Stores
Open SAP Business One and make sure the RetailPro Addon is running.
Go to Administration > Setup > RetailPro > Stores
In the next paragraphs all relevant information about the settings below are explained.
Address
In this tab all relevant information about the Branch can be filled in. This info will be available in branch server to print on documents or cash receipt.
Settings
Default customer When filled, the customer will be selected automatically for new transactions.
Use standard customer for pricing If checked, every customer pays the same price in the store as defined. Price calculation is done for filled in Default customer.
Max purchases without ID For Business to Business. Set a limit how often Business Partners can make purchases before all paperwork has been submitted. For unlimited purchases use the value: -1. In case the maximum has been reached, a message appears in the Point of Sale client.
The selected Default customer is excluded from Max purchases without ID.
Serial numbers and batchnumbers Automatic register is intended for outgoing goods, Specify sorting order to specify selection method.
Quotation expiration Specify when quotations should expire. Leave empty and select "SAP" to use standard settings in SAP Business One Quotations.
Use paymentrounding Enable to round cash transactions to 5ct.
New Customers
These are the default settings for creating new customers in the Point of Sale and Showroom App.
Default VAT codes will be determined automatically by SAP Business One when left empty. Other fields need to be filled in.
Financial
These are the financial settings for the Branch. Most settings speak for themselves.
From Pricelist / Pricelist
Pricelist is the default price list when no customer is selected. The actual pricelist can be different per selected customer when the check box Use default customer for pricing is unchecked.
From Pricelist is a fictitious price and is used to display from/for discount pricing.
Max. discount % incl. line The maximum discount that can be given without approval by authorized user.
For specific authorizations about discounts, see RetailPro Users.
Cash / card payments G/L account The GL accounts to be used for in and out cash or card transactions from customers.
Offset accounts of loose cash transactions can be configured in POS Cash Bookings.
Pay on Account Mark checkbox to set payment on account for all customers. This means that all new customers created in the Point of Sale and ShowroomApp will be set on Yes by default. This value is stored in the Master Data (User Defined Field). Leave unchecked to set this separate for a Business Partner in the Master Data (User Defined Field).
Business Partners created in SAP Business One in the Master Data with an empty User Defined Field "Pay on account" will not be able to pay on account by default.
Cost Center Use this to create bookings for the Branch's transactions on a specific Cost Center.
ID Definitions
In order to work offline with cash transactions it is not possible to use the SAP Business One document Numbering. RetailPro creates own transaction numbering for the specific Branche(s) that will be offered to SAP Business One.
SAP Business One documents created, as offered by RetailPro, will use the SAP document numbering.
It is possible to create an unique ID combination for each Store + Branch + Point of Sale. Also for customer code and Transaction ID.
Configurations for Store ID, Branchserver ID and POS ID are irreversible.
Messages
For several document types it is possible to generate internal messages for different users.
Options are only error messages and/or success messages.
Ledger account
For specific transaction types it is possible to link card ID's to General Ledger accounts.
Make sure to specify the precise Card ID that is retrieved by Card Payment terminal.
This can also be used for Intersolve Gift Cards communication.
When a Store is successfully created, it is possible to install and configure a RetailPro Branch Server. Please continue to Installing RetailPro Branch Server or Setup RetailPro Branch Server if installation was already done.