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Step 4 — Stores & séries

Every Shopify location gets its own SAGE série, warehouse and document types. That is what makes each store's documents its own numbering.

You pick one thing: the série

Choose the série this store invoices in. The list shows each série in your SAGE with how many documents it has and when it was last used. Everything else is then proposed from how that série is already used:

Field How it is proposed
Warehouse the warehouse that belongs to the same SAGE store as the série
FS document the simplified-invoice type most used in this série
FR document the invoice-receipt type most used in this série
Returns document the credit type used in this série; NC and NRE are both offered — pick the one your accountant expects
Final-consumer PartyID the customer most of the série's walk-in sales use
Payment term "Pronto pagamento" or the term your SAGE uses
Salesperson the salesperson in SAGE, if there is one

Under each field you see the evidence, for example used 1 228 times in this série, last 2026-09-12. Change anything you disagree with; codes are shown with their names.

Simplified-invoice limit

Above this amount an FR is issued instead of an FS when no NIF was given. Portuguese law sets the ceiling; enter the value your accountant confirms.

Every store needs its own row

There is no store-wide default, and that is deliberate. A location with no settings of its own would otherwise invoice on another store's série and into another store's warehouse, and nothing about the document would show it: the receipt looks right, SAGE accepts it, and the numbering of two shops is quietly mixed.

So a location without its own row cannot invoice at all. Its sales wait in the queue marked "store not configured", the POS tile shows them, and they issue correctly the moment you configure that location. Nothing is lost.

In practice: