A store in JewelTrak is a sellable location — typically a physical retail store. Multi-location orgs have one store per location. Each store has its own configuration page at Settings → Stores → [store name].
Most settings here are configured during initial setup and rarely touched after. The handful that get adjusted later are flagged below.
Store header
- Store Name — appears on invoices, tags, and reports
- Address / Phone / Email — store contact info; prints on invoices and emails
- Tax Number — your sales-tax permit number, printed on invoices for jurisdictions that require it
The invoice disclaimer and invoice display options are org-wide — one set for the whole company, not per store. Set them at Settings → Organization → Documents & Branding.
Store logo
Most shops need nothing here. The logo set at Settings → Organization is the company default and every store uses it.
Set a logo on a store only when that location trades under its own name — a second brand under the same company. Then its invoices, memos, work orders, appraisals and payment pages carry that store’s logo instead, while your other locations keep the company one.
- Transaction logo (small) — invoices, memos, work orders.
- Full logo — appraisals, which print the larger mark.
Either can be left blank on its own: a store with only a small logo set still uses the company full logo on appraisals. Remove clears the override and the store goes back to the company logo. PNG/JPG/WebP/SVG, max 3 MB, and uploads commit immediately.
The logo is the only branding that varies by store — the disclaimers and document style stay company-wide.
Payment options
The Payment Options tab on the store page is where you set up how customers can pay an invoice — a card “Pay now” QR, Venmo / PayPal / Cash App links, an uploaded Zelle QR, and bank-wire instructions. These print on the invoice PDF and email. See Invoice Payment Options.
The old free-text Payment Info box has been retired — put bank-wire details in the Payment Options tab (as a “Bank wire / instructions” method) instead.
Tax setup
- TaxRate — base sales tax rate (decimal:
0.06= 6%) - SurTaxRate — additional discretionary rate (e.g. county sur-tax)
- SurTaxThreshold — dollar cap above which SurTaxRate stops applying
See Sales Tax Mechanics for how the formula combines these.
Invoice display options
The Show Order Number and Show Retail Price invoice toggles are org-wide — they live at Settings → Organization → Documents & Branding, alongside your logos and disclaimers, so every store’s invoices look consistent.
The per-line Adjustment (cash discount) and Trade negotiation fields are not store flags — they’re per-user permissions (View Order Discounts / View Trade Negotiation Fields), set at Settings → Team → [user], so one salesperson can use them while another can’t. See Adjustment and Trade-In Negotiation.
Defaults
- Default Stock Type — what type of inventory new line items default to (J/W/S/R/M/T). Set to whatever your store sells most.
- Default Price Level — which of P1/P2/P3/Retail to populate by default for retail customers (wholesale customers’ contact records can override).
These three open every new invoice, so the counter only changes them when a sale is unusual:
- Default Payment Terms — e.g. “Due Upon Receipt”, “Net 30”.
- Default Carrier — e.g. “In-Store Pickup” for a shop that mostly sells over the counter. A new invoice only shows Tracking # and Freight Charge once the carrier is something other than In-Store Pickup.
- Default Sales Outlet — where the sale came from, e.g. “In-House”.
A new invoice’s Type starts at Retail, unless this store has a Default Order Type set (see below), in which case that wins — that’s how a wholesale store opens on Wholesale.
Inventory multipliers
The cascade rules that auto-fill Price 1/2/3/Retail when a new inventory item is added at this store. See Inventory Pricing Multipliers for the math.
Integrations
Each store can connect independently to external systems:
- QuickBooks Online — push customers and invoices/payments to QBO. OAuth per store.
- Shopify — bidirectional storefront sync (publish products, ingest orders, keep stock in sync). One Shopify shop per JewelTrak store. See Shopify Integration.
Both sit on the store detail page; OAuth flows are per store so you can connect different shops/companies for different locations.
Tips
- For multi-store orgs, configure each store independently — the per-store flags are the most common source of “why does this work different at the other location?” tickets.
- Tax rate changes (state legislature, new local rate) are stored per invoice, not per store — changing the store’s TaxRate only affects future orders, not past ones. Existing orders keep their original rate.
- For orgs with many stores, the Settings → Stores list lets you switch between stores quickly.