Setting up or editing a store

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.

Store settings

Store Name Set a name for this store. This will be used to identify sales from this store in various reports, like 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 sales from anonymous POS customers.
Is this a tax inclusive or tax exclusive store? This will affect how prices are displayed in store. 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.


Payment Method Settings

 

Payment methods 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. cheque, 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.
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.


Warehouse Settings

Warehouse 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.


Receipts Settings

Receipt layout Select the receipt layout to be printed 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 customer 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 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 & Exchanges

Require return reason code 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.

Next article

 

Have more questions? Submit a request

0 Comments

Article is closed for comments.