Store

Overview

Go to Management --> Hierarchy --> Store

This section allows a user to create a store, assign it to a venue and a store manager as well as configure many of the settings for the store.

 

1. To navigate through the CAS web portal to customize receipt header, footer and promotional message use the path: Management --> Hierarchy --> Modify Hierarchy

2. Use the drop-down menu to select Store Type.

3. Click on the radio button for Store Name.

4. Click the FIND button to open Management: Hierarchy - Store Page

5. Fill in the appropriate information for Receipt Settings fields for header, footer, and promotional message.

Create Store

Overview

Go to Management --> Hierarchy --> Store --> Create Store

Each store must have its own unique Name. This will show up in all reports and filters so you should name them carefully. If you try to create a store with an existing name a popup will be displayed asking you to confirm this activity.

 

Each store must be assigned to a Venue, the store will be associated with the venue warehouse and will receive its default settings from the venue setup unless overridden at a store level.

Store names cannot be changed or moved to a different venue once a store is created!

Each store must be assigned to an Administrative Employee who has a Store Manager role. If you have not already created an employee with this role you must do so first. The Store Manager that is assigned to this store may be modified at any time.

Address information contains conditionally mandatory fields. If no address information is entered then it can remain blank. Once any address information is entered, then all address fields must be completed (except store hours is never mandatory).

Receipt Settings

The printer will print up to five Header Lines, please limit each line to the character restrictions of your printer

The printer will print up to five Footer Lines, please limit each line to the character restrictions of your printer

A Promotional Message of up to 250 characters can be added to display on the customer receipt.

If your printer supports it, the StoreLogo will be printed on the receipts, the logo should be in a jpeg. format and be no larger than 126 x 97 pixels. So you should keep your ratios between 4 to 3. If you would like to change or add a logo, use the "Choose File" option to navigate to the file and press Open. Store logos will appear on transaction receipts. If you wish to have the logo appear on the screens on the POS, the logo needs to be set under company details​

If the user is assigning a specific Price Book to this venue select it from the drop-down. price books can be modified or added later.

Transaction Settings

The Print on Save option is selected as a default value, and should always be selected if you have a printer attached. If the Print on Save option is not selected then the POS will not send receipts to the printer.

The Allow Tax Exempt Sales option is selected as a default value, if you de-select it registers associated with the store will not be able to perform Tax exempt sales

The Go Green option is selected as a default value, this will automatically send a digital receipt to all transactions associated with customers regardless of their individual go green selection

Default Quantity - The default quantity set for making sales or refunds in the POS.

Rounding - The decimal rounding for the item totals in the POS

Coupon Level High Amount - The maximum coupon level allowed for the store

Coupon Level Low Amount - The minimum coupon level allowed for the store

Maximum Cash Payout - The maximum cash payout that can be made for the store.

Remote Printing Support - If you have an Ethernet printer and want to support Remote Printing check the box

Store Printer IP - This is where you enter the IP of the Ethernet Printer (Kitchen Printer will only print if Printer IP added here)

Store Printer Share Name - will be the name that the printer on the network. Network printer names are a combination of the name of the server (computer) they're attached to and the "share" name of the printer (the name an administrator gave the printer when it was created and shared). The name looks like this: \\server-name\printer-name

Store Printer Port

​Creating Royalty Codes​

If the Override Default Tax rate is checked after the user saves the entry, they will be navigated to a screen that allows them to modify the default tax rate. If there is no Tax Structure established, this should be modified later. This will override the settings at the tax structure level and the venue level, and will not be affected by any changes made at the tax structure management screen.

Should the user wish to override the Minimum Cash Draw amount and the Maximum Cash Draw amount for which email alerts will be generated, these boxes should be checked and the user will be navigated to a modification screen after they save the venue. This will override the settings at the alert and venue level, and will not be affected by any changes made at the Alert Management screen. Changes made at the register level however will override venue settings.

Modify Store

Go to Management --> Hierarchy --> Modify Hierarchy

This is used to modify Store settings. The enterprise hierarchy consists of all venues, warehouses, zones, stores (including virtual stores), registers, and reporting groups. This is also where you would be able to assign an administrative employee to each enterprise.

Select the Type of hierarchy as Store from the dropdown, the list will include all Stores that have been created. This will return the appropriate list of items. Select the Store to be modified and click Find.

This will navigate you to a screen similar to the screens used for creating the Store. After all the changes have been made, select Modify to save the changes.

Note: Stores cannot be moved from one venue to another 

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Zone managers may modify store settings at Venues or Stores assigned to them.

When assigning a user to a store, their employee status must be set to 'Active' or they will not appear in the dropdown.

Articles in this section

• Central Administration System
• Configuration
• Company Details
• Company Information
• Mail
• Payroll Settings
• Merchant Email Configuration
• Invoice Setup
• QSR
• Payment Settings

See more