Difficulty Level - Intermediate Impact - Organization Level

Store Areas are stores grouped together for consolidated reporting. Reports that support store areas will include the store areas in the Store drop-down list and when selected, will display the report for the stores as a group.

To access Store Areas settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Global from the Filter drop-down list.

    2. Click on Store Areas from the List box in the left pane.

The following information is displayed on the settings page:

  • Description: The name assigned to the group of stores.

  • Sequence: The order in which the store area will appear in the Store drop-down list on reports.

    Store areas with the same Sequence will be arranged in alphabetical order.

ClosedView Stores included in a Store Area

  1. Go to Store Area settings.

  2. Click on the Description of a store area.

ClosedCreate a Store Area

Store Areas can be based on regions that the stores are located in, the store type, or anything else that works for your organization.

  1. Go to Store Areas settings.

  2. Click on the Create button.

  3. In the Create Store Area window:

    1. Enter a name for the group of store in Description.

    2. Enter a Sequence number to indicate the order in which the store area should appear in the list.

      Store areas with the same Sequence will be arranged in alphabetical order.

    3. Select the store to be included in the store area from the Stores in Area list.

      Press and hold the Ctrl or ⌘ key to select multiple stores.

    4. Click on the Create button.

ClosedEdit a Store Area

  1. Go to Store Areas settings.

  2. Click on the Description of the store area that you want to edit.

  3. In the Update Store Area window:

    1. Make changes to the details as required.

    2. Click on the Update button.

ClosedDelete a Store Area

  1. Go to Store Areas settings.

  2. Click on the Description of the store area that you want to edit.

  3. In the Update Store Area window:

    1. Click on the Delete button.

    2. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..