Circle Creation in TruePOS allows users to organize branches into specific operational groups known as circles. This feature is especially useful for businesses with multiple branches, enabling better management, reporting, and centralised configurations.

The Circle Creation module serves the following purposes:

1. Branch Grouping: Groups branches under a logical circle for streamlined operations.

2. Centralized Management: Applies common settings or policies across all branches in a circle.

3. Enhanced Reporting: Facilitates circle-level reports for better decision-making.

1. Flexible Grouping: Create custom circles based on geography, business type, or operational strategy.

2. Branch Association: Assign multiple branches to a circle for unified control.

3. Efficient Updates: Apply settings and configurations across branches in a circle simultaneously.

4. Circle-Specific Reporting: Generate reports for all branches in a specific circle.

1. Access the Circle Creation Module

• Log in to TruePOS.

• Navigate to Masters > Branch > Circle.

2. ​Add a New Circle

• Click on the Add Circle button.

• Enter the following details:

• Circle Name: Provide a unique name for the circle (e.g., South Region, Metro Stores).

• Status: Select status from the dropdown as active or inactive.

• Click Save to create the circle.

3. Associate Branches with the Circle
   

• Navigate to Masters > Branch.

• Select the branch you want to associate with a circle.

• In the branch details, choose the circle from the drop-down menu.

• Save the changes.

4. Verify the Circle Setup

• Go back to Masters > Branch > Circle.

• Select the circle to view the list of associated branches.

• Ensure all desired branches are correctly assigned.

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1. Creating Circles for Regional Management

• For businesses operating in multiple regions, create circles like "North Zone" or "South Zone" and assign branches accordingly.

2. Grouping Branches by Business Type

• Create circles for different business verticals, such as "Retail Stores" and "Wholesale Operations."

3. Updating Circle Assignments

• If a branch moves to a new operational zone, update its circle assignment in the branch details.

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1. Can a branch belong to multiple circles?

• No, a branch can be assigned to only one circle at a time.

2. How to rename a circle?

• Navigate to Masters > Branch > Circle, select the circle, and edit its name.

3. Can I delete a circle?

• Yes, but only if no branches are associated with it. Reassign branches before deleting the circle.

4. What happens if a branch is not assigned to any circle?

• The branch will operate independently, but grouping benefits such as centralised management and reporting will not apply.

5. Can I generate reports for a specific circle?

• Yes, reports can be filtered by circle to analyse performance or operations.

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1. Plan the circle structure based on operational needs before creating circles.

2. Periodically review and update circle assignments to reflect changes in branch operations.

3. Use meaningful circle names to simplify management and reporting.

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For further assistance with Circle Creation in TruePOS, contact the support team:

• Email: support@gofrugal.com

• Live Chat: Available on the GoFrugal website.