Configuring Stores

1. Log in and go to the Tools dashboard.
2. Select Stores.
3. To create a store:
   1. Click the Create New Store button.
   2. In the Name and Address tab, enter information in the following fields:

      Table 2-4 Name and Address Fields

      Field	Description
      Store Name	Enter the name of the store.
      Store Number	Enter the store number.
      Store Type	Select either Franchise or Equity.
      Active From	Select the date when the store is active.
      Address Line 1	Enter the store’s street address.
      Town	Enter the town in which the store is located.
      Post Code	Enter the postal code in which the store is located.
      Time Zone	Select the time zone in which the store is located.
      Primary Phone No.	Enter the phone number for the store.
      Store Email	Enter the store email address.
      Order Delivery Time Provider	Select the order delivery time provider to be used for this store. The store can use the default delivery time manual setting within the Admin Tools or another provider, such as an automated dynamic algorithm calculation.
      Order Collection Time Provider	Select the order collection (pickup) time provider to be used for this store. The store can use the default collection time manual setting within the Admin Tools or another provider, such as an automated dynamic algorithm calculation.
      Tax Provider	Select the tax provider to be used for this store.

   3. Click the Save button.
4. To configure a region:

   You can create regions to group tradezones. Regions are based on a larger geographical area or territory, determined by the organization, and used to group a logical set of tradezones (for example, Baltimore South).

   1. Click the Regions tab.
   2. Enter the Region Name.
   3. Click the Save button.
5. To configure the sales channel:

   The sales channel is the eCommerce Integration Cloud Service version being used (Website or Call Centre).

   1. Click the Available Channels tab.
   2. Select the Channel from the drop-down list.
   3. Click the Add Channel button.
   4. Click the Save button.
6. To configure the store price tier:

   Store price tiers are components of a price group and are used to define variations in menu item pricing. For example, you can define price tiers by market, such as city (high), suburban (medium), and rural (low). Each price group needs to have at least one price tier assigned. Only one price tier may be active for each price group at a given time in each store. Creating Price Groups contains information about configuring a price group.

   1. Click the Pricing tab.
   2. In the Store Price Tier field, enter the name of the price tier.
   3. In the Description field, enter a description of the price tier.
   4. Click the Associated Stores subtab, and then click the Show Stores button.
   5. Click the Edit link next to the stores to associate with the price tier.
   6. Click the Save button.
7. To configure the store hours:
   1. Click the Opening Hours tab.

      Alternatively, you can configure standard open times and promise times globally in the Hierarchy Configuration module of the left pane. Configuring Global Standard Open Times and Promise Times contains more information.

   2. To create a date period for the Standard Open Times, click the Add link.

      You can add store opening and closing times for each day of the week. Standard opening times can be configured for a specific period of time, but a store typically has the same opening and closing times each week.

   3. Select the standard date range for the Effective From and the Effective To fields using the calendar.
   4. Enter the opening and closing times in 24-hour format. If the store is open 24 hours, enter 0 (zero) in the Open Hour and the Close Hour fields, and select Over Night.
   5. If the store has exceptions to the opening or closing times, in the Altered Opening Times section, click the Add link.

      For example, if the store is open late on New Year’s Eve or has longer hours in the summer, set the altered times here to override the standard times for the specified period of time.

   6. Enter the alternate date range.
   7. Enter the alternate opening and closing times in 24-hour format.
   8. Click the Save button.
8. To assign users to store roles:
   1. Click the Store Manager tab.
   2. In the Select user to add drop-down list, select the user who can manage the store data (for example, a Client Admin who normally cannot access the Admin Tools without this role).
   3. Select Allow Menu Edit to allow this user to modify store menus.
   4. Click the Save button.
9. To configure store payment exclusions:

   The store can accept specific forms of payment when guests order from the store’s channel menu. Configure exclusions for payment methods that are not accepted.

   1. Click the Payment Exclusions tab.
   2. In the Payment Method Exclusions section, select the Channel from the drop-down list.
   3. In the Payment Method drop-down list, select the payment method to exclude for the channel. For example, you can exclude cash.
   4. Click the Add Exclusion button.
   5. In the Payment Card Exclusions section, select the Channel from the drop-down list.
   6. In the Payment Method drop-down list, select the payment method to exclude for the channel. For example, you can exclude credit or debit card payments.
   7. In the Card drop-down list, select the payment card to exclude. For example, some stores do not accept American Express cards as payment.
   8. Click the Add Exclusion button.