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Creating and Assigning Custom Store Lists

With Store Lists, you can create custom lists of stores that can be assigned to users and/or forms.

Creating and Editing Store Lists

1. From the Shelvspace Web Portal and click on Store Lists.

2. Click on New Store List and enter store list name and description.

3. Select if you want this store list to be available on mobile and/or reports.

4. Click Save.

5. Select the newly created store list and click Actions>Assign/unassign stores in the top right.

mceclip0.png6. In the dialogue box search and/or filter to the stores you want to include in the store list.

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7. Select the stores and click Assign.

8. To unassign stores from a store lists follow steps 5-7 except click Unassign rather than Assign.

Assigning or Unassigning Store Lists to Users

1. From the Shelvspace Web Portal and click on Users.

2. Select the users you want to assign a store list to

3. Click Actions>Create Action

4. Select the store list to assign, and then ensure that you are assigning it to "Users"mceclip2.png

5. Select the users that you are assigning the store list to then select "Save" from the top right

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6. To unassign store lists, go to Actions then select the assignment, check the box, then select Actions > Delete

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Assigning or Unassigning Store Lists to Forms

1. From the Shelvspace Web Portal and click on Forms.

2. Select the forms you want to assign a store list to.

3. Click Actions>Create Action

4. Select the store list to assign and click Save from the top right of the screen

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5. To unassign store lists, go to Actions then select the assignment, check the box, then select Actions > Delete

 

Key Words: Store Groups, target list

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