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Setting up a Store

Online Store with Nimbus RMS

Online retail store is easy to set up in Nimbus. When you enter the name of a company while creating an account, the system automatically creates a shop of the same name.

You can, however, add additional information or change the name of your shop/store.

Let’s learn how to personalize NimbusRMS and add information about your store.

From the main menu select Configuration>Store Configuration>Store Definition.

The Records tab of the screen will show store/s name in the grid.

Select your store to load it on the main screen.

Store definition

Here you can change the name of your store and also add additional information about it.

In the Store Name field, enter the name of your store. This name will be printed on receipts and on all the  emails sent from the store.

Enter a unique Customer Code Prefix. This prefix will be attached to all shop customers on the Customers screen.

By default, Opening Date is the current date in the system when you define your online retail store. However, you can change it. For example, if you want to start your business in backdate to enter previous stock or transactions, you can do so by clicking the calendar icon and selecting the date.

Select the Store Time Zone that you want your selected shop to use for recording payment time and date for your store.

HO Controlled or Autonomous: These radio buttons are for the multi-store version of Nimbus. If HO is selected for a particular shop, the HO user will be able to perform various operations on the shop like entering the stock, making sales, stock count, etc.

For Autonomous shops, HO cannot perform any retail operation, However, HO users will be able to view reports of the autonomous shop.

Note: For the personal version of NimbusRMS, the radio button HO controlled will appear selected.

When you uncheck Active checkbox the store will become inactive or nonfunctional, and no activity can be performed at it.

Entering Address & Contact Information

Address and contact info

To enter more information about your online retail store, expand the Address and Contact Information section.

Enter contact details like Address, City, Email and Phone.

Enter Comments about the shop if you want to.

Tax Configuration

To enter information about how tax and discounts will be configured for the defined shop, expand the Tax Configuration section.

Store Based VAT: Check this if uniform VAT is applicable to all products sold at a particular store.

VAT Percentage: Percentage entered here will be applicable to all products.

Apply VAT: This drop down menu gives you three options. Select the one you want to use for the selected store

Note: If you select Use System configuration Settings, the setting on the Sale tab of System Configuration will be become applicable.

Tax configuration

Impact of Discounts on Tax

NimbusRMS gives you the option to apply VAT after the deduction of certain discounts. Mark the check-boxes against the discount types that you want the system to deduct before applying VAT.

Subtract Unit Discount: It is the discount that is either configured for items on the Discount screen or given on run-time while selling.

Subtract Customer Discount: This type of discount is configured on Customer Type screen and then attached to the Customers.

Subtract Receipt Discount: Its the discount that is deducted from the total amount of the sale receipt. It is a pre-configured discount which if configured will show Receipt Disc checkbox as checked.

Adding, Editing or Deleting Records

To edit information of any store, from the Records tab select it and click Edit (Orange) button on the top right of the Records screen.

The record will load on the main tab.

Make changes and click Update.

To create a new store, click New (green) button. Enter information for the new store and click Save.

Once defined, a store record cannot be deleted. However, you can make it inactive by unchecking the checkbox Active. This will make the store non-functional and it will not appear in any records or drop-down menus.

in Store Configuration