Store Group

 Introduction

Store Group is the functionality in eRetail where the user has an option to group multiple locations as per the business needs and can use this group for further business processing.

The store group can enable the user to add multiple types of locations like a Warehouse, Franchise or a store to a single group which can be identified with a unique system generated group number. This group can then be used for further processing as per the user requirements.

Generally, these store groups that are created in the system can be used in the Order Management System with the OMS rules where the user can group locations in a specific region and the rules can be applied to the orders belonging to a particular group. For example, a group can contain locations that belong to a particular region and the order routing rule inder same region can be applied to that order containing locations in that group. 

Following are the steps to create a Store Group in the system – 

  1. For creating a store group in the system, click on the Master module and navigate to Store Group under the Organization Management.
  2. A new tab will appear with the details of existing store groups created by the user. To add a new group, click on Add New on the top right of the screen.
  3. A new tab named Store Group Create/Edit will appear on the screen. Fill in the name for the store group and click on Add Location on the screen.
  4. A new dialogue box will appear where the user can select the required locations from the screen and their corresponding location code will appear automatically. 
  5. Click on Add Location and the selected locations will be added to the grid shown on the screen. 
  6. After selecting all the locations, user can click on Save and the Store Group will be added to the system and this group will be shown on Manage Store Group screen.

Navigation: Masters > Organization Management > Manage Store Group

Graphical user interface, text

Description automatically generated

Below are the fields based on which the user can search and filter the existing store groups in the system –

Fields

Description

Store Group Code

This is the unique system generated code for the store group created by the user.

Store Group Name

This is the name of the store group specified by the user

No. of Locations

These are the number of locations in the store group

Created by

This shows the user who created the store group in the system

Created Date

This is the date on which the store group was created

Updated by

This shows the user who updated the existing store group in the system

Updated date

This is the date on which the store group was updated in the system. 

 

Action Buttons:

Action Button

Description

Search

When the user clicks on Search, the results based on the above filters will be shown on the screen

Reset

This button will reset the filter criteria for the user

Download

This button will help the user to download the list of store groups on the screen

Add New

This button will enable the user to create a new store group in the system and a new tab will appear

 

To add a new store group in the system, the user can click on the Add New button on the Manage Store group screen. A new tab named Store Group Create/Edit will appear on the screen.

Following are the fields that need to be filled in by the user to create a new group – 

  1. Store Group code: This is the system generated unique serial wise number associated with a particular Store Group the user wishes to create in the system.
  2. Store Group Code Name*: This is the name of the store group the user wishes to create in the system. This name must be manually entered in the system.
  3. No. of locations: This shows the number of locations in the store group created. This is visible after the user saves a particular store group in the system. 
  4. Status: This is the status of the Group whether Active or Inactive. 

To add locations to the store group, the user needs to click on Add Location on the screen. A new box with the list of all locations will be shown on the screen. 

The user can select the locations from the dropdown shown on the screen. Once a location is selected, the corresponding location code is auto filled by the system. 

The user can click on Add Location on the screen and the location will be added to the grid. Similarly, to remove a location from the group, the user can select the location from the grid and click on the Remove button on the screen. 

After adding all the relevant locations in the grid, the user can click on save and the store group will be created in the system. This group will be visible in the Manage Store Group screen against a unique group number. 

Here the location type and location code are automatically selected based on the location selected by the user.