# Master Setup

# Franchise Set Up

# Franchise Set UP-User Guide

This guide will help you set up your organization details and configure franchise locations, providing everything you need to establish and manage each branch efficiently.

## Franchise Setup Module

The **Franchise Setup** module is designed to configure and manage both organizational details and individual franchise locations. It ensures consistency across the brand while allowing customization for local requirements.

<span class="SCXW266660362 BCX0"><span class="WACImageContainer NoPadding BlobObject SCXW266660362 BCX0" role="presentation">![franchise business model diagram, AI generated](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/embedded-image-twl0umr0.png)</span></span><span class="EOP SCXW266660362 BCX0" data-ccp-props="{"134233117":false,"134233118":false,"335551550":0,"335551620":0,"335559738":0,"335559739":0}"> </span>

### Modules

**1. Organization**

- - **Purpose**: Capture and maintain global organizational details.
    - **Components**: 
        - **Organization Form**: Enter core organizational information.
        - **Address**: Define the registered address of the organization.
        - **Contact**: Add primary contact details.
        - **Browse File**: Upload relevant organizational documents.
    - **Functionality**: Enables creation and management of organization-level data

<div class="ListContainerWrapper SCXW103924213 BCX0" id="bkmrk-filter%3A%C2%A0sort-by%C2%A0orga"></div>[![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/2kYimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/2kYimage.png)

 *Figure: Organization module*

**2. Franchise Location**

- - **Purpose**: Configure details specific to each franchise branch.
    - **Components**: 
        - **Location Details**: 
            - Franchise Details
            - Business Details
            - Location Details
            - Contact Details
            - Business Licenses and Permits
            - Document Attachment
        - **Bank Details**: Record financial and banking information.
    - **Functionality**: Allows creation and management of franchise-specific information, ensuring compliance with both global rules and local parameters.

[![image.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/Bwwimage.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/Bwwimage.png)

*Figure: Franchise Location*

### Workflow Overview

1. **Set up Organization** → Enter global details (forms, address, contacts, documents).
2. **Configure Franchise Location** → Add branch-specific information (business, licenses, bank details).
3. **Finalize Setup** → Ensure both modules are complete for smooth franchise operations.

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[![Organization set up.png](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/scaled-1680-/organization-set-up.png)](https://docs.spendwelltechsystem.com/uploads/images/gallery/2026-03/organization-set-up.png)

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