Switch the store or branch you work in

Tap the store and branch name at the top left to switch branch, see all branches or switch store. The branch sets overview figures, lists and defaults.

The button at the top left of every screen shows which store and branch you are working in. Tap it to switch branch, or to switch store if you belong to more than one.

Switch branch

1. Tap the store and branch name at the top left.

2. Under Branch, choose the branch to work in, or All branches for the whole store.

3. The screen reloads for the branch you chose.

What the chosen branch affects

• The figures on Overview, such as today's sales, cash balance and stock age.

• The lists under Inventory and Transactions.

• The default branch when buying, selling and importing. If you work at several branches, the receive screen has Receive into branch and the sell screen has Sell from branch, so you can change it before saving.

The choice lasts for that sign-in only; the next time you sign in, the system picks a branch again.

Who can choose all branches

Only people who work at every branch. Staff limited to some branches see only theirs, and the system opens their first branch automatically. See Limit staff to certain branches.

Switch store

If your account belongs to several stores, the same button has a Stores section with each store's name and your role there.

1. Tap the store and branch name at the top left.

2. Choose the store under Stores.

3. The system opens that store's overview.

Each store's data is completely separate, and so are your permissions and role in each. Switching store is recorded in the audit log.