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Creating a Store - iVend Retail

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In this video, we will look at how to create stores within the iVend Management Console.  Stores are created at the iVend Enterprise Level.  So, login to the Management Console on the iVend enterprise server.  once launched and logged in, click on the Retail Configuration module.  from the submenu, select store.  From the store screen, to create a new store, click on F3 new.  begin by entering a unique store code, this can be alphanumeric and then also a description.  For retail store setup, choose Retail Store from the drop down.  The next step is to choose a warehouse and tie it to the store.  From the Selling Warehouse field, click the lookup to choose a warehouse to link to the store.  You can create a new warehouse by clicking new and going through the process of creating a warehouse code.  Enter a unique code and description.  From the Warehouse Type drop down field, choose retail.  Warehouses selected as retail requires an Intransit Warehouse also linked for store transfer purposes.  To select an Intransit Warehouse or create one, click on the lookup intransit warehouse field, choose one of the intransit warehouses created that are available or click F3 new to create a separate intransit for the store.  Enter a unique code and description.  from the Warehouse Type field, click on the drop down and this time choose intransit.  Click Ok to create this Intransit Warehouse and select the Intransit Warehouse from the list and click Ok.  Now, the Intransit Warehouse is linked to the main LA warehouse in this example.  Please note that you can create separate Intransit Warehouses for a location or use the same one, this depends on your reporting needs.  Click Ok, and this new warehouse will be linked to the store.  Enter an address for this retail store, click on the lookup for address and enter the physical address.  This address will print on the receipt that you give to customers.  click Ok to add the address.  You can enter additional information like E-mail and Back Account, these are optional fields.  You can link a Retail Profile for the store if the retail profile is not linked at the user level or POS level.

The site ID can be set up in two modes, Mixed Mode or Store Mode.  Mixed mode is where a store is linked to the enterprise installation where a separate store server is not required.  Typical example of a Mixed Mode is for businesses that hove a distribution center or a warehouse with the single retail store front on the same premises.  As an example, looking at the existing store list, the New York store is set up with an enterprise site ID of 1.  Let us look at this store’s information by clicking edit.  You can see that the site ID is 1, and this was done by clicking on the plus sign while setting up this store.  Please note that only one store can be set up in Mixed Mode.  In this case, we are creating separate store servers so leave the site ID blank, and on saving this store record, a unique site ID will be generated automatically.  Click on the Cash Customer lookup and locate the onetime customer if created.  By default, all transactions will have this customer automatically linked, and at the point of sale the cashier can change the customer to a regular customer.  Enter the Purchase Tax Code for this store and also the Sales Tax Code by clicking on the lookup and choosing a tax code.  There are options to enter Fulfillment Plans for special order to layaways.  You can also link a Layaway Plan by default for this store.  To link a Fulfillment Plan which is the plan where you are indicating how a special order should be delivered, click on the lookup and choose the plan that is available.  Choosing the plans and layaway options depend on processes and it is optional at this step.  select a sales person if there is a default sales person for this store.  By default, the Reassign all Tills at end of day is checked.  It is recommended to leave this checked so that tills are automatically generated after the end of day process is completed.  Choose a Hardware Profile here at the store setup if an OPOS scanner will be used in the Management Console for processes such as store transfers or good received; otherwise, it is recommended to set the Hardware Profile at the point of sale level for every POS created.  For larger number of stores, there are options such as Store Groups for Taxation and Store Group for pricing.  To create a Store Group for Pricing, for example, under Retail Configuration module, click on store group.  click on new and give a unique code, and from the Group Type field choose pricing.  Select a Price List and then add the stores that will have this same price list.  click Ok to create this group.  To create a single price list to the store, click on the lookup for Price List field and select a separate price list.  The next step is to set the Custom Series.  This is in the case where customer records, Vendor, or product records are created.  a unique series is generated, for example, for customers created either from the Management Console or point of sale, start by entering a prefix under the customer header for example ‘C,’ and let us say ‘LA‘ for Los Angeles, a Starting Number and the total length of the series.  Repeat the process for vendors and products.  Click Ok to add the Custom Series.

The next step is to create Document Number Series.  click on the Document Number Series; and for the default series for transactions, click on the lookup and choose a series.  To create a new series, click on new and enter a code and description, a prefix, a Starting Number, and the total length of the series.  The check box reset at end of day is an optional setting, only check that if you want the series at the store to be reset on a daily basis; otherwise, it is an infinitary.  click Ok to create the series and choose the series and link it to the store.  Now, every transaction created at the point of sale will generate a unique transaction code based on the series set up here.  Click Ok to add this store.  Now, you will see a new store is now created under the store search.  To make any changes to the store, select the store and click F4 edit.  Make any changes as needed, and you will also notice that a unique site ID is now generated.  Make note of this site ID, especially when restoring store databases at the store level.

Thank you for watching.  For more e-learning videos, go to learning.citixsys.com

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