BuildTrack Pro

Network and franchise: how head office and its stores work together

The franchise network add-on links head office with its franchises: franchises order stock from head office, head office dispatches and invoices, and the Network module reports across every location.

Where it is

Settings for this

The franchise network is an add-on. Head office (HQ) runs the network; each franchise is its own business on BuildTrack Pro, linked to it.

How it fits together

Head officeA franchise
Set up the networkSettings → Network: see Franchise network settingsComes from head office
OrdersFranchise orders arrive on the Orders desk, Franchise channel: see Franchise orders at head officePurchasing → Order from HQ: see Ordering from head office
MoneyEach order is invoiced to the franchise; Royalties and marketing levy monthlyPays from its order; Statement of account with head office
ReportingThe Network module (below)Its own Reporting

Two related businesses where one holds the stock and the other sells it (not a franchise network) use Linked supply instead.

The Network module (head office)

Network → Overview at head office: the location picker and Network menu on the left, headline tiles (revenue month to date, active jobs, owed to the network, locations, quotes out) and revenue by location

Sidebar System → Network. It needs the add-on, a head-office login, and permission to see reports. The location picker in its sidebar filters every page.

  • Overview: headline numbers, revenue and jobs per location.
  • Sales: quoting and pipeline, acceptance rate and average quote by location.
  • Leads: new deals created across the group.
  • Finance: what the group is owed, overdue share, work already booked.
  • Trade: what head office sells to its franchises, margin, dispatch lead times, what franchises owe.
  • Franchises: every franchise with wholesale over 12 months, open orders, outstanding, overdue and days to pay (download as CSV). Click one for its account: Orders, Invoices, People, trade terms, and Statement of account.
  • Royalties: see Royalties and marketing levy.

If something's not right

  • "Head office only": you're at a franchise, or your login isn't enrolled at head office. Your own numbers are in Reporting.
  • A page about the franchise network add-on instead: your plan doesn't include it (Settings → Billing & plan).
  • "Not authorised" on a dispatch: your login isn't enrolled in the head-office organisation yet. Ask an admin to fix your enrolment.

Related guides

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