Managing branch details and settings
Everything about a single branch lives on its own page, split into tabs — with the branch's contact details, address, admins, clerks and terminals under Settings.
Before you start: The branch must already exist. Editing the details or the address asks you to confirm your account password.
Where to find it: Sidebar → Branches → click the branch's card → Settings
The branch page tabs
Across the top of the branch page you'll find:
| Tab | What it's for |
|---|---|
| Insights | Overall performance for this branch — "Sales data for the selected period" — plus the customer, age and gender panels. Use the date range picker at the top right to change the period. |
| Stock | The products stocked at this branch and their quantities. |
| Report | The branch's sales report, with exports. |
| Settings | The branch's details, address, admins, clerks and terminals — covered below. |
Merchants on the pay-as-you-go plan don't see the Insights and Stock tabs.
The Branches link at the top left takes you back to the branch list.
Editing branch details
The Branch details card on the left of the Settings tab shows Branch name, Branch number, Branch email, Branch website, Branch telephone, Branch language, Branch currency and Branch timezone.
Steps
- Go to the branch → Settings.
- Click the edit icon on the Branch details card.
- Confirm it's you.
- The Edit branch details window opens. Change what you need to.
- Click Save.
What happens next
The message "Branch info saved." appears and the card updates with the new values.
Branch number is assigned by Wollette when the branch is created. It isn't in the edit window and can't be changed.
Field reference
| Field | What to enter | Rules |
|---|---|---|
| Branch name | The name your staff and customers know this location by | Required |
| A contact address for the branch | Required, must be a valid email address | |
| Website | The branch's web page | Optional, must be a valid web address |
| Telephone | The branch's phone number with its country dialling code | Required, must be valid for the country |
| Currency | The currency this branch trades in | Required |
| Language | The language used for this branch | Required |
| Timezone | The branch's local time zone | Required — this is the time zone its reports are based on |
The window also repeats the branch's address fields, so you can correct an address from here as well.
Editing the branch address
The Branch address card sits underneath Branch details. Click its heading to expand it. It shows Country, Postal code, Address line 1, Address line 2, City and Town.
Steps
- Go to the branch → Settings and expand Branch address.
- Click the edit icon on the card.
- Confirm it's you.
- In Edit branch address, either search in Address and pick a match, or fill in State/Province, First line, Second line, County/City, Town and Post code by hand.
- Click Save.
What happens next
The message "Address updated." appears and the card shows the new address.
Field reference
| Field | What to enter | Rules |
|---|---|---|
| Address | Start typing the street address and choose a match to fill the rest | Optional shortcut |
| State/Province | Choose from the list | Required |
| First line | Building number and street | Required |
| Second line | Anything else needed to find the branch | Optional |
| County/City | Choose from the list | Required; only available once a state/province is set |
| Town | Choose from the list | Required; only available once a county/city is set |
| Post code | The branch's postal code | Required, at least 3 characters |
The country can't be changed from here.
Admins, clerks and terminals
The right-hand side of the Settings tab holds three cards. Click a card's heading to expand or collapse it.
| Card | What it lists | Button |
|---|---|---|
| Manage admins | The administrators for this branch | Invite admin |
| Clerks | The sales clerks for this branch | Invite clerk |
| Terminals | The tills registered to this branch | Add terminal, and See all if there are more than fit in the card |