Multi-Location Management

If your business has more than one branch or store, retailmanerp.com lets you manage all locations from a single system. You can track sales, stock, and expenses separately for each location while still seeing the big picture.

What You'll Learn

• How to add a new business location
• How to manage location-specific settings
• How to transfer stock between locations
• How to view reports by location
• How to control user access by location

How to Add a New Location

1. Go to Business Settings from the left sidebar.
2. Click the Business Locations tab (or go to Business Settings → Locations).
3. Click + Add Location.
4. Fill in the details:
   • Location Name — a friendly name (e.g. "Main Store", "Downtown Branch")
   • Landmark — nearby recognised landmark (optional)
   • City / State / Country / Zip — full address
   • Mobile / Alternate Number / Email — contact details for this location
   • Invoice Scheme — which invoice numbering to use at this location
   • Invoice Layout — which receipt/invoice design to use
   • Default Payment Accounts — default cash/bank accounts for this location
5. Click Save.

📸 [Screenshot: The Add Location form with all fields]

How to Switch Between Locations

1. Look at the top navigation bar — you'll see a location dropdown.
2. Click it and select the location you want to work with.
3. All screens (POS, products, stock, reports) will now show data for that location.

📸 [Screenshot: The top navigation showing the location dropdown]

💡 Tip: Users with access to multiple locations can switch freely. Users assigned to a single location will only see their own location's data.

Location-Specific Settings

Each location can have its own:

Stock Management Across Locations

Viewing Stock by Location

1. Go to Reports → Stock Report.
2. Filter by Location to see stock levels at a specific branch.
3. You can compare stock levels across all locations.

📸 [Screenshot: Stock report filtered by location]

Transferring Stock Between Locations

1. Go to Stock Transfers from the left sidebar.
2. Click + Add Stock Transfer.
3. Select the From Location (source) and To Location (destination).
4. Add products and quantities to transfer.
5. Add a Reference Number and any notes.
6. Set the Status:
   • Pending — transfer is planned but not yet shipped
   • In Transit — goods are on the way
   • Completed — goods have arrived at the destination
7. Click Save.

📸 [Screenshot: The Add Stock Transfer form showing from/to locations and products]

💡 Stock is deducted from the source location and added to the destination location based on the transfer status.

Reports by Location

Most reports in retailmanerp.com can be filtered by location:

1. Open any report (Sales, Purchases, Stock, Expenses, etc.).
2. Look for the Location filter at the top.
3. Select a specific location or "All Locations".
4. The report updates to show data for that location only.

📸 [Screenshot: A report page with the location filter dropdown highlighted]

Key Location Reports

• Profit/Loss by Location — see which branch is most profitable
• Sales by Location — compare sales across branches
• Stock by Location — check stock levels at each branch
• Expense by Location — track spending per branch

Controlling User Access by Location

You can restrict users to specific locations:

1. Go to User Management → Users.
2. Edit the user you want to restrict.
3. In the Access Locations section, select which locations this user can access.
4. Click Save.

📸 [Screenshot: User edit form showing location access checkboxes]

• All Locations — user can see and work with data from any branch
• Specific Locations — user only sees data from their assigned location(s)

⚠️ This is important for security — cashiers should only see their own branch.

Common Questions

Q: Can each location have different products? A: Yes, you can control which products are available at each location through the product settings.

Q: Can I set different prices for each location? A: Yes, use Selling Price Groups to set location-specific pricing.

Q: Can a customer buy from one location and return at another? A: This depends on your return policy settings. By default, returns are processed at the selling location.

Q: Can I see combined reports for all locations? A: Yes, select "All Locations" in the location filter to see combined data.

Q: How do stock transfers affect my reports? A: Stock transfers move inventory between locations. They do not count as sales or purchases — they're internal movements.

Tips & Best Practices

• 📌 Name locations clearly — use names everyone recognises (not codes)
• 📌 Set default payment accounts for each location during setup
• 📌 Restrict user access — cashiers should only see their own branch
• 📌 Review location reports weekly — compare performance across branches
• 📌 Use stock transfers to keep all locations properly stocked