Multi-Branch Setup & Management
Configure multiple store locations, sync inventory across branches, and manage consolidated reporting.
Multi-branch management on PharmNex gives you a unified view of all your locations while maintaining per-branch operational independence. This guide walks through adding branches, assigning staff, syncing inventory, and reading consolidated reports.
Adding a New Branch
Only accounts on the Enterprise plan can add multiple branches. From Settings → Branches → Add Branch, enter the branch name, address, GSTIN (each branch may have a separate GSTIN), and contact details. The new branch is immediately available in the branch switcher.
- 1Go to Settings → Branches → Add Branch
- 2Enter branch name, address, and GSTIN
- 3Set the branch timezone and default currency
- 4Save — the branch is now active
Tip: Each branch can have a different invoice prefix (e.g. "BRN2-") to distinguish invoices during audits.
Assigning Users to Branches
Navigate to Settings → Users & Roles. When adding or editing a user, assign them to one or more branches and set their role per branch (Owner, Manager, Cashier, Viewer). A user's dashboard automatically scopes to their assigned branches.
Tip: Give the Owner role only to finance and management staff — Cashiers should only access Billing and Inventory.
Sharing a Central Product Catalogue
Enable the Central Catalogue feature under Settings → Inventory → Shared Catalogue. All branches will draw products from the same master list, ensuring consistent pricing and HSN codes. Individual branches can set local MRP overrides if needed.
- 1Go to Settings → Inventory → Enable Shared Catalogue
- 2Products added at HQ sync to all branches in real-time
- 3Per-branch MRP overrides: open the product at branch level and set "Branch MRP"
Inter-Branch Stock Transfers
When one branch is overstocked and another is running low, use Inventory → Stock Transfer. Select the source branch, destination branch, product, batch, and quantity. The transfer is logged at both ends and shows as "In Transit" until the receiving branch confirms.
- 1Go to Inventory → Stock Transfer → New Transfer
- 2Select source and destination branches
- 3Add products, batches, and quantities
- 4Submit — stock is deducted at source as "In Transit" immediately
- 5Receiving branch: Inventory → Stock Transfer → Confirm Receipt
Consolidated Reporting
From the Reports module, toggle the branch selector to "All Branches" to see group-level revenue, expenses, inventory value, and GST summaries. You can drill down to individual branches at any time. Consolidated GSTR data is also available for group filing.
Tip: Schedule the "Branch Performance Comparison" report to arrive in your inbox every Monday morning.
Need hands-on help?
Our onboarding team is available to walk you through any part of PharmNex live.