Hierarchies
Use the Hierarchies utility to view and manage hierarchical store groups. Define a hierarchical relationship between companies, define the reporting assignments for district managers within each company, and manage the store assignments for each manager.
Add hierarchical levels (e.g. region, district, area) to a company as needed for displaying totals for each level in custom reports, thereby providing a method of comparison and a detailed overview of the various levels of a company.
The names of the levels used in a Hierarchical Store Group are defined by the system administrator. The level names used in the following instructions may not match the names used by your company.
Search Hierarchies Overview
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1 | Hierarchies | The Hierarchical Store Groups are listed here. |
2 | Search Hierarchies | Search the Hierarchical Store Group list based on Hierarchy Name. |
3 | Hierarchy Name | Identifies the name of each Hierarchical Store Group. |
4 | 3-Dot Menu | From the dropdown, select an action to perform on the Hierarchy:
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Change Hierarchy Overview
From the Change Hierarchy page, manage the Hierarchy that was selected from the Hierarchies Search page. Update the Hierarchy details as needed, including the store assignments for each store manager.
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1 | Hierarchy Details | This section identifies each level of the Hierarchy.
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2 | Search Hierarchy | Search the levels / stores of the Hierarchy based on name or description. |
3 | Hierarchy Name | Identifies the name of the Hierarchy. From the 3-dot menu to the right of the name, select an action from the dropdown:
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4 | Company Name | Identifies the name of the Company included in the Hierarchy. From the 3-dot menu to the right of the name, select an action from the dropdown:
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5 | District Manager | Identifies the name of a District Manager for the Company. From the 3-dot menu to the right of the name, select an action from the dropdown:
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6 | Store Manager | Identifies the name of a Store Manager who reports to the District Manager. From the 3-dot menu to the right of the name, select an action from the dropdown:
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7 | Store Number / Name | Identifies the number and name of a Store assigned to the Store Manager.
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8 | Assign Stores | This section lists the stores that are available for assignment to store managers. |
9 | Search Stores | Search the store list based on store name or number. |
10 | Store Number / Name | Identifies the number and name of each Store. From the 3-dot menu to the right of the name, select an action from the dropdown:
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11 | Cancel | Discard all unsaved changes and return to the Hierarchies Search page. |
12 | Save | Save all unsaved changes and return to the Hierarchies Search page. |
Hierarchies - Instructions
Step by step instructions for managing Hierarchies are provided here:
Manage Hierarchies
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To manage a hierarchical store group at the hierarchy-level:
From the Hierarchies Search page, locate the Hierarchy.
To locate a hierarchy: Type the hierarchy name in the Search field.
From the 3-dot menu on the row of the hierarchy, select Change.
From the left of the Change Hierarchy page, locate the hierarchy section. The section is identified by the hierarchy name.
From the 3-dot menu to the right of the name, select an action from the dropdown:
Action
Description
Rename Hierarchy
To rename the hierarchy:
In the Name field of the Rename Hierarchy window, type the hierarchy name.
Select OK.
Add Company
To add a company to the hierarchy:
In the Name field of the Add Company window, type the company name.
Select OK.
From the upper-right of the page, select Save.
Manage Companies
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To manage a hierarchical store group at the company-level:
From the Hierarchies Search page, locate the Hierarchy.
To locate a hierarchy: Type the hierarchy name in the Search field.
From the 3-dot menu on the row of the hierarchy, select Change.
From the left of the Change Hierarchy page, locate the hierarchy section. The section is identified by the hierarchy name.
To the left of the hierarchy name, select the right arrow to expand the hierarchy and view the companies (if necessary).
From the 3-dot menu to the right of a company name, select an action from the dropdown:
Action
Description
Rename Company
To rename the company:
In the Name field of the Rename Company window, type the company name.
Select OK.
Move Company
To move a company to a different hierarchy:
From the Select Hierarchy dropdown, select a new hierarchy for the company.
Select OK.
Add District Manager
To add a District Manager to the company:
In the Name field of the Add District Manager window, type the District Manager name.
Select OK.
Delete Company
When prompted to confirm the deletion, select Yes.
From the upper-right of the page, select Save.
Manage District Managers
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To manage a hierarchical store group at the district manager-level:
From the Hierarchies Search page, locate the Hierarchy.
To locate a hierarchy: Type the hierarchy name in the Search field.
From the 3-dot menu on the row of the hierarchy, select Change.
From the left of the Change Hierarchy page, locate the hierarchy section. The section is identified by the hierarchy name.
Expand the hierarchy levels to access the district manager level (if necessary). The district manager level is inside the company level.
From the 3-dot menu to the right of the name, select an action from the dropdown:
Action
Description
Rename District Manager
To rename the district manager:
In the Name field of the Rename District Manager window, type the district manager name.
Select OK.
Move District Manager
To move a district manager to a different company:
From the Select Company dropdown, select a new company for the district manager.
Select OK.
Add Store Manager
To add a Store Manager to the District Manager:
In the Name field of the Add Store Manager window, type the Store Manager name.
Select OK.
Delete District Manager
When prompted to confirm the deletion, select Yes.
From the upper-right of the page, select Save.
Manage Store Managers
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To manage a hierarchical store group at the hierarchy-level:
From the Hierarchies Search page, locate the Hierarchy.
To locate a hierarchy: Type the hierarchy name in the Search field.
From the 3-dot menu on the row of the hierarchy, select Change.
From the left of the Change Hierarchy page, locate the hierarchy section. The section is identified by the hierarchy name.
Expand the hierarchy levels to access the Store Manager level (if necessary). The Store Manager level is inside the District Manager level.
From the 3-dot menu to the right of the name, select an action from the dropdown:
Action
Description
Rename Store Manager
To rename the Store Manager:
In the Name field of the Rename Store Manager window, type the Store Manager name.
Select OK.
Move Store Manager
To move a Store Manager to a different District Manager:
From the Select District Manager dropdown, select a new District Manager for the Store Manager.
Select OK.
Delete Store Manager
When prompted to confirm the deletion, select Yes.
From the upper-right of the page, select Save.
Assign Stores to Managers
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Huomaa
Stores can only be added to the lowest level of the hierarchy. In this example, the lowest level is "Store Manager".
To assign stores to a manager:
From the Hierarchies Search page, locate the Hierarchy.
To locate a hierarchy: Type the hierarchy name in the Search field.
From the 3-dot menu on the row of the hierarchy, select Change.
From the right of the Change Hierarchy page, locate the Assign Stores section.
From the Assign Stores section, select the stores.
To locate a store: Type the store number / name in the Search field.
To select / deselect all stores: Select the square in the upper-left corner of the store list.
From the 3-dot menu to the right of the store name, select Assign to Store Manager.
If you selected more than one store, select Assign to Store Manager from the menu bar located above the store list.
From the Select Store Manager dropdown, select the store manager, and then select OK.
From the upper-right of the page, select Save.