Branches

Manage multiple business locations — each branch tracks its own inventory, sales, and expenses while the dashboard and reports aggregate everything.


What Is a Branch?

A branch represents a physical location or department of your business — a retail shop, a warehouse, a service centre, or an office. OjaSuite tracks inventory, invoices, POS sales, and expenses independently per branch, so you always know what's happening at each location.

The Default Branch

Every new OjaSuite account automatically starts with a branch called Main Branch. If your business operates from a single location you don't need to create any additional branches — simply use Main Branch for all transactions.

Adding a Branch

  1. Navigate to Branches → New Branch.
  2. Enter the Branch Name (e.g. "Accra Showroom" or "Warehouse 2").
  3. Select the Type: Retail, Warehouse, or Office.
  4. Enter the City and Address.
  5. Click Save Branch.

Branch Types

TypeTypical Use
RetailA customer-facing sales location. Suitable for shops, showrooms, or counters.
WarehouseA stock-holding location not open to customers. Suitable for storage or distribution centres.
OfficeAn administrative or service location. Suitable for head offices or service centres.

Per-Branch Inventory

Stock for Product-type items is tracked at branch level. An item can have a different quantity at each branch. When a sale is made at a branch — whether via invoice or POS — the stock deducted is from that branch's quantity.

To view stock across all branches for a specific item, open the item detail page. To transfer stock between branches, use the Stock Transfer option on the item detail page.

Assigning Users to a Branch

By default, a user can create transactions against any branch. To restrict a user to a single branch:

  1. Go to Users → Edit User.
  2. Select a Branch from the branch assignment dropdown.
  3. Save. The user will now only see and create transactions for that branch.

This is useful for cashiers or branch managers who should only work within their own location.

Filtering by Branch

The dashboard, all reports, and most list views include a Branch filter. Select a branch to see data scoped to that location, or leave the filter blank to view all branches combined.

Deleting a Branch

A branch that has existing transactions (invoices, expenses, stock movements) cannot be deleted, as doing so would orphan those records. If a branch closes, stop assigning new transactions to it — historical data remains intact.