Branches

From Home → Branches. A branch in Sahl is the unit of attribution: every document carries its branch and every entry carries its branch, so profit, sales and cash can be read per branch or for the whole company.

Creating a branch

1. Press New branch.
2. Code: short and permanent, such as MAIN or RAM. It becomes part of invoice numbers when "counter per branch" is chosen in numbering, so do not change it after the first invoice.
3. Name, address, phone: shown on this branch's printouts.
4. Tax registration number (if different): leave empty to use the company's number.
5. Sale currency: the currency proposed on this branch's invoices when neither the customer nor the user specifies one. A shop that sells in dollars puts USD here and keeps the base currency in shekels.
6. Active: an inactive branch disappears from lists but its history remains.

The default branch

One branch carries the default flag and is used whenever no branch is specified: invoices from a cashier not limited to a branch, and documents created from quick create. Change it with Set as default on another branch.

Limiting a user to their branches

In the user form, scopes tab, you choose the branches the user works in. Someone limited to a branch does not see other branches' documents and cannot post on them, and panel reports are filtered for them automatically. An empty list means all branches. Details in User scopes.

Numbering per branch

In Settings → Document numbering you can enable "counter per branch" for invoices, giving each branch its own sequence: INV-26-RAM-000001 and INV-26-NAB-000001. Useful when an independent invoice register is required per branch. See Document numbering.

The branch in daily work

• Invoice: carries the branch of whoever created it, and prints the branch name, address and tax number if different.
• Shift: opens on the cashier's branch, so each shop's shifts appear on their own in the shifts screen.
• Reports: every report has a branch filter, and the dashboard shows the whole company to whoever holds all branches and only their shop to whoever is limited to one.
• Approvals: a user's amount limit applies on their branch, and the approver sees requests from their branches.

When you do not need more than one branch

Two warehouses in the same building are not two branches but two warehouses under one branch. Two cashiers in the same shop are not two branches but two cashboxes. A branch is for a different location with its own customers and invoices, or for a different tax number. Start with one branch and add the second the day you open the second shop; waiting costs nothing and adding is easy.