Store Closing Checklist

Created: 14 January 2013. Last Reviewed: 14 January 2013

Store Closing Checklist

Overview

When closing a store using enabler integrated with EEE, there are a number of steps that should be performed to ensure that all sales from the store have updated in EEE, and that no further maintenance records are created for the closed store in EEE. The steps below should be following when closing a store.

Enabler Store Server

The following steps need to be performed on the store server before closure.

• If layby and /or customer orders modules are in use ensure all layby/orders have been flagged as Taken or Cancelled

• If Inter Branch Transfers are used, ensure all transfers have been completed.

• If Good Receipting is used, ensure all items on pending purchase orders have been flagged as received or cancelled.

• Transfer out any remaining stock to another branch if required.

• To clear any remaining inventory, perform a stocktake and post with no counts. (Inventory Menu Stocktake)

• Manually export the host log from the store server to ensure all transactions have been sent to EEE, (File Menu-  Export Host Log).

• Manually export the nibble file from Store Server in Back Office (File Menu  Export Nibble messages now)

• If not configured for Enabler Internal communications, then the normal process in use for transferring files from stores to HO should then be run to transfer all data from the store back to HO.

• Confirm all files exported from store server have been received at H/O Enabler and EEE (Enabler Event log and EEE Dataloader Activity Log)

• Once all of the above has been done, equipment can be packed up.

 

EEE Branch Record

The following configurations are required to be set for branch record when store has ceased trading. These options can be located under EEE menu option Location ManagementBranch

• Branch Closed Date – Enter the date branch ceased trading

• Branch Closed - Flag option to indicate Branch as closed

• Exclude this branch from data exports - Enabling this option will stop EEE Data Exporter from sending new records to this store and will automatically flag the branch code as offline in the Enabler H/O Global configuration

• Prevent stock transfers to this branch – Enabling this option will stop other stores transferring stock to this branch.

• Prevent stock transfer requests from this branch – Enabling this option will stop stores requesting stock from this branch.

• Consider branch when Re-ordering - This option should be turned off so re-orders are not performed for this branch.

• Consider branch when Re-plenishing - This option should be turned off so replenishment is not performed for this branch.

• Allow purchase ordering for this branch - This option should be turned off so that purchase orders cannot be created for this branch.

• Maintain costs - This option should be turned off so that costs are not automatically generated for this branch. Costs are created when functions such as creating styles/products are done.

• Maintain prices - This option should be turned off so that prices are not automatically generated for this branch. Prices are created when functions such as creating styles/products are done.

• Maintain Min Max - This option should be turned off so that Min Max are not updated for this branch.