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NCR Voyix Loyalty

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NCR Voyix Loyalty

Store groups

A store group is a collection of individual stores that allows you to manage and control where promotions are delivered. The primary purpose of a store group is to target promotions to all stores within that group during the promotion creation process. Follow the steps to create and manage store groups and make offers available to stores in a specific group:

  • Expand Location management on the left navigation panel and click Store Groups. The following screen appears:

    store group

    The Store Groups displays Group Name, Associations, Ellipsis to edit and delete the store group.

    • Group Name: Name assigned to a store group.
    • Associations: The store groups associated to promotions.
  • Click the Columns icon to customize, reorder, or adjust the columns. Click here to learn more.

  • Click on the Group Name to view the Store Group Summary:

    storesum

    The store group summary displays the details of the store group and the individual stores within it.

Create store group

From the Store Groups screen, click Create Store Group in the top right corner. A New Store Group screen will appear, featuring 'details' and 'add stores' sections.

Details

  • In the text box below Group Name, enter a name of the store group.

  • Optionally, enter a Description for the product group highlighting its details.

    Store Details

Add stores

Add stores to the group using the following methods:

  • Import stores using a CSV file.
  • Add stores one by one.
  • Search for and select stores from the catalog.

Note: When stores are added using any single method (CSV file, individually, or from the catalog), the other methods will be disabled.

new store

Add stores using CSV

  • Click on Import.CSV file and select the file from your local directory. Ensure the CSV file follows the required format.

  • During the import, the system automatically removes duplicate stores identified in the CSV file.

  • After the import, the total number of stores imported from the CSV file is displayed as follows:

Note: To view the stores imported from the CSV file, you need to create the store group first and then access the store group summary.

Add stores individually

Add stores individually using the store name.

  • In the text box below Store Name, type the name of the store. The store will appear on the left panel.

    type

  • On the Add Stores screen, add stores to the group by importing a CSV file or searching the stores from the catalog.

  • Click Import.CSV file and select the file from your local directory. The number of stores imported through CSV will be displayed:

    Included stores

    Note: Any duplicate stores or stores not found in the system are automatically removed.

    [!WARNING] CSV file may fail to import in the following cases if:

  • It has an invalid store, or the store doesn't exist.

  • The file is empty.

  • It has details other than the store name.

    The error message is as follows:

    Error

  • Enter the store name in the search box. A side-by-side view of search results(left) and included stores(right) will appear:

    stores

    The stores are added on the right by selecting the checkboxes on the left.

    added

    To remove stores from the included stores, select the checkbox and then Delete.

    delete

  • Click Search All Stores to search and add stores from the catalog.

    search all stores

    In the search box, enter the store name, enterprise unit name, or street address, choose the parameters and then click Search. A side-by-side view of search results(left) and selections(right) will appear:

    results

    By selecting the checkboxes on the left, the stores are added to the right. To remove the selections, select the checkbox and click Delete.

    Use Filter option to search the store using the following elements:

    Filter

    Click Clear to remove the searched data.

    Click Save. The selections are then added to the Included Stores.

  • Click Create Store Group. A message 'Successfully created store group' is displayed on the Store Groups screen.

    Click Back to go back to the Details screen.

    Click Discard to exit from creating the store group.

Edit store group

  • From the Store Groups screen, click on the Group Name or tap on Ellipsis and click Edit Store Group.

    edit store group

  • click Update Store Group after making the necessary changes. A message, 'Successfully updated store group' is displayed.

Delete store group

You cannot delete the store groups that are associated with the Promotions.

From the Store Groups screen, tap on the Ellipsis and click Delete Store Group. A pop-up message to confirm the deletion of the store group is displayed.

Associate store group

  • For a promotion, navigate to the Delivery tab.

  • To include the store groups, uncheck Apply to all stores, select Store Groups and then select from the Included Store Groups dropdown.

  • To exclude the store groups, check Apply to all stores, select Store Groups and then select from the Excluded Store Group dropdown. To learn more, click here.

  • In this Article

  • Create store group

  • Details

  • Add stores

  • Add stores using CSV

  • Add stores individually

  • Edit store group

  • Delete store group

  • Associate store group

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