Setting Up > Location Information > Location Information

Listed below are brief descriptions of the settings you can assign to a particular location:

1.	General Info. Location ID, Description (Location/Store Name), Fax, Phone and Password (RetailEdge8.2 by default. If you are upgrading from an earlier version then the 8.2 may be substituted with the original version number).

2.	Billing Address. Billing address displayed on a purchase order.

3.	Shipping Address. Shipping address displayed on a purchase order.

4.	Receipt Address. Address displayed on a receipt.

5.	Security Settings. Enable clerk tracking, enable security, and edit security action levels for all RetailEdge functions. In addition, you can set Credit Card Storage Options

•Allow Storing of Limited Credit Card Data. Allows RetailEdge to store credit card data with the transaction (card number and expiration date) and in your customer file.

•Do NOT Allow Storing of Credit Card Data. Prevents RetailEdge from storing credit card data with the transaction and in your customer file.

Please note, that with all RetailEdge's current credit card integrations, RetailEdge does store or transmit any credit card data. You will not be able to store any credit card data if you have one of these integrations enabled. However, you will be able to reuse previously used credit cards through these integrations.

6.	Register Default Settings.

•Default Minimum Layaway amount required on a layaway sale. Initial payments on layaways must exceed this value.

•Default Minimum Deposit required for and open order. Initial payments on open orders must exceed this value.

•Default Margin for non-entered items on the sales screen that do not have a department associated with them. See Also: Department Margin.

•Make new items and non-entered items taxable by default checkbox. When checked, new items and non-entered items on a sales screen will default to taxable items.

•Edit QuickList Information. QuickList Setup. This can also be setup directly from the Sales Screen.

•Copy QuickList Settings from another location saves you time by letting you copy QuickList settings from another location.

•Copy Payout List Settings from another location saves you time by letting you copy Payout settings from another location.

•Sales - Enable Automatic Rounding: This setting allows you to automatically round to the nearest next larger incremental value when calculating payment amounts (i.e., penny rounding). You can also set the rounding increment and also whether to round on cash only or all payment types. You can see the

7.	Sales Tax Settings

•Default Sales Tax Jurisdictions. The default sales tax jurisdiction that will be used on a Sales Screen for this location. Note: Sales Taxes won't be applied to a sale until you setup the Default Sales Tax Jurisdictions.

•Make New Items and Non-Entered Items Taxable by Default checkbox. When creating new and selling non-entered items they will be marked as taxable by default. Very important!

•Sales Tax Mode. Traditional Sales Tax Mode or VAT Mode. Traditional Sales Tax is what is normally used in the United States. Value Added Tax (VAT) will print tags with Sales Tax included in the Price and will show items on the receipts with a tax included price. In addition VAT tax mode will allow the VAT included price to be calculated in the Price Calculator on the Inventory Editor Price tab.

•Sales Tax Rounding Options. Normal Rounding (Ex. 1.123 Rounds to 1.12, <1.125 rounds down) or All Items Round Up (Ex. 1.123 rounds to 1.13). This is usually determined by your State and you should check with your State tax authority to determine how you should set this value.

8.	QuickBooks Export Account Information. Assigns the QuickBooks account names to RetailEdge accounts. This allows RetailEdge account adjustments to be properly mapped to a QuickBooks account.

9.	Misc: QuickList Information. QuickList Setup. This can also be setup directly from the Sales Screen.

10.	Misc: PO/TO/Receive Sort Order. The sort order for purchase orders, transfer orders, and receiving. Can be set to be the order of entry on the order or alphabetically.

11. Misc: Inventory Manual Price Updating. This makes it easier to make price changes to existing items on purchase orders, in receiving, and in inventory. When changing the Price 1 value, you can have RetailEdge change:

•Only the selected price

•Copy the Price 1 value to ALL price levels for the SELECTED location.

•Copy the Price 1 value to ALL price levels for ALL locations.

If you have selected to copy the value to all locations, this will apply to Cost information in receiving and purchase orders.

12. Misc: Transfer Order Control Mode. Since RetailEdge allows all data to work anywhere in a multi-location environment, this setting allows you to set which locations can edit and receive transfer orders. This can prevent potential data conflicts.

From here you can select:

•Controlled by Originating and Receiving Locations (Normal Workflow). This allows only the originating (FROM) location to create, edit and post/unpost the TO. The Receiving (TO) location is the only one that can receive the transfer order.

•Centralized Receiving Mode (for operations Centralized Receiving). This allows all work on a transfer order to be done only at the Centralized Location set in the drop down box below.

•None. This option allows you to do any work on the transfer orders from any location.

YouTube Video : How to: Configure RetailEdge Location Settings