Store groups are used to determine where offers are available. Follow the steps below to create and manage store groups effectively and make offers available to stores in a specific group:

• From the Dashboard, click on LOCATION MANAGEMENT or expand Location management on the left navigation panel and click Store Groups. The following screen appears:

  

  The Store Groups has Group Name, Associations, Ellipsis to Edit/Delete the store group, and Columns.

  • Group Name: Name assigned to a group of stores
  • Associations: The store groups being used by any active promotions
  • Click on the ellipsis ... to edit or delete the store group.
  • Columns: To adjust the column width and manage columns

• Search for the store group and click on the Group Name to view the Store Group Summary:

  

Create Store Group

• Click Create Store Group on the top right. A New Store Group screen appears:

  

• On the Details screen, enter the Group Name followed by the Group Description (Optional), and click Next.

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

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

  

  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:

    

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

  

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

  

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

  

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

  

  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:

  

  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:

  

  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.

  

• 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.