Managing Stores, Apps Manager, Teams

The information related to stores, apps, and teams can be updated.

In this section, you can:

Stores Tab             

The store represents a specific physical location or online store of a business. It provides the admin user the ability to map the relationships of all microservices to a store and provides store details, that include store name, store ID, store locales, the default store locale, store status, and store type.

In the Stores tab, you can add a store, search for stores, and view the cards for each of the stores.

Add a Store

You can add a store under a Business. The business type for the store can be B2B (Business-to-Business) or B2C (Business-to-Consumer) or both.

To add a store,

  1. In the Stores page, click ADD A STORE.
     The Add a Store overlay is displayed.

  2.  Enter the field details.
    The following table provides the field description for creating a store:

    Field

    Description

    Store Name*

    Enter the name of the store.

    Business Type*

    Select the business type from the drop-down list. For example, B2B (Business to Business) or B2C (Business to Consumer).

    Locale*

    Select the locales for the store from the drop-down list. For example, Arabic (ar_AE).

    Note: You can add multiple locales to the store. The locale that is added first is considered as a default locale. To update a locale to default, see Store Settings.

    Shipping Region*

    Select the regions for shipping from the list. For example, Argentina and Austria.

    Note: You can add one or more shipping regions to the store. The shipping region that is added first is considered as default shipping region for the store. To update a shipping region as default, see Store Settings.

    Currency*

    Select the currencies applicable to the store. For example, ADP and AED.
    Select the default option if you want to make the currency a default option for the store.

    image

    Note: You can add multiple currencies to the store. The currency that is added first is considered as a default currency for the store. To update a currency as default, see Store Settings.

    Timezone*

    Select the time zone for the store. For example, select (GMT+9.30) ACT.

    Upload Logo

    Drag and drop an image file of the store’s logo to upload or click BROWSE to select an image file from your local computer.
  3. Click CREATE. The store is created.
    Note    : To view and/or update the created store, see STORE INFO Tab.

Navigate to the Store Overview page

To navigate to the Store Overview Page,

  1. In the All Stores page, enter the search criteria in the Search text box.
  2. Click the Search icon. The search result is displayed.
  3. Click the arrow next to the store.
    Note: Alternatively, you can navigate to the required store by selecting a store from the Store Name drop-down list in the header section.

    The Store Overview page appears.

    The following table explains sections available in the Store Overview page:

    Field

    Description

    Setup Progress

    Displays the Setup Progress along with the percentage metrics based on the level completion for Add Product & SKU, Pricing, Inventory, Payment Methods, and Shipping Methods.

    Total Registered Users

    		 View the number of existing registered users of the store. You can click on link to add a new customer to the store.

    Note: For more information on adding customers, refer to Add Customer.

    Available Products

    		 View the number of active products of the store. You can click on link to add a product to the store.

    Note: For more information on adding products, refer to Add a Product.

    Today Orders

    		 View the number of orders placed on the current day.

    Low Stock Products

    		 View the list of products that are low on inventory.

    Recent Orders

    		 View the list of orders with most recent on the top.

    New Customers

    		 View the list of new customers added to the store.

    Schedule Feed History

    		 View the list of scheduled feed history details.

Apps Manager Page

The Your Apps page displays a list of apps available for a business.

From the Apps Manager page, a merchant can:

  • view all the available public apps, private apps, or pending apps that are awaiting approval.
  • add an app for the store
  • view the store(s) that are associated with the app with the active or inactive status
  • navigate to an app and perform any of these functions:
    • view the app details
    • uninstall the app for all the stores
    • set the app to active or inactive status. Once configured, the status is reflected in all the stores.

View Apps Under a Store

You can view the apps installed for the business in the Apps Manager page.

To view the apps under a store,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Click Apps Manager in the left navigation.
    image
    The Apps Manager page displays the list of apps installed for the business.
    image
    Note:

    • You can filter and view the installed and pending apps using the Filter drop-down list.
    • The Pending Apps are the apps that are not yet installed and are awaiting approval/rejection.
    • You can sort the apps using the SORT BY option.
  3. Click on an App. The App details are displayed with the ACTIVE or INACTIVE status of the app at the store level.
    image
    Note:

    • To uninstall the app, click UNINSTALL and confirm uninstallation.
    • To make an app inactive for all the stores or locales, click ALL STORES/LOCALES INACTIVE and confirm to proceed.
    • For information on adding an app, filtering apps, and sorting the app list, refer to Integrating Third-party applications.

Add an App at the Store Level

You can add an app using the Add An App button in the Apps Manager page.

To add an apps at the store level,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Click Apps Manager in the left navigation.
    The Apps Manager page displays the list of apps installed for the business.
  3. In the Apps Manager page, click ADD AN APP.
    The Marketplace page displays the list of apps.
  4. Click on an App to install. The respective app page is displayed.
  5. Click Install. The Terms of Use for the app is displayed.
  6. Select the checkbox to agree to the terms and conditions.
  7. Click Proceed. The app is installed.
    Note:

Edit an App at the Store Level

You can edit an app at the store level in the Apps Manager page.

To edit an apps at the store level,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Click Apps Manager in the left navigation.
    The Apps Manager page displays the list of apps installed for the business.
  3. Click on the required app.
  4. In the apps page, click the store name to update the app configuration.
  5. In the confirmation dialog box, click PROCEED.

