How To: Changing Branch Settings (30-02-02)

Overview

This tutorial describes how to change the settings of existing branches.

Step-by-Step

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  1. Double-click the Branch ID being updated. The branch information appears.

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  1. Update the following fields as necessary:

    2. Header Tab

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    Branch
    This is the Branch ID. This field can only be accessed during initial entry of a non-inventory branch.

    Name
    Accept or change the full name of the branch.

    Region
    This is the region code for this branch. This field can only be accessed during initial entry of a non-inventory branch.

    General Tab

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    Address 1
    Accept or change the first line of the address of the store.

    Address 2
    Accept or change the second line of the address for the store.

    City
    Accept or change the city in which the branch is located.

    State
    Accept or change state in which the branch is located.

    ZipCode
    Accept or change the zip code for this store.

    Phone
    Accept or change the primary phone number for this branch.

    Attention
    Accept or change name of the person in charge of this branch, if applicable.

    1st Half of G/L #
    Accept or change the first six digits of the General Ledger (GL) number for this branch. The first two digits of the GL number determine whether the branch is a profit center (01) or a cost center (02). The third and fourth digits represent the region number, and the fifth and sixth digits are the branch number.

    We suggest that you assign each branch a different branch number, even if the branches are located in different regions.

    Refer to the Overview section of the General Ledger documentation for more information on GL numbers.

    Date Opened
    Accept or change the date that the store opened for business.

    Date Closed
    Accept or change the date the store was closed for business, if applicable. When a date is entered here, the branch will no longer appear in Status Inquiry (02-01).

    Branch Spooler
    Accept or change the print spooler assigned to this branch.

    Sales Person
    Accept or change the default salesperson ID. The salesperson entered here appears in the ‘Sales Person #1’ field of Point of Sale Entry (02-02).

    Leave the field blank and no salesperson will appear in the ‘Sales Person #1’ field.

    If User ID is turned on:

    • The Salesperson (Employee) ID associated with the entered User ID will pre-prompt in the ‘Salesperson #1’ field of Point of Sale Entry.
    • Type the word “BLANK” in this field and no Salesperson ID will appear in ‘Salesperson #1’ field.

    Sales Tab

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    Are Sales Taxable?
    Check this box if sales are normally taxable at this branch. The ‘Taxable’ field in POS Entry is automatically checked.

    Uncheck this box if sales are not normally taxable at this branch.

    Sales Tax Code
    Accept or change the sales tax code for this branch. Sales Tax Codes are set up in the Sales Tax Tables Entry selection (30-02-04) and can be different for each branch, if necessary.

    NOTE: An entry is required in this field for non-taxable branches since the tax code is used when printing the Sales Tax Report for Sales, Service, and Rental.

    Use Freight Adjustments
    Check this box to use the percentage in Field 29 of Inventory Master File Inq/Maint (03-01) to adjust the freight calculation. The percentage in Field 29 is added to the percentage in the ‘Freight Calculation %’ field and then multiplied by the selling price on the detail lines to arrive at the final Freight Charge.

    These fields can be entered with negative or positive percentage.

    Uncheck this box to apply no adjustments to the freight calculation.

    Freight Calculation %
    Accept or change the percentage applied to the line selling price of each item as a freight charge or a delivery charge to customer. This will be calculated on all DD or SO transactions.

    If no freight is to be calculated, leave this field blank.

    Ask for Min-Sell Auth #
    If User ID is turned on, check this box to require entry of a User ID when an item is sold below the Minimum Selling Price in POS Entry.

    If User ID is turned off, this setting is obsolete.

    IMPORTANT: For more control of markdowns and price changes, please use Preferences 57 & 58 of Transaction Processing Preferences (02-18-01).

    Min-Sell Mark Down Code
    Enter a mark down code in this field and when an item is sold below the Minimum Selling Price in POS Entry, it will require entry of that mark down code before the sale can be completed.

    Each branch can have a different mark down code.

    IMPORTANT: By default, the mark down code only needs to be entered once per sales transaction. For more control of markdowns and price changes, please use Preferences 57 & 58 of Transaction Processing Preferences (02-18-01).

    If no mark down code is required for sales below the Minimum Selling Price, leave this field blank. All lines sold below minimum will be flagged with “?????” in the Markdown Code field and will be reported in the Markdown Control Report (05-35).

    Host Branch #
    This is the number of the host store, if this branch is physically inside another store.

    Currently this field is for informational purposes only.

    Territory
    If desired, you can group one or more branches into a territory. In this field, accept or change the territory that this branch belongs to (up to 3 alphanumeric characters).

    Territories are set up in Market/District Maint (30-02-06).

    Market
    If desired, you can group one or more branches into a market. In this field, accept or change the market that this branch belongs to (up to 6 alphanumeric characters).

    Markets are set up in Market/District Maint (30-02-06).

    District
    If desired, you can group one or more branches into a district. In this field, accept or change the district that this branch belongs to (up to 3 alphanumeric characters).

    Districts are set up in Market/District Maint (30-02-06).

    NOTE: Currently, this field is for informational purposes only.

    For more information on Territories, Markets, Districts, and Service Markets, please see the Using Territories and Markets documentation.

    Inventory Price Code
    (01-23)

    Accept or change the price field from Inventory Master File Inq/Maint (03-01) that is being used as the normal selling price for all inventory sold at this branch. The price codes in this field can range from 01 to 23, or it can be left blank.

