Store Groups

Store Groups help you organize your stores for faster multi-store report requests. Instead of selecting stores one by one, create groups like "Northeast Region" or "High Volume Stores" and select them with a single click.

Who can use Store Groups? All users can create personal (private) groups. Managers and Admins can create shared groups that everyone can use.

Why Use Store Groups?

Store Groups are especially useful when you:

Frequently run reports for the same set of stores
Have stores organized by region, district, or franchise
Want to separate high-volume stores from smaller locations
Need to run reports for stores with the same manager

Types of Groups

Group Type	Who Can Create	Who Can See
Private Groups	Any user	Only you
Shared Groups	Managers & Admins	All users in your organization

Creating a Store Group

Go to Store Groups
Click "Stores" in the sidebar, then click "Store Groups" tab.
Click "New Group"
Click the "New Group" button in the top right.
Enter group details
- Name - A descriptive name like "Northeast Region" or "My Stores"
- Description (optional) - Additional notes about this group
- Color (optional) - Choose a color to help identify the group
- Shared - Toggle on to make it visible to all users (requires Manager/Admin)
Select stores
Check the boxes next to stores you want in this group. Use the search box to filter stores.
Click "Create Group"
Your group is now ready to use!

Using Store Groups When Requesting Reports

When you request a report, you can quickly select all stores in a group:

Go to Reports → Request Report
Select your report type
In the "Select Stores" section, click the group name button
All stores in that group will be selected automatically
You can still add or remove individual stores after selecting a group

Tip: A store can belong to multiple groups. For example, "STORE001" could be in both "Northeast Region" and "High Volume Stores".

Managing Store Groups

Editing a Group

Go to Store Groups
Click the edit icon (pencil) next to the group
Update the name, description, color, or store membership
Click "Save Changes"

Deleting a Group

Go to Store Groups
Click the delete icon (trash can) next to the group
Confirm the deletion

Note: Deleting a group does not affect the stores themselves - it only removes the grouping. Stores will still exist and can be added to other groups.

Best Practices

Use descriptive names - "West Coast Stores" is better than "Group 1"
Create shared groups for teams - If multiple people run reports for the same stores, create a shared group
Use colors - Colors help quickly identify groups when requesting reports
Keep groups updated - When you add new stores, remember to add them to relevant groups

Examples

Group Name	Use Case
Northeast Region	All stores in the northeast for regional reports
High Volume	Stores with highest sales for daily monitoring
New Stores	Recently opened locations requiring extra attention
My District	Private group for a district manager's assigned stores
Weekly Audit	Stores selected for weekly cash auditing