Store Creation Document

Purpose

This document helps you to create or update store details. The store page enables businesses to manage multiple stores through a centralized interface, eliminating the need to switch between separate systems. This makes it easy to manage and customize each store with minimal effort.

Introduction

The store page contains essential information about a store, such as its name, address, contact details, and other operational data.

1. To create your store, log in to your portal

Start by logging in to your portal using your administrator account. [Login URL]

2. Navigate to the store section

Once you log in, click on Stores to create or edit a store.

3. Access the Stores page

Use the filter options (store name, location, phone number, or owner) to search for a store. Action buttons allow you to manage the store (Change Owner, Delete Store, Activate Store, or Deactivate Store).

4. Add Store

Click Add Store and enter the necessary details manually.

Enter store details
Fill in details such as:

• Store name, image, type, and owner

• Contact information (mobile, email, and social media)

• Parent outlet (if applicable)

Note: Only the fields marked in red are mandatory.

• Store Name: Official name of the store

• Store Image: A logo or store image

• Store Type: Classification based on business model

• Store Owner: Primary contact for operations and administration

• Parent Outlet: Main outlet or parent company (for chains and franchises)

• Mobile Number: Store’s contact number for customer inquiries and emergencies

• Website: Official store URL

• Email: Store’s business email

• Facebook: Store's Facebook handle or page

• WhatsApp: Official WhatsApp number for customer communication

• Instagram: Store's Instagram handle

• Tag: Keywords for categorizing stores

• X-Twitter: Store’s X (previously Twitter) handle for updates and promotions.

Click Next to set up your store location and locate your address in the map.

• Building Name/Door Number: Store address or building name

• Street: Store street name

• Locality: Store region or area

• State: Store state name

• City: Store city name

• Postal code: Store postal code

Click Next to add your staff. You can move available staff to the added staff by clicking the '+' icon on their name, or add new staff members by clicking Add New User.

Click Next to set store permissions for staff and click Save to confirm.

9. Store Information

After saving, you’ll be redirected to the store’s information page to manage details.

• Billing Portal: Access billing details.

• Edit: Edit the store details.

• Ellipses (...): Deactivate, update permissions, and change billing.

10. Store insights and analytics
View key store metrics, like:

• Customer information: Track customer details and engagement.

• Transactions: View and filter transaction history.

• Offers: Manage and track promotional coupons.

• Staff Member: Manage staff roles and permissions.

• Other Details: View and edit address and billing info.