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Stores Page User Guide
Stores Page User Guide
Updated over 4 months ago

Welcome to the Stores Page of RentalTide! This guide will help you navigate and utilize all the features available on the Stores Page, ensuring efficient management and customization of your store locations, settings, and integrations within your organization's Point of Sale (POS) system.

Introduction

The Stores Page is a pivotal component of RentalTide's POS system, designed to empower authorized users to manage their store locations effectively. This page allows you to:

  • View Store Locations: Access a comprehensive list of your store locations with detailed information.

  • Add New Stores: Create and register new store locations seamlessly.

  • Edit Store Details: Update existing store information to reflect changes or improvements.

  • Delete Stores: Remove store locations that are no longer operational or needed.

  • Manage Store Settings: Customize settings specific to each store, including integrations like Stripe Connect for payment processing.

  • Access Stripe Connect: Navigate directly to your Stripe dashboard for payment management.

Dashboard Overview

Upon accessing the Stores Page, you'll encounter the following key components:

  • Dashboard Header:

    • Title: "Stores"

    • Subtitle: "Manage and customize your store locations, settings, and availability."

    • Actions:

      • Add Store Button: Located in the header, represented by the AddIcon, allows authorized users to create new store locations.

  • Stores Table:

    • Columns:

      • Name: Displays the name of the store.

      • Address: Shows the physical address of the store.

      • Phone Number: Indicates the contact number for the store.

      • Actions: Provides buttons for editing, accessing settings, managing Stripe Connect, and deleting store locations.

    • Rows: Each row represents an individual store with its respective details and action buttons.

  • Modals:

    • Add Store Modal: Form for creating new store locations.

    • Edit Store Modal: Form for updating existing store details.

    • Delete Store Modal: Confirmation prompt before deleting a store location.

    • Store Settings Modal: Interface for customizing store-specific settings and integrations.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like data fetching or processing actions.

  • Notifications:

    • Snackbar Notifications: Provide real-time feedback on actions such as successful additions, updates, deletions, and error messages.

Managing Your Stores

Efficiently manage your store locations with the intuitive features available on the Stores Page. This section covers viewing stores, adding new stores, editing existing stores, deleting stores, managing store settings, and handling Stripe Connect integrations.

1. Viewing Store Locations

The Stores Table provides a comprehensive view of all your store locations associated with your customer account.

Features:

  • Store Details:

    • Name: Displays the store's name for easy identification.

    • Address: Shows the physical address of the store, ensuring accurate location tracking.

    • Phone Number: Indicates the store's contact number for customer and internal communications.

  • Interactive Actions:

    • Edit Store: Click the Edit Icon to open the Edit Store Modal and update the store's details.

    • Store Settings: Click the Settings Icon to access and customize store-specific settings.

    • Stripe Connect: Click the AttachMoney Icon to navigate directly to your Stripe dashboard for managing payments.

    • Delete Store: Click the Delete Icon to open the Delete Store Modal and remove the store location.

Usage Tips:

  • Quick Identification: Utilize the displayed store details to quickly identify and differentiate between various store locations.

  • Efficient Management: Use the action buttons to perform edits, access settings, or delete stores directly from the list without navigating away.

  • Pagination: If you have numerous stores, consider implementing pagination or search functionality to manage large lists effectively.

2. Adding a New Store

Adding new stores allows you to expand your business presence and manage multiple locations seamlessly.

Steps to Add a New Store:

  1. Locate the Add Store Button:

    • Found in the Dashboard Header, click on the Add Store Button (represented by the AddIcon) to open the Add Store Modal.

  2. Fill in Store Details:

    • Name: Enter the name of the new store.

    • Address: Provide the physical address of the store.

    • Phone Number: Input the contact number for the store.

  3. Submit the Form:

    • After filling in all required fields, click the "Add Store" button.

    • Loading Indicator: A CircularProgress spinner will display to indicate the ongoing creation process.

  4. Confirmation:

    • Upon successful creation, the new store will appear in the Stores Table, and a success snackbar notification will confirm the action.

    • If the creation fails, an error notification will inform you of the issue.

Usage Tips:

  • Accurate Information: Ensure all fields are filled out accurately to maintain data integrity and provide a professional appearance.

  • Consistent Naming: Use consistent naming conventions for store names to simplify identification and management.

  • Contact Information: Provide valid and active phone numbers to facilitate effective communication.

3. Editing an Existing Store

Editing store accounts allows you to update store details, ensuring that information remains current and accurate.

