Adding a New Outlet

Introduction

Head Office users can add new outlets when required.

Assumptions

The head office user needs to have the Outlets Set Up permission.

Where to find this

Head Office > Outlets > Set Up

Step-by-Step guide

1. Once in the correct location mentioned above, click on Add Outlet
2. Select the relevant area for your new outlet from the drop down
3. Give your outlet a name and a reference
4. Select the correct finance region and outlet brand
5. Select a start date for when you plan to start using your outlet

You are then able to assign purchasing categories, income categories, users etc.