In Stockagile you can add different stores and warehouses to the system. The system allows you to have visibility of the stock in the different business units, review sales and transfer stock from one store or warehouse to others.

Requirements to be able to register a store

The user must have the OWNER role. You can see the different types of roles in the Create or edit a user section.
It is important that you have previously configured the different Product pricing tiers in case you sell through different sales channels (retail, outlet, wholesale or ecommerce).

Steps to create a store or warehouse

Go to the inventory module and click on the LOCATIONS tab.
At the top right click on the "New Location" button
A pop-up window will appear where you can fill in the following information. Fields marked with * in the window are required:
- Name of the warehouse/store.
- Select if it is a store or warehouse.
- Pricing tier linked to the warehouse/store previously configured in the creation and editing of price rates.
- Telephone number associated to the store, will appear on the tickets
- Address associated to the store, it will appear on the tickets
- City associated to the store, it will appear on the tickets
- Postal code associated with the store, will appear on the tickets
- Country associated with the store, will appear on the tickets
Once the information is filled out, click "Create." If it is not already included in your subscription, creating the new location will automatically modify the subscription so that the new location is taken into account for the next monthly payment. You will be notified in advance of what this change will mean in your subscription, as seen in the image in step 3.
You can see the location information by clicking on it, in the list on the right next to the map.

Step 3: Pop up to fill the data.

Step 5: Data inside the location

Steps to edit an already created shop or warehouse

Go to the inventory module and click on the LOCATIONS tab
At the right of the map, you will see the list of all your stores, warehouses, showrooms,...
Click on the location you want to edit.
Once inside, you will be able to view and edit the details of the main information and store settings:
- Code*: Location code, used for screens where there is little space to display the name.
- Name*: Name of the warehouse or store.
- Is the main warehouse: Select it to be the default warehouse.
- Address 1*: Main address.
- Address 2: Second address, if any.
- City*: City where the store or warehouse is located.
- Postal Code*: Postal code of the city.
- Country*: Country where it is located.
- Telephone number: Telephone number of the warehouse or store.
- Position: Place it occupies in your list of locations.
- Total surface area (m2): Surface area in m2 of the store.
- Total volume (m3): Volume in m3 of the store. This field will be used for capacity calculations for that location.
If you have selected “It's a store”, other sections called “Store settings” and “Planning settings” will appear at the bottom of the page.
- Pricing tier*: Select the price rate that the store should have.
- Ticket template*: Select the configuration of the tickets that the store must have. The ticket configuration sets the style, logo, texts and information that will appear on the ticket each time a customer makes a purchase.
- Replenishment frequency
- Replacement delivery time
- Replenishment warehouse
- Growth Percentage: Based on the store's growth estimate, used to adjust replenishments on the next order.
Regarding the "Billing settings" and "Picking and packing settings" options, these appear whether it is a store or a warehouse:
- Company name or franchise: Select the legal information of the company that we want to appear on the ticket. In most cases it will not be necessary to touch it, it is useful in case we have different NIFs than the company's.
- Invoice serial number: If we want the different types of invoices generated from this location to not follow the same serial number as the one defined at the company level, we can select the serial number to use here. This is useful for those stores that have selected a tax address other than that of the company (previous point), as it allows you to work with multiple invoice sequences independently.
- Create cash register closing summary invoices: By checking this option, a summary invoice will be automatically generated when you close the cash register
- Contact for summary invoices: in case you need it
- Contact person: for picking and packing adjustments
Hit the "Save" button when making changes.

Step 1: Location list view

Steps to delete a location

⚠️ Note: Before deleting a location, it is recommended that you pre-transfer the remaining stock. Since once this is deleted, the stocks will be set to 0 and the action cannot be undone.

Go to the side menu and click on the LOCATIONS button within the INVENTORY section.
On the main screen, a list will appear with the locations that have already been created, so you will have to click with the mouse on the warehouse or store that you want to edit.
Once inside the warehouse page, you will see the "Delete" button at the top right.
Click and a verification message will appear to delete the location.
To delete it, click the "Delete location" button and it will automatically be deleted.

Step 4: Verification pop up to delete the location

Locations and registration form

Lastly, you will see three more tabs apart from Details, which are Cash Registers, Locations, and Registration Form. To learn more about cash registers you can go to Create and configure a cash register.

The locations section refers to all the locations that you have assigned to the products in their Locations window. You can also edit them or add to those products that do not have localization yet.

At last, the Registration Form section configures your customer loyalty, which allows you to generate a specific link so that they can register easily. To configure it, follow these steps:

Click on the "go to privacy contracts" button.
In the Settings section, create a privacy contract so that your clients know how you will treat their data.
Link that contract to the stores where you want to use it.
In Inventory / locations, access your store and go to the Registration Form section. You will see a QR code and two links that allow you to locate a customer registration screen or print the QR so the customer can register from their mobile.