Setting up a Store

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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

 

store definition screen in NimbusRMS

 

The Records tab of the screen will show store/s name in the grid  

Select your store to load it on the main screen.

 

Adding store information in NimbusRMS

 

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.

 

shop prefix with customers

 

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.

 

Adding basic store information in NimbusRMS

 

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

Note: If you select Use System configuration Settings, the setting on the Product tab will be become applicable. You can learn more about price include VAT and Price Excludes VAT here

 

Discounts

 

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 Unit Discount: It is the discount that is either configured for products on Discount screen or given on run-time while selling.

Subtract Customer Discount: This type of discount is configured on Customer Type screen and then attached to Customers.

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.

 

in Getting StartedStore Configuration Tags: discountsretail storestore informationVAT

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