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Here are the steps on how to create a Store record:
In Store menu, click Stores. A search screen for Stores will open
- Click New to open a blank store screen.
- Enter the following:
- Enter Store No -this will serve as the name of the store.
- Enter Description Description - enter any that describes your store
- Enter Location Code -this field is required to save the store.
- Check or Uncheck Lottery Setup Mode - if checked, it is will be used to validate the Lottery Games if have Sale UOM and Vendor in Item Location.
- Enter Region. - Enter appropriate region to where your store belongs
- Enter District
Click Setup tab
- District - Enter appropriate district to where your store belongs
Setup tab
- After completing the steps above, go ahead and click the Setup tab. It is located next to the Details tab.
- Enter the following values:
- Select a Handheld Device Cost Basis, - can be either last or current cost.
Enter Maximum PLU Number . - Usually a 4 or 5 digits.
- Check or Uncheck Treat 7 Digit UPCs as PLUsPLUs - When enabled, any 7-digit UPC code will be treated as a PLU
Enter Number of Shifts in a DayDay - Default value is 9. Some number needs to be added in this field otherwise it prevent you from having more than one shift in a day.
Select Checkout Customer , this - This is a required input. Will Selection will be based on the setup on Sales (A/R) > → Create > → New Customer
Select Customer Charges Item, this - This is a required input. Will Selection will be based on the setup on Inventory > → Maintenance > → Items
Select- Over Short/Item Id, this - This is a required input. Will Selection will be based on the setup on Inventory > → Maintenance > Items
- Fill up other details in the setup tab.
- → Items
Register tab
- After completing the steps above, go ahead and click the Register tab. It is located next to the Setup tab.
- This tab contains the necessary information when linking to a POS device that is setup in Store → Registers
- Enter the following values:
- Select a MOP for Customer Charges. Will be setup from Store - Payment Options Tab
- Select a MOP for Cash Transactions. Will be setup from Store - Payment Options Tab
- Select POS Register ID, Will be setup from Store > Maintenance > Register Select
- POS Register ID - lets you select details from the setup in Store → Maintenance → Register
- Report Departments at Gross/Net
, - - this is a required required.
Select - Let's you choose where Gross or Net
- Allow Register Mark Ups/Down
Select Register Checkout Data Entry- - When enabled, this store record will be allowed to be used in the Mark Up / Down process. (Please see topic: Mark Up / Down)
- Register Checkout Data Entry - Lets you choose the default end-of-day method; Automatic Feed or Full Manual Entry
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- Click Payment Options tab.
- Fill up the grid details:
- Enter Payment Option Id
- Enter Description
- Select available Item
- Fill up the grid details:
- Click Pumps Items tab.
- Fill up the grid details::
- Select Item No, Item Description, UOM and UPC will automatically filled out
- Enter Price
- Enter Category
- Enter Tax Group, this is required
- Fill up the grid details::
- Click Tax Totals tab.
- Fill up the grid details::
- Enter Tax Code
- Select Item No
- Enter Tax Code Number
- Fill up the grid details::
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Here are the steps on how to create a Store:
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