    Note that entries 1-15 represent pricing markets, not the actual fields of the Inventory Master File Inq/Maint screen. For example, if you enter “7” in this field, the system would use the selling price set up for Market 7. Market names are set up in the Market Pricing selection (03-90-03) and prices are assigned to the markets in Inventory Master Inq/Maint.

    Entries 16-23 refer to the actual pricing fields of the Inventory Master File Inq/Maint (03-01) screen. For example, if you enter “18” in the field, the price set up in Field 18 is used as the normal selling price.

    The normal selling price pre-prompts during POS Entry (02-02) and when adding a line to an order through Order Maintenance (02-08-03). It is also is used to calculate the ratio of the total selling price for any split or PKS package lines.

    If the customer is paying for merchandise with their AR Open or Revolving account and their account has a price code assigned to it (through AR Master File Inq/Maint (12-20) or (13-20)), this price code overrides the price code set up in this field. This allows customers with special buying arrangements to purchase merchandise (with their AR account) in any of your branches under their predetermined buying arrangement.

    Minimum Selling Price Code
    (01-23)

    Accept or change the price field from Inventory Master File Inq/Maint (03-01) that is being used as the minimum selling price for all inventory sold at this branch. The price codes in this field can range from 01 to 23, or it can be left blank.

    As with the Inventory Price Code, entries 1-15 represent pricing markets, not the actual fields of the Inventory Master File Inq/Maint (03-01) screen. For example, if you enter “8” in this field, the system would use the minimum price set up for Market 8. Market names are set up in the Market Pricing selection (03-90-03) and prices are assigned to the markets in Inventory Master Inq/Maint.

    Entries 16-23 refer to the actual pricing fields of the Inventory Master File Inq/Maint screen. For example, if you enter “16” in the field, the price set up in Field 16 is used as the minimum price.

    This price is used for the Markdown Control for the branch. If this field is left blank, the system defaults to the value in Field 17 as the Minimum Selling Price. Non-inventory Product Types, however, will always have a minimum price equal to the line selling price.

    Credit Auth Method
    These settings affect the way credit card and/or check information is entered during POS Entry (02-02), Quick Ship (02-08-03), and Work Order Entry (07-01).

    Select “Y” and the entry of credit card and check information is required. However, this information is not authorized.

    Select “N” and the entry of credit card and check information is not required.

    Select “A” for the use of online authorization for both credit cards and checks. This option requires a check/credit card scanner. If a scanner is not available, you can use the Manual Override feature. If the scanner is not working, phone authorizations can be obtained.

    Select “C” to use online authorization for credit cards only. This option required a credit card scanner. If a scanner is not available, you can use the Manual Override feature. If the scanner is not working, phone authorizations can be obtained.

    Preferences “A” and “C” are part of the Credit Card Authorization licensed option.

    Gift Card
    This field displays if Value Link gift cards are used in POS entry.

    Select “1” if Value Link gift cards are used in POS Entry.

    Select “N” if you do not use Value Link gift cards.

    Gift cards are part of a licensed option.

    Inventory Tab

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    Inventory Location
    If this box is checked, the branch is an inventory location.

    If the box is unchecked, the branch is a non-inventory location (e.g. Cost Center).

    This field cannot be changed after initial setup.

    IMPORTANT: All inventory branches must be set up by Tyler support.

    Locator Branch
    Check this box to designate this branch as a locator branch (the Inventory Locator application must be licensed).

    All items, except those flagged in Field 33 of Inventory Master Inq/Maint (03-01) as locator exempt, will require a locator number to be entered when sold, received, adjusted, or transferred.

    Last Inventory Date
    This is the last date that a full or partial Physical Inventory was taken. This date is maintained by the system and is updated with the Actual Count date when the Posting File Load (03-30-04) is run.

    Inventory Update Date
    This is the Start of Day date when the last Actual Count Update (03-30-10) was run for this branch. This field is maintained by the system.

    Parts Last Physical Inv Date
    This is the date the last Parts Physical Inventory (07-47-07) was run. This field is maintained by the system.

    Normal Inv P/U Branch
    Accept or change the branch being used as the normal inventory pick-up location for Take With (TW) transactions. The branch selected here displays on the Branch Selection Screen of POS Entry (02-02).

    P/U Loc for ‘DD’
    Accept or change the branch that is being used as the pick-up location for ‘DD’ or ‘SO’ transactions. It is also the branch from which inventory is reduced. It is possible that this branch will be the same as the normal pick-up location.

    For Centralized Delivery installations, this location will usually be the normal warehouse location for the branch.

    Stock Distribution Ctr
    Accept or change the stock distribution center for the branch. This is the warehouse that is responsible for stock replenishment for this branch, when using Stock Distribution (03-61). This is also the warehouse used on the Warehouse Ordering Report (03-60-01).

    The P/U Loc For ‘DD’ is used as the warehouse in Order Processing. If the P/U Loc For ‘DD’ is blank, the Normal Inv P/U Location is used as the DD Pick-Up Location and the Stock Distribution Center.

    Service Branch
    Accept or change the branch where customer repair/service work is performed.

    The branch entered here appears in the Service Branch field of Work Order Entry (07-01).

    1. Click the ‘Done’ button to save the updates.
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