Outlet Setup
Chapter 8: Master Data Setup — 8.3 Outlet Setup
Use Outlet Setup to add and manage your store locations. Each outlet has its own address, contact details, operating hours, and receipt settings. When you add a new outlet here, it becomes available across the entire system — POS, reports, and online ordering.
When to use this: When you need to add a new store location, update outlet details, or manage receipt settings per outlet.
Prerequisites
- Inventory Location created for stock linkage
- Company Setup completed
Outlet List
📝 General Description
This page displays all configured outlets in a data grid. Each outlet has its own address, phone number, linked inventory location, and audit trail. Outlets are the foundation of multi-store operations — they appear in reports, POS terminal assignments, promotions, pricing, and inventory tracking.
⚙️ UI Elements
| Element | Type | Function |
|---|---|---|
| + Add New | Green Button | Create a new outlet |
| Export | Orange Button | Export outlet data to Excel |
| Search Bar | Text Input | Filter outlets by name |
| 🔽 Filter | Funnel Icon | Toggle show/hide deleted outlets |
8.3.1 Data Grid Columns
| Column | Description |
|---|---|
| Outlet Name | Name of the outlet/store (clickable → opens edit form) |
| Outlet Address | Physical street address |
| InventoryLocationID | ID of the linked inventory location |
| PhoneNo | Contact phone number |
| Inventory Location | Name of the linked inventory location |
| Remark | Additional notes |
| Deleted | Hidden/deleted status |
| CreatedBy / CreatedOn | Audit trail — who created the record and when |
| ModifiedBy / ModifiedOn | Audit trail — who last modified the record and when |
8.3.2 Add / Edit Outlet
How to Add a New Outlet
- Navigate to Master Data → Outlet Setup.
2. Click + Add New.
- Fill in the required fields:
- Outlet Name: Enter the store name (e.g., "ION Orchard", "Tampines Mall").
- Inventory Location: Select or create the inventory location for stock tracking.
- Fill in optional fields:
- Outlet Address: Full physical address.
- Phone No: Contact phone number.
- Email: Contact email for the outlet.
- Remark: Internal notes (e.g., "Flagship store", "Pop-up until Dec 2026").
- Click Save.
Expected Result: The outlet appears in the list and becomes available across POS and reports.
Form Fields
| Field | Type | Required | Description |
|---|---|---|---|
| Outlet Name | Text | ✅ Yes | Display name for the outlet (e.g., "ION Orchard") |
| Outlet Address | Textarea | No | Full physical address — appears on receipts if configured |
| Phone No | Text | No | Contact phone number |
| No | Contact email for the outlet | ||
| Inventory Location | Dropdown | ✅ Yes | Links the outlet to a specific warehouse/stockroom for stock tracking |
| Remark | Textarea | No | Internal notes — not visible to customers |
| GST Registration No | Text | No | Outlet-specific GST registration (if different from company-level) |
| Receipt Header | Textarea | No | Custom header text printed on POS receipts for this outlet |
| Receipt Footer | Textarea | No | Custom footer text (e.g., "Thank you for visiting ION Orchard!") |
How to Edit an Outlet
- Navigate to Master Data → Outlet Setup.
2. Click on the Outlet Name link in the data grid.
3. Modify the fields as needed.
4. Click Save to apply changes.
How to Delete an Outlet
- Open the outlet's edit form (click the outlet name).
2. Click the Delete button.
3. The outlet is safely deleted — hidden from dropdowns but historical data is preserved.
4. To restore, use the Filter to show deleted records, click the outlet, and click Restore.
[!WARNING] Deleting an outlet does not delete its sales history, inventory records, or POS terminal assignments. These remain in the system for reporting purposes.
8.3.3 Where Outlets Are Used
| Module | Usage |
|---|---|
| POS Setup | Each POS terminal is linked to an outlet |
| Inventory | Stock is tracked per outlet via the inventory location link |
| Reports | Filter all reports by outlet for per-store analytics |
| Promotions | Apply promotions to specific outlets |
| Outlet Pricing | Set different prices for different outlets |
| Outlet Groups | Organize outlets into groups for bulk management |
| Online Sales Channel | Map online orders to specific outlets |
| Receipts | Outlet name, address, and custom headers/footers print on receipts |
💡 Example
Scenario: A retailer opens a new outlet at Jewel Changi Airport.
Setup:
- First, create an inventory location: Master Data → Inventory Location → Add "Jewel Changi Stockroom".
- Navigate to Outlet Setup → Click + Add New.
3. Fill in:
- Outlet Name:
Jewel Changi - Address:
78 Airport Blvd, #02-234, Jewel Changi Airport, S819666 - Phone:
+65 6789 1234 - Inventory Location:
Jewel Changi Stockroom - Receipt Footer:
Thank you for shopping at Jewel Changi! ✈️
- Click Save.
5. Next, go to POS Setup to create POS terminals linked to this outlet.
[!TIP] Use the Receipt Header/Footer fields to add outlet-specific branding. This is especially useful for franchise operations where each outlet may have different branding or legal requirements.
Access & Permissions
| Role | View | Create | Edit | Delete |
|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Yes |
| Supervisor | Yes | Yes | Yes | No |
| Cashier | No backend access | — | — | — |
[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.
FAQ
Q: Can I delete an outlet that has transaction history? A: You can soft-delete it, but it cannot be permanently removed if it has linked transactions or POS terminals.
Q: Why are changes not showing on the POS terminal? A: The POS needs to sync. Check Terminal Status for the last sync time and trigger a manual sync if needed.
Q: What happens if I change the company name? A: The change will appear on all new receipts after the next POS sync. Existing printed receipts are not affected.
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Cannot save the record | Required fields are empty or invalid | Check all fields marked with * and fill in valid data |
| Record not appearing in POS | POS terminal has not synced yet | Wait for the next sync cycle or manually trigger sync from Terminal Status |
| Cannot delete the record | Record is being used by other modules | Check if the record is linked to active transactions, products, or other settings |
| Changes not taking effect | Browser cache showing old data | Refresh the page (Ctrl+F5) or clear browser cache |
| "Duplicate" error on save | A record with the same name/code already exists | Search the list (including deleted records) for duplicates |
| Page not loading | Session expired or network issue | Log out and log back in. Check your internet connection |
Related Menus
- Product Setup > Product List — products linked to outlets
- User Setup > User List — users assigned to outlets
- Sales Setup > Payment Mode — payment methods per outlet
- Setting > Company Setup — company-wide settings
Open Questions / Confirmation Needed
[!NOTE] The following items may vary depending on your system version and configuration:
- Exact permission settings depend on your Privileges Setup configuration
- Sync timing to POS terminals depends on network conditions and sync schedule
- Some features may require additional licensing or module activation
- Field behavior may differ between EQuip versions
If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.
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