Branches
Branches allow you to divide your organisation into distinct operational units, each with their own users, warehouses, currency, addresses, and pricing configuration.
🏢 What is a Branch?
A Branch is a named organisational unit within your OrderEazi account. Each branch represents a distinct part of your business - whether that's a physical location, a regional office, a sales division, or an internal department.
Each branch has:
A name and optional short code
Its own currency
Shipping and postal addresses
An optional branch manager
A defined set of users
Linked warehouses
Optional product cost price overrides
Branches are managed and configured centrally, but they operate independently when it comes to stock, pricing, and order fulfilment.
⚙️ How Branches Work
When branches are active in your account, users are assigned as members of one or more branches. A user's branch membership determines which data they can see and interact with across the system.
User membership:
A user assigned to a branch is a branch member - their view of clients, projects, and warehouses is scoped to that branch
A user with no branch assignments is a main-branch user - they can see all data across every branch
Branch visibility access can also be granted separately, allowing a user to view another branch's data without being a full member
Warehouses:
Each branch can be linked to one or more warehouses. This controls which stock locations are available when creating orders or projects through that branch. A warehouse can be shared across multiple branches.
Branch manager:
You can nominate a branch manager for each branch. The manager is a user record associated with the branch for reporting and assignment purposes. A branch manager must be an active user, and disabling a user who manages a branch requires that assignment to be updated first.
Display labels:
The word "Branch" is configurable. If your business uses a different term - such as "Division", "Region", or "Office" - you can update the display label in settings. This change flows through to all menus, headings, and messages in the system.
🔗 Branches and Orders
When your account has the Use Branch on Orders setting enabled, a branch selector is shown when creating or editing a project. This allows you to tag each project to a specific branch, which in turn determines which warehouses and unit cost for the branch will be available.
This setting is separate from inter-branch workflows. When a branch is assigned to a project directly, it acts as a filter and grouping mechanism - not as a trading party.
🔄 Inter-Branch Workflows
The inter-branch workflow enables one branch to sell goods to another branch within the same organisation. This is used when internal stock transfers or cross-branch fulfilment need to be tracked as formal transactions.
When a workflow is configured as an inter-branch flow:
The client selector on a project switches from your external client list to your branch list
You select a From Branch (the selling branch) and a To Branch (the receiving branch)
The To Branch's address and currency populate the project's delivery and billing fields automatically
Pricing is calculated using the From Branch's configured profit settings
Profit calculation on inter-branch orders:
The From Branch can be configured with a profit calculation mode and percentage. Two modes are available:
Margin - Selling price is calculated as: Cost / (1 - Profit %)
Markup - Selling price is calculated as: Cost x (1 + Profit %)
This is applied automatically when a line is added to an inter-branch project. You can still override the selling price on any individual line if needed.
Cost price overrides:
Each branch can have product-level cost price overrides configured. When an inter-branch project is created from that branch, the override cost is used instead of the standard supplier or warehouse cost. This lets you set internal transfer prices per branch without affecting your main pricing structure.
🔒 Managing Branches
Branches are created and managed in Settings > Branches. From here you can:
Create new branches with name, code, currency, addresses, and a branch manager
Edit existing branches including their linked warehouses and cost price overrides
Assign users to branches
Disable branches that are no longer in use
Disabling a branch is a soft action - the branch record is retained and its historical data is preserved. You cannot disable a branch that still has active projects or sales channels referencing it.
API management:
Branches and their associated data can also be managed via the OrderEazi API. The API supports:
Batch creation and update of branches
Adding and removing users from branches
Linking and unlinking warehouses
Setting product cost price overrides per branch
Controlling which branches an API key has access to
Speak to your OrderEazi representative if you'd like to configure branches or inter-branch workflows for your account.
💡 Why Use Branches?
Branches are particularly useful for:
Multi-location businesses - Manage separate stock, warehouses, and teams per physical site without running multiple accounts
Regional divisions - Segment your sales, costs, and performance reporting by division or territory
Internal transfers - Use inter-branch workflows to formally record stock movements and internal sales between parts of your business
Scoped user access - Limit what each user sees to only the branch they work in, keeping large teams focused on relevant data
Per-branch pricing - Set internal transfer prices at the product level for each branch, independent of your external pricing structures
Branch-specific fulfilment - Link each branch to its own warehouses so orders are fulfilled from the right location automatically
Consistent terminology - Rename "Branch" to match the language your business already uses internally
✅ Summary
Branches give you a structured way to divide your organisation and manage each part independently. With branches you can:
Assign users, warehouses, and addresses to distinct parts of your business
Scope order creation and fulfilment to the correct branch automatically
Run inter-branch sales with automatic cost and profit calculation
Manage all branch configuration via the UI or the API
This feature is designed for growing businesses where a single flat structure is no longer sufficient, without requiring the complexity of running separate accounts.
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