Quasar Docs
Chapter 5

Multi-Store Environment

This chapter covers how to set up and manage multiple store locations in Quasar. Even if you operate a single store today, understanding these concepts helps if you expand later. If you have only one store, you can skip this chapter and move to Chapter 6.

When Do You Need Multiple Stores?

Quasar’s multi-store features apply when your business has:

  • More than one physical retail or warehouse location
  • A head office that consolidates financial data from branch stores
  • Separate inventory pools that need independent stock tracking
  • Different pricing regions (e.g., urban vs. rural)

Each store in Quasar maintains its own:

Per-Store DataWhy It Matters
Inventory on-handStock levels are tracked independently per store
Default GL accountsEach store can post to different ledger accounts
Price zoneStores in different zones can sell at different prices
Fiscal year / day-start timeStores can operate in different time zones
Tender reconciliation settingsBy station or by employee, daily or periodic
Cheque payment methodHand-written, system-generated, or electronic

Creating Additional Stores

Go to Setup → System → Stores and click New. Complete the three tabs:

  1. General — Name, number, business number, tax number, and price zone
  2. Addresses — Mailing, shipping, and head-office addresses for the store
  3. Ledger — Fiscal year start, day-start time, tender reconciliation method, cheque payment method, and transfer pricing
  4. Accounts — Default GL accounts (Retained Earnings, Bank, AR, AP, Transfer Acct, etc.)

See the full reference at Store Master.

Important Each store must have its own set of default accounts configured on the Accounts tab. If you share a single bank account across stores, all stores can point to the same account. But the Transfer Acct and Ledger Transfers must be set on every store for inter-store operations to work.

Price Zones

Each store is assigned to a price zone. Regular selling prices on items are defined per zone, allowing you to maintain different pricing for different regions without duplicating items.

For example:

ZoneStoresUse Case
MetroDowntown, MallHigher prices for urban market
RuralHighway StoreLower prices for rural market
WholesaleWarehouseBulk pricing for trade customers

Each zone also has a rounding table that controls price endings (e.g., round all prices to end in .99 or .95). See Price Zone Master.

Tip If all your stores use the same prices, you only need one price zone. Create multiple zones only when stores genuinely need different regular prices for the same items.

Stocking Items Across Stores

An item is only available at a store if it has a stocking record for that store (set on the Item Master’s Stocking tab). This controls:

  • Whether the item appears in that store’s inventory reports
  • The Min/Max/Multiple reorder levels for Auto Ordering
  • The Location (bin/shelf) at that store

Use the Clone button on the Stocking tab to copy stocking parameters from one store to many stores at once.

Inventory Transfers Between Stores

When stock needs to move from one store to another, use Item Transfer from the Inventory panel. Quasar uses a two-transaction model:

  1. Transfer Out — at the sending store, items are removed from inventory and placed “in transit” via the Transfer Account (clearing account)
  2. Transfer In — at the receiving store, clicking Receive Transfer posts the items into the receiving store’s inventory and clears the Transfer Account

Until the receiving store confirms receipt, the goods remain in the Transfer Account (an asset clearing account). This provides full visibility into stock that is between locations.

See the full reference at Item Transfer.

Transfer Pricing

When transferring inventory between stores, you need to decide how the transferred goods are valued. This is set on the Store Master’s Ledger tab under Transfer Price Type:

Price TypeHow It Works
At Cost Items transfer at their average cost. No profit is recorded. This is the most common setting.
Cost Plus Items transfer at cost plus a configured markup percentage. The markup is posted to the store’s Transfer Income account, allowing the sending store to record an internal margin on the transfer.

See the Store Master Ledger tab for these settings.

Ledger Transfers Between Stores

In addition to stock transfers, Quasar supports Ledger Transfers for moving cash and account balances between stores. These are available from the Ledger panel.

Like stock transfers, ledger transfers flow through the Ledger Transfers accrual account configured on the Store Master Accounts tab. Cash moves out of one store into the accrual, then out of the accrual into the other store.

