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:
- Store No -this will serve as the name of the store.
- Description - enter any that describes your store
- Location Code - this field is required to save the store.
- Lottery Setup Mode - if checked, it will be used to validate the Lottery Games if have Sale UOM and Vendor in Item Location.
- Region. - Enter appropriate region to where your store belongs
- 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:
- Handheld Device Cost Basis - can be either last or current cost.
Maximum PLU Number - Usually a 4 or 5 digits.
- Treat 7 Digit UPCs as PLUs - When enabled, any 7-digit UPC code will be treated as a PLU
Number of Shifts in a Day - 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.
Checkout Customer - This is a required input. Selection will be based on the setup on Sales (A/R) → Create → New Customer
Customer Charges Item - This is a required input. Selection will be based on the setup on Inventory → Maintenance → Items
- Over Short/Item Id - This is a required input. Selection will be based on the setup on Inventory → Maintenance → 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:
- POS Register ID - lets you select details from the setup in Store → Maintenance → Register
- Report Departments at Gross/Net - this is a required required. Let's you choose where Gross or Net
- Allow Register Mark Ups/Down - When enabled, this store record will be allowed to be used in the Mark Up / Down process.
- Register Checkout Data Entry - Lets you choose the default end-of-day method; Automatic Feed or Full Manual Entry
Payment Options tab
- Fill up the grid details:
- Enter Payment Option Id
- Enter Description
- Select available Item
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
Tax Totals tab
- Fill up the grid details:
- Enter Tax Code
- Select Item No
- Enter Tax Code Number