Documentation

Overview

Overview of the InStore Center.

Using the InStore Center

The InStore Center is a desktop-optimized web application where the retailer's administrators configure global and location-specific settings. InStore Center is available in English only.

Administrator users

We provide the retailer contact with login credentials and a link to InStore Center. Please contact your commercetools representative if you have not received these.

We will set up the first administrator, who has permission to set up additional administrators for the retailer.

Avoid sharing a single administrator login or email address. Most changes that are made in the portal are logged with user identification, so it is useful to assign separate credentials to each administrator. For more information, see Users.

Company setup

The Company page is where the retailer's logo, company name, and company description are stored.

  1. Access the Company menu option and provide the following information:

    • Logo: click Change to select a logo from a file location that you can browse to. For best results, select an image in .jpg, .png, or .gif format that is approximately 300x300 pixels square and has a file size of under 500 Kb. Click Remove to stop using the current image on receipts.
    • Company Name: this is displayed in the InStore Center and can be displayed on receipts. This should be the name customers will recognize.
    • Company Description: if you are managing multiple companies, use this field to distinguish among them.

  2. Click Save Changes after editing.

Environment setup

Use environment settings to specify information that is required for connecting to a Composable Commerce project, among other tasks. The first step in setting up a store is to activate the environment.

For more information, see Environment setup.

Location setup

Employees will use InStore at the location level. You must set up a location in the InStore Center before you can set up devices for that location. The environment must have the Active status for locations to be added and activated.

For more information, see Location setup.

Device setup

You set up devices within the InStore colleague app. You must register a subset of devices before you can activate the location. A user's role must have the Device Management permission to work with devices.

For more information, see Device setup.

Parameter sets

Define default parameter sets and exceptional sets for the environment and locations.

For more information, see Parameter sets.

Receipt templates

Define default receipt layouts and exceptional layouts for the environment and locations.

For more information, see Receipt templates.

Reference lists

Maintain the reason codes that employees attach to their actions for audit purposes.

For more information, see Reference lists.

Store roles

Create roles that reflect varying permission levels for assignment to employees.

For more information, see Store roles.

Transactions

View transactions in aggregate to identify trends or look up a specific transaction and its receipt details.

For more information, see Transactions.

Cash count audit

Identify cash-over and cash-under situations for specific registers and compare them with opening count history.

For more information, see Cash count audit.