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Enterprise Settings Management

Overview, Features, Step-by-Step How-Tos & FAQ

Written by David Rahn
Updated over a week ago

Having multiple stores requires upkeep β€” of information as well as the physical locations. Enterprise Settings Management is a powerful way to streamline information updates across multiple locations.

From making edits in bulk to scheduling and auditing, your team can use this feature to save time, ensure consistency, and even reduce the risk of making an error. The sections below cover what the feature does, how to use it step by step, and answers to common questions.

Feature Overview

Batch Editing Across Multiple Locations

Instead of navigating to each location page individually, you can now make the same edit to multiple locations at once. Store hours, prices, and promo codes are just a few examples of settings that support batch editing. Batching edits saves time, ensures brand consistency, and reduces the risk of error.

Scheduling Changes Across Multiple Locations

When making the same edit to multiple locations, you will see the option to either Publish Now or schedule a specific time and date. This feature is especially helpful for updating holiday hours, offering special promotions, or making other time-sensitive changes.

Batch Editing of Unique Site Settings

In many cases, individual stores have details not shared by other locations. For example, hours, phone numbers, sales tax information, and other details can all be unique.

Instead of manually editing these details on each store’s page, this update allows you to edit fields on a single page, saving time and simplifying the task at hand.

Auditing Site Settings & File Uploading

To help manage and audit multiple store settings, you can download a file with important store details from the Individual Settings Management page. This same file can serve as the base for uploading updated information via the Upload Settings File page.

How to Change Multiple Sites

Making the Same Change to Multiple Sites

Use this workflow when you need to apply an identical setting update β€” such as holiday hours or a promotion β€” across several locations at once.

1. Go to Enterprise Management > Enterprise Settings Management.

2. In the upper-right corner, next to Editing, select a previously created restaurant or location group or choose All.

3. Search for or locate the setting(s) you want to edit from the left-hand menu.

list of configurable settings

4. Check the box next to any setting you want to edit (for example, Holiday Hours), and follow the on-screen prompt to make your change.

5. At the bottom of the page, select Save and Publish. You also have the option to save your changes as a draft.

Save and Publish button

Validating Your Edits

The next step is to confirm the changes you’re making in the system.

1. On the following page, select Validate to apply your changes. This may take several minutes for accounts with many store locations..
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2. After the page refreshes, review your changes, and confirm everything is correct. 3. Select Schedule Publish to publish either now or at a future date and time.

Publishing at any time in the past will cause the change to publish immediately.

Making Unique Changes to Multiple Sites

Certain settings, such as hours, phone numbers, or sales tax rates, vary from location to location. The Individual Settings Management feature allows you to make these location-specific edits in bulk from a single view.

You can still go into General Settings for each store individually; however, using Individual Settings Management is significantly faster when updating multiple locations.

1. Go to Enterprise Management > Individual Settings Management.

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2. If you have preconfigured store groups, select the group you want to edit.

3. From the dropdown menu, select the settings type you want to update.

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4. Select the setting you want to edit.

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5. A table editor will appear showing the relevant fields for each location. Make your changes, then select Save Settings when done.

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Using this workflow, you can update settings for several individual stores in a single session, without navigating to each one separately.

Frequently Asked Questions

The following questions and answers address common inquiries about Enterprise Settings Management.

Is Enterprise Settings Management available to me?

Yes β€” all clients have access to Enterprise Settings Management.

Who is Enterprise Settings Management designed for?

It is specifically designed for enterprise merchants and other merchants with multiple store locations.

What can Enterprise Settings Management help me accomplish?

You can save time, streamline efficiency, and reduce the risk of error when making edits to various types of settings across your site locations.

Can I configure unique settings for multiple stores at once?

Yes. You can configure settings for a group of stores with a single action, saving time and effort.

I can't find a specific setting I'm looking for in the list.

The most heavily used settings have been prioritized in the current release. Additional settings are planned to be made available over the coming months.

Something isn't working correctly. What should I do?

Contact Paytronix Support

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