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Locations - Store, EM, Warehouse, DC

Scoping Questions

General

  1. What location types are required? (store, office/estate manager, warehouse, web shop)
  2. How many stores are there, and what are their Location IDs? (e.g. 0001, 0002)
  3. What Branch Numbers should be assigned to each store?
  4. Which Region should each location be assigned to?
  5. What is the start date for each location?

Address and Contact

  1. What is the address for each location? (organisation, street, town, county, postcode, country code)
  2. What is the contact email and phone number for each location?

Cash Management

  1. What cash management method is required? (TERMINAL or STORE)
  2. What denomination entry method? (EITHER, VALUE_ONLY, QUANTITY_ONLY)
  3. Should cashed-up sessions be auto-finalised?
  4. What is the maximum number of cashup recounts allowed?
  5. Should a float check be performed after sign-on?

Receipts and Messages

  1. What receipt header and trailer lines are required?
  2. What receipt header/trailer images should be used?
  3. Is a customer welcome message required?
  4. What is the till closed message?

Security

  1. How many failed sign-on attempts are allowed before lockout?
  2. What is the failed sign-on warning count?

Day End

  1. Which days of the week is the store open? (for day-end configuration)

Other

  1. Are any nearest stores configured for stock lookup?
  2. What is the default warehouse for each store?
  3. Are bank details required for each location?
How To Guide

How To Configure a New Store - Location Configuration

Configuration Examples
Store Location
<retail:store
  xmlns:core="http://www.enactor.com/core"
  xmlns:retail="http://www.enactor.com/retail">
  <retail:locationId>0001</retail:locationId>
  <retail:description>Enactor Store</retail:description>
  <retail:locationType>store</retail:locationType>
  <retail:startDate>2014-05-08T00:00:00+01:00</retail:startDate>
  <retail:locationAddress>
    <retail:countryCodeId>GBR</retail:countryCodeId>
    <retail:organisation>Enactor</retail:organisation>
    <retail:street1>Enactor House</retail:street1>
    <retail:street2>1 Bluecoats</retail:street2>
    <retail:town>Hertford</retail:town>
    <retail:county>Hertfordshire</retail:county>
    <retail:postCode>SG14 1PB</retail:postCode>
    <retail:email>info@enactor.co.uk</retail:email>
    <retail:phone1>01992 500881</retail:phone1>
  </retail:locationAddress>
  <retail:groupId groupHierarchyId="All" groupTypeId="region">UK</retail:groupId>
  <retail:branchNumber>1</retail:branchNumber>
  <retail:isLive>true</retail:isLive>
  <retail:templateKey>STORE_TEMPLATE_UK</retail:templateKey>
  <retail:cashManagementMethod>TERMINAL</retail:cashManagementMethod>
  <retail:denominationEntryMethod>EITHER</retail:denominationEntryMethod>
  <retail:autoFinaliseCashedUpSessions>false</retail:autoFinaliseCashedUpSessions>
  <retail:nearestStores>0003</retail:nearestStores>
  <retail:trailerLines>Thank you for shopping at Enactor</retail:trailerLines>
  <retail:receiptHeaderImageId type="bmp" category="RECEIPT">ENACTOR</retail:receiptHeaderImageId>
  <retail:dayEnd><retail:day>1</retail:day></retail:dayEnd>
  <retail:dayEnd><retail:day>2</retail:day></retail:dayEnd>
  <!-- ... days 3-7 ... -->
</retail:store>

Other location types in the reference set: retail:office (Estate Manager), retail:warehouse (UK Warehouse), retail:store with locationId "WebShop" (Web Shop).