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Branch settings centralize all operational adjustments: from legal details to printer and scale behavior. Changes apply immediately to the documents generated from that branch.

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How it is organized

The screen is organized into tabs, and tabs with many settings are in turn divided into sections in a side menu (on small screens they are just as easy to move through):

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Branch details

Below the establishment code, the current code is shown (establishment + default point of sale, for example M001P001). It is informational only. Changing the establishment code affects only new documents; those already issued keep their control number.
If the branch appears without an establishment code, fill it in with the one registered with the Ministry of Finance (Hacienda).

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Operation

In the Operation section of the General tab are the branch type (Head Office or Branch), the establishment code and the following option:

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Point of Sale (POS)

The Point of Sale (POS) section controls the behavior of the branch’s POS:

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Points of sale

The Points of sale tab manages the branch’s cash registers: each with its code (P001, P002…), its document numbering and its cash shifts. See Points of sale.

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Document appearance

You can customize the brand colors that appear on invoices and quotations. The system validates that they are valid hexadecimal colors (#RRGGBB). The Reset colors button returns all values to the defaults.

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Document templates

Each document type has two rich-text templates (editor with support for bold, lists, headings and links):

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Commissions

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Thermal printer

For the point of sale with a networked ESC/POS receipt printer:
1

Enter the printer host

IP address or network name where the print server is exposed (e.g., 192.168.1.100:8080).
2

Enter the printer name

Name of the printer on the print server.
3

Test Print

Sends a test receipt. Confirm that the connection works before using in production.
4

Test Drawer (optional)

Sends the ESC/POS command to open the cash drawer.
The printer configuration is saved per device (not on the server). If you switch computers, you must reconfigure the printer host and name.
Printing receipts on the web requires the FileXpress print service installed on a computer on the branch network, which connects ESC/POS printers (USB or network) and the cash drawer. Contact support to install and configure it. The mobile app prints directly to Bluetooth thermal printers.

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Scale (weight barcode)

Configures reading of barcodes issued by electronic scales (EAN-13 format with embedded weight or price). Example with price format (no weight): barcode 0112345006750 with prefix 01, a 5-digit price with 2 decimals = price $67.50, product code = 12345. Example with weight format: barcode with weight_length > 0 — the system first extracts the weight, then the price, then the product code according to the configured positions.
The scale configuration must exactly match the format issued by the specific scale. Consult the manufacturer’s manual for the correct parameters.
Save the changes with the Save settings button at the bottom of the form.

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Field settings

Defines which fields are shown and which are required in the Customers, Suppliers and Products forms, to adapt them to your operation (for example, hide NRC or company size if you don’t use them, or make email required). Structural fields (name, branch, country, customer type) are always visible and required.