Overview
Store Groups allow you to create, and edit groups of stores used in promotions and reporting.
Before You Start
Ensure you have the proper permissions to utilize the Store Administration features. If you do not currently have access, contact your User Admin to get the proper permissions added to your account. You will need to be assigned the following permissions:
Merchant Setup Store Group – Read
Merchant Setup Store Group – Write
If you find yourself needing to create or maintain large store groups (25+ stores) regularly, these permissions will be required to manage the Store Groups with bulk changes via file uploads:
Merchant Setup Store Group Upload – Edit
Merchant Setup Store Group Upload – New
Please contact Paytronix if you have additional questions about the Store Group Maintenance feature.
Using the Store Group Maintenance Feature
This tool lives within the Store Administration section of the PXS homepage underStore Administration >Store Groups.
Creating a New Store Group - Manual
1. Select New Store Group at the top of the Store Groups table
2. Select the category that this store group should be classified as:
Concept – For merchants that have multiple concepts, allows grouping of stores by concept
Region – For merchants that have stores in different geographical regions, allows grouping of stores by geographic location
Franchisee – For merchants with Franchisees, allows grouping by stores owned by the same Franchisee
Other – Any other custom grouping that does not fall under the categories above
3. Behavior indicates how new stores configured in the system should be treated by the store group. Fixed behavior will ignore new stores. Auto-add will automatically add newly created stores to the store group.
4. Create a label that will uniquely identify the store group. Adding stores to this new group is as simple as checking the boxes next to each individual store that should make up the group. Submit when finished. The new store group will be listed in the Store Groups page.
Creating a New Store Group - File Upload
1. Select the icon of the page with the green up arrow
2. Follow the instructions on the page to create an upload file in the specified format with the list of desired stores you need in the new store group. Downloading an existing store group is a good reference point for format when creating a new edit upload file, more information on that process below.
3. Upload the file and click Submit
4. You will receive a confirmation of the file successfully processed or a detailed error message specifying the correction needed to process the file. Reference the instructions on the page if any of the error messages provided are unclear. If the upload was successful, you can verify that the store group is now listed by navigating to the main page and viewing the store group to spot check that several of the intended stores are included.
Editing an Existing Store Group - Manual
1. Select the pencil icon that appears next to the store group that requires editing
2. Here you can edit the Category, Label and stores that exist in the store group. Check boxes to add stores and uncheck boxes for stores that need to be removed from the group and Submit.
Editing an Existing Store Group - File Upload
1. Select the icon of the page with the purple up arrow
2. There are two options available to update a store group, either by adding stores or removing stores. If you need to both add and remove stores from the existing group, you will need to run two separate uploads
3. Follow the instructions on the page to create an upload file in the specified format with the list of desired stores you need to add to or remove from the existing store group. Downloading an existing store group is a good reference point for format when creating a new edit upload file, more information on that process below.
4. Upload the file and click Submit
Copying an Existing Store Group
1. Copying a store group may be useful if you are looking to create a new store group with similar stores included as an existing store group. Select the papers icon that appears next to the store group that you want to copy
2. Change the Category/Label and adjust included stores as necessary.
Downloading Store Group Information
There are two options to download Store Group data if you need to output this information from the Paytronix system.
1. Download ALL store group information into one text file
Output columns are Category, Label, Store Code, Store Name
2. Download INDIVIDUAL store groups into one text file
Output columns are Store Code and Store Name only