Some reports (such as AutoSTATS Extended) can make use of store information data loaded into Management Toolbox. This includes store names, management, opening date, and co-op membership and data sharing (which decide whether a store is included in co-op-wide reports).

You must have permission to view or update store information, without the permission, the menu item will not be available.

View Store Information

1. On the Settings menu, select Store Management and then Store Info.
    
2. Your store information will display:
   

Edit Store Information

NOTE: If a store(s) is not listed here, please see Adding New Stores to Management Toolbox.

1. On the Settings menu, select Store Management and then Store Info.
    
2. Your store information will display:
   
    
3. Click the Edit icon next to the store you wish to update. 
   
    
4. This row will change to Edit mode.
   
    
5. Update the desired fields:
   NOTE: All fields are optional. We recommend appending names of district managers and higher with a title (e.g. John Smith, DM) as this makes it easier to identify on reports. However, this is not required.
    
   • Store Name - this shows on some reports. Most entities have "nicknames" for their stores such as "Downtown".
      
   • Store Manager - enter the name of the store manager.
      
   • District Manager* - enter the name of the district manager.
      
   • Regional Manager* - enter the name of the regional manager.
      
   • Vice President* - enter the name of the vice president.
      
   • Executive Vice President* - enter the name of the executive vice president.
      
   • Store Open Date - enter the date the store began operating. This is useful for new stores who may have data prior to the actual opening date (e.g. from testing) that can impact some reports.
      
   • Co-Op - if your stores belong to a co-op, choose it from the list (leave it as Select Co-Op if not). Co-op reports compare stores across the co-op.
     
   • Share Data - tick this to include the store's data in co-op-wide reporting. Co-op membership and Data Sharing together decide whether a store is included.
     
6. Click on Save to save your changes or click Cancel to abort your changes.
   

* NOTE: While the fields have names, like District Manager, you can use these as you see fit for your organization. They are essentially "levels" or "groups". For example, if you have a management level between the store manager and a district manager, you can use the District Manager field for this and use Regional Manager for the district manager, Vice President as the next level, etc.