Setting up a Store
When you enter name of a company while creating an account, the system automatically creates a shop of the same name.
You can, however, add additional information or change the name of your shop/store.
Let’s learn how to personalize NimbusRMS and add information about your store.
From the main menu select Configuration>Store Configuration>Store Definition
The Records tab of the screen will show store/s name in the grid
Select your store to load it on the main screen.
Here you can change the name of your store and also add additional information about it.
In the Store Name field, enter the name of your store. This name will be printed on receipts and all emails sent from the store.
Enter a unique Store Code to identify your shop.
Enter a unique Store Prefix. This prefix will be attached to all shop customers on Customers screen.
Select Time Zone that you want your selected shop to use for recording payment time and date for your store.
HO Controlled or Autonomous: These radio buttons are for multi-store version of Nimbus. If HO is selected for a particular shop, the HO user will be able to perform various operations on the shop like entering stock, making sales, stock count, etc.
For Autonomous shops, HO cannot cannot perform any retail operation, However, HO users will be able view reports of autonomous shop.
Note: For personal version of NimbusRMS, the radio button HO controlled will appear selected.
Entering Basic Information
To enter more information about your store, expand the Basic section.
Enter contact details like Address, City, Email, Phone
By default Opening Date is the current date in the system when you define your store. However, you can change it. For example, if you want to start your business in back date to enter previous stock or transactions, you can do so by clicking the calendar icon and selecting the date.
Closing Date checkbox is used when you want to close a particular shop.
Note: When you mark the checkbox the date icon will become active. Select the date, and save.
Once a shop is closed by entering a closing date, it will become nonfunctional and no activity can be performed at it.
Priority and Group options are useful when you are creating multiple outlets in Nimbus RMS. You can assign each outlet priority and group according to your requirements.
Enter Comments about the shop if you want to.
Value Added Tax and Discounts
To enter information about how tax and discounts will be configured for the defined shop, expand the Value Added Tax and Discounts section
Store Based VAT: Check this if uniform VAT is applicable to all products sold at a particular store.
VAT Percentage: Percentage entered here will be applicable to all products.
Apply VAT: This drop down menu gives you three options. Select the one you want to use for the selected store
NimbusRMS gives you the option to apply VAT after the deduction of certain discounts. Mark the check-boxes against the discount types that you want the system to deduct before applying VAT
Subtract Marketing/Receipt Discount: It’s the discount that is deducted from the total amount of the sale receipt. It is a pre-configured discount which if configured will show Receipt Disc checkbox as checked.
Adding, Editing or Deleting Records
To edit information of any store, from the Records tab select it and click Edit (Orange) button on the top right of the Records screen.
The record will load on the main tab.
Make changes and click Update.
To create a new store, click New (green) button. Enter information for the new store and click Save.
Once defined, store record cannot be deleted. However, you can enter Closing Date for the Store you no longer want to use. This will make the store non-functional and it will not appear in any records or drop down menus.