To create a new merchant group, first navigate to the Merchant Group homepage and click the green Create a Merchant Group.
You will then be taken to a new page where you can (1) add your locations, (2) create a merchant group name, and (3) return to view all existing merchant groups.
(1) