Back to Overview of Setting up your Store
Once you have set up your store receipt, return reason codes, payment methods and warehouse then you are ready to set up your store.
You can access the store settings at Settings > Brightpearl POS > Store settings.
You'll need to have ready the Contact ID for the customer that you want to associate with transactions that don't have a customer assigned to them.
||Set a name for this store. This will be used to identify sales from this store in various reports, like a channel.
||Select a channel brand to associate with this store.
||Select a price list for this store.
|Anonymous customer ID
||Set the customer ID to associate sales from anonymous POS customers.
|Is this a tax inclusive or tax exclusive store?
||This will affect how prices are displayed at the POS. 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 tax rules at Settings > Brightpearl POS > Tax rules and select the ones applicable to the store.
||Select the product categories relevant to the store. Only products within the selected categories will be synchronized with POS.
Payment method settings
||Select the payment methods you wish to make available to customers at this store.
You can configure payment methods here
. Payment methods are either miscellaneous (simply recorded as the payment, e.g. cheques, vouchers) or POS-integrated (e.g. card terminal). Payment methods integrated with apps other than POS, e.g. Authorize.net, will be treated as miscellaneous payments if used in POS. You can only use a single integrated payment method with each store.
|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 will not 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, it will be possible to 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.
||When deposits are enabled, it will be possible to 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, it will be possible to grant store credit to customers when processing returns. This can then be redeemed against future POS sales.
|Store credit payment method
||Select a payment method for store credit to be recorded against.
||Each store will need to be set up as a warehouse for inventory management.
|Warehouses for inventory enquiry
||A POS user will be able to view inventory in other stores & 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 fulfilment
||With advanced fulfilment enabled, you’ll be able to take orders in store for delivery later from the store’s or alternative warehouses and take pre-orders.
|Warehouses for advanced fulfilment
||Select the warehouses to be used with advanced fulfilment.
|Allow back orders
||Select yes to allow back orders.
|Shipping methods for advanced fulfilment
||Select the shipping methods that will be available when using advanced fulfilment options.
|Require confirmation of fulfilment summary
||Select yes to require the user’s confirmation of the summary of fulfilment preferences before taking payment is allowed.
|Set a new order status when stock allocation fails
||If the stock status changes before the allocation takes place at the back office, a specific order status will help to identify those orders.
||Select the receipt layout to be printed for sales from this store.
||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 custom fields to display
||Select which custom fields you would like to be visible when viewing existing contacts in POS. You can choose from both customer and supplier custom fields, if appropriate.
|Contact tags to display
||Select which contact tags you would like to be visible when viewing existing contacts in POS.
Returns and exchanges
|Customer mandatory on exchanges & returns
||Set this to 'yes' if POS users must capture customer details for exchange and returns.
|Require return reason on exchanges & 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 dictates what should happen to the returned inventory, e.g. write-off, return to inventory, quarantine.
Read more about return codes here.