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
Upload a high resolution image of the store
Store name as per the nomenclature followed
Store display name
Brand Name associated with the store
Physical address of the Store
Area in which the store is located
Country name in which the store is located
State in which the store is located
City in which the store is located
Pin code of the store
Lat/ Long of the store
Store landline number
Store fax number
Store manager mobile number
Store email id
Store Manager name
Company store id
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(firstname.lastname@example.org).
B.3 : Guidelines for updating the Excel file
Open the 'WooqerRetail_Locations' file and fill in the details as described below.
Mandatory / Non Mandatory
Default Value (if applicable)
Address of the store
#1090, 18th Cross,
Area in which store exists
Get the city code from the reference sheet column B
Pin code for the store
Landline/Mobile number for the store
Fax number for the store.
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.