Klu Docs

Branch selector

The header dropdown that filters data by branch โ€” how it persists, single vs multi-select.

Overview

The branch selector lives in the page header on most pages and controls which branch (or branches) the current page is looking at. It persists per page, survives refresh, and has two variants: single-select and multi-select.

When to use it

  • Narrowing analytics, sales, or inventory to one specific branch
  • Comparing two or three branches side-by-side (multi-select pages)
  • Switching a staff workstation to its "home" branch

How to use it

Video tutorial coming soon
  1. Click the branch selector in the page header.
  2. Pick one or multiple branches (depending on page):
    • Single-select: Inventory tabs, Staff, some branch pages โ€” you work in one branch at a time.
    • Multi-select: Home, Analytics, Sales, Reports, Products, Promotions โ€” compare across branches.
  3. Your selection persists in localStorage and is reloaded next time you visit the page.

Single vs multi-select

Page familyVariantWhy
HomeMultiOrg-wide overview; useful to compare
AnalyticsMultiCross-branch comparisons
SalesMultiCompare bills / products / categories across branches
ProductsMultiCatalog often spans branches
PromotionsMultiSame promo can target multiple branches
ReportsMultiGenerate across multiple branches in one report
InventorySingleStock actions apply to one branch at a time
Cash DrawersSingleDevices belong to one branch
PrescriptionsSinglePrescriptions live at a single branch
StaffSingleStaff are branch-scoped

Tips & gotchas

  • Persistence keys are per page (e.g., home-branches-select, sales-branches-select) โ€” changing selection on Home doesn't affect Sales.
  • STAFF users typically default to their assigned branch and can't see "All Branches".
  • If no branches are selected on a multi-select page, Klu falls back to all branches.
  • Some pages (like Products editing) swap forms based on selection โ€” "All Branches" uses the org-wide form, a single branch swaps to the branch-specific form.

On this page