Outlet Management

Overview

Outlets represent your company’s physical or online locations, such as retail stores, warehouses or distribution hubs. Each sale in the system is tied to an outlet so you can track revenue and inventory by location. You must have at least one outlet before you can process sales in the POS or Quick Sale modules.

Creating a New Outlet

Navigate to Sales → Outlets. The Outlets Management page lists existing outlets and shows columns for ID, Outlet Name, Contact, Location, Manager, Status and Last Updated.
Click New Outlet to open the Create New Outlet form. Fill in the following fields:
- Outlet Name (required) – enter a descriptive name for your branch or store.
- Phone Number (required) – enter the outlet’s main contact number.
- Email (optional) – an email address for outlet communications.
- Description (optional) – a short description of the outlet’s purpose or stock focus.
- Manager (required) – assign an existing user or manager to oversee the outlet. Use the dropdown to search and select the person.
- Street Address, City, Country, Zip Code – physical address fields. Street, country and zip code are required; city is optional.
Click Create Outlet to save. The new outlet will appear in the table with an active status, ready for sales.

Viewing and Editing Outlets

The Outlets table shows each outlet’s contact details, assigned manager and status. Status is updated to active, which indicates the outlet is available for use.
To edit an outlet, click the pencil icon in the Actions column. The Edit Outlet dialog opens, allowing you to update the name, contact details, manager or address. Click Update Outlet to save changes.
Use the search bar at the top of the Outlets page to quickly find an outlet by name or contact.

Where Outlets Are Used

Point of Sale (POS) & Quick Sale – When starting a sale, you must first select an outlet. The POS uses the outlet to determine available stock and record which branch processed the sale. If no outlets exist, you will be prompted to create one before proceeding.
Orders & Invoices – Sales transactions (orders and invoices) are recorded against an outlet. In the Orders Management table, the Source or Outlet column identifies which outlet originated each order.

Best Practices

Create an outlet for every physical store, warehouse or online channel your business operates. Keep the name clear so staff can select the correct outlet during sales.
Assign a manager to each outlet to control access and accountability.
Keep address and contact information up to date so they appear correctly on receipts and invoices.
Regularly review outlet statuses. Deactivate outlets that are no longer in use rather than deleting them to preserve historical sales records.

Outlet Management

Overview

Creating a New Outlet

Viewing and Editing Outlets

Where Outlets Are Used

Best Practices

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Outlet Management

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