Store Management

(As of: April 2026)

Available as a subscription: Ultimate

Re:

• ⚙️ Administration

Overview

With the extension Store Management you can select multiple clients in a database and/or several per client Locations (Branches) Create. The process is controlled either by the logged-in user or by the field service representative assigned to the customer or document.

What can be managed automatically for each client or branch?

• Different number ranges for invoices, credit memos, and other documents

• Various accounting accounts (revenue accounts, expense accounts, cost centers, cost objects)

• Different camps

• Permission settings (e.g., whether a user can view only receipts from their branch or all receipts)

• Printing different addresses, bank details, and logos on reports

• Reports by client/branch (sales, revenue, etc.)

Requirements & Rights

The module clients requires the following Rightsto be displayed:

• Main Menu Administration

• Law clients

Important: As long as the client management module is open, all number ranges are locked—during this time, No new receipts will be created. Therefore, please make any changes outside of working hours and notify your colleagues in a timely manner.

Open Client Management

In the module list area, enter "Client" or scroll through the section Administration Go to the entry "Clients".

Create and manage clients

Via the button New In the "General" toolbar, create a new client. Without a branch management license, exactly one client is available—by default, this is the sample client (1) "c-entron Software", which you can overwrite or replace with a new client.

"Details" tab

In the area of Details Enter all of the client's master data. This information is automatically applied to the documents—so it is important to enter it correctly important.

By default, the first client is set as the default client. If you use branch management, you can define any client as the default.

"Report Settings" tab

In the tab Report Settings Upload up to four logos per client (Client Logo 1–4). These logos are printed on the reports—for example, company logos, certifications, or partnerships.

The following properties can be controlled for each logo:

• Width / Height in mm

• Left / Top as a positioning offset

• Options Centered, Stretched and Proportional

Use logos whenever possible in Original size. You should avoid enlarging or reducing the image, as this can affect print quality.

Create and manage branches

Branches are managed directly in the client administration via the tab "Branch Management – [Client Name]" created. Click the button New In the "Store Management" section, create a new store and automatically assign it to the current client.

Please provide the following for each client exactly one standard branch . Multiple branches per client are possible.

Assign a default warehouse

To keep track of which items are in stock at each store, set up warehouses under Logistics → Satellite Warehouse and assign them to the respective branch.

Assign employees and store managers

• Option 1: Through the employee
  Each employee can only one be assigned to a branch. If branch management is controlled via the user in your system and employees work at multiple locations, please create a separate employee record for each branch. The assignment is made in the module Employees.
  

  

• Option 2: Through the sales representative
  If branch management is handled by your field staff, this must be configured accordingly in the settings.
  

  

Number ranges

In the tab Number ranges In client management, you define separate number ranges for each document type per client (1)—and, if desired, also per branch (2) & (3).

Number ranges must clearly and up to nine digits . Choose ranges that are as far apart as possible to avoid any overlap between clients and branches. When switching to c-entron, make sure that the new number ranges do not overlap with the existing ones.

Accounting accounts by branch

To ensure that the branches are clearly separated in financial accounting as well, you can in the Product Categories Set up a separate revenue and expense account for each store. This default value is applied when creating a new item and can still be adjusted in the individual item. You can access the product groups via Master Data → Product Category Management.