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Adding/Editing a Store

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The taxing method for a store is unique in that the address of the location is used to determine the taxes that need to be charged to a customer's account.

The Store's address is required and needs to be validated so the correct tax jurisdiction can be calculated.

Stores can set their tax jurisdiction on the Contact Info tab even if the system derived jurisdiction is incorrect.

To add or edit a Store:

  • Navigate to Applications > POS Back Office > Locations.

  • Select the Region or Franchise where you want to add/edit a store.:

    • To add a new store, right-click in the right side of the window and select New > Store.

    • To edit an existing store, right click on the store and select Edit.

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    Note

    Enter a Name and Abbreviation for a new store or edit for an existing store if needed. Be sure to make the word Store part of the name. This will help identify it when you are performing configuration for other POS functionality. For example, use Finger Lakes Store not just Finger Lakes.

  • Use the Active check box to toggle the active/inactive status as needed..

  • Select a Market name from the drop down menu.

  • Use the tabs to finish adding/editing the location. On all tabs, with the exception of the Store Info and Contacts tabs, you can choose to Inherit or Override the Global settings. The default is to inherit. In this case all fields other than as described above are disabled. Clicking the Override radio button enables the field to let you enter location-specific settings.

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    The available fields on each tab are the essentially the same as when editing the Global location, with very few exceptions.

    • Store's have an addition Store Info tab.

    • Order Types and Online Agent tabs are not applicable for stores.

    • The General Options tab for stores does not include email-related fields.

    See:

  • Click Save to keep your entries when you're done.