Head office and groups

Outlets side by side

In Reports, the Outlets tab appears once you have more than one outlet: each outlet’s net sales with the change and its share, orders, average, refunds and voids. Choose an outlet to open its own reports.

Head office

The Multi-Outlet & Franchise module (Enterprise plan) adds Head office to the sidebar.

Overview

For a period (today to last month): net sales and orders against the period before, the average order and how many outlets are trading. Below, each region (or brand, or other group) added up from its outlets, biggest first, with its change and share.

• Choose a group to open it in Reports with its outlets together.
• Unfold a group’s row to see its outlets, each opening its own reports.

Groups

Group outlets the way you look at them: regions, brands or other. An outlet can be in several groups (a region and a brand).

1. Open Head office → Groups and choose New group.
2. Give it a name, choose its kind, and tick the outlets in it.
3. Save. Change or delete it from the same list.

Only people who work across every outlet can change groups.