What You’ll Learn

By the end of this guide, you’ll be able to:

• Create multiple business locations
• Switch between businesses
• Transfer stock between locations
• Understand consolidated reporting
• Manage teams across locations

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Multi-Business Overview

Use multiple businesses for:

• 🏪 Multiple store locations — Branch management
• 🏭 Different business lines — Retail + wholesale
• 🌐 Regional operations — City/country separation
• 👥 Partnership separation — Distinct entities

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Creating a New Business

Step 1: Access Business Management

1. Tap “Account” (bottom right)
2. Tap “Switch Business”
3. View current businesses
4. Tap ”+ Create New Business”

Step 2: Business Details

Enter business information:

Field	Description	Example
Business Name	Public name	”Kelola Store - Downtown”
Business Type	Category	Retail, Wholesale, etc.
Address	Location	Full address
Currency	Operating currency	IDR, USD, etc.
Phone	Contact number	Business phone

Step 3: Configure Settings

Set business-specific options:

• Tax settings — Different rates per location
• Receipt header — Location-specific branding
• Printer settings — Local printer connection
• Payment methods — Accepted locally

Step 4: Create Business

1. Review details
2. Tap “Create”
3. New business created
4. Automatically switched to new business

Note: Each business has separate:

• Products and inventory
• Staff and permissions
• Transactions and reports
• Subscription (or part of plan)

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Switching Between Businesses

Quick Switch

From any screen:

1. Tap business name at top of screen
2. Business selector dropdown appears
3. Tap business to switch to
4. App reloads with new business data

From Account Menu

1. Go to Account
2. Tap “Switch Business”
3. See list of all businesses
4. Tap to switch

Visual Indicators

Know which business you’re in:

• Business name in header
• Different color theme (if set)
• Logo display
• Location indicator

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Stock Transfer Between Businesses

When to Transfer

Move inventory between locations:

• Stock balancing (one has excess, one needs)
• Central warehouse to stores
• Inter-store transfers
• Returns to main location

How to Transfer

Step-by-step:

1. Go to Stock → Transfer
2. Select Source (from) business
3. Select Destination (to) business
4. Select products to transfer
5. Enter quantities
6. Add notes (optional)
7. Submit transfer

Transfer Process

What happens:

1. Source business — Stock decreases
2. Transfer record — Created in both
3. Destination business — Stock increases
4. History updated — Both locations show transfer

Timeline:

• Immediate if both online
• Queued if destination offline (syncs when online)

Tracking Transfers

View transfer history:

1. Go to History
2. Filter by “Transfer” type
3. See:
   • From/To locations
   • Products moved
   • Quantities
   • Date/time
   • Status

Transfer Best Practices

✅ Plan ahead

• Check destination capacity
• Verify source availability
• Schedule during low-traffic

✅ Document properly

• Note transfer reason
• Reference PO or request
• Track delivery

✅ Confirm receipt

• Destination verifies arrival
• Check quantities
• Report discrepancies

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Managing Teams Across Locations

Staff Per Business

Separate teams:

• Staff assigned to specific business
• Permissions set per location
• Activity tracked per business
• Reports segmented

Moving Staff Between Locations

When staff transfers:

1. Disable at original location
2. Invite to new location
3. Set appropriate permissions
4. Update records

Note: Staff can be active in multiple businesses simultaneously.

Cross-Location Reporting

Owner/Admin view:

• See all business summary
• Compare performance
• Consolidated financials
• Staff across locations

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Consolidated Reporting

Business Overview Dashboard

For owners with multiple businesses:

1. Go to Account → Business Overview
2. See summary of all locations:
   • Total revenue
   • Combined inventory
   • Aggregate sales
   • Staff count

Comparative Reports

Compare locations:

Report	What It Shows
Sales by Location	Which store performs best
Inventory Value	Stock value per location
Staff Performance	Productivity by team
Profit Margins	Location profitability

Consolidated Export

For accounting:

1. Select date range
2. Choose “All Businesses” or specific
3. Export combined report
4. Includes business identifier

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Subscription and Billing

Plan Options

Multi-business plans:

Plan	Businesses Included
Free	1 business
Basic	1 business
Plus	Up to 3 businesses
Advanced	Unlimited businesses

Billing Structure

Options:

• Per-business billing — Each location separate subscription
• Consolidated billing — One invoice, all locations (enterprise)

Contact sales for custom arrangements.

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Best Practices

Setup Phase

✅ Consistent naming

• “[Brand] - [Location]” format
• Clear distinction
• Easy identification

✅ Standardized processes

• Same product naming
• Consistent categories
• Unified pricing strategy

✅ Proper training

• Staff know how to switch
• Understand transfer process
• Clear on permissions

Daily Operations

✅ Regular transfers

• Schedule stock movements
• Balance inventory
• Prevent stockouts

✅ Cross-location communication

• Share best practices
• Coordinate promotions
• Manage transfers

✅ Central oversight

• Owner reviews all locations
• Regular consolidated reports
• Standard policies

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Troubleshooting

”Can’t create more businesses”

Cause: Subscription limit reached

Solutions:

• Upgrade plan
• Archive unused business
• Contact sales

”Stock transfer failed”

Check:

• Both businesses online
• Sufficient stock at source
• Proper permissions
• No sync issues

”Wrong business data showing”

Fix:

• Check which business selected
• Tap business name to switch
• Clear app cache
• Restart app

”Staff can’t access multiple locations”

Check:

• Staff invited to each business separately
• Permissions set per location
• Account same (email/phone)

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FAQ

Q: How many businesses can I create? A: Depends on plan. Free/Basic: 1, Plus: 3, Advanced: Unlimited.

Q: Can I have different currencies per business? A: Yes! Each business sets its own currency during creation.

Q: Do products sync between businesses? A: No, each business has independent product catalog. Use transfers for stock movement.

Q: Can I transfer stock to any business? A: Only businesses you own or have admin access to.

Q: Do reports combine all businesses? A: By default, reports are per-business. Use Business Overview for consolidated view.

Q: Can customers see all my locations? A: Only if you share multiple catalog links. Each business is separate.

Q: What if I sell a business location? A: Can transfer ownership to new owner. Contact support for assistance.