Sometimes a business changes shape: you split off a branch to operate as its own organization, you consolidate several into one or you move an operation to another legal entity. Until now that meant starting from scratch. With branch transfers, a branch moves to another organization with its whole history, and the organization receiving it has to accept before it happens.
What changes
- Before: moving a branch to another organization meant recreating products and customers and re-entering the history.
- Now: you request the transfer, the other organization accepts and the branch arrives complete.
- What stays the same: nothing moves behind the scenes. Every request is recorded and needs a response.
What gets transferred
On acceptance, the branch becomes part of the receiving organization with all its data: rentals, sales, quotes, products, cash drawers and payments.
Customers are handled like this:
- Exclusive customers of that branch move.
- Customers shared with other branches of the originating organization are duplicated in the receiving organization, so neither side loses its own.
The staff assigned to the branch does not move on its own: they have to be reassigned in the receiving organization.
How it works
1. Request the transfer
From the branch card, the Move button opens a request. You choose the receiving organization among the organizations you belong to and, if you want, write a note (for example, “Consolidation of operations”).
2. The receiving organization responds
Whoever has the permission in the receiving organization sees the incoming request and can accept or reject it. The request expires after 5 days if nobody responds, and whoever sent it can cancel it while it is still pending.
3. It runs
On acceptance, the transfer runs and the branch appears in the receiving organization. This action cannot be undone.
What can block it
- If the branch has active or overdue rentals, it cannot be requested: they have to be closed first.
- If a pending request already exists for that branch, another cannot be sent.
- If the receiving organization has reached the branch limit of its plan, Leaxio warns you before accepting: it is billed as an additional branch or the plan can be changed.
Who can do it
Requesting and accepting a transfer are permissions of their own, reserved for the owner of each organization. An admin does not have them by default, because it is a change that affects the whole business.
Tips
- Close open rentals before requesting it, so nothing blocks the request.
- Tell the branch team: their access must be reassigned in the new organization.
- Check the receiving organization's plan before accepting, to know whether there will be an extra charge.
Keep reading
- Team and permissions: roles and who can do what.
- Billing and plans: included and additional branches.
- Organization settings: branches and operation.