BRANCHES & LOCATIONS

Give each branch a clear place in your sales.

Name your branch sales channels, link each channel to its warehouse, and keep that channel recorded with the order.

Two colleagues in headscarves working with laptops and documents.

ONE RECORD, TWO REFERENCES

The branch, the stock location, and the order each have a role.

A branch-type sales channel gives the location a recognizable identity without turning its warehouse or orders into the same record.

For example

Branch sales channel

City Centre

Name
City Centre
Code
CTR-01
Sales-channel type
Branch
Linked warehouse
Central stockroom

The channel identifies the sales context. The warehouse is a separate stock location associated with it.

PRACTICAL FIELD GUIDANCE

Keep the identifiers useful to the people doing the work.

A short, consistent branch record makes the intended sales context easier to recognize when the team works with channels and orders.

Use a recognizable name and code.

Choose a branch-channel name your team understands and a code they can distinguish from other sales channels.

Reference the right stock location.

Associate the channel with the appropriate warehouse record without treating the warehouse as the physical branch itself.

Keep the channel on the order.

The order retains the sales-channel reference, so its sales context remains part of the record.

Find channels by name or code, and narrow the list by channel type, warehouse reference, or active state.

A SHARED REFERENCE

Give the team a shared reference.

Recognizable channel names, codes, and warehouse references help the team identify the intended branch context while working with order records.

BRANCHES & LOCATIONS FAQ

Questions about branch channels and their references

Clear answers about branch identity, warehouse references, orders, and access.

Keep the branch sales context clear from the channel record to the order.

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