See Ledger Transfer.

Tender Transfers

Tender transfers move cash between stations or employees within a store or across stores. The pattern is the same: cash moves from the source into the Transfer Account, then from the Transfer Account to the destination. This is used for:

  • Moving cash from a register to the safe
  • Transferring till floats between cashiers
  • Moving cash between stores for deposit

Consolidated Reporting

Most reports in Quasar include a Store filter at the top. Set it to a specific store to see that store’s data, or leave it blank to see all stores consolidated. Key multi-store reports:

ReportMulti-Store Use
Balance SheetConsolidated or per-store financial position
Profit & LossRevenue and expenses by store
Stock StatusOn-hand quantities across all stores
Sales ReportSales performance by store
Aged Receivables / PayablesOutstanding balances by store

Selling to Multi-Store Customers (Chains)

Multi-store concepts apply to your customers as well. When you sell to a chain or a company with multiple branches, the customer may need invoices and shipments sent to different locations. Quasar handles this through the Ship To feature on the Invoice Master.

How It Works

Each customer can have multiple addresses defined in the Customer Master (e.g., Head Office, Warehouse, Branch 1, Branch 2). When you create an invoice for that customer:

  1. Select the customer — the Address field shows their default (billing) address
  2. Use the Ship To dropdown to select which of the customer’s addresses the goods should be shipped to
  3. The Ship To Address updates automatically to show the selected location’s full address
  4. Set the Ship Via field (carrier/method) as needed

This allows you to maintain one customer record for the chain while shipping to any of their locations. The billing goes to whoever should receive the invoice (typically head office), while the physical goods go to the branch that ordered them.

Tip Set up all of a chain customer’s branch addresses on the Customer Master before creating invoices. Use the Address Type field (e.g., “Head Office”, “Vancouver Warehouse”, “Edmonton Branch”) so they are easy to identify in the Ship To dropdown.

Customer Store Assignments

In a multi-store environment, you also control which stores a customer can charge at. This is set on the Customer Master using the Store and Store Group fields:

StoreStore GroupResult
BlankBlank Customer can charge at any store. Their receivable balance is visible company-wide.
Specific storeBlank Customer can only charge at that one store. They will not appear in customer lookups at other stores.
BlankSpecific group Customer can charge at any store in the group. Useful for regional chains where a customer deals with a subset of your locations.
Receivables Impact A customer’s outstanding balance (Accounts Receivable) is tracked per store. When running the Aged Receivables report, set the Store filter to see balances for a specific store, or leave it blank to see the customer’s total across all stores.

Employee Store Assignments

In a multi-store environment, each employee can be assigned to (see Employee Master):

AssignmentWhen to Use
One store The employee works at a single location (e.g., a cashier at the downtown store)
A group of stores The employee works across several locations (e.g., a district manager overseeing three branches)
All stores The employee has company-wide access (e.g., owner, head office accountant, IT administrator)

The store assignment works together with the employee’s security rules to control what they can see and do. An employee can only access data and perform actions at the stores they are assigned to, and only within the permissions granted by their security type.

Security Is Covered Separately Users, security types, and permission rules are covered in detail in Chapter 7: Security.

Multi-Store Setup Checklist

  1. Create Price Zones if stores need different pricing (Setup → System → Price Zones)
  2. Create each additional Store with correct address, ledger settings, and default accounts
  3. Assign each store to the appropriate price zone
  4. Add stocking records for items at the new stores (use the Clone button for efficiency)
  5. Set item prices for any new price zones
  6. Configure Transfer Account and Ledger Transfers accrual accounts on each store
  7. Set the Transfer Price Type (At Cost or Cost Plus) on each store
  8. Create Stations for each store’s POS terminals (Setup → System → Stations)
What’s Next?
  • Chapter 6 — Set up customers, vendors, and employees
  • Chapter 7 — Users, security types, and permissions
  • Chapter 20 — Detailed procedures for stock transfers