Branch Management

Overview

The Branch Management page in SoftPOS allows merchants to organize their terminals by business location.

A branch represents a specific place where sales happen, such as a physical store, kiosk, or any logical sales location. By using branches, merchants can easily track sales per location, manage terminals, and view branch-specific transactions.

What Is a Branch?

Branch Structure

A branch is a container that groups multiple terminals under one location.

• ✅ One merchant can have multiple branches
• ✅ Each branch can have multiple terminals
• ✅ Each terminal belongs to one branch only

All transactions made on terminals are automatically linked to the branch they belong to.

Why Use Branches?

Organize & Track

• Organize terminals by location
• View sales per branch
• Monitor performance of each location

Control & Manage

• Investigate issues related to a specific branch
• Control operations by activating or deactivating branches

Branch Management Features

Create a Branch

Merchants can create a new branch by providing basic details such as:

Branch English Name
Branch Arabic Name
Country
City
Merchant
Address (Optional)
Branch status (Active or Inactive)

Edit a Branch

Branch information can be updated at any time, including:

Branch English Name
Branch Arabic Name
Country
City
Merchant
Address (Optional)
Branch status (Active or Inactive)

Note: Updating a branch does not affect historical transactions.

Delete a Branch

A branch can be deleted if it is no longer needed.

✅ Historical transactions remain available for reporting
⚠️ Active terminals must be reassigned or removed before deletion

Terminal Assignment

Managing Terminals by Branch

Branches are used to organize terminals. Merchants can:

• 📌 Assign terminals to a branch
• 🔄 Move terminals between branches
• 👁️ View all terminals assigned to a branch

Important: Each terminal can belong to only one branch at a time.

Branch Filter in Transactions Page

Filter Transactions by Branch

The Transactions Page allows merchants to filter transactions by branch.

How it works:

The merchant applies the Branch filter
Only transactions related to the selected branch are shown

This means branch sales appear clearly and transactions from other branches are excluded.