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
- Logo — uploaded image used on printed/emailed documents
- Tax Number — your sales-tax permit number, printed on invoices for jurisdictions that require it
- Invoice Disclaimer — a short policy line printed (centered) on invoices and shown in the invoice email, e.g. “No Refunds — Store Credit Only”
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.
Display flags on order line items
These checkboxes control which optional columns appear on order entry:
- Show Order Number — visible OrderID on the printed invoice (some shops want it suppressed)
- Show Order Retail Price — adds a “Retail” column on printed invoice (helpful for customers who want to see they got below-retail pricing)
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.
These are frequently adjusted as your team’s workflow evolves.
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).
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.