1.Select Tools > Parameters from the Main Menu.  

• With the Parameter window opened, choose Store Number.  
• This opens the Find Store Number window.  
• To create a new store, click on New at the top of the window. 
• The Store Properties window opens. This is where you need to set up the store's essential information.

2. In the Description field, key in the store name.

3. In the Store Number field, key in the store number.

Underneath the Description and Store Number are seven buttons. 

The General tab is open by default. 

The General tab

1. In the Region field, select the appropriate region for the store (for example, Northeast or Southwest, etc.).

2. In the Manager field, simply key in the store manager's name.

3. Under Labels Defaults, there are two fields. At the right of each field, there is a drop-down arrow that, when clicked, calls up a menu of label names. 

The Two Fields are:

Product Barcode Label: referring to labels placed on regular products

If a product has a Label Type assigned to it in Product Properties, that Label Type will override what is defaulted for the store here in the Product Barcode Label. 

If a product does not have a Label Type assigned to it, the system will use the label defined here.

Customer Order Label: referring to labels placed on products received in to fill a customer order.

The Customer Order Label type here must be filled in. 

If it is not, no Customer Order labels will be printed. This is the general default label for Customer Orders. 

However, there are two other Customer Order Label defaults here, as well.

In Store Pickup Label is optional. If you want to assign a store default label for Customer Orders that are picked up at the store, you can do so here. If you assign a label here, it will print along with the Customer Order label.

Charge & Send Pickup Label is also optional. If you want to assign a store default label for Customer Orders that are charge & send, you can do so here. If you assign a label here, it will print along with the Customer Order label.

Under both the Product Barcode Label field and Customer Order Label field, choose the default label type for the store.

4. Maximum number of Pickup Labels to print is also optional. If you leave this blank, no maximum will be established. If you want to set a maximum for orders that are to be picked up at the store, simply key it in here.

5. In the General Ledger Store Code field, you may assign an Accounting General Ledger Code to the store as a whole. This is strictly optional. If used, the G/L Export process will be able to separate transactions on a store-by-store basis matching all transactions against the store's General Ledger Code, established here. If you only operate one store, this field has no real value. If you do not wish to separate transactions in the G/L Export by store, then you can leave this field blank. 

6. In the Vendor for Transfer Purchase Orders field, assign a vendor for transfer POs. If this field is blank, no transfer POs will be able to be cut for the store in question.

7.  Key in the FillZ export prefix, if applicable, in the FillZ Export Prefix field.

1.  Click on the Physical Address button. The box fills in with standard address form fields for you to fill out.

The other buttons are for the Shipping Address, the Billing Address, and the Corporate Address. If all of these addresses are different from the Physical Address you just filled out, you will need to fill them out manually. But if they are the same as the Physical Address, there is a shortcut:

1.  Click on the address you need to fill in next (for example, Billing Address).

2.  Click on the down arrow to the right of the Copy toolbar button at the top of the Store Properties window. A pull-down menu appears.

3.  Assuming you filled out the form for Physical Address first, select Physical Address from this pull-down menu. The form you have open (for example, Billing Address) fills in immediately with the same information you had entered in the Physical Address form. 

4.  Repeat this process for each of the remaining address forms, assuming they all mirror the Physical Address.

5.  Click on the Save button in the Store Properties toolbar, and then close out of the window. Back at the Find Store window, the store you just added to the system appears in the list of stores.

Allows you to set up certain POS features within the store. 

Print Description: click on the arrow at the right of the field. 

• A drop-down list appears, with three choices. 
• Select the choice you want. 
• Whatever you select here will appear on the printed receipt for each item sold during a sale. 

Discount Total Message: Any POS transaction that has a discount will display the total value (summary) of the discount on both the POS screen and the sales receipt. The text you enter in the Discount Total Message field will appear just before this summary value. 

Receipt/Invoice: Key in the heading you want printed on the top of the receipt. 

• More than likely, this will be your store's name and address.

Balance Card/Coupon: Key in the heading you want printed on the top of Balance Card and Coupon slips.

Footer: Key in the message you want printed on the bottom of the receipt.

Signature Message: Key in the signature message you want displayed on applicable receipts. 

• What you key in here will be what displays before the signature line on the receipt.

Default Discount: activated by checking the Use Discount field beside it.  

• Choose which discount code you want to use as the default discount code for your store. 
• The discount you select here is the same one that can be found in Customer Discounts. 
• The only difference is that here, you are assigning a default discount code for the store as a whole, not for a specific customer. 
• If a customer with a discount code attached buys something at the POS, the system will use that specific customer's discount code over the general code you establish here. 

NOF Service: activated by checking the Offer NOS Service field

• This will determine what the default prompt should be at the POS screen when an item cannot be found on file. 
• When scanning something at the POS, if the system cannot find a matching product number (item not on file), the POS screen will prompt the clerk and ask whether or not to sell the NOF item as a service. 
• If you enter a service here in the NOF Service field, this particular service will appear in the NOF POS prompt. 

Coupon Creation Rule: activated by checking the Create Coupon field  

• Choose which coupon code you want to use as the default coupon code for your store.  

Donation Service: activated by checking the Use Donation Offer field

• Choose Donation Service to use
• This will allow you to Prompt for POS Round Up at the end of a sale
• For more info on POS Round Up click here

Total Sale Description: Key in what you want displayed on the receipt in the Total Sale Description line. 

