PN logo_No Background
Pos Nets
Help Center
< All Topics
Print

How To Managing Business Locations in Posnets

Posted
Updated
Byteams

Posnets supports handling multiple business locations, warehouses, or storefronts to streamline your operations. Here’s a detailed guide on how to manage business locations:

1. Default Business Location

  • A default business location is automatically created when you register a new business.
  • This location can be customized as needed.

2. Features for Business Locations

Invoice Scheme

  • Purpose: Defines the invoice number format for each location.
  • Recommendation: Create a unique invoice scheme before setting up a new location to differentiate transactions.
  • Example Format: {LOCATION_CODE}/{YEAR}/{NUMBER} (e.g., LOC1/2025/0001).

Invoice Layout

  • Purpose: Determines the design and format of invoices for the location.
  • Action: Create an invoice layout before adding the location.
  • Flexibility: You can update the layout anytime.

Default Selling Price Group

  • Purpose: Assigns a default price group for products sold at the location.
  • Action: Select the appropriate price group while creating or editing a location.
  • Use Case: For locations offering region-specific discounts or pricing.

Payment Options

  • Enable/Disable Methods: Configure which payment methods are active for the location.
  • Default Accounts: Link payment methods to specific payment accounts for automatic selection during transactions.

3. Creating a New Business Location

  1. Navigate to Settings:
    Go to Settings -> Business Locations.
  2. Add a New Location:
    • Click on Add Location.
    • Fill in the business details (e.g., name, address, contact details).
    • Select an Invoice Scheme and Invoice Layout.
  3. Save the Location:
    • Once the details are filled, click Save.
  4. Usage:
    • When multiple locations are active, select the appropriate location during purchases or while using the POS screen.

4. Managing Inventory and Transactions

  • Each location has its own inventory and transaction records, allowing you to:
    • Track stock separately for each warehouse or storefront.
    • Analyze sales and purchases independently.

5. Disabling a Business Location

  • How to Disable:
    • Go to Settings -> List Business Locations.
    • Click the Disable button next to the location you want to disable.

Important Notes:

  1. Reassign Users: Users assigned to a disabled location must be reassigned to another active location.
  2. Maintain At Least One Active Location: Disabling all locations will cause system errors.

6. Flexibility

You can update the Invoice Scheme, Invoice Layout, and other settings for any business location at any time.

By managing multiple business locations effectively, you can streamline your operations and gain detailed insights into each location's performance. Let me know if you'd like further customization or clarification

Table of Contents