Step 1
Keep branch operations local
Configure each branch's order channels, availability, tables, printers, service sessions and staff assignments. Archive a branch only through the recoverable lifecycle after open service, active orders and unsettled payments are cleared.
- Do not share staff credentials
- Review access when a person changes location
Step 2
Read reports with one definition
Compare sales, payment collection and order sources using the same date cutoff and timezone. Keep fulfilment and payment states separate when investigating differences.
- Reconcile cash, card and online records
- Export evidence before changing an operational rule