Your main Cellivo account holds billing and all of your locations. Each location is where the daily work happens. Then you choose which staff can use which locations.
Before you start
- List the real shops, stores or work places that need their own location in the system.
- Decide who needs full control and who only needs day-to-day staff access.
- Know that stock, reports, invoices, payroll and many settings depend on the active location.
Step-by-step guide
- Think of the main account as the full business account that holds billing and all locations.
- Create one location for each real place that needs its own stock, staff or reports.
- Add staff and choose what they can see and do.
- Use Branch Select to check how staff move between locations during normal work.
How to confirm it worked
- Each live location matches a real place or team that needs separate work.
- Staff know whether they use one location or more than one.
- The owner understands the difference between the main account and a location.
Common mistakes
- Creating locations for people instead of real shops or work places.
- Thinking every setting changes the whole business when many only change one location.
- Giving staff access before the location list is agreed clearly.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.
More answers
How many locations can I run on my plan?
Open Subscription to see your plan and how many locations it allows. Then create only the live locations you really need now.
How do I set up each location correctly?
Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.
How do I add staff and limit access?
Create the staff account in Users, choose the right role, give access only to the needed locations, then test the login to make sure it works as expected.
What should I check before the free trial ends?
Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.