Branches & zones
Branches & Zones
Organize inventory by physical locations with branch and zone hierarchy.
Branches
Branches represent physical locations where you store inventory — warehouses, stores, offices, or distribution centers.
- Head Office: One branch can be designated as the "Head Office." This is typically your main location and appears first in selection lists.
- Switching branches: Use the branch selector in the header to switch between locations. The dashboard shows inventory for the selected branch.
Zones
Zones are storage areas within a branch — aisles, shelves, rooms, or any subdivision that helps you organize inventory.
- All inventory quantities must be assigned to a zone for accurate tracking
- Enables precise location tracking (e.g., "Aisle A, Shelf 3")
- Supports detailed transfers (zone-to-zone)
- Improves accuracy during stock counts
Note: Each branch has a default zone. If you don't need detailed location tracking, you can keep everything in the default zone.
Example Zones
- Warehouse: "Main Floor", "Mezzanine", "Receiving", "Cold Storage"
- Retail: "Sales Floor", "Back Room", "Display Window"
- Office: "Supply Closet", "Server Room"