Setting up or editing your POS store settings

Once you have set up your store receipt, return reason codes, payment methods and store warehouse, you are ready to set up your store.

You can access your store settings at Settings > Brightpearl POS > Store settings.

You'll need to have the Contact ID for your anonymous customer ready - i.e. the customer that you want to associate with transactions that won't be associated with a specific contact in your accountant.

Store settings

Store name Set a name for this store. The store name is used to identify sales from this store in various reports, similar to a channel.
Channel branding Select a channel brand to associate with this store.
Price list Select a price list for this store.
Anonymous customer ID Set the customer ID to associate with sales from anonymous POS customers.
Is this a tax inclusive or tax exclusive store?

Choose how prices are displayed in the POS app.

If 'exclusive' is selected, prices will display excluding tax. If 'inclusive' is selected, prices will display including tax.

Tax code for this store This will be used for a tax-exclusive store where tax is specific to the location, or for miscellaneous sale items entered in POS.
Active tax rules Configure your tax rules at Settings > Brightpearl POS > Tax rules and select the ones applicable to the store.
Active products

Select the product categories relevant to the store.

Only products within the selected categories will be synchronized with POS.

Automatically invoice the POS sales? Select "No" to have the POS sales downloaded into Brightpearl without being invoiced.

Payment method settings

Payment methods

Select the payment methods you wish to make available to customers at this store.

Payment methods are either miscellaneous (simply recorded as the payment, e.g. checks, vouchers) or integrated (e.g. card terminal). Payment methods integrated with apps other than POS, e.g., will be treated as miscellaneous payments if used in POS. You can only use a single integrated payment method with each store.

Learn more about setting up payment methods here.

Cash payment method

Select which of the above payment methods is to be used for cash payments at your store.

This is required to map your POS terminal's "quick cash" buttons to the right payment method. If you don't accept cash at your store, leave this blank.

Exchange payment method Select a payment method to be used for offsetting payments in baskets with sales and refunds.
Enable on-account sales

When on-account sales are enabled, you can make a sale without taking immediate payment.

Sales made in this way will be marked as unpaid and payment can be taken later in Brightpearl.

Enable deposits

When deposits are enabled, you can make a sale without taking full payment.

Sales made in this way will be marked as partially paid and the remainder can be paid later in Brightpearl.

Enable store credit When store credit is enabled, you can grant store credit to customers when processing returns. The store credit can then be redeemed against future POS sales.
Store credit payment method

Select a payment method used to record store credit.

Please note that a payment method can be selected to be your store credit payment method after it's been removed from the generic store's payment methods (first drop-down in this section).

Warehouse settings

Warehouse Each store will need to be set up as a warehouse for inventory management.
Warehouses for inventory inquiry

A POS user will be able to view inventory in other stores and warehouses when the app is in online mode.

You may want to exclude certain warehouses from the view. If you do not specify any warehouses, only the warehouse linked to this store will be used.

Enable advanced fulfillment With advanced fulfillment enabled, you’ll be able to take orders in store for delivery later, either from the store’s warehouse or alternative warehouses, as well as take pre-orders.
Warehouses for advanced fulfillment Select the warehouses to be used with advanced fulfillment.
Allow back orders Select "Yes" to allow back orders.
Shipping methods for advanced fulfillment Select the shipping methods that will be available when using advanced fulfillment options.
Require confirmation of fulfillment summary Select yes to require the user’s confirmation of the summary of fulfillment preferences before taking payment is allowed.
Set a new order status when stock allocation fails Set a specific order status to help identify orders where the stock status changes before the allocation takes place in the back office.

Receipts settings

Receipt layout Select the receipt layout to used when printing receipts for sales from this store.
Email subject Text entered here will appear as the subject of the receipt that is emailed to a customer. Enter something that lets your customers know it's you.

Contact settings

Contact custom fields to display

Select which custom fields you would like to be visible when viewing existing contacts in the POS app.

You can choose from both customer and vendor custom fields, if appropriate.

Contact tags to display Select which contact tags you would like to be visible when viewing existing contacts in the POS app.

Returns and exchanges

Customer mandatory on exchanges and returns Set this to "Yes" if POS users must capture customer details for exchange and returns.
Require return reason on exchanges and returns

Set this to yes if POS users must select a return reason code for each item being returned.

Return codes not only allow you to analyse why inventory is being returned, but also dictate what should happen to the returned items - e.g. write them off, return to them to inventory, put them in quarantine.

Read more about return codes here.

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