Manage Multiple Locations (Stores) & Pricebook Zones
Manage Multiple Locations (Stores) & Pricebook Zones
Setting up "Locations" and "Pricebook Zones" is an initial step to bringing the store online.
Locations encompass all details regarding the physical stores where customers can browse products online. Configuring this involves setting up the pricebook zones and inputting the store's address details, time zone, and other relevant information.
Locations | These locations are specific to the physical address and precise location of each retail store. | Ex. Homewood-Birmingham |
Pricebook Zone | A pricebook zone serves as a container for product costs and prices, assigned to a particular location. It holds the pricing information for products, facilitating the setup of product costs and retail prices. | Ex. Alabama State |
1. Pricebook Zone
To establish the product costs and prices within a pricebook zone, do the following:
1. Create a pricebook zone first, following a specific procedure.2. Assign the pricebook zone to the locations (stores).3. Update the pricing details in the Product Master on the product detail page.
Access Pricebook Zones through Point of Sale -> Maintenance -> Locations -> Pricebook Zones.
Figure 1.1: Listing of Pricebook Zones
To add a new pricebook zone or manage an existing one, simply click the "Add New" button or select the specific record (or Edit icon) from the list.
You need to select or enter the mandatory fields. You can also select a pricebook zone as a "default" one.
Zone Color Schemes: Assigning the color to any pricebook zone would be easy to recognize when you perform the mass updates for products' price and cost.
Figure 1.2: Listing of Pricebook Zones
Once the pricebook zone is set, save the record.
Each product derives its cost and price information from a designated pricebook zone, which can be allocated to multiple stores (locations).
For a detailed guide, refer to the Pricebook Zones KB article.
2. Locations
For businesses with multiple stores across different regions, areas, states, or counties, it's essential to create all corresponding locations. Each location represents a physical store situated in distinct areas or regions, always linked to a specific pricebook zone.
Figure 2.1: Listing of Locations
To add a new location or manage an existing one, simply click the "Add New" button or select the specific record (or Edit icon) from the list.
You need to select or enter the mandatory fields. You can select the pricebook zone from the drop-down list, and you can also add a new one at the time of location creation if needed.
Figure 2.2: Setting Up a Location
For a detailed guide, refer to the Locations KB article.
Establishing Pricebook Zones and Locations is the initial and paramount step in initiating the setup process to bring the store online.
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