Legasum Help Open Legasum

Help / Getting started

Branch types and what they add to your menu

What each kind of branch is, which menus it switches on, and how running several businesses in one branch works.

Every branch has a main type and can also run other businesses on the same premises, for example a library with a cafe or a hotel with a restaurant. The type decides which menus appear in the left menu.

The kinds of branch

When you add a branch, Legasum shows a gallery titled What does this branch need?. Switch on everything the branch runs.

ChoiceMeaningIts own menu
Business (type General)The core of every company: sell, buy, stock and keep the booksNone (uses the general menus)
Restaurant & CafeFloors, tables, orders and kitchen ticketsRestaurant
LibraryStudy seats, shifts and membershipsLibrary
HotelReservations, front desk, housekeeping and foliosHotel
HostelPrivate rooms and dorm beds, group bookings, foliosHostel
ClinicToken queue, patient records, consultationsClinic
Medical Store (type Pharmacy)A pharmacy counter built on Sales and InventoryNone; it sells through POS and stock
HospitalWards, admissions, charts and billing. Add Clinic for outpatient visitsHospital

The first one you switch on becomes the Main business. A switched-on card with another type offers Make main to change that. Switching a business off only hides its menus; its data is kept.

Which general menus each type shows

Branch typeGeneral menus shown
General (Business)Sales, Projects, CRM, Marketing, Website, Inventory, Service Bookings
RestaurantSales, CRM, Marketing, Inventory
LibrarySales, CRM
HotelSales, CRM, Marketing, Website, Inventory
HostelSales, CRM, Inventory
ClinicService Bookings, Sales, CRM, Inventory
HospitalService Bookings, Sales, CRM, Inventory
Medical StoreSales, CRM, Inventory

Dashboard, Inbox, Accounts and Company are shown for every branch. A branch that runs several businesses shows the menus of all of them.

How the branch you pick changes the menu

  • Pick one branch in the sidebar: you see the menus for that branch.
  • Pick All branches: you see the menus of every branch together.
  • A company with no branches yet keeps every menu.

Good to know

  • The industry menus (Library, Restaurant, Hotel, Hostel, Clinic, Hospital) also need to be switched on for your Legasum. If a branch is the right type but its menu is missing, ask your company owner.
  • Your role and your company's settings still apply on top. A menu you may not view stays hidden even if the branch runs that business.
  • To change a branch's type later, open Branches and select Manage modules on that branch. See Branches.

For the industry guides, see Library.