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Stores accounts Details

Details tab

Store number...A unique code that identifies this store or account that is manually created by the operator. The store ID cannot be changed after the store has been added.

Store name...The name of the store/account

Address 1 & 2, City, State, Zip...The mailing address of the store/account.

Phone...Phone number

Fax...Fax number

Contact name...The primary contacts name.

Email...The primary contact email address. Double click the email address to automatically bring up your computers defined email client software with the email address already entered in the TO field.

PO Ship to Address 1 & 2, City State, Zip Option for optional multi-store module. The shipping address for this store location that will be printed on Purchase Orders as they are created within the system.

Account/routing number...Enter the bank account and routing number that you want to print on the deposit slip. The deposit slip is for reference only, a bank cannot actually use it to make the deposit.

Store open cutoff time...If the store is opened for a particular Business Date, and its after the time specified here, ProfitSystemwill warn you that you may have forgotten to close the store for the prior date. For example: The store is open for a Business date of 1/15/2001, and the store open cutoff time is set to 3:00 (3am). If you start ProfitSystem at 3:25a on 1/16/2001, the program would warn you that the store is still open for the Business date of 1/15/2001. If you start ProfitSystem at 1:30am it would not warn you because it is not yet 3am.

Disable open Close for this store? (checkbox)...This settings will not require this store to perform a store Open/Close routine irregardless of the system's open/close setup requirements as defined in the System Setup - Options Tab.

Notes Button...A place to type in any information about the store or account.

*Show Notes on Ship..If checked, the notes entered above will be displayed every time a user ships an order to this store.

Region...Region is a geographical code that may be assigned to this store. Some reports may be filtered by Region code, which would includes data for all stores that are assigned to that Region code. Optionally a Region may be assigned to a store.

See Region Topic for more information.

Group...Group is a tool of the optional multi-store module to relate a group of stores (like a franchise). Stores of an assigned group can view, edit and sell inventory of the same group. Employee Time Clock entries can be edited from Store Registers of the same group register where the employee clocked in. See Store Groups Topic for more information.

Taxes, Retail 1, Retail 2, Rental 1, Rental 2, Wholesale 1, Wholesale 2...Enter up to two tax rates for retail sales or rental orders (only available for WinTPOS or WinTPS modules) or Wholesale (only available for WinTPS) module. When two rates are entered both tax rates will be applied to sales. Taxes collected/charged are shown on the Revenue Report and Sales Tax report.

For each retail tax rate entered, the program creates a tax rate record, where the name is the store id, plus R1 or R2 for retail rate 1 or 2 respectively. For rental, it is N1 or N2, and for wholesale it's W1 or W2. It also creates a GL account with the same name, and links the GL account to the tax record.

Enable tipping?...Check to turn on the tipping prompt at payment time. See Tipping.

Holdback % for credit card (2.5% as 2.5)...If the shop would like to keep a % of tips collected via credit card, enter a % here and it will be calculated and printed on the Tips by SA report.

Note: Additional rates (more than two) may be created via ProfitSystem Tax Rate and Tax Group forms. Please contact BBL for assistance in setting these up when needed.

Special Tax selection...Several states have special tax requirements and ProfitSystem can handle those when needed. Currently MA, NY & VT has special routines for sales tax. All others would select NONE.

  • None: No special tax computations
  • Massachusetts: only computes tax on the portion of the sales price greater than $175.
  • New York: will not charge tax on any item with a sale price of less than $110. Tax will be calculated on the full amount of the selling price for an item sold for $110 or more.
  • Vermont: will not charge tax on any item with a sale price of less than $110. Tax will be calculated on the full amount of the selling price for an item sold for $110 or more.

See the topic Tax Rates for information on specialized sales tax computations.