How to Manage Store & Staff?

The addition and management of the stores to be displayed in the Instore application are carried out on Omnitron. In addition, the identification of store employees who will have access to Instore is also controlled through the screens located on Omnitron.

Creating a Store on Omnitron​

Adding and managing the stores that are desired to be displayed in the Instore application is carried out on Omnitron. To add a store to Instore, it is necessary to create stores on the sales channel connected to Instore in Omnitron first. This process can be performed using the Content Management > Stores screen in Omnitron.

By clicking on the New Store button located on the Stores screen, adding a new store is accomplished through the store addition form.

When a new store is created on the Stores screen, Omnitron automatically adds this new store to the Instore Store Management screen as well. The Instore Store Management screen is used to check whether the stores will appear on the Instore application or not.

To be able to list the stores that are already listed on the Stores screen but not listed on the Instore Store Management screen, a minor update needs to be made to the store information. For this, click on the relevant store on the Stores screen and open the screen where the store information is located. When any update is made and the Save button is clicked, the store will automatically be listed on the Instore Store Management screen.

Store Management​

The determination and visibility of the stores that can be accessed through the Instore application are managed through the Content Management > Instore Store Management screen.

Each store created from the Stores screen is automatically listed on the Instore Store Management screen with its visibility on the Instore application being passive. The activity status of the store can be changed through the Edit button located in the row where the information of the listed store is available.

By default, the store's ERP code is defined as the store password for the stores listed on the Instore Store Management screen. With this defined password, it is possible to log in to the store account via the Instore application. If the store password needs to be changed, the Change Password button in the row containing the information of the relevant store can be used.

Staff Management​

The creation and management of personnel accounts associated with stores in the Instore application are carried out through the Content Management > Store Employees screen on Omnitron.

To create a new employee associated with the store, you need to click the New Employee button on the Store Employees screen.

The personal information of store personnel (Employee First Name, Employee Last Name, Employee Email) is filled out in the form displayed on the screen. The affiliated Instore store is selected in the Affiliated Store field. A unique identification number is assigned to the store employee using the Employee ID, and the password for the employee's account is determined. Each store personnel is assigned a unique Employee ID, and the same ID cannot be assigned to multiple store personnel.

To change the information of a store employee or their account password, you need to click on the row where the employee's information is listed on the Store Employees screen or use the Change Password button located on the same row.

When a store employee leaves their job, their store employee account should be disabled or suspended by setting the Select Status field in the form where store employee information is located to Passive.