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How to Manage Your Stores

Step-by-step guide on how to add a store in your BackOffice.

Updated over 3 months ago

Who is this for?

StoreHub merchants who need to set up, update, or remove store locations in their BackOffice, including configuring specific access controls for cashiers at each store.

Overview

This guide shows you how to add new stores, edit existing store details, and delete stores from your StoreHub BackOffice. You'll also learn how to set up 'Cashier Access Control' to manage what your cashiers can do on the POS app at each store.

This helps you keep your business organized and secure, especially if you have multiple branches.


Before You Begin

  • Extra Store License: To add a new store, you must have an 'Extra Store License' from StoreHub. If you don't have one, please contact StoreHub Support or check the 'Billing' section in your BackOffice.

  • Store Details: Have your new store's name, address, and other relevant details ready.


Step-by-Step Guide

Add a New Store

1. In your StoreHub BackOffice, go to 'Settings', then tap 'Stores'.

The StoreHub BackOffice menu showing 'Settings' and 'Stores' highlighted.

2. On the 'Stores' page, tap the 'Add Store' button.

The 'Stores' page in BackOffice with the 'Add Store' button visible.

3. Fill in your new store's details in the fields provided.

a. 'Store Name': Enter the name of your new store.

b. 'Address': Provide the full address.

c. 'Contact Number': Add the store's contact number.

d. 'Email': Enter the store's email address.

The 'Add Store' form with fields for store name, address, contact and email.

e. 'Receipt Template': Choose a receipt template for this store. (You can set up custom templates in 'Receipt Settings').

The 'Add Store' form with fields for receipt template.

Notes:

4. Tap 'Save' to add your new store. It will now appear in your list of stores.

The 'Save' button at the bottom of the 'Add Store' form.

Edit an Existing Store

1. In your StoreHub BackOffice, go to 'Settings', then tap 'Stores'.

The StoreHub BackOffice menu showing 'Settings' and 'Stores' highlighted.

2. On the 'Stores' page, find the store you want to edit and tap on its name.

A list of stores in the BackOffice, with one store name selected to open its details.

3. Update any of the store details as needed, such as 'Store Name', 'Address', 'Contact Number', 'Email', or 'Receipt Template'.

The store details page showing editable fields like store name, address, and receipt template.

4. Tap 'Save' to apply your changes.

The 'Save' button at the bottom of the store details page.

Delete an Existing Store

1. In your StoreHub BackOffice, go to 'Settings', then tap 'Stores'.

The StoreHub BackOffice menu showing 'Settings' and 'Stores' highlighted.

2. On the 'Stores' page, find the store you want to delete. Tap on its name to open its details.

A list of stores in the BackOffice, with a specific store selected.

3. Scroll down to the bottom of the store details page to find a 'Delete Store' button. Tap this button.

The bottom of the store details page showing a "Delete Store" button.

4. A confirmation message will appear. Click 'Delete' to confirm the deletion.

A confirmation pop-up asking to confirm store deletion.

Note:

  • Deleting a store is permanent and cannot be undone. Make sure you have backed up any necessary data before proceeding.


Configure Cashier Access Control

This setting lets you limit which features cashiers can use on the StoreHub POS app for this specific store. It's useful for preventing unauthorized actions like discounts or refunds.

1. When adding or editing a store, find the 'Cashier Access Control' tab on the store details page.

The 'Cashier Access Control' tab on the store details page.

2. You will see a list of features (e.g., 'Refunds', 'Discounts', 'Cancel Orders'). For each feature, select your desired access level:

a. 'Any Cashier': Allows any cashier to perform this action without special approval.

b. 'Require Manager Access': The cashier must get a manager to enter their PIN to approve this action.

Cashier Access Control tab showing various permissions and their access levels.

3. Tap 'Save' to apply the cashier access control settings for this store.

The Save button to confirm cashier access control changes.

Notes:

Here are the two things you must do after creating a new store:

  1. Assign a POS Register

    1. You must assign the new store to a POS register for it to be operational.

  2. For Employees: Get Access from the Account Owner

    1. If you are an employee (not the account owner), you will not be able to see the new store yet.

    2. You must ask the Account Owner to update your permissions. They can do this by going to 'Employees' then 'Manage Employees' and granting your user profile access to the new store.


Troubleshooting

Issue

Solution

Cannot add a new store.

Ensure you have an 'Extra Store License'. If not, contact StoreHub Support or check your 'Billing' section in BackOffice to purchase one.

Store details are not updating on the POS app.

After saving changes in BackOffice, open your StoreHub POS app on the device, go to the main menu, and tap 'Sync' twice to ensure all updates are pulled to the app.


FAQs

1. How do I assign a register to the newly added store?

  • In your BackOffice, look for Settings then click on POS Registers. On the page, click on Add POS register and look for the Assigned Store column. Select which store you would like to assign the register to. Or;

  • Refer here for a guide.

2. Can I edit or change my store name?

Yes, in the BackOffice, look for Settings then click on Stores. Select any store and click on Edit or change your store name under Store Name column.

3. Is there a limit on how many stores I can add in BackOffice?

The number of stores you can add depends on your StoreHub subscription plan and the number of 'Extra Store Licenses' you have purchased. Contact StoreHub Support for details on your plan limits.

4. How do I obtain an Extra Store License for a new branch?

You can usually purchase additional licenses through the 'Billing' section in your StoreHub BackOffice or by contacting StoreHub Support directly.

5. How do I troubleshoot license activation errors?

If you encounter license activation errors, first ensure your internet connection is stable. Then, try syncing your POS app. If the issue persists, contact StoreHub Support with details of the error message.


Need Help?

Contact StoreHub Support via live chat in your StoreHub app or email [email protected].


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