Store

Go to Settings →  Business Location & 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. 

Add 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 can be changed however stores cannot be moved to a different venue once a store is created!

If your printer supports it, the Store Logo 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,  just drag and drop the image file. Store logos will appear on transaction receipts.

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.

If you want to assign a specific Price Book to this store select it from the drop-down. 

Advanced Mapping: With the advanced mapping feature you can define time-based price books for locations. It will allow adding multiple price books based on the date ranges you specify. This is particularly useful for businesses that need to manage dynamic pricing based on different time periods or date ranges.

By utilizing the advanced mapping feature, you can create multiple price books and associate them with specific date ranges. This flexibility enables you to adjust prices for different periods of time, such as seasonal variations, special events, or promotional campaigns.

If the Override Default Tax Rates are checked, you can 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.

Receipt Settings

Configure receipt settings for your store. Receipt settings are input so that on sales transactions the headers, footers, and promotional messages are printed on the receipt.

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 500 characters can be added to display on the customer receipt.

Modify Store​

Go to Settings →  Business Location & Hierarchy → Store → Edit

This section allows a user to modify the store details, assign them to a different store manager as well and make changes to the settings for the store.

Note: By default the store name will be 'Default Store'. You can simply replace this by typing in the desired store name in the store name field.

After editing other store info, tap the Save button at the upper right to save the changed store details.

Virtual Store

Virtual stores are created when the user needs to create a cost center that is not an actual physical store. Typically a virtual store has no physical location or inventory. The store can be linked to a warehouse or another store from which the inventory is sold from. When a sale is processed from a virtual store a corresponding transfer from the linked store to the virtual store is also processed.

Follow the steps above to set up the virtual store for your business.

 

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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