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Setting Business Multiple Locations or Ware House or Storefronts

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PhantomERP comes with the option to handle multiple business locations or WareHouse or Storefronts for your business.

A default location is added to the newly created business.

Invoice Scheme: Before creating a new location or storefront, you can define a new Invoice scheme or you can use existing invoice schemes. However, having different invoice schemes for locations can help you to identify them.
The invoice Scheme is invoice number format.

To configure go to Settings -> Invoice settings

  • Click on Add and select a scheme format.
    Format can be XXXX or <year>-XXXX
  • You can also provide a custom prefix, invoice start number, number of digits in the invoice number.
  • The preview box will display the preview according to the chosen option.
  • You will need to set a default invoice scheme for a business to use it.

Invoice Layout: If you wish to have a different invoice layout for the location then you should create an invoice layout before creating a new location.

To add a new invoice layout:

  1. Go to Settings->Invoice Settings->Invoice Layout->Add
  2. Give a unique distinguishable Layout name
  3. Add the text to be shown in the top/header of invoice. Generally, it can be your shop name, aligned center with Heading 1 format.
  4. Add other relevant details.
  5. You can show/hide address fields.
  6. You can mark a layout as default. The default layout is used when no layout is found for a location.
  7. Click on Save.

To use an invoice layout in a location go to” Business Locations -> Edit” and assign the invoice layout.

Default Selling Price Group:  Select the selling price group that will be used in this location.

  1. Go to products -> Selling Price Group
  2. Click on “Add” button to add a new price group. For example Retail price or WholeSale price or Bulk Purchase price or Location 1 price etc as per your wish.
  3. You can view a list of selling prices in “Selling Price Group” screen.

Payment Options: Enable/disable payment methods and set default payment methods to different payment account.

You can always change invoice scheme & Invoice Layout for a Business location anytime.

  1. To create a new Business Location / Storefront or warehouse go to “settings -> Business Locations”
  2. Fill the business details.
  3. Choose an Invoice scheme & Invoice Layout for the location.

– When having multiple locations you will have to select the Location while adding purchases or in the pos screen.

  • Inventory and transactions are managed separately for each location you create so that you can easily track and analyze them for each location.

Disabling Business Location:

To disable a business location click on Disable button present in List Business Location.

NOTE 1: After a business location is disbabled any users assigned to that business location must be assigned to other non-disabled business location.

NOTE 2: You must keep atleast 1 business location non-disabled. If all business location is disabled then the application will throw errors.

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