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 |
| 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(help@wooqer.com).
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
Length (characters) |
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.
