Managing Stores

Welcome to the Stores section. Here, you can manage everything from creating new stores to viewing and modifying existing ones.

✅ Before you Start

Applies to: Admins and Organization Admins

• Admins: log in with the Admin role and open the Admin space.
• Organization Admins: log in with the Organization Administrator role and open the Organization Management panel. This role has read and write access to everything in your organization and all its workspaces.

Then, go to the Stores section in the left sidebar.

▶️ Key Features and Functionalities

In this section, you can manage stores with the following core actions:

• Create Store: Add new store entries to the system.
• Edit Store: Modify details of existing stores.
• View Store Details: Access and view store details.
• Delete Stores: Remove store entries from the system.
• Track Store Creation and Updates: Automatically log timestamps of creation and modifications along with the users who made the changes.
• Conditional Store Type and Status: Configure types and statuses separately under the "Settings" section.
• Store Visibility: Allow "related users" and the "store owner" to view the store and its associated projects within the platform.
• Store Listing: See a list of all stores, including details like workspace, name, type, and status.
• Bulk Actions: Perform actions on multiple stores simultaneously, such as deletion.

🏢 Organization Admins only: you can assign stores to workspaces. A store can belong to only one workspace. Your store list covers every workspace in the organization.

▶️ Store Search

You can search by workspace, name, type, or status.

🏢 Organization Admins only: you can also filter by Workspace.

▶️ Creating, Editing, Viewing or Deleting Stores

1. Navigate to the Stores Section.
2. Select an Action:
   • Create Store: Click on the New store option.
   • Edit Store: Find the store in the list and select Edit through the three-dot menu.
   • View Store: Find the store in the list and select View through the three-dot menu.
   • Delete Store: Find the store and select Delete through the three-dot menu, then confirm. A store cannot be deleted if it is in use.
3. Provide Required Information (for Creation or Editing): fill out the form fields listed in Required Information below.
4. Save Changes: save your changes or create the new entry.

▶️ Required Information

• Name: A descriptive store name (mandatory).
• Store Type: The category of the store (mandatory).
• Store Status: The operational status of the store (mandatory).
• Site ID: A unique identifier for the physical site (mandatory).
• Store ID: A unique identifier within the system (mandatory).
• Owner User: The platform user designated as the store owner (mandatory).
• Related Users: Platform users who can view the store and its projects (optional).
• Capacity: The maximum store capacity (optional).
• Cover Image: A visual representation of the store (optional).
• Address: The primary street address, integrated with Maps for location display and auto-completion:
  • Address line 1: The primary street address (auto-completed).
  • Address 2: A secondary address line (optional).
  • Zip Code, Country, State, City: Auto-completed.

🏢 Organization Admins only: the form also has a Workspace field (mandatory). The Store Type and Store Status options you can choose depend on the selected workspace.