CRM › Point of Sale
POS Stores
A shop: where its stock comes from, what it charges, its tax, its card provider, and the ledger accounts its takings post to.
Where to find it
- Module: CRM
- Group: Retail & Channels
- Section: Point of Sale
- Screen: POS Stores
Address in the console: /crm/pos-stores
List · 8 columns · 20 fields on its form · 2 of them required
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Code | Code | code |
| Name | Text | name |
| Warehouse | Code | warehouse_code |
| Bin | Code | bin_code |
| Price list | Code | price_list_code |
| Tax code | Code | default_tax_code |
| Card provider | Code | payment_provider_code |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Warehouse | Choice | Looked up from existing records | |
| Bin stock is issued from | Choice | Looked up from existing records | |
| Price list | Choice | Looked up from existing records | |
| Currency | Text | ||
| Country | Text | Where the shop is: the tax rules are read for a sale here. | |
| State or region | Text | ||
| Prices include tax | Yes or no | ||
| Default tax code | Choice | Looked up from existing records | |
| Card payment provider | Choice | Looked up from existing records | |
| Largest discount a cashier may give (%) | Number | ||
| Cash account | Text | ||
| Card clearing account | Text | ||
| Revenue account | Text | ||
| Tax payable account | Text | ||
| Over and short account | Text | ||
| Cost of goods account | Text | ||
| Inventory account | Text | ||
| Active | Yes or no |
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.