Shop records
Open Organization and the Shops section with an account that has shop-management permission.
Multiple shops | Product guide
Manage organization shops within plan limits and check the active shop before entering business transactions.
What you can do
Permission controls
Review existing shops. If your permission and plan capacity allow it, add a shop and enter its details.
Plan capacity
Select the shop you want to work in. Check the active shop before recording purchases, sales or reading reports.
Active shop
Confirm the intended staff can access the selected shop using their own accounts.
Step-by-step
Manage organization shops within plan limits and check the active shop before entering business transactions.
1
Open Organization and the Shops section with an account that has shop-management permission.
2
Review existing shops. If your permission and plan capacity allow it, add a shop and enter its details.
3
Select the shop you want to work in. Check the active shop before recording purchases, sales or reading reports.
Check staff access
Confirm the intended staff can access the selected shop using their own accounts.
When to use it
- Use this for a business with more than one shop.
- Setting up a new branch
- Reviewing reports for a selected shop
Tips
- If Add Shop is unavailable, check your permissions and plan shop limit.
- Use a clear shop name and verify its address.
- Set what each role can do in Organization → Staff Access.
Common mistakes
- If Add Shop is unavailable, check your permissions and plan shop limit.
- Entering a transaction before checking the active shop.
Frequently asked questions
Can every staff member add a shop?
No. Shop creation depends on permissions and available plan capacity.