Use this guide to set up commercetools InStore and understand its functionality.
Overview
This guide explains how to set up and use the components required to run the InStore colleague app in your physical store locations. You can use this guide to set up a demo project or as a reference when setting up your test and production environments.
Prerequisites
You need to obtain the following information from your commercetools representative:
- Credentials and a link for the InStore Center.
- Access to our GitHub repository and instructions for building your integration server and modular store.
Set up connectivity to the InStore Center
Access the InStore Center
The InStore Center is an administration portal where you customize your business rules and other configurations. This application is maintained and hosted by commercetools, and you are granted access to maintain your own settings. You can access the InStore Center using a unique URL and credentials that you received from your commercetools contact person.
en-US
). Date and time information in this application is obtained from the commercetools server that hosts your instance of the InStore Center. The InStore Center application is optimized for desktop use and is not mobile-responsive.commercetools support does not have access to your InStore Center instances unless you provide them credentials and grant them access.
Provide access to others on your team
Set up the tenant environment
An environment (also known as the tenant environment) is a collection of physical store locations that share a currency, an integration server, a default locale (language), and a list of roles. You can create a test environment and a production environment for each country where you do business. Your Composable Commerce Project can interact with multiple environments, and you must request at least one environment for each currency where you do business.
If you use password management software, always review environment settings before saving them as these can unintentionally overwrite fields.
Set up a store role
You must also add the store role to your integration server and API. When setting up your authentication management system for InStore, pass the exact names of the store roles you create in the InStore Center.
Add locations and devices
A location is a physical store where the InStore colleague app is used. A location belongs to one environment and contains many devices that are used to process sales and returns.
Devices include printers, cash drawers, workstations, PEDs, scanners, and a safe. Each store requires a safe, which can be a designated cash drawer.
Add a location via the InStore device CLI
Manually add a location
Manually set up devices for a location
Adding devices using the InStore colleague app
For the benefit of your store associates, we recommend that you pre-program the InStore colleague app URL into a locked browser for direct access.
DeviceManagement
permission to add and manage devices. Your authentication management system must assign users to the role, as store-user management is outside the scope of InStore.- Access your specific InStore colleague app link. This can be a test instance that has been created using our hosted modular store or a purpose-built front-end app. The URL uses the following format:
{host site}/{environment label}/{location ID}/{workstation ID}
01
in your URL.workstation ID
portion of the URL is intended to be claimed by a single, consistent physical workstation device. If during testing you access an identical colleague app URL on multiple devices, append ?forceClaim=true
to the end of the URL to release the claim made by the previous device, for example:?forceClaim=true
query parameter only when you need to release a workstation claim, such as when you are testing the same workstation URL on multiple devices or browsers. In normal operation, this parameter is not required and should not be used unless you specifically need to override the device claim.- On the Enter Credentials page, enter your User ID and Password as determined by your authentication management system.
- Click Log In.
Register devices
Add and maintain the following devices in the colleague app:
Activate the location
Confirm the selected safe
You must return to the InStore Center to complete the final step of confirming your selected safe to finish activating the location. To confirm the safe, do the following:
- In the InStore Center, select Locations.
- Find the newly activated location and select Edit.
- In the Safe field, select the safe you want to use for this location.
- Save your changes.
Customize via the InStore Center
The InStore Center contains the settings you use to specify your business rules and enforce policies at an environment, location, and workstation level.
Parameter sets and versioning
Some parameters may not be visible in the InStore Center because they are opt-in features that you need to contact us to activate.
Reference lists
You can use reference list entries (also called reason codes) for financial reporting buckets, or tracking motivation for customer or colleague actions. For example, to track the reason why a particular item was returned or why cash was removed from the cash drawer. This information can be used to improve customer service and assist with loss prevention research.
InStore lets you define reason codes, which are not available at other points in the workflow. However, you can control the selections that users have and whether they must make a deliberate selection.
Receipts
InStore produces receipts for core activities including payments, refunds, and cash management. It can also produce gift receipts and return vouchers. An SVG image of the receipt template is printed to the screen and the corresponding data to populate print, email, or text receipts is sent to the receipt server.
Track and monitor
After you run transactions using the InStore colleague app, you can use the following in the InStore Center to track your activities:
Explore InStore
Prepare to receive cash
If your location accepts cash, prepare to receive it by doing the following:
- Go to the InStore colleague app.
- On the left-hand navigation menu, click Manage Cash, then click Cash Count.
- Select to count the default cash drawer by selecting the Opening Count Reason, then click NEXT.
- Type numbers of bills and coins that total more than the current reserve amount. You can find the reserve amount in the parameter setting
Drawer_Reserve_Amount
for the parameter set that is currently active at this location. - Click NEXT.
- Click ACCEPT.
The workstation is then ready to process take-with sales paid with cash.
Next steps
Run a test transaction to ensure you are set up correctly by doing the following:
- Ring up sales with all tender types and combinations that you want to accept.
- Run all the cash-management activities you plan to use, including your end-of-day.
- Generate each type of receipt you want to use.