{"id":37369,"date":"2025-08-19T10:29:45","date_gmt":"2025-08-19T10:29:45","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%af%d9%84%d9%8a%d9%84-%d8%a8%d8%af%d8%a1-%d8%a7%d9%84%d8%a8%d9%8a%d8%b9-%d9%84%d9%81%d8%b1%d8%b9-%d9%85%d8%b9%d9%8a%d9%86\/"},"modified":"2026-01-27T12:00:17","modified_gmt":"2026-01-27T12:00:17","slug":"starting-sales-for-a-specific-branch-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/starting-sales-for-a-specific-branch-guide\/","title":{"rendered":"Starting Sales for a Specific Branch Guide"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The system allows you to create and manage multiple branches within the same account, with separate screens and settings for each branch. Each branch has its own users, treasuries, warehouses, and devices, in addition to the ability to track its administrative and financial operations separately.<\/p>\n<p style=\"text-align: left;\">This flexibility gives you full control over the sales of each branch and allows you to manage them independently without interference from other branches.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Adding a New Branch&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756636504542{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click \u201c<strong>Branches<\/strong>\u201d, then click \u201c<strong>Add Branch<\/strong>\u201d from the dropdown menu.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41890 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch.png\" alt=\"\" width=\"1350\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch.png 1350w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1024x454.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-768x341.png 768w\" sizes=\"auto, (max-width: 1350px) 100vw, 1350px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Enter the required data to add the branch, then click \u201c<strong>Save<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41892 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1.png\" alt=\"\" width=\"1192\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1.png 1192w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1-300x151.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1-1024x515.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Branch-1-768x386.png 768w\" sizes=\"auto, (max-width: 1192px) 100vw, 1192px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details about adding a branch, you can refer to this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-and-managing-branches\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1756637168760{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">Make sure to name branches clearly (e.g., New York Branch) to make tracking in reports easier.<\/p>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Assigning an Employee to a Branch&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756637188608{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\" data-start=\"39\" data-end=\"284\">The system allows you to add employees and assign each one to a specific branch. This ensures that their access is limited only to the treasuries, warehouses, and sales screens of their branch, thereby organizing operations and distributing permissions accurately among different branches.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]From the main menu, click \u201c<strong>Employees<\/strong>\u201d, then click \u201c<strong>Manage Employees.<\/strong>\u201d<\/p>\n<p>Click \u201c<strong>Add New<\/strong>\u201d, then choose \u201c<strong>+User.<\/strong>\u201d<\/p>\n<p style=\"text-align: right;\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41894 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User.png\" alt=\"\" width=\"1348\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User.png 1348w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User-300x133.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User-1024x455.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-New-User-768x341.png 768w\" sizes=\"auto, (max-width: 1348px) 100vw, 1348px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Enter the required basic information to save the user, including:<\/p>\n<ul>\n<li style=\"text-align: left;\"><strong>First name:<\/strong> Enter the user\u2019s first name.<\/li>\n<li style=\"text-align: left;\"><strong>Accessible branches:<\/strong> Select the branches the user is permitted to access.<\/li>\n<li style=\"text-align: left;\"><strong>Role:<\/strong> Select the user\u2019s job role.<\/li>\n<\/ul>\n<p style=\"text-align: left;\">Complete the rest of the information and click \u201c<strong>Save<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41896 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees.png\" alt=\"\" width=\"1208\" height=\"597\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees-300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees-1024x506.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Employees-768x380.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details about adding a new user, check this <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-user\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Adding a Treasury and Linking It to a Branch&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756639137158{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]From the &#8220;<strong>Finance<\/strong>\u201d menu, go to \u201c<strong>Treasuries and Bank Accounts<\/strong>.\u201d<\/p>\n<p>Click \u201c<strong>Add Treasury<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41898 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts-.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts--300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts--1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Treasuries-and-Bank-Accounts--768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Enter the treasury name, then under permissions, assign deposit\/withdrawal rights either to the branch employees only, or to a specific employee if necessary.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41900 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries-.png\" alt=\"\" width=\"1206\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries-.png 1206w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries--300x148.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries--1024x506.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Treasuries--768x380.png 768w\" sizes=\"auto, (max-width: 1206px) 100vw, 1206px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1756640424100{margin-left: 200px !important;}&#8221;]<\/p>\n<p style=\"text-align: left;\">If you want the employee to see only the treasury for their assigned branch, make sure to adjust the permissions of all treasuries. Otherwise, any treasury with deposit\/withdrawal rights set to \u201c<strong>everyone<\/strong>\u201d will appear to that employee as well.<\/p>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details about adding a new treasury, see this <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-treasuries-and-bank-accounts\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Linking a Warehouse to a Branch&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756640465488{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">The next step is to create a warehouse and link it to the branch. From the main menu, click \u201c<strong>Inventory<\/strong>\u201d, then select \u201c<strong>Warehouses<\/strong>\u201d from the dropdown menu.<\/p>\n<p style=\"text-align: left;\">Click \u201c<strong>New Warehouse<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41902 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse-.png\" alt=\"\" width=\"1366\" height=\"592\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse--300x130.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse--1024x444.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Add-Warehouse--768x333.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">Enter the warehouse data such as name and address, then define its permissions (<strong>view warehouse \u2013 create invoice \u2013 edit inventory<\/strong>).<\/p>\n<p style=\"text-align: left;\">After setting the permissions and linking the warehouse to the desired branch, click \u201c<strong>Save<\/strong>.