Franchise module - Configuration tab – PerfectGym

Introduction

The Franchisee Configuration tab is responsible for configuring data related to the Franchise module.

If the data is not set, it tries to deduce data from the club or company related to the club. Changing data in this module does not affect data in other places in the system. For example, changing the company name field will not change the name of the company in other places in the system; this company name will be used only within the scope of the franchise module.

This article describes the functionalities of the configuration tab within the Franchise module in PGM
This article will be helpful for the Accounting team, PG Champion, and the Club Owner

Before you start

To access the Configuration tab, you need the system permissions set up on your employee role, this can be done in PGM -> Clubs -> System permissions.

The permissions that need to be ticked are as follows:

Franchises
- Charge Plans
  - View: View-only access
  - Add: Enables adding a new charge plan
  - Edit: Enables editing a charge plan
  - Delete: Enables deleting a charge plan
  - View charge rule: Enables viewing charge rules only
  - Create charge rule: Enables creating the charge rule
  - Edit charge rule: Enables editing the charge rule
  - Delete charge rule: Enables deleting the charge rule

Fast lane

Ensure the Configuration Tab is enabled
Configure withhold settings per club
Set up franchisee configuration details
Review and save the configurations

Instruction / Feature description

There are two configuration screens under the Configuration tab:

1. Withhold configuration

Withhold is the percentage of the revenue collected from the uploaded payouts file, which the franchisor holds until the end of the month. At the end of the month, it is released. To calculate it correctly, it needs to be configured per club.

If existing clubs are not included in the configuration but are included in the payout file, it will not be possible to upload the file.

Fields Description:

Name - name of the configured withhold
Descritpion - description of configured withhold
Value - percentage of the configured withhold
Clubs - clubs included in the withhold calculation

2. Franchisees configuration:

This section allows the configuration of franchisee-specific details for accounting and invoicing purposes.

If any field is left empty, the system will attempt to fetch the data from the associated club.

Field Descriptions:

Account Reference – used in the Accounting File export at month-end. Defaults to the club symbol if not set.
Bank Sort Code – used in the BACS file export. If left blank, no value will override it.
Bank Account Number – used in the BACS file export. Defaults to the club’s bank account number if not set.
Location – used in the BACS file export. Defaults to the club’s location if not set.
Company Name – used in the BACS file export and Franchisee Invoice generation. Defaults to the company name associated with the club if not set.
Email – used to send invoices generated at the club statement closing. Defaults to the club’s email if not set.
Phone Number – can be used for invoice sending, but it is currently not in use. Defaults to the club’s phone number if not set.

Hints

Always ensure withhold configurations are set up before uploading payout files.
Double-check franchisee configuration details to ensure accurate financial exports.
If a club's franchisee details are missing, the system will use the club’s general data by default.