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How do I setup and use Multi-Stores

Created on  | Last modified on  Highlight Matches

Summary

In this article we provide steps on how to setup and use Multi-Stores on Sage 50cloud Pastel Accounting.

Description

The Multi-Store add-on module lets you set up and use multiple stores or warehouses.

Resolution

Some common uses of this module are:

Stores/Warehouses

You may keep inventory in separate physical locations. For example, you could have multiple branches, each situated in different cities. In this case, you would have the same items in each store, and you can transfer quantities between these items.

Manufacturing

If you manufacture goods, you may wish to keep your raw materials in a separate store so that operators do not sell, or get confused by, these raw materials. It also keeps the size of the store from which you do sell much smaller, which speeds up operators when they choose items. You could also create a further store for work in progress items.

Consignment/Sales Representative Tracking

You can create a store that contains inventory you have given to a customer on consignment. You can also create a store for your sales representatives, if they take samples or actual stock on the road. This makes it easy to track and control these items.

Note that customers and suppliers exist for the company as a whole. You cannot link them to specific stores. However, you can link users to one or more stores, and prevent users from accessing items in other stores. Refer to article How do I create a new user and set user permission or access? if needed.

If you install the Multi-Store module over already existing inventory data, the system places each inventory item in the default store.

You can create up to 999 stores. Each store can have an unlimited number of inventory items. Refer to article How do I create stores and link inventory items to stores?

You can have the same inventory item code in different stores. If you do so, the items are the same item. They share all item fields except the following:

  • Quantities
  • Cost Price
  • Selling Prices
  • All fields on the Reorder tab

When you create inventory items, you specify in which store(s) to create the item.

You can copy selling prices from one store to another, per item or per store. This gives you the flexibility of easily having the same prices in each store, different prices in each store, or the same prices in some stores but not in others. 

Working with multiple stores is almost identical to working with normal inventory. The only difference is that each time you wish to access an inventory item, you specify the store in which the item exists. If you have users who can only operate in a single store, the system will in any event set the store correctly for those users. 

You can transfer items between stores, using a store transfer journal via the Process...Inventory Journal menu option.

For details about average cost adjustments between stores, refer to article How are cost prices for inventory items calculated on Sage 50cloud Pastel Accounting?

You can range on stores in every inventory report. See example below.

Image

You can print a report that lists your stores as per information below.

Multi-Store Reports - Stores

This report lists inventory stores or stores.

To access this function

  • Select the View...Inventory...Listings...Stores menu option.
  • You can also use the System Navigator to navigate to this function.

NOTE: ersion Information  This module is not available with Pastel Xpress.