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.

 

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

 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. Functionality: Enables the creation and management of employee leave records, ensuring that leave requests comply with available entitlements and receive proper manager approval.

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.

---