Support Center

About organizations and locations

Abstract

A Quetzal account consists of one organization, one owner user, and a minimum of one location. Up to nine (9) additional locations can be activate for one organization. Users, customers and items are common to the whole organization. Item inventory and sales activity are tracked on a per location basis. Locations belonging to one organization are integrated for the purpose of reporting and stock checking.

Quetzal philosophy

Quetzal was designed from the ground up to be a multi-location point of sale system for small chains of independent shoe and clothing retailers. We have made it easy for you to manage your inventory, track your sales and clerk access rights and activity across multiple physical locations.

Multiple locations are so deeply integrated into Quetzal that when you are logged into one location and running a multi-location report which includes today, if a sale occurs on another iPad, at another store, in another city, the results of that sale will be instantly sent out to your iPad and incorporated into the report you're viewing. The report graph will redraw itself right before your eyes, a sorted table of numbers will re-sort itself on the fly.

What is an organization?

An organization is the fundamental entity that makes up a Quetzal account. The organization has a name and is associated with one country and one currency. An organization has one owner user account, who has all access rights which cannot be revoked.

What is a location?

An organization cannot be used with out a minimum of one location. The first location is created automatically during the set up process. The Quetzal app is associated with one of an organization's up to ten (10) locations.

When a user is created that user belongs to the whole organization, and can be granted rights to access specific locations. Regardless of which location you are current logged into, you will see the same list of users.

A user can only have one PIN and only one email and password. A user can use his or her email and password to authenticate themself to make use of a screen. However, that email and password will only work if they are also given rights to the specific location they are at.

Similarly to how users belong to the organization, items and customer accounts also belong to the organization. When a customer is created at one location, that customer is instantly visible and can be associated with a sale at any other location. When an item is added to one location, that item is automatically visible and saleable at all the other locations.

For reporting purposes the sales of an item can be broken down by location. This allows you to compare the profit or volume of sales of one item at one location with the same item at a different location.

The inventory for an item is also tracked independently at each location. And the what do I buy report is specific to just the location you are associated with. From the terminal, at the point of sale, you can easily lookup how much inventory for all the colors and sizes of an item is available at all the other locations. This information is live and always up to date.