Outlet Info [HQ]

Outlet Info [HQ]

Outlet Info - Overview:

The Outlet Info screen allows users to create new outlets and update the details of existing outlets. This screen serves as a central place to manage outlet-related information required for day-to-day operations and system configuration.

Using this screen, you can:

  • Add a new outlet with the required details

  • Modify or update information for existing outlets

  • Maintain accurate and up-to-date outlet records

The following section explains how to perform these tasks:

  1. Open HQ and navigate to Admin > Outlet Info.

  1. Click the Create Outlet button.

  1. Enter the Outlet Name, Outlet Short Name, Company Group, Installation Type, and Outlet Edition, then click the Next button.

Note:

  • Company Group should be different for separate groups of companies and franchises.

  • Outlet Edition should be selected based on the license purchased.

 

  1. Enter the required tax information for the outlet. After filling in all the details, click Next to continue.

Notes  

  • A Tax No can be created by clicking the Add New link.

  • The Bill Prefix is mandatory for every outlet and supports a maximum of 3 characters.

 

  1. Enter all the required address information for the outlet. If the shipping address is the same as the outlet address, select the option to mark it as the same. After completing the details, click Next to proceed.

  1. Set the following options:

  • Manage Centralized Security: Yes/No

  • Centralized Tools Configuration: Yes/No

  • Centralized Key Settings: Yes/No

  • Centralized Layout Settings: Yes/No

  • Region Name

  • Transaction Prefix

  • Then click the Next button.

Note: Centralized Tools Configuration, Centralized Key Settings, and Centralized Layout Settings can be modified based on customer requirements.

  1. Modify only the necessary fields on this screen. Consult with the support team or a senior PC before making changes.

  1. Select the format name:

  • RPOS RETAIL for outlets

  • RPOS SUPPLIER for the warehouse

Keep the sync options as Yes if you want to sync these masters, then click the Next button.

Note: For RPOS7 HQ software, RPOS RETAIL and RPOS SUPPLIER appear as RPOS7 RETAIL and RPOS7 SUPPLIER.

  1. Select the Area Name and Reference Outlet names from the dropdown.

  1. Click the Create Outlet button to create the outlet.

 

 

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