You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 25 Next »

This screen is used to setup a store record. A store record is a virtual representation of your physical store. All important configuration is located in this screen that will be necessary for connecting to the POS and creating an End-Of-Day transactions. 

Steps:

  1. In Store menu, click Stores. A search screen for Stores will open

  2. Click New to open a blank store screen. 

               

               

               

  1. Enter the following:
    1. Store No - this will serve as the name of the store.
    2. Description - enter any that describes your store
    3. Location Code* - Lets you select the location based on the Company Locations setup
    4. Lottery Setup Mode - if checked, it will be used to validate the Lottery Games if have Sale UOM and Vendor in Item Location.
    5. Region. - Enter appropriate region to where your store belongs
    6. District - Enter appropriate district to where your store belongs



Setup tab

  1. After completing the steps above, go ahead and click the Setup tab. It is located next to the Details tab.
  2. Enter the following values:
    1. Handheld Device Cost Basis - can be either last or current cost.

    2. Maximum PLU Number - Usually a 4 or 5 digits.

    3. Treat 7 Digit UPCs as PLUs - When enabled, any 7-digit UPC code will be treated as a PLU

    4. 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.

    5. Checkout Customer* - Selection will be based on the setup on Sales (A/R) → Create → New Customer

    6. Customer Charges Item* - Selection will be based on the setup on Inventory → Maintenance → Items

    7. Over Short/Item Id* - Selection will be based on the setup on Inventory → Maintenance → Items

               



Register tab

  1. After completing the steps above, go ahead and click the Register tab. It is located next to the Setup tab.
  2. This tab contains the necessary information when linking to a POS device that is setup in Store → Registers
  3. 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

  1. Fill up the grid details:
    1. Enter Payment Option Id
    2. Enter Description
    3. Select available Item


Pumps Items tab

  1. Fill up the grid details::
      1. Select Item No,  Item Description, UOM and UPC will automatically filled out
      2. Enter Price
      3. Enter Category
      4. Enter Tax Group, this is required

               


Tax Totals tab

  1. Fill up the grid details:
    1. Enter Tax Code
    2. Select Item No
    3. Enter Tax Code Number

               

Here are the steps on how to create a Store:

  1. From Store menu, click stores.

    If there's an existing store, Search stores screen will open. Otherwise, Blank store screen will open automatically.

  2. If there is existing store. Click New to open blank store screen. 
    1. Enter Store No, this will serve as the name of the store.
    2. Enter Description
    3. Enter Location Code, this field is required to save the store.
    4. Enter Region.
    5. Enter District.
    6. Enter address in search address.
    7. Complete the other details in this tab.
  3. Click Setup tab.
    1. Enter Handheld Folder Path, valid folder that is accessible by i21.
    2. Select a Handheld Device Cost Basis, can be either last or current cost.

    3. Enter the Default Vendor. 

      Default Vendor is the vendor to be used in store transaction by default. User can also change the default vendor to any vendor in every store transactions.

    4. Enter company ID for GL
    5. Enter company ID for AR
    6. Enter Maximum PLU number

    7. Enter Handheld Device Model

      Default Vendor is the vendor to be used in store transaction by default. User can also change the default vendor to any vendor in every store transactions.

    8. Enter Maximum PLU Number. Usually a 4 or 5 digits.

    9. Enter Number of Shifts in a Day.

    10. Enter GL Sales Indicator

    11. Enter Last Inventory Close Date

    12. Select Tax Group ID, this is required.

    13. Select Checkout Customer, this is required.

    14. Select Customer Charges Item, this is required.

    15. Select Customer Payment Item, this is required.
    16. Select Over Short/Item Id, this is required.
    17. Fill up other details in the setup tab.
  4. Click Register tab.
    1. Click tag field and type in to filter the Department/s
    2. Under the Vendor Setup:
      1. Select Vendor
      2. Enter Account Number
    3. Click Register Product tab.
    4. Fill up the grid details:
      1. Enter Product Code
      2. Enter Description
      3. Enter Comments
  5. Click Payment Options tab.
  6. Fill up the grid details:
    1. Enter Payment Option Id
    2. Enter Description
    3. Select available Item
  7. Click Pumps Items tab.
    1. Fill up the grid details::
      1. Enter Pump ID
      2. Select Item No,  Item Description will automatically filled out
      3. Enter Price
      4. Enter Category
      5. Enter Tax Group
  8. Click Tax Totals tab.
    1. Fill up the grid details::
      1. Enter Tax Code
      2. Select Item No
      3. Enter Item Description
      4. Enter Price
      5. Enter Category
      6. Enter Tax Group
  • No labels