ReviewedVersion: 2026.0712 min read
Branches and operating settings
Build the branch structure and safely configure tax, pricing, printing, and operating hours.
Who is this for?Business owner, system manager, and branch manager
Applies toSingle- and multi-branch businesses
Last reviewed2026-07-15
01
What you will accomplish
- ✓Create a clearly scoped branch
- ✓Apply shared and local settings
- ✓Test tax and printing before opening
02
Operating workflow
- 01
Set branch identity and time zone
- 02
Connect warehouses and points of sale
- 03
Configure tax, pricing, and hours
- 04
Test printing and receipts
- 05
Approve the branch readiness checklist
03
Operating and safety controls
Do not copy device secrets across branches
Document every tax exception
Pilot settings changes in one branch first
05
Get help
Copy this template and send it through your organization’s approved support channel. Do not include customer data, passwords, or verification codes.