Store manager

Created by Raghuram C S, Modified on Fri, 21 Mar at 6:17 PM by Raghuram C S

How to add a store Manager?

Step 1:

Navigate to settings from home.

Step 2:

In the Company setup scroll down till you find the business unit list and click on that.

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Step 3:

Select the business unit name as per the requirement.

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Step 4:

Navigate to contact, if you want to add a new contact then click on “+”, fill out the form, and save.

If required to edit the details then click on the edit icon to change the details.

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Step 5:

To Give portal access, click on. And choose “Store name store manager”.

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How to add a new store and map manager to the store.

Step 1:

In the settings, go to General Master.

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Step 2:

Choose the Store name under the client, contract, and sales section.

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Step 3:

  • If the store is already added and then if required to edit details, then choose the store in the title drop-down, edit the details, and save.
  • If need to add a new store, click new and start adding new store details.

 

Step 4:

To add a store manager, click on add business unit.

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Step 5:

Choose the respective business unit from the drop-down and save the details.

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Step 6:

Click on Add Store manager.

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Step 7:

Choose “Add store Manager from the Business unit”. And then select store manager from the drop-down and save the details.

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How to Map Store details to Vendor.

  • Open the vendor details and navigate to the store name as shown in the image. Click on “+” to map new store details.

  • Select the radio button to “From General Store Name” select store details from the drop-down and save the details.

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