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
Can have different tender types at different stores?
Straight out of the Headquarters User's Guide:
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
The Centrally Maintained Data includes the following:
Item Reorder Information
Mix and Match
Item Pricing (Regular)
Global Customer Data
Item Pricing (Level)
Item Price Limits
Item Restocking Info
Item Sales Tax
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:
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 Operations Manager.
This data includes the following:
Net Display Channels
Custom POS Buttons
Pole Display Messages
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,
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
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...