I'm just getting ready to launch HQ and am getting the impression that all stores must offer the same selection of tender types. Is this correct?
Store A has a long standing tradition of offering 90 days same as cash financing. The other stores (newer acquisitions) do not offer 90 day terms. I don't want folks at store B ringing up sales and charging them to a 90 day account when store B doesn't offer 90 day terms.
I do have other account types that are accessible to all stores. COD and Layaway. I tried using the RMS layaway feature but (don't ask why) we have another tradition of sending out layaway statements. RMS doesn't offer that functionality so I had to create an account type for layaway so I could generate statements. It's wierd when it comes to inventory time, but I lost the battle on this one and not printing layaway statements is simply not an option.
Can have different tender types at different stores?
Managing enterprise data The key to understanding Headquarters is knowing how it manages your inventory and sales information. For example, the head office can view all your stores' information (enterprise data); however, it can change only certain enterprise-wide information. Headquarters and Store Operations organize all of your store enterprise data into the following categories:
Centrally Maintained Data You can edit the centrally maintained data in Headquarters and communicate those changes to all or selected stores. The basic ground rule for Headquarters is that all stores carry the same inventory items, organized under the same department and category structures. Headquarters sets up and maintains this data and downloads it to the stores. The stores can then use Store Operations to override the data as necessary. However, we do not recommend that the stores override this data because the head office will not know these changes have occurred. Likewise, Headquarters will not be able to track or monitor inventory items defined locally at the store.
The Centrally Maintained Data includes the following:
Item Message Item Reorder Information Item Cost Mix and Match Item Pricing (Regular) Global Customer Data Sales Tax Item Pricing (Level) Shipping Carriers Department/Category Item Price Limits Account Types Tender Type Item Quantity Currencies Supplier Info Item Restocking Info Weekly Schedules Item Attributes Item Sales Tax Reason Codes Sale Pricing Inventory Transfer Info
Locally Originated Data
After you upload the locally originated data from the selected stores, you can view but cannot change the data at Headquarters. This information is generated by individual stores and is uploaded regularly to the head office. This data includes the following:
Sales Transactions Cashiers Purchase Orders Sales Reps Inventory Transfers Local Customers Sales Journals Time Clock Entries
Store Specific Data This data is used solely by the local stores and will not be uploaded to the head office. To set up and change the data, use Store > I'm just getting ready to launch HQ and am getting the impression that all
Thanks for the reply. I hope you copied that from the .pdf manual and didn't take the time to type it all out. I know that design intent for RMS is for all tender types to be global.
Please forgive me for not having asked this question in the first place: Is it possible for me to hide or deny access to certain tender types with a security profile or something? When configuring security in RMS POS, the Tender screen is divided into two columns--there doesn't appear to be any control over specific tender type fields.
I know that all of the tender types must exist for every store. I was hoping that I could at least deny access to certain tender types by login/registerID or something.
Thanks again for the insightful tip, Tom
PS. My HQ manual is less than 2" from my keyboard. I've referred to it more than once. I also have the .pdf version so I can search for specific terms.
Tender types need to be created centraly at HQ, but you can DELETE unwanted tender types at a particular store. So, you have to start out by sending all tender types to all stores, but the stores don't have to keep the unwanted tenders. You want to lock the permissions to do things like this down to a very small group of users generally, and you need to be careful - you don't wnat a store manager changing a tender type from Credit Card to "Other" for example as it will stop using EDC...
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