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.
Step 3:
Select the business unit name as per the requirement.
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.
Step 5:
To Give portal access, click on. And choose “Store name store manager”.
How to add a new store and map manager to the store.
Step 1:
In the settings, go to General Master.
Step 2:
Choose the Store name under the client, contract, and sales section.
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.
Step 5:
Choose the respective business unit from the drop-down and save the details.
Step 6:
Click on Add Store manager.
Step 7:
Choose “Add store Manager from the Business unit”. And then select store manager from the drop-down and save the details.
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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