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Group locations into brands

3 min readUpdated 3 Nov 2026Situation

A brand groups locations that trade under the same business identity. Use brand grouping when parts of your business operate under different names and need their own customer-facing presentation.

Each brand can have its own color and image, and its locations appear together in pickers. A location belongs to one brand or remains Unassigned.

The brand kit holds shared visual details for customer pages and documents. Brand grouping organizes locations; the kit controls the shared appearance of customer-facing materials.

Before you start

Bring in locations

Follow Bring in your locations.

Check permission

Brand setup needs Manage shop settings.

Plan the grouping

Decide which locations belong together before taking orders under the new structure.

The limit is 200 brands. Brand color is used in the portal and customer emails, with the shop color as the fallback.

The brand image can print on purchase orders and specification sheets for locations without their own logo. Keep that fallback in mind when checking location document details.

Turn on brand grouping

  1. Step 1: Open the location settings

    Go to SettingsBusiness & locationsLocations. Find the Brand grouping card and Enable brand grouping.

  2. Step 2: Enable and save

    Tick Enable brand grouping, then click Save in the save bar. The tab becomes Brands and locations and displays the board.

    Brand grouping card with Enable brand grouping ticked
    Once saved, the tab reads Brands and locations.

    The top-bar picker reads All Brands. The grouping switch uses the save bar, while individual board changes save immediately.

Create a brand and add locations

  1. Step 1: Open the brand form

    Click + Add brand and enter Name. Choose Brand color, or use Use the shop's color to inherit it.

  2. Step 2: Add the brand image

    Use Add a brand image for an optional PNG, JPG, or WebP up to 5 MB. Use Reframe to fit the document header, then review the image.

    Add brand dialog filled in
    Add brand dialog filled in.

  3. Step 3: Create the brand

    Click Create brand. Brand created confirms it, and the brand appears on the board. At 200 brands, the add control is unavailable.

  4. Step 4: Move a location into it

    Drag a location row from Unassigned or another brand onto the intended brand. The move saves where you drop it.

    Warehouse positioned under H&F Trade on the brands board
    A location belongs to one brand at a time.

    A failed save restores the earlier order and shows an error. Check the final board before assuming the location moved.

Edit or delete a brand

  1. Step 1: Open the brand menu

    Open the brand card's menu and choose Edit brand. Change its name, color, or image, then click Save. Brand updated confirms the change.

    Brand card menu with Edit brand and Delete brand
    Brand card menu with Edit brand and Delete brand.

  2. Step 2: Delete an unused brand

    Choose Delete brand and review the confirmation. Click Delete to remove it. Its locations become Unassigned, and Brand deleted confirms the result.

    The brand's Activity retains its history. Restoring a version doesn't restore its former position in the list; see history and restore.

What happens next

Location pickers group locations beneath brands. Brand-specific email designs and PDF themes can provide the matching document appearance.

Check each location's own details and logo alongside the brand. A brand image is a fallback for the relevant documents, not a reason to remove a valid location logo.

Example: add H&F Trade

Example · Harlow & Finch Interiors

Separate trade and showroom locations

Nora Ellis organizes Harlow & Finch Interiors.

  1. She enables brand grouping and saves.
  2. She creates H&F Trade with a Sage color and its own image.
  3. She moves Warehouse into H&F Trade.
  4. Showroom stays under Harlow & Finch.
  5. She checks the trade purchase-order and specification-sheet appearance.

If something goes wrong

Brand name is required

Enter a name before creating the brand.

The image can't be reframed

Use the original image or upload the file again.

The drag didn't save

The earlier order returns after a failure. Retry after checking the error.

Add brand is unavailable

Check whether the store has reached 200 brands.

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