Steps to Edit a Store:

  1. Locate the Store in the Table:

    • In the Stores Table, find the store you wish to edit based on its name or address.

  2. Initiate Editing:

    • Click on the Edit Icon associated with the store to open the Edit Store Modal.

  3. Update Store Details:

    • Name: Modify the store's name if necessary.

    • Address: Update the store's physical address.

    • Phone Number: Change the store's contact number.

  4. Submit the Changes:

    • After making the necessary updates, click the "Save Changes" button.

    • Loading Indicator: A CircularProgress spinner will display to indicate the ongoing update process.

  5. Confirmation:

    • Upon successful update, the store's details in the Stores Table will reflect the changes, and a success snackbar notification will confirm the action.

    • If the update fails, an error notification will inform you of the issue.

Usage Tips:

  • Consistent Updates: Regularly update store details to ensure information remains current and accurate.

  • Data Integrity: Maintain consistent formatting for addresses and phone numbers to avoid confusion.

  • Verification: Double-check changes before saving to prevent accidental data modifications.

4. Deleting a Store

Removing store locations that are no longer operational helps maintain an organized and efficient store management system.

Steps to Delete a Store:

  1. Locate the Store in the Table:

    • In the Stores Table, find the store you wish to delete based on its name or address.

  2. Initiate Deletion:

    • Click on the Delete Icon associated with the store to open the Delete Store Modal.

  3. Confirm Deletion:

    • Review the confirmation message to ensure you intend to delete the store location.

    • Click the "Delete" button to proceed.

    • Loading Indicator: A CircularProgress spinner will display to indicate the ongoing deletion process.

  4. Confirmation:

    • Upon successful deletion, the store will be removed from the Stores Table, and a success snackbar notification will confirm the action.

    • If the deletion fails, an error notification will inform you of the issue.

Usage Tips:

  • Accidental Deletion Prevention: Always confirm deletions to avoid accidental removal of important store locations.

  • Role Considerations: Ensure that critical stores (e.g., flagship stores) are not deleted inadvertently to maintain business integrity.

  • Permission Restrictions: Only users with the appropriate permissions can delete store accounts to prevent unauthorized access.

5. Managing Store Settings

Customize settings specific to each store to tailor operations and integrations according to individual store needs.

Steps to Manage Store Settings:

  1. Locate the Store in the Table:

    • In the Stores Table, find the store whose settings you wish to manage.

  2. Access Store Settings:

    • Click on the Settings Icon (represented by the Settings cog) associated with the store to open the Store Settings Modal.

  3. Customize Settings:

    • Tax Rate: Set or update the tax rate applicable to the store.

    • Operating Hours: Define the store's operating hours for better scheduling and customer management.

    • Inventory Management: Configure inventory settings to track and manage products effectively.

    • Other Integrations: Set up or modify integrations like payment gateways or third-party services specific to the store.

  4. Save Changes:

    • After customizing the settings, click the "Save Settings" button.

    • Loading Indicator: A CircularProgress spinner will display to indicate the ongoing update process.

  5. Confirmation:

    • Upon successful update, the store's settings will be saved, and a success snackbar notification will confirm the action.

    • If the update fails, an error notification will inform you of the issue.

Usage Tips:

  • Tailored Configurations: Customize settings to align with the unique requirements of each store, enhancing operational efficiency.

  • Consistent Standards: Maintain consistent settings across similar stores to streamline management processes.

  • Regular Reviews: Periodically review and update store settings to adapt to changing business needs and market conditions.

6. Accessing Stripe Connect

Stripe Connect integration allows you to manage payment processing directly through your Stripe dashboard.

Steps to Access Stripe Connect:

  1. Locate the Store in the Table:

    • In the Stores Table, find the store whose Stripe Connect you wish to manage.

  2. Navigate to Stripe Dashboard:

    • Click on the AttachMoney Icon (represented by the AttachMoney symbol) associated with the store.

    • This action will redirect you to the Stripe dashboard specific to the store's connectId.

  3. Manage Payments:

    • Within the Stripe dashboard, you can handle payment processing, view transaction histories, manage payouts, and configure other payment-related settings.

Usage Tips:

  • Secure Access: Ensure that only authorized personnel have access to Stripe Connect to maintain financial security.

  • Regular Monitoring: Frequently monitor Stripe transactions to manage finances effectively and identify any discrepancies promptly.

  • Integration Maintenance: Keep the Stripe integration up-to-date to benefit from the latest features and security enhancements.

Permissions and Access Control

Access to the Stores Page is governed by a robust permissions system to ensure that only authorized users can view and manage store data.

