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. Using branches helps track sales per location, manage terminals, and view branch-specific transactions.
What Is a Branch?
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 terminals by location and monitor sales performance per branch.
Manage operations and investigate issues at the branch level.
Branch Management
Create a new branch by providing:
• Branch English Name
• Branch Arabic Name
• Country & City
• Merchant
• Address (Optional)
• Status (Active / Inactive)
Terminal Assignment
Branches are used to organize terminals.
• Assign terminals to a branch
• Move terminals between branches
• View terminals per branch
Each terminal can belong to only one branch at a time.
Branch Filter in Transactions Page
The Transactions Page allows filtering transactions by branch.
How it works:
- Apply the Branch filter
- View only transactions for the selected branch
Filtering by branch improves reporting accuracy and visibility per location.
Updated 1 day ago