Overview of InStore customization concepts and configuration.
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Customize with the InStore Center
Use the InStore Center to customize the following:
- Business rules and security, by configuring administration parameters and store roles
- Branding, by configuring receipt templates and themes
- Best practices, by configuring reason codes (reference lists) and localization
- Tender button shapes, colors, order, and labels by configuring overrides
The InStore Center also provides insights, metrics, and troubleshooting tools through its dashboard, transaction reporting, and cash count audit functions.
We recommend logging out of the InStore Center when you finish your workday. The portal has an automatic timeout feature that ends your session without warning. When a timeout occurs, the session appears to be active, but the portal loses functionality.
Definitions
Administrator users
Your administrators receive login credentials and a link to the InStore Center. If you have not received these, contact the InStore support team.
The first administrator is set up by commercetools and they can then add additional administrators for you.
Assign unique credentials to each administrator. Most changes in the portal are logged with user identification. Avoid sharing administrator logins or email addresses.
Company setup
The Company page stores your logo, company name, and description.
- Logo: Click Change to upload a logo in
.jpg,.png, or.gifformat, ideally 300x300 pixels and under 500 KB. Click Remove to delete the current image from receipts. - Company Name: Displayed in the InStore Center and on receipts. Use the name customers recognize.
- Company Description: Use this field to distinguish between multiple companies.
After editing, click Save Changes.
Environment setup
Environment settings specify information required to connect to a Composable Commerce Project and other configuration tasks. Activate the environment before setting up a store.
Use the Theme tab to configure colors, typography, and other UI theming applied to the InStore colleague app.
Location setup
Your store associates use InStore at the location level. Set up a location in the InStore Center before configuring devices for that location. The environment must have
Active status to add and activate locations.Device setup
Devices are set up within the InStore colleague app. Register devices before activating the location. The user's role must include the
Device Management permission.Parameter sets
Define default and exceptional parameter sets for the environment and locations.
Receipt templates
Define default and exceptional receipt layouts for the environment and locations.
Reference lists
Maintain reason codes for employee actions to support audit requirements.
Store roles
Create roles with varying permission levels for assignment to employees.
Transactions
View transactions in aggregate to identify trends or review specific transactions and receipt details.
Cash count audit
Review cash-over and cash-under situations for specific registers and compare them with opening count history for audit purposes.