Introduction
After setting up your store's stream with StoreHub in Bukku, the next step involves configuring stream mappings.
A stream represents a store, which may operate across multiple locations. You'll only need to add a stream if, for instance, you manage a retail chain with multiple stores under the same brand name.
Let's get started!
Location Mappings
Location mappings enable you to align your store branches with Bukku's Locations.
For instance, if you have two branches and wish for the system to accurately deduct your inventory quantities in respective locations, this is where you can configure it.
If your StoreHub have two or more stores or branches, all of them will be listed under Location Mappings.
For instance, in the example provided, "Store B (Active)" represents the first store, while "Store B" denotes the second store.
To locate these stores within your StoreHub account, navigate to Settings > Store.
a) Location | Assign the store location based on the saved location in Bukku at Control Panel > Locations. |
b) Contact | Set the default contact for each store (to be used when generating invoices). You can use the same contact for all stores or assign different contacts for each store. |
c) Number Format | Specify the preferred number format for each store. Choose either different formats for each store or the same format for all. |
Tax Codes Mappings
Tax Code Mappings are utilized to align your StoreHub tax codes with those in Bukku, ensuring accurate tax capture by Bukku.
In the left box, enter the tax code from your StoreHub account. Ensure it matches exactly for proper recognition by the system.
In the right box, select the corresponding tax code from Bukku's options (Refer this article - Tax Codes in Bukku if necessary).
Click on '+ Tax Code Mapping' to add more tax codes if needed.
To locate these Tax Codes within your StoreHub account, navigate to Settings > Tax.
Payment Method Mappings
Payment Method Mappings determine the account where sales payments are recorded.
For example, if a payment is made with a Debit Card, it increases the bank account balance. If it's a Cash payment, it boosts the Cash on Hand balance.
The system auto-generates the first 3 payment methods (Cash, Credit Card & Debit Card).
In the left box, enter the Payment Option Name from your StoreHub account (must match exactly, except for default methods).
In the right box, select the account where the money will be deposited for each payment method.
Click on '+ Payment Method Mapping' to add more payment methods if necessary.
To find these Payment Options in your StoreHub account, go to Settings > Payment Options.
Account Mappings
Account Mappings ensure transactions are correctly recorded in your ledger.
For example, in your invoice, sales income and service charges need to be included. By setting up Account Mappings, the system knows where to allocate these amounts accurately.
Additionally, when processing order cancellations or refunds, you can designate your refunds account. This helps the system deduct the correct account for refunds or canceled orders.
a) Sales | This account records the income generated from sales of products or services. |
b) Discount | Specify your discount account to either increase your Discount Given account, or, reduce your sales invoice amount. |
c) Service Charges | This account documents any additional charges for services provided, or, increase your sales invoice amount. |
d) Rounding | Select your rounding adjustment account. |
e) Sales Refund* | Designate this account to track refunds issued for sales transactions, reducing the recorded sales income accordingly. |
f) Discount Refund* | Specify this account to track refunds issued for discounts, reducing the discount given or adjusting the sales invoice amount. |
g) Service Charge Refund* | This account records refunds issued for service charges, adjusting the service charge account or the sales invoice amount. |
h) Rounding Refund* | Select the refund account for rounding adjustments. |
Notes:
For Taxes and Tax Refunds, the system automatically assigns specific accounts, and users cannot change them.
*It is recommended to use the same accounts designated for Sales, Discount, Service Charges, and Rounding for refund transactions. Refund accounts at (e) to (f) can offset the accounts at (a) to (d).