping branch areas and circles help categorise and organize branches by locality.

• Business type selection cannot be changed after creation; choose carefully.

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For further assistance, contact:

• Email: support@gofrugal.com

• Live Chat: Available on the GoFrugal website.