Voyado Engage

Add a new store in Engage

Whenever a new store opens, you'll need to add it in Engage to allow your customers to be linked to the correct recruited-in store or current store. Here's how to do that.

How to add a store:

1. Go to Administration, click Stores and again Stores.

2. Once on the Stores page, click Create store in the upper right corner.

3. Fill in the fields needed. The required fields are Store, Time zone and External ID. For Store just use the same field that's shown on the Store page where you started from.

Store administration dialog

External ID is shown on the receipt and connects to the recruited-at or regular store. (The External ID is your store ID usually found in your ERP system.)

Ensure the Active box is checked and then click Save.

Changing a store's External ID

A store’s External ID is used to connect imported receipts to that store in Engage. If you change a store’s External ID, but are still sending receipts using the old External ID, Engage will create a new store using that old External ID, which is not good.

To correctly change a store’s External ID the customer needs to stop sending receipts using the old External ID, then change the External ID value in Engage, and then begin sending receipts using the store's new External ID. This avoids any issues.

Be sure, if changing a store's External ID, that you do it the way described above.
 
 

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