Organizations & branches

Add locations, configure a branch end to end — currency, order prefix, receipt notes, rates, tenders — and understand what is shared between branches.

9 min readOwnerManager

What lives where

Shared across the organization	Owned by one branch
Team members and their roles	Inventory items and stock levels
Customers and loyalty balances	Menu items and categories
Discount codes	Orders, receipts and refunds
Menu templates	Tables, reservations and shifts
Custom payment tenders	VAT, service charge and receipt notes
Tax rates (can be branch-scoped)	Reports, purchasing and transfers

A customer is recognised everywhere

Customers are keyed on phone number per organization. A shopper who buys at one branch is the same customer — with the same loyalty balance — at every other branch.

Add another branch

Organization → Branch → Create

Open the organization, then choose to create a branch.
Fill in name, email, phone, country, location and address.
Choose the branch type: Restaurant or Retail.
This decides whether the branch sells from a menu or from inventory.
Give it its own order prefix.
Two branches sharing a prefix makes order numbers ambiguous on receipts and in reports.
Click Create Branch.

A new branch starts empty. Stock only arrives through a transfer or a supplier receipt — never by typing a number in.

Read this diagram as text

Create the branch → Give it its own order prefix
Give it its own order prefix → Set currency, VAT, service charge
Set currency, VAT, service charge → Build its catalog
Build its catalog → Where does opening stock come from?
Where does opening stock come from? → Stock transfer from another branch (existing branch)
Where does opening stock come from? → Goods receipt from a supplier (new purchase)
Stock transfer from another branch → Branch is trading
Goods receipt from a supplier → Branch is trading

Stock does not follow the branch

A new branch starts empty. Move stock into it with a stock transfer from an existing branch, or receive it from a supplier through a purchase order.

Branch profile and receipt identity

Organization → Branch → Settings

This screen holds the branch's identity — what it is called, how it is reached, what currency it trades in, and what prints at the top and bottom of a receipt.

Two screens, two jobs: identity and money-in live on the branch profile, trading behaviour lives on the dashboard settings page.

Read this diagram as text

What are you changing? → Branch profile (identity / payments)
What are you changing? → Dashboard settings (trading rules)
What are you changing? → Organization settings (the business)
Branch profile → Name, currency, order prefix, receipt header, M-Pesa credentials
Dashboard settings → VAT, service charge, loyalty, tenders, receipt footer, eTIMS
Organization settings → Business name, logo, members

Branch name, type, email, phone: Contact block printed on receipts and shown in the branch switcher.
Location, address, P.O Box: Postal and physical details for receipts and supplier paperwork.
Currency: Every price, total and report figure for this branch is formatted in this currency. Set it before you start trading.
Status: Active or inactive. Deactivating parks a location without deleting its history.
Order prefix: Leading code on every order number generated at this branch.
Header note and footer note: Free text printed above and below the receipt body — a welcome line, return policy, or contact.
Payments: Where M-Pesa credentials for this branch are configured. See the Payments guide.

Changing currency does not convert history

Past orders keep the numbers they were recorded with; only the symbol changes. Decide the currency when you open a branch, not after a month of trading.

Operating settings

Dashboard → Settings

The dashboard Settings page controls how the branch behaves while trading: what it charges, how long an unpaid order stays editable, when a session times out, what the receipt says, and whether loyalty is on.

Tax & charges

VAT rate (%): Default tax applied to a line unless the item carries its own tax profile. Enter 16 for standard Kenyan VAT, or 0 if you do not charge VAT.
Service charge (%): Applied to the discounted subtotal of every order at this branch. Leave at 0 for retail.

Point of sale

Unpaid order edit grace (minutes): How long an unpaid order stays editable after it was placed.
Session timeout (minutes): Idle time before a signed-in terminal is locked. Shorter is safer on a shared till.
Auto-accept kitchen tickets: On: new orders appear on the kitchen display immediately. Off: they wait for manual acceptance.

Receipt

Footer note: Thank-you message, return policy or contact line at the foot of the receipt.
Show receipt stamp: Prints a paid/served stamp on completed receipts.

Customer loyalty

Enable loyalty points: Awards points to identified customers when their orders settle.
KES per point: How much a customer must spend to earn one point. 100 means one point per KES 100 paid.

Custom payment tenders

Tender name: A manual payment method your business accepts — a voucher, a wallet, a house account.
Reconciliation bucket: Which column the tender counts toward at end-of-day: cash, card, M-Pesa or other.
Enable / Disable: Only enabled tenders appear in the POS payment list.

KRA eTIMS (configuration only)

Enable eTIMS, Branch code, Device ID, eTIMS PIN: Stores your eTIMS credentials against the branch. Leave the PIN blank to keep the stored one. No invoice is transmitted to KRA from Wezo yet — this is configuration only.

Saving

Change the fields you need.
Click Save changes.
New rates apply to orders placed after the save; existing orders are untouched.

Working across branches

Switch location from the sidebar: choose the organization, then the branch.
Organization → Orders shows orders from every branch in one list, useful for a head-office view.
Reports include a branch performance breakdown so you can compare locations over the same period.
Moving stock between locations is a stock transfer, never a manual edit of two stock counts.