Franchising Module

Franchise Networks will reduce administration and increase compliance by using the system. Making it simpler for Franchisees and Franchisors.

The system is extremely flexible and configured from the ground up to suit the business that is using it. Key is the flow of the business to ensure that enquiries become orders become work and become payments and the flow is made easy. This is especially important for a Franchise Network where a successful business is to be replicated.

The approach is the configuration for a Franchisee can be used by multiple Franchisees.

Changes affect all members of the group keeping them in lockstep and making it much easier to be a Franchisee and also a Franchisor.
The network may have different types of Franchisee - that cover different product sets or have different capabilities.
A Global Webpage that uses Geographic location or skill set or a combination to determine the best franchisee for the job - and assigns the job to them

Each Franchise business is different - and the system is flexible to suit different models. Here are some of the changes that can be made.

The capabilities continue to evolve as franchises have new requirements

Item	Can be all global	Can have only nominated ones global	Notes
Customers	Yes	Yes	Visibility of transactions may / may not be global
Suppliers	Yes	Yes	Visibility of transactions may / may not be global Example a Franchisee will not normally have visibility to Franchisor Supplier or Purchase Price
Services	Yes	Yes	Purchased and Sold
Articles	Yes	Yes	Purchased and Sold
Pricing	Yes	Yes	Pricing may be Global for customers Pricing may be based on Franchise Area Pricing may be mark up from Franchisor to Franchisee
Business Rules	Yes	Yes	Each company is using the same system so the rules are applied across the Group Rules may be implemented based on Franchisee type
Assets	Yes	Yes	Assets will be owned by an ABN that is Depreciating them - however they may be loaned to other members of the network and relied apon for work
Bookings	Yes	Yes	Can limit visibility to only those franchisees involved
Jobs	Yes	Yes	Can limit visibility to only those franchisees involved Jobs can move from one Franchisee to another while still in progress
Sales Orders / Project Orders	Yes	Yes	Can limit visibility to only those franchisees involved Sales Orders can be fulfilled from multiple franchise members Intercompany transactions are automatically created for the movements where required Franchisees will only see their journals - Franchisors may also see franchisee journals linked to the order (but cannot open them)
Purchase Orders / Fabrication Orders	Yes	Yes	If opening a purchase order from a Journal link or Journal line link that is in a different ledger - shows in minimal form with no prices Project Orders: Fabrication Orders ordered by the franchisor on behalf of a franchisee will have their mirrored debtor/creditor invoices linked to the Fabrication Order line linked to the Project Order line invoices will be created when the fabrication order is dispatched. The descriptions will show the Fabrication Order and the Project Order codes. When a Fabrication Order is despatched its order line will be marked as Delivered.
Chart of Accounts	Yes	Yes	Normally Franchisors will have additional accounts not used by Franchisees Normally Franchisees may rename accounts (eg "Bank1" to "ANZ Bank xxxxx")
GL Control Accounts	Yes		Provides consistancy in reporting across the group
Inter company Transactions	Yes		Intercompany transactions are common and autocreated for: Stock movements - when a Franchisee sells stock that is sourced via Franchisor Stock min/max purchasing across the group for stock that is min/max managed rather than purchased on sale Commissions - when Franchisor collects commission on Franchisee Transactions Intercompany Loans and adjustment process for fully owned entities When mirroring a journal for trade by loan entities retain the journal line links, even if the linked order is in a different ledger.
Franchisee $ Reconciliations	Yes		When Payment is collected by one Franchisee and some work is done by another franchisee the process can calculate and then create the invoices and payments between franchisees
Franchisor Commission Calculations	Yes	Yes	Commissions calculations will view all transactions across the group that relate to the commissions process and then create the inter company transactions for the invoices and payments.
Stock Management	Yes	Yes	Stock that is managed on Min/Max levels across the group - each Franchisee has a dashboard to simplify ordering from the Franchisor and the Franchisor can see demand across the group
Franchise Areas	Yes	Yes	Can use Franchise Areas to determine the owner of a customer or job and related pricing. Alternatively can use skill or franchise type of other method of determining the owner and hence pricing
Delegations $ Reconciliations			Delegations of work outside the Franchise - keeping some commission from the company that receives the work Receiving work from outside the network - paying commissions to companies that provided the work
Website	Yes	Yes	A Global website that uses rules to determine the assignment of work across the Franchise network Websites can be completely independant for each Franchisee if required
Portals for Employees	Yes	Yes	A Global Portal that employees log into that provides information from the Franchisee they work for and capturing / updating of transactions on the job Example - Drivers portal - A Run of Addresses, entering orders, taking payments, attaching expenses and photos etc. Example - an Installers Portal - A run of addresses, job details, updating jobs on site including adding time or stock before invoicing, taking payments, sending invoices etc.