How to Restrict Customer Search to Your Current Branch

If your organization operates across multiple branches, you might want to keep your customer lists separated by location. By enabling the Show Branch Customer Only feature, your point-of-sale (POS) system will filter the customer search dropdown so that staff can only view and select customers registered to their specific branch. Customers belonging to other branches will be hidden.

Part 1: Enabling the Feature in Settings

Follow these steps to turn on the branch-specific customer filter.

1. Navigate to your main Settings menu and open the POS Global Settings window.
2. To quickly locate the setting, click the search bar at the top of the window and type the word "branch".
3. Find the option labeled Show branch customer only.
   
   *[Image: POS Global Settings window with the "Show branch customer only" toggle switch highlighted]*
4. Click the toggle switch to enable it (turn it ON).
5. Click the Save Settings button located in the bottom right corner of the window to apply your changes.

Part 2: Using the Filtered Customer Search

Once the setting is enabled, the customer search bar will automatically update its behavior.

1. Return to your main POS dashboard.
2. Click on the Customer Address / Name search bar at the top of the screen.
3. Begin typing a customer's name to perform a search.
   
   *[Image: Main POS dashboard showing the customer search dropdown with a filtered list of names]*
4. The dropdown list will now exclusively display customers associated with your current branch. Customer profiles from any secondary or other branches will no longer appear in these search results.