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Manage Store Information

Store Information

Some reports (such as AutoSTATS Extended) and tools (such as Turned Down Services) can make use of store information data loaded into Management Toolbox. This includes Store Names, Management, opening date and Appointment URL.

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:
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Edit Store Information

NOTE: If a store(s) are 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:
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  3. Click Edit next to the store you wish to update. 
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  4. This row will change to Edit mode.
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  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.
    • 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.
    • Appointment URL - enter the stores public appointment URL (e.g.  https://jiffylube10.fullslate.com/locations/XXX). This is used in the Turned Down Services tool to provide an easy method to access the store's website.

  6. Click on Update to save the row. You can also click Cancel to abort your changes.
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