Stores

1. Stores Introduction

Stores are essential parts of a business that handle selling, storing, and delivering products. They keep track of stock, manage orders, and ensure customers receive their products on time. Each store has its own details, like address, phone number, and operating settings. Stores help businesses stay organized by making it easy to manage pickups, deliveries, and services. A well-managed store ensures smooth business operations and better customer service.

Stores serve as key business entities that handle product distribution, customer service, and operational logistics. They are essential for managing inventory, tracking orders, and ensuring efficient communication within a business network. Each store is defined by its attributes, location details, and operational settings, which determine how it functions within the system. 

• Go to Administration
• Click on Business Settings
• Click on Stores under Business Settings Action

2. Key features of the Store tab

• The "Select All" checkbox lets users select all stores in the list at once. When you check it, all stores are highlighted, making it easy to perform actions like tagging or downloading them. The count of selected stores updates automatically to show how many are chosen. If you uncheck the box, all selected stores are unmarked. 
• The "Add Tag" button helps you categorize or label selected store entries. You can add tags to multiple stores at the same time, which makes it easier to organize and find them later. When you click the button, it may open a dialog or dropdown menu where you can enter a new tag or choose a tag from a list. This makes it simple to group stores based on certain criteria.
• The "Download Selected" button lets users download data for selected stores. It becomes active when one or more stores are chosen. Clicking it generates a file with the store details in formats like JSON or Excel. This data can be used for analysis, reporting, or backup and is useful for offline processing.
• The 'Refresh' button updates the store list with the latest system data, ensuring accuracy and synchronizing with the server in real-time.
• The "Add New" button allows users to create a new store entry. Clicking it opens a form for inputting details like the store name, location, and contact information. This feature enables administrators to easily add stores and includes validation to ensure data meets requirements. Once submitted, the new store appears in the list and can be managed like existing entries.
• The "Filter" section enables users to refine store searches based on specific parameters. Filters can be applied using predefined criteria such as name, code, location, or active status. 

3. Store Overview:

• Store Code: A predefined value representing the store.
• Store Name: The official name of the store location.
• Phone No: The contact number associated with the store.
• City: The geographical location of the store.
• State: The regional division where the city is located.
• View Details: A clickable link to access additional store information.
• Active Toggle: A switch indicating whether the store is operational.
• Verified Toggle: A switch confirming the store's details have been authenticated.
• Require Warehouse Processing Toggle: This toggle determines whether a store's orders require warehouse handling. It plays a key role in managing warehouse-related processes and their impact on order fulfillment.
• Allow Store Pickup Toggle: A switch that determines if customers can collect orders from the store.

• Click on View More.

• Store Code: This mandatory field represents a specific code assigned to the store. This code is essential for identifying the store in records, reports, and system processes. The system may enforce specific rules to ensure the code follows a proper format. Once assigned, the code is not easily changed to prevent confusion.
• Company Name: This field contains the name of the company that owns or operates the store. It is essential for business identification and official documentation. The company name appears on invoices, reports, and contracts.
• Country: This required field specifies the country where the store is located. It helps in categorizing stores based on geographical location. The country name is used for tax, legal, and shipping purposes. 
• Address: This field captures the store’s physical location, including street name and number. It helps in deliveries, store visits, and official communications. A second address field may be available for additional location details like building or suite numbers. The address should be regularly updated if the store relocates.
• City: This required field indicates the city where the store is situated. It helps categorize stores within specific regions. 
• State: This field captures the state or province where the store is located. It is necessary for legal, tax, and shipping purposes. 
• Zip Code: This required field holds the store’s postal code, which helps in precise location identification. It is used for mail delivery, shipping, and geographical classification. The system may validate this field to ensure a correct format is entered. A second zip code field may be available for extended postal codes. Entering an incorrect zip code can cause delivery delays or errors.
• Primary Phone No: This is a required field for entering the store’s main contact number. It allows customers, suppliers, and staff to reach the store, and keeping this number updated ensures smooth communication. 
• Alternate Phone No: This optional field allows users to enter a secondary contact number for the store. It serves as a backup communication option if the primary number is unavailable.
• GLN Number: This field is used to enter the store’s Global Location Number (GLN), which helps in business transactions and supply chain operations. It is used by companies to uniquely identify store locations. If applicable, it must be entered correctly to avoid transaction errors. The GLN is often required in electronic data exchanges between businesses. If the store does not use a GLN, this field can be left empty.
• GS1 Company Prefix: The GS1 Company Prefix is a number assigned by the global organization GS1 to identify a specific company as the creator or owner of products. It acts as the foundation for generating product barcodes, ensuring that every barcode linked to your company is globally unique. This prefix is combined with product-specific numbers to create GTINs (Global Trade Item Numbers) for each item. 
• Pickup Ready Time: This field shows the time when customers or delivery agents can pick up items from the store. It helps to schedule pickups and ensures that items are ready. Users can choose a time from a dropdown menu or enter it themselves. 
• Pickup Close Time: This field shows the latest time customers can pick up orders from the store. It tells you when the store is open for pickups. Entering the correct time helps staff coordinate with customers. 
• Active Toggle: A switch indicating whether the store is operational.
• Verified Toggle: A switch confirming the store's details have been authenticated.
• Require Warehouse Processing Toggle: This toggle determines whether a store's orders require warehouse handling. It plays a key role in managing warehouse-related processes and their impact on order fulfillment.

  Functionality:

  1. Enabling Warehouse Processing:

     • When turned ON, the system considers that the store requires warehouse handling for order fulfillment.
     • This directly affects the Rapid Checkout Page, where the "Create Warehouse Documents" toggle will automatically be enabled.

  2. Dependency on Rapid Checkout:

     • The "Create Warehouse Documents" toggle in the Rapid Checkout page can only be enabled if "Require Warehouse Processing" is turned ON.
     • If "Require Warehouse Processing" is OFF, the system does not allow activating the "Create Warehouse Documents" option.

  3. Impact on Shipping & Delivery:

     • When "Require Warehouse Processing" is ON, the "Shipped/Delivered" option is automatically set to OFF by default.
     • This ensures the order goes through warehouse handling before being marked as shipped or delivered.
• Allow Store Pickup Toggle: A switch determining if customers can collect orders from the store.
• Tags: This section allows users to add colored tags to categorize the store. Tags help filter and identify stores based on specific criteria. Users can type a tag name and select a color to assign it. Proper tagging improves organization and quick access to store information. The assigned tags can be modified or removed as needed.
• Email: This field allows users to enter the store’s contact email address. 
• Save Button: Clicking this button saves the entered store details into the system. 
• Cancel Button: Clicking this button discards any unsaved changes and closes the store details.