    Note:     To ignore updating the app, click CANCEL.
    The app’s configuration page appears. For detailed information on configuring an app, refer to the Configure an App section.

Uninstall an App at the Store Level

You can uninstall an app for one or more stores at the store level in the Apps Manager page.

To uninstall an app for one or more stores at the store level,

  1. Log in to the Simba Application with valid credentials provided to you.
  2. Click Apps Manager in the left navigation.
    The Apps Manager page displays the list of apps installed for the business.
  3. Click on the required app.
  4. In the app’s page, click the Uninstall button.
  5. In the confirmation dialog box, click UNINSTALL.

    Note:     To ignore uninstalling the app, click CANCEL
  6. The app is uninstalled from all the stores.
    Note:

    • All configurations, stores, and locales linked to the app will be lost.
    • For information on uninstalling an app for a particular store, refer to the Uninstall an App

Teams Tab

You can invite members to the team using the INVITE MEMBERS button.

Process Involved in Onboarding a Team Member

In Simba, inviting and onboarding a team member involves the following processes:

1.   Business Admin to send an invitation to the team members email address with the applicable role.

2.   The team member accepts the invitation and fills the user registration form.

3.   The team member returns to the Simba console and lands to the page as per the assigned role.

Roles & Admin Privileges

A Business Admin can invite their team members to access the required store with any one of the
following roles:

·        Business Admin – This role manages all the activities of the store(s).

·        Product Admin – This role can manage functionalities related to products, categories, and
promotions.

·        CSR Admin – This role can manage orders and customer services in the console. 

The following table shows the privileges associated for a business admin, product admin, and CSR admin:

Function*

Business
Admin

Product Admin

CSR Admin

Store Management

P

 

 

Teams Management

P

 

 

APPS Management

P

 

 

Products Management

P

P

 

Categories Management

P

P

 

Orders Management

P

 

P

Customers Management

P

 

P

Accounts Management (B2B)

P

 

 

Campaigns/Promotions Management

P

P

 

Settings Management

P

 

 

* All the functionalities are applicable for both B2C and B2B, except Accounts Management which is applicable only for B2B.

Search Members

You can search for team members using the Search text box.

To search for a team member,

  1.  Click the Teams tab.
  2. Enter the search criteria in the Search text box.
    image
  3. Click the Search icon.
    The search result is displayed.    
    image

Invite Members

You can invite members of the store by sending an email to the member. 

To invite members,

  1. Click the Teams tab to view the First Name, Last Name, Email ID, Roles and Status.
    image
  2. Click INVITE MEMBERS to send invite. The Invite members pop-up is displayed.
     image
  3.  Enter or select the field details.
    The following table provides the field description for the Invite members pop-up:

    Field

    Description

    Email ID

    Enter the Email ID of the member.

    Role

    Select the role of the member from the drop-down list.

    • Business Admin
    • Product Admin
    • CSR Admin

    Note: 

    • You can search for a role using the Search
    • For more information about configuring a role, see Roles Tab.

    Store

    Select the store from the drop-down list.
    Note: You can search for a store using the Search option.
  4. Click SEND INVITE. The invite is sent to the member.

Edit Members

You can edit the team member details by clicking on the First Name of the member.

To edit a team member details,

  1.  Click the Teams tab.
  2.  Click on a First Name or More Details against the member you want to edit. The Edit User overlay is displayed.
    imageC
  3. Edit the field details.
    The following table provides the field description for editing a user:

    Field

    Description

    First Name

    Edit the first name of the team.

    Last Name

    Edit the last name of the team.

    Email ID

    Edit the email ID of the team.

    Role

    Select the required the role of the team.

    Activate/Deactivate

    Enable or disable this to activate or deactivate the team.
  4. Click SAVE. The updates are saved.
    Note: To clear the fields, click RESET.

Roles Tab

You can associate roles for the team members to access the required store. The roles defined in the Roles tab will be listed for selection while inviting a team member.

By default, you can see the following roles:

  • Business Admin – This role can manage all the activities of the store(s).
  • Product Admin – This role can manage functionalities related to products, categories, and promotions.
  • CSR Admin – This role can manage orders and customer services in the console.

Search Roles

You can search roles of the team members in the Roles tab.

To search for role,

  1. Click the Roles tab to view the list of roles.
    image
  2. Enter the search criteria.
  3. Click Search. The search result is displayed.

Create Roles

You can create roles for the team members in the Roles tab.

To create a role,

  1. Click the Roles tab to view the list of roles.
  2. Click CREATE ROLE. The Create role overlay is displayed.
    image
  3. Enter the details of the role.
    The following table provides the field description for creating a role:

    Field Description
    Role Name Enter the name of the role.
    Role Description Enter the description for the role.
    Status Toggle the status to activate or deactivate the role.
    Access Rights for Product/Price/Inventory Select the access rights checkbox to view and/or manage the functions in the store.
  4. Click CREATE. The role is created.

 

Revision History

Published Dt. Document Changes Drafted By Peer-Reviewed By Reviewed & Approved By
2021-04-26 Initial draft HM JP SR
2022-06-28 Updated the Stores tab section for 8.9 release changes SW JP SR
2022-06-28 Updated the content for 8.9 release changes HM JP SR