Store Groups
Use the Store Groups utility to add and manage the individual stores that are included in the following group types:
Group | Description |
|---|---|
Store Groups | Create Store Groups to organize sites by geographical region or by vendor for reporting purposes. |
Transfer Groups | Create Transfer Groups to identify sites that are able to transfer inventory to each other. When performing an inventory transfer for a particular site, only those sites that are included in the same Transfer Group are available for selection. |
Reporting Groups | Create Reporting Groups to organize sites into menu groupings for menu mix and marketing group reports. |
Store Group Details Form Overview
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1 | Store Groups | Select the Store Groups tab to add and manage Store Group assignments. |
2 | Transfer Groups | Select the Transfer Groups tab to add and manage Transfer Group assignments. |
3 | Reporting Groups | Select the Reporting Groups tab to add and manage Reporting Group assignments. |
4 | Search | Search the list of groups based on Group Name. |
5 | Add Group | Add a new group. The button label is determined by the currently selected store group tab: |
6 | Group Name | Identifies the name of the store group. |
7 | 3-Dot Menu | From the dropdown, select an action to perform on the store group:
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Store Group Details - Instructions
Step by step instructions for managing Store Group Details are provided here:
Add Store Group
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To add a new store group:
From the upper-left of the Store Group Search homepage, select the Store Groups tab.
From the upper-right of the Store Groups tab, select Add Store Group.
In the Group Name field, type the Group Name.
From the Group Stores section, select the stores to add to the group.
To search for a store: Type the store number and/or name in the Search field.
To select / deselect all stores: Select the first square in the upper-left corner of the store list.
From the upper-right of the Group Stores screen, select Save.
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Assign all stores in the company to a group named “All Stores” to consolidate store totals on reports.
Add Transfer Group
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To add a new transfer group:
From the top of the Store Group Search homepage, select the Transfer Groups tab.
From the upper-right of the Transfer Groups tab, select Add Transfer Group.
In the Group Name field, type the Group Name.
From the Transfer Group Stores section, select the stores to add to the group.
To search for a store: Type the store number and/or name in the Search field.
To select / deselect all stores: Select the first square in the upper-left corner of the store list.
From the upper-right of the Transfer Group Stores section, select Save.
Add Reporting Store Group
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To add a new reporting group:
From the upper-right of the Store Group Search homepage, select the Reporting Groups tab.
From the upper-right of the Reporting Groups tab, select Add Reporting Store Group.
In the Group Name field, type the Group Name.
From the Reporting Group Stores section, select the stores to add to the group.
To search for a store: Type the store number and/or name in the Search field.
To select / deselect all stores: Select the first square in the upper-left corner of the store list.
From the upper-right of the Reporting Group Stores section, select Save.
Edit Store Group
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To edit a store group:
From the top of the Store Group Search homepage, select the applicable Store Group tab.
From the Group Name list, locate the Store Group.
To the right of the store group, select the 3-dot menu.
From the 3-dot menu, select Change.
Edit the store group details as needed.
From the upper-right of the screen, select Save.
Delete Store Group
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To delete a store group:
From the top of the Store Group Search homepage, select the applicable Store Group tab.
From the Group Name list, locate the Store Group.
To the right of the store group, select the 3-dot menu.
From the 3-dot menu, select Delete.
When prompted to confirm the store group deletion, select Yes.