How to use the store location screen
Introduction
Use this screen to maintain information for all locations. Contact DB:Solutions, Inc. to have new location records created. Once created the records can be edited as required. All displayed information applies to the location record selected in the browser on left side of the screen.
The left side of the screen has name, address, phone, and internet information. Details about the left side are the same as described in the customer screen. The center of the screen has sales tax information. The right side of the screen has information about all stations at the selected location. These are described below.
The "Ship Methods" button displays a screen to enter and maintain shipping information for the selected location.
Center of screen
Federal Tax Id - Enter federal tax Id.
State Tax Id - Enter the state tax Id. This appears on the printed purchase orders.
Groups - The tax rate group is a name given to a particular set of tax rates entered in rates below. Usually a single tax rate group is needed. If the location requires more than one set of rates, enter a group name for each set of rates. The name of the tax rate group is set in the catalog screen to specify tax rates for the catalog item.
Rates - Enter the set of tax rates for the group. A single rate can be entered or a set of rates such as state, county, local may be entered.
Label - The name for a single tax rate component.
Rate in Percent - The tax rate. Enter 6.75 for a tax rate of 6.75%.
Total Group Rate - The sum of tax rates entered for the selected tax rate group.
RETURNS/REFUND POLICY
No Returns - Select if returns are not allowed. if selected other optioins are disabled.
Receipt Required - Receipt is required for return/refund.
Store Credit - Refund using store credit is allowed.
Credit Card - Refund using Credit Card is allowed.
Cash - Refund using cash is allowed.
Right Side of Screen
A station record is created the first time a login occurs on a computer. During login, information about that station is requested. Use this location screen to complete entries for this station.
An image can be loaded into the database for the selected location. Information about each station is displayed for the selected station. The remainder of the screen is used to configure each station.
Station Name - Enter a name for this station. A new station is automatically created whenever a different computer is used to log on the system. Therefore, use a meaningful name so the station for the computer can be easily identified. For example, Register - iMac, Office - PC1, register - G5, etc.
Station Host - Automatically assigned during initial login.
Print our Address checkbox - Select to have location address printed on receipts and invoices. Deselect to leave addresses blank. Deselect if using preprinted address on these documents.
Item Id on Receipt checkbox - Select to have item Id printed on the receipt. Limited space is available on the receipt so the long item descriptions may not fit on the receipt. Deselect to print item description only.
Allow Set Date checkbox- Select to display a date chooser on the transaction screen. The transaction screen defaults to the current date, so this option allows the date to be reset to enter transactions for a prior date. Deselect to not display a date chooser on the transaction screen.
Primary Trans popup - Select the primary transaction type for this station. The transaction type can be changed on the transaction screen, but upon completing a transaction or entering the transaction screen, the type set here is set automatically in the transaction screen.
Default Output popup - Select the primary output type use by this station. The output type can be changed on the transaction screen, but upon completing a transaction or entering the transaction screen, the type set here is set automatically in the transaction screen.
Messages - These messages appear on the bottom of printed receipts and invoices.
PRELOAD OPTIONS
Preload Range - Select the time period to preload data.
Vendors - Preload vendor data for selected time period.
Purchase Orders - Preload purchase orders for selected time period.
Orders - Preload orders/sales for selected time period.
Bottom Buttons
Close Button - Closes the screen.
Save BUtton - Saves data currently displayed in the screen.
Ship Methods Button - Displays the dialog shown below.
Ship Methods
Use this dialog to set up all shipping methods used at this location.
The values in "Long Name", "Message", and "Our Account Number" are printed on the purchase orders.