How do I Configure a Store?
Stores
This section allows you to see Store setup information such as Revenue Center IDs, Accounting IDs, Company IDs and different store behaviors.
By choosing to edit a store, you can take a closer look at the specific settings available. Some information such as the Store Key, Code and Name can only be set by Yellow Dog. Generally, access to editing store information is limited to Admin users of the system.
Here you can edit the Accounting ID information, Company ID information, Square Feet and add any store Notes.
Store Lists
Allows the user to create groups of stores into a list for reporting. This eliminates the need to select stores individually that you need to group together for reporting. Simply set up the list here and any time there is a store filter, if the user has access to the store they will be able to choose the store or the lists.
Closeout Method
Use the drop down to set the specific closeout method for the store. This is a perpetual rolling date, so you don’t have to constantly reset. Keep in mind, based on the closeout date determined in the Global Options, the database will respect whichever is the most recent.
End of Day
This should be set to when the Store closes to aid in rolling up transactions for the previous day.
Store Types
You can also set a store to be a Production Transfer Store or a Warehouse.
If a store is used to produce goods (recipes) that will be transferred to other stores as finished product you will want to set the store as Production Transfer. This will make sure that ingredients are deducted from this location when transferred.
By selecting that the Store is a Warehouse, additional reporting options will be made available based on the ability to use this location to resupply others.
Recipe Ingredient Rollup
For most F&B operations the ingredient rollup should be used to help keep item history manageable. This will summarize the use of ingredients into a single transaction per day.
Store Addresses
Using this tab, you can also associate Ship and Bill to address information for the store that you can chose to have populate in various print templates.
Store Approval Types
Use this section to set up the different store approval types for Hierarchical PO approvals. Once you’ve created the types you need you will be able to assign them to stores.
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