Retail Topics

Show Branch Specific Drivers only

How to Enable the Branch-Specific Driver Filter

This guide explains how to use the "Show Branch Specific Drivers Only" feature. By default, your Point of Sale (POS) system displays a list of all delivery drivers across your entire organization. Enabling this feature simplifies order management by filtering the driver dropdown menu to only show drivers who are assigned to your current branch.

Part 1: Enabling the Setting

To activate this filter, follow these quick steps in your system settings:

Step 1: Navigate to your main system settings and open the POS Local Settings tab located near the top of the screen.

Step 2: Scroll through the settings list until you locate the toggle switch labeled Show Branch Specific Drivers Only.

*[Image: POS Local Settings menu highlighting the "Show Branch Specific Drivers Only" toggle switch]*

Step 3: Click the toggle switch to turn it on. The switch will visually update (typically turning green) to indicate that the feature is active.

Step 4: To apply the changes, click the Save Settings button at the bottom right corner of the window.

Part 2: How the Feature Works During Order Entry

Once the setting is saved, the change takes effect immediately on your main order screen.

Step 1: Return to the main POS dashboard where you normally enter orders.

Step 2: Look at the top right section of the interface and click the Driver dropdown menu.

*[Image: The main POS screen showing the Driver dropdown menu expanded with a filtered list of branch-specific drivers]*

Step 3: You will now see a refined list of drivers assigned specifically to your branch, making it faster to dispatch deliveries and reducing the chance of selecting the wrong driver.

💡 Understanding the Difference

  • When Disabled (Default): The driver dropdown menu displays every driver registered in the system, regardless of their branch location.
  • When Enabled: The system automatically hides drivers from other branches, displaying only the drivers working at the branch you are currently logged into.
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