Key Permissions:

  • stores_access: Grants access to the Stores Page and its functionalities.

  • stores_add: Allows users to add new store locations.

  • stores_edit: Permits users to edit existing store locations.

  • stores_delete: Enables users to delete store locations.

  • stores_view_settings: Allows users to view and manage store-specific settings.

  • stores_view_stripe_connect: Grants access to manage Stripe Connect integrations for stores.

Managing Permissions:

  • Role-Based Access: Permissions are typically assigned based on user roles within the organization (e.g., Admin, Operations Manager, Store Manager).

  • Verification: The Stores Page checks user permissions before rendering action buttons or enabling functionalities to prevent unauthorized access.

Usage Tips:

  • Ensure Proper Access: Verify that your user account has the necessary permissions to perform desired actions on the Stores Page.

  • Requesting Access: If you lack certain permissions but require them for your role, contact your system administrator or support team to request access.

  • Regular Audits: Periodically review and update user permissions to align with organizational changes and role evolutions.

Error Handling and Notifications

The Stores Page incorporates robust error handling and user-friendly notifications to keep you informed about the system's status and any issues that may arise.

Key Features:

  • Snackbar Notifications:

    • Provide real-time feedback on actions such as successful additions, updates, deletions, and error messages when operations fail.

  • Loading Indicators:

    • CircularProgress: Indicates ongoing operations like data fetching, user creation, updates, and deletions.

  • Error Messages:

    • Inform users of any failures during operations like fetching store data, creating new stores, updating existing stores, or deleting stores.

Usage Tips:

  • Immediate Feedback: Pay attention to snackbar notifications for instant updates on your actions and system status.

  • Handle Errors Promptly: Address any error messages or alerts immediately to ensure smooth operations and accurate store management.

  • Maintain Connectivity: Ensure a stable internet connection to facilitate seamless data fetching and store management.

Frequently Asked Questions (FAQs)

1. How do I add a new store?

  • Answer:

    1. Click on the Add Store Button (represented by the AddIcon) located in the Dashboard Header.

    2. Fill in the required store details in the Add Store Modal.

    3. Click the "Add Store" button to create the store.

    4. A success notification will confirm the successful addition of the store, and it will appear in the Stores Table.

2. Why are some action buttons disabled for certain stores?

  • Answer:

    • Action buttons may be disabled based on your user permissions. Ensure that your account has the necessary permissions (e.g., stores_edit, stores_delete) to perform specific actions.

    • Additionally, some actions like accessing Stripe Connect may be disabled if the store does not have a valid connectId or if the integration is not set up correctly.

3. How can I edit an existing store's details?

  • Answer:

    1. In the Stores Table, locate the store you wish to edit.

    2. Click on the Edit Icon associated with the store to open the Edit Store Modal.

    3. Update the necessary store details.

    4. Click the "Save Changes" button to apply the updates.

    5. A success notification will confirm the successful update, and the changes will reflect in the Stores Table.

4. How do I delete a store?

  • Answer:

    1. In the Stores Table, find the store you wish to delete.

    2. Click on the Delete Icon associated with the store to open the Delete Store Modal.

    3. Confirm the deletion by clicking the "Delete" button.

    4. Upon successful deletion, the store will be removed from the Stores Table, and a success notification will confirm the action.

5. What should I do if I encounter an error while managing stores?

  • Answer:

    • Possible Causes:

      • Network connectivity issues.

      • Insufficient user permissions.

      • Server-side errors or maintenance.

      • Invalid input formats or missing required fields.

    • Solutions:

      1. Check Internet Connection: Ensure your device is connected to the internet.

      2. Verify Permissions: Confirm that your user account has the necessary permissions to perform the action.

      3. Retry the Action: Attempt the action again after ensuring connectivity and permissions.

      4. Validate Inputs: Ensure all required fields are correctly filled out and follow the expected formats.

      5. Contact Support: If the issue persists, reach out to RentalTide support with specific error details for assistance.

6. How do I access the Stripe dashboard for a store?

  • Answer:

    1. In the Stores Table, locate the store whose Stripe Connect you wish to manage.

    2. Click on the AttachMoney Icon (represented by the AttachMoney symbol) associated with the store.

    3. This action will redirect you to the Stripe dashboard specific to the store's connectId, where you can manage payments, payouts, and other Stripe-related settings.

7. Can I manage settings for all stores simultaneously?

  • Answer:

    • No, settings are managed on a per-store basis to allow for tailored configurations that suit each individual store's needs. This ensures that each store can operate with the settings that best fit its specific requirements.

