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Recommended Setup - Stores and Stock Locations

This page is not intended to act as iron clad rules, rather as a general guide.

Stores are a key component to the setup of your system, and are integral to your reporting and stock management; please speak to Iconography and read this guide thoroughly prior to beginning setup

Making significant changes to your Store setup once you are live is not recommended and may result in significant problems throughout the system

Setup

Each physical site managing stock should be set up as its own Store. Doing so will ensure:

However, please be aware of the following limitations:

  • Stock availability is more limited (e.g. Stock must be Transferred prior to allocation
  • Visibility of stock in the POS will be affected

Shops

FAQs

I'd like to set up my system as a single Store even though I have multiple Stores. Can I do this?

Yes, you can, but it is not recommended. You may gain a few shortcuts in terms of stock management, but you will lose significant functionality, and your reporting will be impaired:

  • You will lose the ability to report on sales and payments by different Stores
  • Stock History reporting will not be as clear, there will be no need to record stock movements properly via Stock Transfers
  • Physical stock movements will not be reflected in the setup of your system, meaning that Stock Holding will be unsepcific

I would like to change my setup - can I do this?

Yes, but we would strongly recommend that you do not do this. Altering the setup of your Stores will have major impacts, as it can affect historical reporting, incoming Purchase Orders and Stock Transfers which are due into that Store, etc.

Can I delete a Store?

Yes, but not if it has held stock within it. 

We strongly recommend against this action, as it can affect historical reporting, incoming Purchase Orders and Stock Transfers which are due into that Store, etc.

Can I delete a Location?

Yes, but not if it has stock held within it. 

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