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Adding or editing a store ​

For
Administrator
Where
Back office
Permission
Manage stores and settings
Checked on

Each store has its own record: its name, its local time, its address, its contact details, its taxes and its registers. Add a store when you open a new location, then edit its record when something changes.

Before you start ​

  • Your role needs the permission Manage stores and settings.
  • Have the store name at hand and, if you want to enter it, its address.

Adding a store ​

  1. Open Settings > Stores and registers.

    The Settings submenu, the Stores and registers entry outlined, and the page title

  2. Click Add a store.

    The banner Manage your stores and your registers, the Add a store button outlined

  3. In Name, type the name of the store.

    The Store details section: the Name field outlined, filled in with Magasin Exemple — Gatineau, and the Local time list

    The name is enough: the store's internal code is created on its own. Local time suggests your business's own; to change it, type the name of a city (see Setting a store's local time).

  4. Check This store has an address, then fill in Address (line 1), City, Region, Postal code and Country.

    The checkbox This store has an address checked and outlined, and the address fields filled in

  5. In the Advanced part, find Country or province. It is suggested from the address; without an address, type a name, for example Québec, and choose it in the list.

    The Advanced part: the Country or province list outlined, with Québec (CA-QC)

  6. Click Create the store.

    The bottom of the page: the Cancel and Create the store buttons, the latter outlined

The store's page opens under the title "Edit Magasin Exemple — Gatineau" and shows "Store created."

The title of the store's page, the notice Store created. and the Name field

The new store has no register and no tax yet: the list shows "No tax configured" and zero registers. Its taxes are set in Settings > Taxes (see Setting up taxes); its registers, in the Registers section of its record (see Adding a register to a store).

Editing a store ​

  1. In the list under Settings > Stores and registers, click the pencil in the Edit column, in the store's row.

    The row of the Gatineau store: the edit pencil outlined

  2. Change what needs changing. For example, in Store details, fill in Store email and Store phone.

  3. Click Save, at the bottom of the page.

    The Store email and Store phone fields filled in, the Save button outlined

The page shows "Changes saved."

The page title and the notice Changes saved.

What the record contains ​

SectionWhat it sets
Store detailsThe name, the local time, the address, the email and the phone.
TaxesThe store's default tax. Past sales keep the tax they received. The taxes themselves are set in Settings > Taxes.
Orders and returnsThe numbering of purchase orders and supplier returns, shared by all stores.
Sales screenTwo register warnings that never block a sale: negative stock (see Understanding negative stock), sale without a customer.
Tax exemptionThe taxes removed from a sale on presentation of a certificate of Indian status (Kahnawake measure).
RegistersThe store's registers.
AdvancedThe store code (read only), the country or province, the default language, the receipt template, the legal name, the tax registrations, the cash approval threshold and the status.

Troubleshooting ​

"Correct the highlighted fields." ​

A field is refused: the message appears under it. Most often Name is empty, or Country or province is not chosen from the list. Fix it, then click Create the store or Save again.

"This data changed since it was read. Nothing was overwritten…" ​

Someone else saved this store while you were editing it. Click Reload the data: your unsaved changes are replaced by the saved version. Make them again.

"Your role does not allow managing stores." ​

You are missing the permission Manage stores and settings. Ask an administrator to grant it to you.

See also ​