Store Setup #

Account_ Stores

Create a New Store:

• Click on the +NEW button to add a new store.

Add Store Details:

• Store Name: Enter the name of the store.
• Store Number: Input the store number.
• Region, Zone, Route: Select the appropriate region, zone, and route for the store.

Add Store Address:

• Provide the store’s address:
  • Street
  • Zip Code
  • City
  • County

Add or Search for Contact:

• Either search for an existing contact or add a new one for the store.

Select Store Status:

• Choose the store’s current status:
  • Active
  • Inactive
  • Will Call
  • Hold for Payment
  • Pending Install

Specify Install Status:

• Indicate whether the installation is:
  • Scheduled
  • Complete

Assign Driver Details:

• Usual Driver: Assign the regular delivery driver.
• Next Delivery Driver: Specify the driver for the next delivery.

Enter Delivery Details:

• Provide information on deliveries:
  • Last Delivery Date: Input the date of the last delivery.
  • Delivery Frequency: Enter how often deliveries occur.
  • Next Delivery Date: Specify the next scheduled delivery date.

Specify Fill Location:

• Indicate where the fill for the store takes place.

Enter Tanks & Buckets Information:

• Input the details of tanks and buckets for the store.

Billing Information:

• Enter any necessary tax details related to the store’s billing.

Transferring a Store #

Transferring a Store Between Accounts:

• Navigate to the Stores section within the system.

Select the Store to Transfer:

• Identify the store you wish to transfer from the current account.
• Click on the store name to open its details.

Initiate the Transfer Process:

• Look for an option or button labeled Transfer Store or similar.
• Click on this option to begin the transfer process.

Follow Internal Protocol:

• Adhere to your organization’s internal protocol for transferring assets, which may include:
  • Notification: Inform relevant stakeholders or departments about the transfer.
  • Approval: Ensure any necessary approvals are obtained before proceeding.

Select the New Account:

• In the transfer interface, choose the new account to which the store will be transferred.
  • This may involve searching for the account by name or ID.

Update Relevant Data:

• Review and update all relevant data associated with the store in both accounts, including:
  • Store Address: Ensure the address is accurate and updated if necessary.
  • Contact Information: Update any contact details associated with the store.
  • Billing Information: Confirm that billing details are correct for the new account.

Review Transfer Details:

• Before finalizing, review all the details related to the transfer to ensure accuracy.
• Confirm that all necessary data has been updated.

Complete the Transfer:

• Click on the Complete Transfer or Confirm Transfer button to finalize the store transfer.
• Ensure that you receive a confirmation notification indicating that the transfer was successful.

Verify the Transfer:

• Check that all relevant data has been accurately updated in both the old and new accounts.
• After the transfer is complete, verify that the store is now listed under the new account.

Deleting Store #

Deleting a Store:

• Navigate to the Stores section within the system.

Select the Store to Delete:

• Locate the store you wish to delete from the list of stores.
• Click on the store name to open its details.

Initiate the Deletion Process:

• Look for the Delete button, usually located within the store details page.
• Click on the Delete button to begin the deletion process.

Confirmation Prompt:

• A confirmation prompt may appear, asking you to confirm the deletion.
• Carefully review the prompt, as deleting a store may result in the loss of all associated data.
• Click Confirm or OK to proceed with the deletion.

Verify Deletion:

• After the deletion process is complete, verify that the store has been successfully removed from the list.
• Ensure that all related data has been cleared and that the store no longer appears in the system.