Jolibiz POS Documentation

Business Location Settings

Table Of Contents

For a more detailed explanation and step-by-step guide, please refer to the information provided below. #

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Let’s assume the scenario of a small retail business named “Retail Haven.” Mike is setting up and managing business locations for his retail business, “Retail Haven.” He wants to add a new location, edit existing locations, and manage location-specific settings.

Step 1: Access Business Locations #

  1. Accessing the Section:
    • Description: Navigate to the section where you can manage business locations.
    • Example: Mike logs into his system and navigates to the “Business Locations” section under the settings or management menu.

Step 2: Add a New Business Location #

  1. Adding a New Location:
    • Description: Click the “Add” button to create a new business location.
    • Example: Mike wants to add a new store location called “Downtown Store.”
    • Action: Mike clicks the “Add” button on the top right corner.
  2. Entering Location Details:
    • Description: Fill in the details for the new location, such as name, location ID, address, city, postal code, state, country, and other relevant information.
    • Example: Mike enters the following details for the new location:
      • Name: Downtown Store
      • Location ID: DS001
      • Address: 123 Main Street
      • City: Big City
      • Postal Code: 12345
      • State: Big State
      • Country: USA
      • Price Group: Default
      • Invoice Scheme: Default
      • Invoice Layout for POS: Default
      • Invoice Layout for Sale: Default
    • Action: Mike fills in the fields with the above information and clicks “Save” or “Add” to create the location.

Step 3: Edit an Existing Location #

  1. Editing a Location:
    • Description: Edit the details of an existing business location.
    • Example: Mike wants to update the address of the “Alorey” location.
    • Action: Mike clicks the “Edit” button next to the “Alorey” location.
  2. Updating Location Details:
    • Description: Modify the necessary details and save the changes.
    • Example: Mike updates the address to “456 New Street” and saves the changes.
    • Action: Mike enters the new address and clicks “Save” to update the location details.

Step 4: Deactivate a Business Location #

  1. Deactivating a Location:
    • Description: Deactivate a business location that is no longer in use.
    • Example: Mike wants to deactivate the “Alorey” location.
    • Action: Mike clicks the “Deactivate Location” button next to the “Alorey” location.

Step 5: Manage Location Settings #

  1. Accessing Settings:
    • Description: Access and configure specific settings for each location.
    • Example: Mike wants to configure the settings for the “Downtown Store.”
    • Action: Mike clicks the “Settings” button next to the “Downtown Store” location.
  2. Configuring Settings:
    • Description: Modify settings such as price groups, invoice schemes, and other location-specific configurations.
    • Example: Mike sets the invoice scheme for the “Downtown Store” to “Retail Invoice.”
    • Action: Mike selects “Retail Invoice” from the dropdown menu for the invoice scheme and saves the settings.

Final Step: Review and Save #

  1. Review: Double-check all the information entered to ensure it is correct.
  2. Save: Make sure to save any changes made during the process.
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Updated on July 8, 2024