What this page is for
This page creates a new store — a stock location such as a sales counter, a kitchen or a warehouse — under one branch, or changes an existing store's name and trading settings. A store's code and branch can never change once it exists, because stock movements already name them.
Only people whose role can manage the business's structure see this page.
Before you start
- The branch the store belongs to must already exist — see New branch.
Fields
Branch
Which branch the store belongs to. Required, and fixed once the store exists. Only shown when creating a store.
Example: Westlands
Code
The store's own short code, up to sixteen letters, digits, hyphens or underscores, unique across
the business. Leave it empty and the business gives it the next one in its series, such as
STORE-0001. It never changes once the store exists. Only shown when creating a store.
Example: WEST-KIT for the Westlands kitchen.
Name
What the store is called. Must be unique within its branch.
Example: Kitchen
Kind
What the store is used for.
- Main: the branch's receiving point. Every branch has exactly one. Choosing it here turns the branch's current main store into a Sales store.
- Sales: a selling location that is not the receiving point.
- Preparation: a kitchen, bar back or prep area.
- Commissary: a central production site serving several branches.
- Storage: a warehouse that neither sells nor prepares.
Only a Main or Sales store can have tills. A store that still has active tills cannot change away from a selling kind.
Example: Preparation for a kitchen; Storage for a back warehouse.
Trading mode
- Hospitality: prepares and serves.
- Retail: sells what it holds.
Example: Hospitality for a kitchen or bar counter.
Default order type
The order type this store assumes unless the till says otherwise.
- Dine in
- Takeaway
- Delivery
- Counter
Example: Counter for a shop lane.
A cashier receives a waiter's cash at the end of shift
Ticked, which is how every store starts, a waiter closing their shift on a handheld hands the cash to a cashier, who enters their own username and PIN on the waiter's phone, and the Z names them under Received by. Unticked, the waiter closes without a cashier and the Z names no one. Either way the waiter banks all the cash counted and keeps no float.
Example: untick it at a small bar where the waiters bank their own cash.
How to…
How to add a store
- Go to Organisation → Stores and press New store.
- Choose the Branch, then fill in Name, and Code if you want your own.
- Choose Kind, Trading mode and Default order type.
- Press Create store.
How to change a store's details
- Open the store from Stores.
- Change its name, kind, trading mode or default order type, then press Save changes.
How to make a different store the branch's main store
Open the store you want to promote and set its Kind to Main. The branch's previous main store becomes a Sales store in the same step; a branch always has exactly one main store.
If something goes wrong
- A store that still has active tills may not be deactivated or lose a selling kind. — close or move its tills first.