92 42 111 290 290 contact@lumensoft.pk

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 the 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 the 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.

Adding, Editing or Deleting Records

To edit information about any store, from the Records tab select it and click the 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 the 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