Retail:CrossStore

Contents 1 Cross Store 1.1 Introduction 1.2 Configuration 1.3 WebPOS 1.4 Cross Store Payments 1.5 Cross Store Returns 1.6 Cross Store Sales

Cross Store

Introduction

Cross Store project will allow to add payments in WebPOS to a ticket created in a different store (Cross Store Payment), to create a return in WebPOS of a ticket created in a different store (Cross Store Return) and to deliver a ticket created in a different store (Cross Store Sale).

Cross Store flow will be enabled only for Stores configured under the same Cross Store Organization.

Configuration

A new field has been added to Organization window, named Cross Store Organization, inside Retail Configuration section.

This field will be displayed only for Retail type organizations:

The field will allow to select a Summary and Group type parent organization, which should be your Legal Entity or be placed under your Legal Entity:

WebPOS

A new Store filter will allow to search tickets in current store or in other stores with the same Cross Store Organization.

Store filter will be displayed only in case Cross Store Organization is defined for current store.

By default, every search using Open Receipt, Verified Returns or Pay Open Tickets selectors will be done in current store:

Cross store search will be done only in case you filter by document number or in case you select a store different than the current one. In case search results show tickets from other stores, each ticket will show the store it belongs to:

When opening a ticket of a different store, a new popup will be shown asking for confirmation:

Cross Store Payments

New Store filter in Open Receipt and Pay Open Tickets selectors will allow to add payments in one store to a ticket created in a different store.

This payment will be considered as a Cross Store Payment and will be registered in backoffice as follows:

• The Sales Order and Goods Shipment will be registered in the store where it was created.
• The Payment In, Financial Account Transaction and Financial Account Reconciliation will be registered in the Cross Store organization.

Deliveries will always take place in the store where the ticket was created.

Cross Store Returns

New Store filter in Verified Returns selector will allow to return in one store a ticket created in a different store.

This return will be considered as a Cross Store Return and will be registered in backoffice as follows:

• The original Sales Order and Goods Shipment will be registered in the store where it was created.
• The Return From Customer and Return Material Receipt will be registered in the same store where original ticket was created, but pointing to the Touchpoint used to make the return and using a Warehouse and a Storage Bin of this Touchpoint store.
• The Payment In, Financial Account Transaction and Financial Account Reconciliation related to the return, will be considered as a Cross Store Payment and will be registered in the Cross Store organization.

It will be possible to make a Cross Store Return only for products present in the Touchpoint assortment.

Now Cross Store Sales functionallity is available, it will be possible to make a Cross Store Return for products not present in the Touchpoint assortment and then sell them from current store.

Cross Store Sales

New Cross Store Search check in Search view will allow to search products not present in current store assortment but in other cross store assortments.

Cross Store product will be displayed with an undefined price. Once we click on it, Select Store selector will be shown.

New Select Store selector in Product Card view will allow to select from which store we want to sell a product, informing about the price and the stock of the product in each store.

It will be possible to show the contact information of each store together with its opening and closing hours.

Regular Schedule can be defined in Schedule window and be added to each store in Organization window.

Special Schedule can be added to many stores from Add Special Schedule process in Schedule window or to one store in Organization window.

When a line with a store different than the current one is added to the ticket, the line will display the store it belongs to.

In order to complete a sale for a cross store, every line must belong to the same cross store. It will not be possible to complete a ticket with lines from different stores.

This sale will be considered as a Cross Store Sale and will be registered in backoffice as follows:

• The Sales Order will be registered in the cross store selected, using a Warehouse and a Storage Bin of this store, but pointing to the Touchpoint used to make the sell.
• The Payment In, Financial Account Transaction and Financial Account Reconciliation related to the sale, will be considered as a Cross Store Payment and will be registered in the Cross Store organization.

Now Cross Store Sales functionallity is available, it will be possible to make a Cross Store Return for products not present in the Touchpoint assortment and then sell them from current store.

In order to deliver a Cross Store Sale, you should Enable Delivery Modes and use Issue Sales Order menu option.