Configuring Store Groups

After adding your stores, you can optionally add store groups. The Store Group wizard allows you to organize your stores into logical reporting groups using a criterion other than their geographic location. For example, create a store group for each franchisee that includes only their stores, thus limiting the sales data they can view. Then assign security classes to the store group to determine who has the ability to access the information for the stores in the group. A store can belong to multiple store groups.

1.	Select Add/Modify Store Groups on the Site Setup Welcome screen.

2.	Click Next.

3.	Click Add.

4.	Type the name of the store group.

5.	Select Report as Market, if the store group is reporting as a market. You can use markets as another tier between regions and areas. Stores can belong to only one market; however, stores can belong to multiple store groups.

6.	Click Next to continue to the Assign Stores to Store Group screen.

7.	Select the stores in the Unassigned Stores list box and use the arrows to move them to the ‘Assigned Stores’ list box.

To select multiple adjacent stores, hold down Shift and click the first and last store. To select non-adjacent stores, hold down Ctrl and click one store at a time.

If you selected the store group to report as a market, only the stores available to assign to the market display in the ‘Unassigned Stores’ list box. If you do not see the store in the list box, it is already assigned to a market.

8.	Click Save. The Classes with Access to this Store Group screen appears.

9.	Select the security classes that will have access to the store group in the ‘All Classes’ list box and use the arrows to add them to the ‘Classes with Access’ list box.

To select multiple adjacent security classes, hold down Shift and click the first and last security class. To select non-adjacent security classes, hold down Ctrl and click one security class at a time.

10.	Click Save to return to the Store Groups screen.

When you add a new store group, you must assign the security classes to determine who can access the information for the store group. Once you create the store group, use the Security Class Setup wizard to modify the security classes assigned to the store group.