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Functions Available Only in Home Office
Functions Available Only in Home Office
The following is a list of functions that can only be performed at Home Office in a Multi-store environment:
Accounts Receivable
Reverse payments but ONLY if the payment was taken at home office (payments taken Locally have to be paid out to customer as they create a credit)
Pay out to Customer: paying a credit out to the customer to remove it from their account
Edit invoice header in AR: Manager Screen. (It is recommended to confirm if this has been changed at the local level but it will take a few minutes)
Corporate Customers Printing of Statements
Applying and reversing Credits
Inventory
IC: Support Files
Classes
Codes
Fine
Sub fine
Manufacturer
Seasons
Customer Type
Unit of Measure
Vendor
System
Creating User Security Groups
Changing the settings for User Groups
Users for Home Office will need to be created at Home Office (Local users do not go from store to store or to home office)
Return Reasons – reasons for a refund (yes/no listing)
Creating of General Ledger Accounts
Creation of General Ledger Sales Link Codes if used
Adding of States and Countries for addresses
Store Listing – which store is store 1 and which store is store 2
Creation of Customer Terms
Sales Tax (following only)
Customer Tax Types
Locations
Taxable Items Types
Non-Tax Types
Just as an FYI: Tax tables with tax rates are set at the local level to allow different stores to set their own tax rates. This is sometimes the case when the stores are located in different states or if their local tax rate is different.
