One family, three companies
The Fathi family in Zagazig makes oriental sweets. The factory is one company, on the Business plan with its Books. The two sweets shops are a second company, one account with two branches on the Chain plan, run by Amr, the eldest son. The café next to the big shop is a third company, run by his sister on the Cashier plan.
Every week the factory sends trays of konafa and basbousa to the shops: this week an order of 18,400 EGP. At the end of the month the accountant gathers three exports, adds them up, and then takes out by hand what the factory sold to the shops, because otherwise the family's sales look bigger than they are. One mistake and the whole month is wrong.
How a group is made
- Amr's shops are on Chain, so he creates the group in Reports → Groups. His company is its first member.
- He invites the factory's owner and the café's owner by e-mail. They may be on any plan.
- Each invited owner opens the invitation in Reports → Groups and approves, choosing what to allow: transfers between the companies, receiving shared products, prices or suppliers, shared customers. Nothing of their shop is read before they approve.
- Any member may change what it allows, or leave, at any time; from that moment nothing of its shop is read. A group holds up to 20 shops or companies.
| Role | May |
|---|---|
| Group owner | Everything: invite and remove, roles, rates and budgets, push shared data |
| Accountant | The dashboard, statements, VAT and closing; transfers between companies and settling them; group credit limits |
| Viewer | The dashboard, the transfers list and Ask the group |
A member's owner without a role controls only his own consent; he sees the group's figures only if the group owner gives him a role.
The group dashboard
The group dashboard shows, per company and for the group: sales, profit, margin, stock value at cost, cash, what customers owe and what is owed to suppliers. Each figure comes from the company's own data, the same numbers its own reports show. Then the business between the group's companies is taken out:
| Sales this week (without VAT) | EGP |
|---|---|
| The factory (all of it to the shops) | 18,400 |
| The shops (to customers) | 26,000 |
| Added up | 44,400 |
| Between the group's companies | −18,400 |
| The group | 26,000 |
The same goes for profit, stock, receivables and payables. Trays still in the shops' fridges carry the factory's margin, which is not the group's profit yet: it is taken out until they are sold to a customer. The business between companies is marked two ways: a transfer between companies (below), or one of a company's customers or suppliers flagged as another company of the group.
P&L, balance sheet and VAT
- The group P&L and balance sheet come from each company's Books, on one group chart of accounts. Every standard account finds its place by itself; the accountant may move an account to another group account of the same kind.
- Books are needed in each company. The café on Cashier has no Books: it is on the dashboard, but in the statements it is listed with the reason and counted nowhere.
- VAT side by side, never added: each company files its own return.
- Closing status per company and month: open or closed, the lock date, the filed VAT month.
- CSV, Excel or print (or save as PDF) for every table.
A company in another currency? The group owner sets a rate for that company; until he does, it is listed and not counted.
Ask the group
Ask the group answers in plain words: “مبيعات المجموعة النهارده” (the group's sales today), “group profit this month”, “who owes the group”, “which shop is below budget” (against the monthly sales budgets the group owner sets). It is the shop's own question reader on the consolidated figures — fixed rules, not AI.
Transfers between companies
When the factory sends the 18,400 EGP order, the accountant records it as a transfer between companies at the agreed price, if both companies allowed transfers:
- The goods leave the factory's stock at its cost: a sale in the factory.
- They enter the shop's stock at the agreed price: a purchase in the shop, and that price becomes the product's cost there.
- Products are matched by barcode, else by name. A product the shop does not have refuses the transfer: push the product list first. Up to 30 lines a transfer.
- What the shop owes stays open on both sides until it is settled; the money itself moves between the companies' own accounts.
Shared products, prices and credit limits
- Products, prices and suppliers: the group owner pushes them from one company to the companies that opted in, always after a preview of every addition and every changed field. A product the other company already has keeps its own name and barcode.
- One credit limit for a customer across the group, known by phone number. A caterer with a limit of 50,000 EGP who owes the factory 30,000 can take 20,000 more on credit in the shops. The limits are as of the last time they were applied.
What it does not do yet
• Transfers between companies are not posted into each company's Books by themselves. The statements list them per company, for the accountant to post as journals there.
• The P&L and balance sheet need Books in each company; a company without Books is on the dashboard only.
• Credit limits are as of the last apply: a shop's tills do not see another company's sale in real time.
• It is not in the program on your PC: groups are PosMasr Cloud only.
Which plans include it
| Edition | Consolidation |
|---|---|
| PosMasr Cloud | Part of the Chain plan, nothing new billed. The group owner's shop needs Chain; shops on any plan may join. The group P&L needs Books in each company (Business and Chain). |
| The program on your PC | Not included |
Available now in PosMasr Cloud, and off until you switch it on: the Consolidation card in Settings → Modules, then Reports → Groups. Every plan side by side is on the PosMasr Cloud page, and the ERP modules on their page.
Quick answers
The factory is on Business. Can it join?
Yes. Any plan may join; only the group owner's shop needs Chain.
Will my brother see my shop's numbers before I agree?
No. Nothing of your shop is read before you approve, and nothing after you leave.
Is VAT added up for the group?
No. It is shown side by side: each company files its own return.
Does the factory's sale to the shops count twice?
No. It shows in each company's own figures and is taken out of the group's.
Is Ask the group artificial intelligence?
No. It reads the question with fixed rules and answers from the consolidated figures.
See the whole family business at once
Start the 14-day trial of Business, no card, and set up each company with its products and Books. The group is part of Chain: we go through it with you on a call or on WhatsApp.
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