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Adding or editing stores in a hierarchy

To add or edit a store

Open: Retail > Company > Company Hierarchy.

1. Highlight the Store section of the hierarchy and click Add. The Add New Store window appears.

   Note: You cannot modify a company hierarchy setup if there is company data on the system.

2. Enter the Store code, Stores short name and Description.

   The rest of the details are spread over five tabs.

3. Enter the following information on each tab.
   • Contact: Enter the address and contact details of the new store.
   • Details: The Details tab holds specific details about the store. Enter the information by selecting the relevant details from the drop-down lists. The contents of the drop-down lists are defined in the Maintain Store Attributes.
   • POS: Set up the Point of Sale accounts that are used in the store. Adding a new account at this point also creates a Sales Ledger Account in Sage 200 Accounts.
   • Attachments: Attach documents such as spreadsheets and reports to the store record. Once they are attached, you can view the document by clicking its icon on the Attachments tab.
   • Memo: Add text to the store record. For example, you might use this to add specific details about the store that you are setting up.
4. Once all of the information has been added to the record, click OK. The store details are saved and you are returned to the Company Hierarchy window.

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