Troubleshooting

Issue 1: Unable to Fetch Store Data

  • Possible Cause: Network connectivity issues, server downtime, or insufficient permissions.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Verify Permissions: Make sure your user account has the stores_access permission.

    3. Refresh the Page: Reload the Stores Page to attempt fetching data again.

    4. Retry Later: The server might be experiencing downtime. Wait a few minutes and try again.

    5. Contact Support: If the issue persists, reach out to the support team with specific error details for assistance.

Issue 2: Add Store Functionality Not Working

  • Possible Cause: JavaScript errors, UI glitches, or insufficient permissions.

  • Solution:

    1. Check Permissions: Ensure your user account has the stores_add permission.

    2. Refresh the Page: Reload the Stores Page to reset UI components.

    3. Inspect Console for Errors: Open your browser’s developer console to check for JavaScript errors that may be preventing the modal from opening.

    4. Disable Browser Extensions: Some extensions might interfere with modal functionalities. Disable them and try again.

    5. Clear Browser Cache: Clear your browser’s cache and attempt to add a store again.

    6. Contact Support: If the issue persists, notify support with specific error details for further assistance.

Issue 3: Edit Store Modal Not Opening

  • Possible Cause: UI glitches, permissions issues, or JavaScript errors.

  • Solution:

    1. Check Permissions: Ensure your user account has the stores_edit permission.

    2. Refresh the Page: Reload the Stores Page to reset UI components.

    3. Inspect Console for Errors: Open your browser’s developer console to check for JavaScript errors.

    4. Disable Browser Extensions: Some extensions might interfere with modal functionalities. Disable them and try again.

    5. Clear Browser Cache: Clear your browser’s cache and attempt to edit a store again.

    6. Contact Support: If the issue persists, notify support with specific error details for further assistance.

Issue 4: Delete Store Functionality Not Working

  • Possible Cause: Insufficient permissions, attempting to delete a critical store, or JavaScript errors.

  • Solution:

    1. Check Permissions: Ensure your user account has the stores_delete permission.

    2. Prevent Critical Deletion: The system may prevent deletion of critical or default stores to maintain system integrity.

    3. Refresh the Page: Reload the Stores Page to reset UI components.

    4. Inspect Console for Errors: Open your browser’s developer console to check for JavaScript errors.

    5. Disable Browser Extensions: Some extensions might interfere with modal functionalities. Disable them and try again.

    6. Clear Browser Cache: Clear your browser’s cache and attempt to delete a store again.

    7. Contact Support: If the issue persists, notify support with specific error details for further assistance.

Issue 5: Stripe Connect Redirect Not Working

  • Possible Cause: Invalid connectId, network issues, or incorrect Stripe integration setup.

  • Solution:

    1. Verify connectId: Ensure that the store has a valid connectId associated with its Stripe account.

    2. Check Internet Connection: Ensure your device is connected to the internet.

    3. Inspect Console for Errors: Open your browser’s developer console to identify any JavaScript or network errors affecting the redirect.

    4. Disable Browser Extensions: Some extensions might block redirects. Disable them and try again.

    5. Clear Browser Cache: Clear your browser’s cache and attempt the redirect again.

    6. Contact Support: If the redirect still does not work, reach out to RentalTide support with detailed information for assistance.

Issue 6: Store Settings Not Saving Correctly

  • Possible Cause: Server-side issues, network disruptions, or form validation errors.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Retry Saving: Attempt to save the store settings again after ensuring connectivity.

    3. Inspect Console for Errors: Open your browser’s developer console to check for any JavaScript or network errors.

    4. Validate Inputs: Ensure that all required fields are correctly filled out and follow the expected formats.

    5. Contact Support: If settings are still not saving, reach out to RentalTide support with specific error details for assistance.

Issue 7: Stores Not Displaying Correctly in the Table

  • Possible Cause: Data fetching errors, rendering issues, or corrupt store data.

  • Solution:

    1. Check Internet Connection: Ensure your device is connected to the internet.

    2. Refresh the Page: Click the Refresh Users Button to re-fetch the latest store data.

    3. Inspect Console for Errors: Open your browser’s developer console to check for JavaScript or data fetching errors.

    4. Verify Data Integrity: Ensure that the store data being fetched is correctly formatted and not corrupt.

    5. Disable Browser Extensions: Some extensions might interfere with data rendering. Disable them and try again.

    6. Contact Support: If the issue persists, reach out to support with specific error details and screenshots for assistance.

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