Create Units

This is where you define your organization’s physical locations, i.e. – Stores, Restaurants, Branches or just Units. Each user is mapped to a specific Role and a Business unit. Units are important as even when people move, data about the unit persists with the unit 

You can assign rights to users basis the unit they are affiliated with. eg: Assign app to and share reports with “Branch Managers” for their specific units. In this case, all Branch Managers will automatically have access to Work apps for their respective units.

A. Click on “Manage PI” >> “Stores”

B. Create Stores

B.1 : Click on “Add New”


1.2 : Enter the Store information


Guidelines for entering Store Information

Field Name Mandatory Description
Image No Upload a high resolution image of the store
Name Yes Store name as per the nomenclature followed
Display Name No Store display name
Brand Name No Brand Name associated with the store
Address Yes Physical address of the Store
Area Yes Area in which the store is located
Country Yes Country name in which the store is located
State Yes State in which the store is located
City Yes City in which the store is located
Zip No Pin code of the store
Geolocation No  Lat/ Long of the store
Phone No  Store landline number
Fax No Store fax number
Mobile No Store manager mobile number
Email No Store email id
Key Contact No Store Manager name
Store Id No Company store id
Resource No


1.3 : Save the new store

Save and Add New Store. Once done go ahead to create additional stores.

B.1 :  Download sample excel file

Click Here to download or click on the Bulk upload icon on the Stores tab as shown below.

B.2 : Download City IDs

Click here to download standard City IDs. Click on ‘Cities’ under the “Linked Data” download icon on the screen. Keep the excel file for reference. In case any additional city is needed write to Help Desk(

B.3 : Guidelines for updating the Excel file

Open the 'WooqerRetail_Locations' file and fill in the details as described below.

Field Explanation Mandatory / Non Mandatory Maximum



Default Value (if applicable) Example
name Store Name Mandatory 100   Head Quarters
Address Address of the store Mandatory 100   #1090, 18th Cross,

Sector 3

Area Area in which store exists Mandatory 40   HSR Layout
cityId Get the city code from the reference sheet column B Mandatory 12   10
zip Pin code for the store Non Mandatory 10   560102
phone Landline/Mobile number for the store Non Mandatory 8   80-26175620
fax Fax number for the store. Non Mandatory 8   80-26184058

B.4 : Save the excel sheet once you have completed the entries. Click on “Choose file” to select the file you have saved.  Click on open and then press submit. It will take two hours for the file to upload.

B.5 : You can check the progress of upload by clicking on first icon from right under the Users tab. It will display the number of records which were successfully uploaded.

Related topics

Setup   |   Create RolesCreate Users