Setting Up Your Branch & Accounts
The Admin Console is the central hub for mapping out your business architecture. CrazyPOS supports multi-store operations out of the box. Setting up your branches correctly ensures that inventory, sales, and notifications route to the correct location.
Creating a New Branch
- Log into the Admin Console via the web browser.
- Navigate to Settings > Branch Register in the sidebar.
- Click + Add New Branch.
- Fill out the branch profile:
- Branch Name: E.g., "Sydney CBD Store".
- Location/Address: Print this on receipts to help customers locate you.
- Contact Details: Setup the store's dedicated phone number and email address.
- Tax Rate: Ensure the local tax rate (e.g., GST 10%) is applied.
- Save the configuration.
Managing Staff Accounts
Once your branches are established, you need to assign staff to them.
- Go to User & Permissions.
- Click Invite User and enter the staff member's email.
- Assign a Role:
- Cashier: Front-of-house sales, cannot do refunds or discounts without approval.
- Manager: Access to reports, refunds, and POS settings.
- Admin: Full backend access.
- Assign a Branch: If you run multiple stores, restrict staff so they only see inventory and sales data for their designated location.
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