\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41904 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse-.png\" alt=\"\" width=\"1208\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse-.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse--300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse--1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Warehouse--768x381.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<p style=\"text-align: left;\">For more details about adding a new warehouse, see this <a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-warehouse\/\">guide<\/a>.<\/p>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Setting the Default Warehouse for a Branch&#8221; font_container=&#8221;tag:h3|font_size:22|text_align:left|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756641216169{margin-left: 120px !important;}&#8221;][vc_column_text]<\/p>\n<p style=\"text-align: left;\">To complete this step and assign the created warehouse as the default for the branch, go to the branch screen by clicking on the account icon at the top left of the screen, then select the desired branch from the dropdown menu (e.g., \u201c<strong>New York Branch<\/strong>\u201d).<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41906 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch.png\" alt=\"\" width=\"1366\" height=\"596\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-1024x447.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-768x335.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\">From the main menu, click \u201c<strong>Inventory<\/strong>\u201d, then \u201c<strong>Inventory &amp; Products Settings<\/strong>\u201d, and choose \u201c<strong>Products Settings<\/strong>.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46290 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Products-Settings-.png\" alt=\"\" width=\"1364\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Products-Settings-.png 1364w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Products-Settings--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Products-Settings--1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Products-Settings--768x356.png 768w\" sizes=\"auto, (max-width: 1364px) 100vw, 1364px\" \/><\/p>\n<p>From the \u201c<strong>Default Warehouse<\/strong>\u201d field, select \u201c<strong>New York Warehouse<\/strong>\u201d (the one you created earlier).<\/p>\n<p>Click \u201c<strong>Save<\/strong>.\u201d<\/p>\n<p data-start=\"34\" data-end=\"139\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46292 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Default-Warehouse.png\" alt=\"\" width=\"1205\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Default-Warehouse.png 1205w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Default-Warehouse-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Default-Warehouse-1024x538.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Branch-Default-Warehouse-768x403.png 768w\" sizes=\"auto, (max-width: 1205px) 100vw, 1205px\" \/><\/p>\n<p style=\"text-align: left;\" data-start=\"44\" data-end=\"266\">When creating an invoice and entering the required data, scroll down to the \u201c<strong>Shipping Details<\/strong>\u201d section. You will find that the warehouse field is automatically set to \u201c<strong>New York Warehouse<\/strong>\u201d by the system.<\/p>\n<p style=\"text-align: left;\" data-start=\"268\" data-end=\"342\" data-is-last-node=\"\" data-is-only-node=\"\">This confirms that the default warehouse has been successfully assigned to the branch.<\/p>\n<p data-start=\"268\" data-end=\"342\" data-is-last-node=\"\" data-is-only-node=\"\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice-.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41912 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice-.png\" alt=\"\" width=\"1366\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice--300x131.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice--1024x448.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Create-Invoice--768x336.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Creating a POS Device for the Branch and Linking It to a Warehouse&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1756642047051{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<p style=\"text-align: left;\">From the main menu, click \u201c<strong>POS<\/strong>\u201d, then from the dropdown menu choose \u201c<strong>POS Settings<\/strong>\u201d, and select \u201c<strong>POS Devices<\/strong>.\u201d<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-46296 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Devices-.png\" alt=\"\" width=\"1365\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Devices-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Devices--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Devices--1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Devices--768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p style=\"text-align: left;\">Click \u201c<strong>New Device.<\/strong>\u201d<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41916 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device.png\" alt=\"\" width=\"1205\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device.png 1205w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/New-Device-768x381.png 768w\" sizes=\"auto, (max-width: 1205px) 100vw, 1205px\" \/><\/a><\/p>\n<p style=\"text-align: left;\" data-start=\"39\" data-end=\"157\">Enter the device name and select the warehouse to be linked to it. The system will automatically pull items from that warehouse during POS transactions on this device.<\/p>\n<p data-start=\"39\" data-end=\"157\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41918 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories.png\" alt=\"\" width=\"1206\" height=\"598\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories.png 1206w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Categories-768x381.png 768w\" sizes=\"auto, (max-width: 1206px) 100vw, 1206px\" \/><\/a><\/p>\n<p>Next, go to the POS screen by clicking \u201c<strong>POS<\/strong>\u201d from the main menu, then select \u201c<strong>POS Sessions.<\/strong>\u201d<\/p>\n<p>Click \u201c<strong>New Session<\/strong>.\u201d<\/p>\n<p data-start=\"39\" data-end=\"157\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41920 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/POS-Sessions-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p style=\"text-align: left;\" data-start=\"34\" data-end=\"110\">In the \u201c<strong>Device<\/strong>\u201d field, choose \u201c<strong>New York Branch Device<\/strong>\u201d (the one you previously created).<\/p>\n<p data-start=\"34\" data-end=\"110\"><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-41922 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session.png\" alt=\"\" width=\"1208\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session.png 1208w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session-300x149.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session-1024x508.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2025\/08\/Open-Session-768x381.png 768w\" sizes=\"auto, (max-width: 1208px) 100vw, 1208px\" \/><\/a><\/p>\n<p style=\"text-align: left;\" data-start=\"58\" data-end=\"461\">By following these steps, you have correctly set up the system to start sales in a specific branch. This process includes adding branches, assigning users, setting up treasuries and warehouses, designating the default warehouse, and creating POS devices linked to the branch\u2019s warehouse. By applying these steps accurately, you ensure that sales operations are handled separately for each branch.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2063],"tags":[],"class_list":["post-37369","user_manual","type-user_manual","status-publish","hentry","category-manage-branches"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Starting Sales for a Specific Branch Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/starting-sales-for-a-specific-branch-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Starting Sales for a Specific Branch Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to create and manage multiple branches within the same account, with separate screens and settings for each branch. 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