• If you enter nothing here, the Total Sale Description Message will say, "Total Sale."

Net Sale Description: Key in what you want displayed on the receipt in the Net Sale Description line. 

• If you enter nothing here, the Net Sale Description Message will say, "Net Sale."

Change Description: Key in what you want displayed on the receipt in the Change line. 

• e.g. if given cash and there is change to return to the customer, what should be printed on the receipt next to the change amount will be determined by what you key in here. 
• If you enter nothing here, the Change Message will say, "Your Change."

Check Endorsement: Key in the message you want printed on the back of checks when they are validated.

Receipt Image: Enter the path of a bitmap image you want to have printed in the header of your store's receipt. 

Invoice Image: Enter the path of a bitmap image you want to have printed in the header of your store's receipt. 

Balance Card Image: Enter the path of a bitmap image you want to have printed in the header of your store's receipt. 

It's a good idea to have all bitmap images shared in a network drive so everyone can access it.

Be sure the bitmaps resolution is compatible with your printer.

Do not use bitmaps on printers that do not use high resolution.

In the Print Settings Section:

Show Savings from MSRP:

Checked = any savings from the MSRP of products in a transaction will display on the POS screen as well as on the receipt. 

Unchecked = the savings from MSRP information will not display.

Item Line Message: Key in the text you want to appear (on the POS screen as well as the receipt) in front of the the MSRP price for each applicable item in the sale

• e.g. "List Price"
• Item Line Message is only active when Show Savings from MSRP is Checked 

Savings Total Line Message: Key in the text you want to appear (on the POS screen as well as the receipt) in front of the total savings (for all combined items in the transaction) value.

• e.g if there were two items in a sale, and both had an MSRP of $10.00 but were sold with a selling price of $8.00, the total savings would be $4.00 ($2.00) for each item.
• This total will appear at the bottom of the POS screen and on the receipt.
• What you key in here will display just before this total. e.g. "Total Savings.”
• Discounts will not be calculated in this total. Discounted savings are calculated separately.
• Savings Total Line Message is only active when Show Savings from MSRP is Checked 

The following are checkboxes where checked = active and unchecked = inactive

Print Reward Program Status on Receipt: checked If you want the reward program status to be printed on the receipt

Print Customer Address on Receipt: checked if you want the customer’s address to be printed on the receipt

Print a unit price line on the receipt and the display post: checked if you want the unit price line to be printed, then checkmark this field.  

Print a No Sale Receipt: checked if you want the ability to print a no sale receipt

POS Closing Section:

Print Sales & Receipt Summary Automatically: The system will automatically check this field (it is the default). 

• If checked, closing the POS will automatically print the shift summary and the daily sales and receipt summary. 
• When unchecked, no summary is printed. 
  • In order to get a shift reading in this case, you must key in the appropriate password to access the information.

Below this field is a drop-down arrow and three choices.

• Select however you want the system to handle the close of day.  

Display Clock on POS Screen: checked if yes, this is especially helpful for SAAS users.

 Set security for several POS functions. 

Next to each function listed under the POS Security tab, you can key in a password that the POS clerk must key in at the POS to proceed with the function.

Quick Keys: Both Quick Keys and Function Keys are established by clicking on the Quick Keys button. 

Quick keys can be helpful for clerks at the POS. 

• e.g. if you sell a certain service or specific product or type of product often, it would make sense to create a quick key for it, especially something that cannot be scanned. 
• If your store does a lot of gift wrapping for a fee, you might want to create a quick key for gift wrapping.

To make quick keys work, simply assign a letter or number to a product or a service. 

Then, when the cashier presses that number or letter during the sale, the desired service or product appears on the POS screen, just as if it were scanned. This is a great timesaver.

You can create as many quick keys as you want, and you can always come back in and update the file. 

To establish and maintain your quick keys:

• Click on the Quick Keys button in the toolbar at the top of the screen.
• The Quick Keys window appears.
• To create a new quick key:
  • Click on the Add to List icon, positioned at the top left of the window, 
    • A blank row appears at the bottom of the list.
  • In the Key column: Key in a letter or number. 
    • This letter or number will be the quick key for the product or service you are selecting here.
  • In the Category column 
    • Select what you are creating the quick key for:
      • product, service, or function (Function keys will be discussed momentarily). 
      • Click on the pull-down arrow at the right of the field, and select the appropriate category.
  • In the Code column
    • Select the product number (for a product) or service code (for a service) you want to create the key for.
    • Once you have selected the product or service code, the field beneath the Description column will fill in automatically, either with the name of the product selected or service selected.

To establish and maintain your Function Keys:

• Beneath the Quick keys on this list, you will find the POS Function keys (or shortcut keys). 
• Each function key provides a shortcut command. 

iMerchant comes with default function keys already established. 

If you want to change the default value of any function keys

• Highlight the appropriate row and then click on the arrow to the right of the Code field. 
• A list of POS Functions will display in the submenu that appears. 
• Select the function you want matched with the specific function key whose row you are in. 

if you are changing the default of a function (F) key, you will probably want to keep the Key column the same (for example, F6) and keep the Category column the same (i.e. "Function").

You would just be switching the POS function associated with that particular function key.

• Once you are finished creating (or altering) the quick keys and function keys click on the Close button
• You will be prompted to Save
• Click Yes