Companies and branches

Where

Organization → Companies

Plan

All plans

Permission

Organization → Company

A company is the trading entity — the name, registration number and tax number that appear on your documents. A location is a place underneath it: a shop or a warehouse.

Stock sits at locations. Sales happen at locations. The company is the umbrella, and it is also a level at which settings can be set once for all its branches.

How to add a company

1. Go to Organization → Companies and click New record.
2. Type the Name and a short Code, such as ACME. Both are required.
3. Leave Slug blank to have it generated.
4. Pick the Business type and the Trade type — Retail, Wholesale or Both.
5. Leave Status on Active — see the warning below.
6. Add Email, Contact and Website if you have them.
7. Fill in Registration no. and Tax ID (TIN) — these print on documents.
8. If your trade is regulated, choose the Regulator and enter the Regulator license code.
9. Upload a Logo if you have one, up to 5 MB.
10. Save.

How to add a shop or warehouse

1. Go to Organization → Locations and click New record — or use Add location on a company’s row, which fills the company in for you.
2. Choose the Company.
3. Choose the Location type: Shop or Warehouse.
4. Type the Name and a Code, such as HQ01.
5. Set the Branch type — Head office, Branch, Sub branch or Regional office.
6. Set the Trade type and the Sales channel — Point of sale, Ecommerce or Both.
7. Add the address, city and any GPS details you want.
8. Save.

Company and Location type are permanent

Neither can be changed after saving. A shop can never become a warehouse, and a branch can never move to a different company — you would have to create it again.

Decide both before you save.

Leave Country ID and Region ID blank. They are raw internal-reference boxes with no picker and no list to choose from.

Plan limits

Shops and warehouses have separate allowances.

Plan	Companies	Shops	Warehouses
Essential	1	1	none
Standard	1	3	2
Growth	2	5	3
Professional	3	8	5
Enterprise	7	15	10

On Essential you can choose Warehouse and only find out at save

Nothing greys the option out. You fill in the whole form and then get “Your current plan does not include warehouses. Upgrade to add them.”

Deleted companies and locations do not count against the limit — unlike users.

Traps when you have more than one

Status must be Active or the record vanishes from every dropdown

A company or location saved as Pending or Inactive disappears from every picker in the app. A Pending company cannot be chosen as a location’s parent, and a Pending location cannot be selected anywhere.

Nothing explains why it is missing. If a branch you just created is nowhere to be found, check its status first.

Location codes must be unique across the whole business, not per company. Two companies cannot both have a shop coded HQ01 — the second save fails.

Deleting a company leaves its branches behind

Nothing warns you, and nothing removes them. The branches stay in the Locations list, still count against your plan limits, and show a blank Company column.

Delete or reassign the locations first. Reassigning is not possible after creation — so in practice, delete them.

Adding a second company gives nobody access to it. Each person needs a new grant under Manage access before the company appears in their switcher. See managing people.

The Locations list has no company filter, so with two companies you get one flat list, searchable only by the location’s own name and code.

Export does nothing on both screens — it shows a message and produces no file.

Related

• Managing people
• Shops and where you are working
• Settings — company and location levels