Store Overview and Training

Store Overview and Training

Welcome to the PraxiSchool Store Overview and Training!

Below you will find information about the Store features, Store setup information and the Store training videos.
Please review each video before attempting to set up your Store data.

PraxiStore Features

The Store in PraxiSchool has multiple features. They are listed below and then discussed in more detail in subsequent sections.
  1. Track & Sell Inventory
    1. Create a Store for use in the office.
    2. Create an online Store for the portal.
  2. Create POS Registers
    1. For Inventory Items
    2. For Lunch
    3. For Activities (Track Accounts for Students & Staff)

PraxiStore Setup Information

Store Settings:
(Settings | School Settings | Store)
  1. You will determine if you will charge Sales Tax
    1. If you charge sales tax, each inventory item that is taxable will have to be set up.
  2. You will determine if Inventory will be "Auto Calculated"
    1. If you answer yes
    2. Then you will need to record deliveries of merchandise
    3. After each delivery and each sale, the "In Stock" value in the Inventory fille will be updated.
  3. Set Default Sales Accounts
All Sales must go through an A/R Account. When selling to a student or an A/R account they have an A/R id.
However when selling to a staff member, they do not by default have an A/R ID. Now you can create and assign an A/R record to a staff record.
If a staff member is a parent, they already have an A/R ID and all you need to do is link it in the staff file. This is done in the "Other Info Tab".

If you are selling to any of the following and they do not have an A/R Id it will post through the default A/R ID.
This would be set up like the Lunch A/R or the Applicants A/R. If you do not have a heavy volume of these orders, you could use the same A/R ID
for all three. They can also be separate which could make auditing a little easier.
    1. Cash
    2. Other
    3. Staff

  1. Then decide which files you may be selling to in the Store Wizard. If they are selected here, they will be available to look up.

Store Lists:
All Store Lists are found under (Lists | Store)

Store Lists Items:
● Inventory Sections
This list is not required but can be created to facilitate organizing reports of the inventory
and order items file.
  1. Ship By
This is not required but you can create a list of various shipping methods and mark orders accordingly.
  1. Store Pages
This List is not required, but if your store has several items it is a way to organize the store to make it easier for your parents and students.
You can use Pages on some stores and not other stores, however, if one item in a store is assigned to a page, then all items in that store must be assigned to a page.
  1. Inventory Sizes
It allows you to assign a set of sizes to an inventory item and then when an order is placed, the customer can select the appropriate size.
  1. Inventory Colors
It allows you to assign a set of colors to an inventory item and then when an order is placed, the customer can select the appropriate color.

PraxiStore Training Videos


Inventory is the heart of the store system. It is the data set of what you are selling.
(Store | Inventory | Inventory)

Inventory In is the data set of records of inventory receipts. You may not use this feature if you are not tracking values in Stock. (See Settings)
(Store | Inventory | Inventory In)

Inv Trans Activity is the data set of records of inventory actions takes
(Store | Inventory | Inv Trans Activity)
  1. Placing an order
  2. Shipping an order.
  3. Placing order on Back order

Adding Items to POS Register:

Should you require further assistance with setting up and operating your PraxiStore, please contact your primary trainer to schedule a training session.

Sincerely,
PraxiSchool Tech & Training Department

5000

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