IMS Documentation
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IMS Documentation › Manage › Stores

Manage Stores

Manage Stores is the central store-master screen in IMS. It defines each branch, warehouse or online store together with its location, transaction settings, V-Count integration, refund policy, POS terminals, store sections, financial mapping and custom attributes. These definitions are reused throughout sales, inventory, reporting, rewards and integrations.

Open the screenManage → Stores
IMS Manage menu with Stores selected
Path: Manage → Stores.

Store master screen

IMS Manage Stores screen showing store settings, POS, sections, financial information and custom attributes
The Store master combines operational, transaction, financial and reporting-related configuration in one place.

Find and filter stores

The left side of the screen lists stores and provides two ways to narrow the list:

ControlPurpose
AllShows active and inactive stores.
ActiveShows active stores only. This is the default view when the screen opens.
InactiveShows inactive stores only.
FilterFilters the visible list by store name.
Store countShows how many stores match the current active/inactive and name filters.

Create or edit a store

Create a new store

  1. Click New.
  2. Enter a unique numeric ID and the store Name.
  3. Complete the required Basic Store Info, Store Settings, Transactions Info and Financial Info.
  4. Click Save.

Store ID and Name are required. After the store has been created, its ID becomes read-only.

Edit an existing store

  1. Select the store.
  2. Click Edit.
  3. Change the required master settings.
  4. Use the enabled Add/Edit controls if POS terminals, Sections or Custom Attributes also need maintenance.
  5. Click Save to save the store changes, or Cancel to leave the current edit.

Basic Store Info

FieldPurpose
IDUnique numeric store identifier used throughout IMS.
Ar. NameArabic store name.
NameMain store name displayed in IMS lists and reports.
SupplierLinks the store to the applicable supplier record when the business setup requires that relationship.
PhoneStore phone number.
AddressStore address.
LocationOptionally assigns the store to an IMS Location. This relationship is used by reports that filter or group stores by Location.

Store Settings

SettingMeaning
Is ActiveControls whether the store is considered active. Reports that provide an Include inactive stores option use this store status.
Is WarehouseMarks the store record as a warehouse.
Is Online StoreMarks the store as an online-store location for supported online-order and integration workflows.
Is damage items locationMarks the location for damaged-item handling.
Ignore Store's BalanceFlags the store so supported IMS workflows can ignore the store balance where this option is respected.
Transactions EnabledControls whether the store is enabled for transaction processing.
Star Rewards ActiveEnables Star Rewards participation for the store.
Integrate with V-CountMarks the store for the IMS V-Count people-traffic integration. Imported traffic is used by reporting features that show Traffic and Conversion Rate.
Fulfillment PriorityStores the priority used by supported fulfillment workflows.
Shopify-linked storesIf a store is being used as the local transaction store for an active Shopify store profile, IMS keeps the local store Active, Online Store and Transactions Enabled so the integration can continue using it.

Returns and refund policy

Reject refund after controls the store's allowed return/refund period. Enter 0 to use the IMS system default shown next to the field.

By default, the store uses the system refund-policy text. Enable Force Custom Policy when that store must print or use its own store-specific policy text instead.

Transactions Info

FieldPurpose
Print Ar. NameArabic store name used by transaction/receipt output where supported.
Print NameStore name used by transaction/receipt output where supported.
Default S.ManDefault Sales Man/Lady assigned to the store for supported sales workflows. The ID and name come from Manage → Sales Men/Ladies.

Point Of Sale

A store can contain one or more POS terminals. Select the store and enter Edit mode to maintain its POS list.

POS fieldMeaning
IDPOS identifier within the selected store.
NamePOS/workstation name. Name is required.
IPPOS IP address. It is required and must be unique across the configured IMS POS terminals.

Add a POS terminal

  1. Select the store and click Edit.
  2. Under Point Of Sale, click Add.
  3. Enter the POS Name and IP address.
  4. Click Save.

Edit a POS terminal

Select the POS, click Edit, change Name or IP, and click Save. IMS validates the IP before saving.

Sections

Sections let a store divide its merchandise or operating area into store-specific sections.

Section fieldMeaning
IDSection identifier within the selected store.
NameRequired section name. IMS prevents duplicate section names within the same store.

Use Add or Edit while the store is in Edit mode. A section can be removed only when no items are assigned to that store section.

Financial Info

FieldPurpose
Cost CenterFinancial cost-center mapping for the store.
Finan. Store IDStore identifier used by the financial mapping/integration.
Account No.Financial account number stored for the store.
Cash DepositCash-deposit account/mapping stored for the store.

The detailed accounting workflow for these fields will be cross-linked when the Financial modules are documented.

Custom Attributes

Store Custom Attributes extend the standard store master with business-specific values. The attribute definition is global, while the Value is stored independently for each store.

FieldMeaning
IDGlobal store-attribute identifier.
NameAttribute name. Spaces are normalized to underscores when IMS saves the definition.
FormatDisplay format for the attribute, such as number, decimal or text formatting.
ValueThe selected store's value for the selected attribute.

Users with the required global-attribute permission can add or edit attribute definitions. Store-specific values can then be maintained for each store.

Custom reporting connectionStore Custom Attributes can be exposed through IMS Custom Views and Custom Reports. This allows store-specific business fields to become columns in User-Defined Reports and scheduled custom reports.

How Store master data affects reporting

The Store screen now explains several criteria and columns used throughout the reporting documentation:

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Cash ReportBranch and POS values come from the Store and Point Of Sale configuration.
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Store Sales ReportStore active status controls inactive-store inclusion, while V-Count-enabled stores can contribute Traffic and Conversion Rate data.
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Main Sales ReportStore and Location criteria/grouping are based on the Store master and its Location assignment; inactive stores can be included when requested.
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Store Sales PaymentsStore criteria use the configured store master records.
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Gross IncomeStore mode uses the IMS Store master for store-level inventory and profitability analysis.
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User-Defined ReportsStore criteria and Store Custom Attributes can be exposed by the Custom Reporting framework.

Permissions and protected maintenance

Store maintenance follows the IMS access policy. Users without store-management permission cannot create or edit stores. Creating or editing global Store Custom Attribute definitions uses the separate global-attributes permission. IMS also checks normal connection, maintenance and automation-blocking conditions before protected store, POS, section and attribute maintenance operations.

Common tasks

Branch setup

Create a retail store

Create the Store master, assign its Location, configure transaction settings and add its POS terminals.

Reporting

Prepare Traffic reporting

Enable V-Count integration on the applicable store so imported people traffic can be associated with that store.

Operations

Configure store-specific returns

Use the return-days setting and optionally force a custom refund-policy text.

Custom data

Add store-specific business fields

Use Custom Attributes for values such as EDI codes or other fields required by custom reporting and integrations.

Sales Men/Ladies relationship

The Store master can reference a Default S.Man from Manage → Sales Men/Ladies. In the opposite direction, each Sales Man/Lady keeps a Can Sell In list that determines the stores assigned to that person.

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Custom AttributesDefine the Store attributes that can receive values on this screen.
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Manage SuppliersMaintain suppliers, supplier brands, JIT settings and Supplier Custom Attributes.
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Main Sales ReportAnalyze store, location and merchandise performance.
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Store Sales ReportReview daily, weekly, monthly, yearly and hourly store sales including traffic and conversion.