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.