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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

Store Group Details - Instructions

Step by step instructions for managing Store Group Details are provided here:

Add Store Group

Utilities Settings Store Groups

To add a new store group:

  1. From the upper-left of the Store Group Search homepage, select the Store Groups tab.

  2. From the upper-right of the Store Groups tab, select Add Store Group.

  3. In the Group Name field, type the Group Name.

  4. 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.

  5. From the upper-right of the Group Stores screen, select Save.

Suggerimento

Assign all stores in the company to a group named “All Stores” to consolidate store totals on reports.

Add Transfer Group

Utilities Settings Store Groups

To add a new transfer group:

  1. From the top of the Store Group Search homepage, select the Transfer Groups tab.

  2. From the upper-right of the Transfer Groups tab, select Add Transfer Group.

  3. In the Group Name field, type the Group Name.

  4. 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.

  5. From the upper-right of the Transfer Group Stores section, select Save.

Add Reporting Store Group

Utilities Settings Store Groups

To add a new reporting group:

  1. From the upper-right of the Store Group Search homepage, select the Reporting Groups tab.

  2. From the upper-right of the Reporting Groups tab, select Add Reporting Store Group.

  3. In the Group Name field, type the Group Name.

  4. 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.

  5. From the upper-right of the Reporting Group Stores section, select Save.

Edit Store Group

Utilities Settings Store Groups

To edit a store group:

  1. From the top of the Store Group Search homepage, select the applicable Store Group tab.

  2. From the Group Name list, locate the Store Group.

  3. To the right of the store group, select the 3-dot menu.

  4. From the 3-dot menu, select Change.

  5. Edit the store group details as needed.

  6. From the upper-right of the screen, select Save.

Delete Store Group

Utilities Settings Store Groups

To delete a store group:

  1. From the top of the Store Group Search homepage, select the applicable Store Group tab.

  2. From the Group Name list, locate the Store Group.

  3. To the right of the store group, select the 3-dot menu.

  4. From the 3-dot menu, select Delete.

  5. When prompted to confirm the store group deletion, select Yes.