How do I setup my Franchises?

This document will outline the main items you can override on a Franchise by Franchise basis.

Setting how a Franchise inputs their Sales Figures

The method used to input sales figures can be set independently for each Franchise. We call this the accounting type.

You can select from the following list of  Accounting Types  :

  • None  - no accountancy type or tracking
  • Internal - 
  • Xero  - Automated Xero integration

To change the accounting type for a territory, follow these steps -

  1. Select the  Franchise  you are going to edit
  2. Click on the Options  button  
  3. Select Accounts Settings
  4. Change the accounting Type  - see above for a list of the different  Accounting Types
  5. Click  Save 

Setting Individual Performance Targets for a Branch

To set individual  performance targets  for a Franchise, follow these steps -

  1. Select the  Franchise  you are going to edit
  2. Click on the   Options  button 
  3. Click Set Targets
  4. Edit the  Targets as required

You only have to update any fields you wish to change from the default - see  How do I set the default performance targets for my network?  for more info on setting global targets

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