Adding a Branch
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Navigate to the admin panel
- Select Store Information from the options provided
- Click the Down Arrow ("New" button) to create a new branch
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Enter the name and address for your organization in the top left of the store information area
Mapping GL Accounts
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Looking at the General Ledger accounts to the right of the screen, click inside the fields to display the drop-down list. These are the accounts in your general ledger. Select the corresponding General Ledger for the accounts.
Establishing Correlating Warehouses
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If you need to set up a new warehouse, follow the instructions in this Article
- To connect the appropriate warehouse(s) to the branch, use the drop-down list to select the first warehouse in the center top of the information area
- If you have more than one warehouse continue selecting until all that are needed for the branch are selected
- Select a default Warehouse by using the check box to the right of the primary warehouse
Adding Store Logo
- In the empty box designated for your logo, right-click the mouse and select paste image. You can also drag and drop the file from your desktop into the box
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Select Store Logo from the radial buttons on the left of the box
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Logo Format must meet the following criteria:
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1760x440
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JPEG format
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300dpi
Adding Overhead
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Overhead refers to the ongoing business expenses not directly attributed to creating a product or service. This includes the space rental, lights, paper etc., that is not directly related to the Cost of Goods for the project.
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To add overhead: In the bottom left of the Store information box enter the percentage for overhead in a whole number: 2 = 2%
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