The Belbo Headoffice allows owners of businesses with multiple branches to get an overview of all locations.
Prerequisites
Most of the data you see in the Headoffice can also be viewed at individual locations. However, the Headoffice gives you the ability to see certain data at a glance and compare your locations. To use the Headoffice, the following conditions must be met in your calendar:
- You have at least two locations in a single Belbo account.
- The "Locations and Branches" feature is activated in your calendar.
- Your login has the Headoffice right.
- For many of the Headoffice functions, it makes sense to also use the Belbo Cash Register System.
Using the Headoffice
Once your login has the Headoffice right, you can access it from your Belbo Calendar. You will find the Headoffice in the top left navigation when you click on the location name.
Headoffice Right
In the Headoffice, you receive an overview of financial and customer data from all locations where you have set the "Headoffice" right. You can also assign this right to selected employees. Your employees will then only see data from the locations where you have assigned them this right. This is useful for giving managers or salon leaders an overview of branches in their area of responsibility; other branches cannot be viewed by these employees.
Headoffice Functions
The Headoffice is divided into different sections.
Overview
In the overview, you can see the sales of all locations, broken down by calendar months and years. The data shown here is taken from your daily closing reports. By clicking on the sales figure, you can download a DATEV export for your accounting.
Employee Sales
Here you will find an overview of your employees' sales across all locations, broken down by service and product sales. This view is also divided into calendar months and years.
Customer Losses
You can download a customer loss analysis for each location. By the way, you can also find these in the statistics and reports of each location.
Customer Search
Here you can enter customer names to find out which location a customer is registered in. This is useful if you have a central hotline or email address for all branches. You can search across locations for a specific customer name and see which location or locations the customer has had appointments at and which location their inquiry relates to.
Voucher Redemptions
If you allow cross-location voucher redemption, you can track here which vouchers were purchased by your customers at one branch but redeemed at another. If necessary, you can instruct your accounting to transfer sales from one branch to another.
Actions
In the overview of your actions, you will find an overview of your vouchers and discounts. The selection lists all vouchers and actions that have been sold. After you have selected an element, you will see the redemptions in tabular form, broken down by locations. This allows you to assess the success of seasonal marketing campaigns.
Master Data
Here you see an overview of all locations and their addresses.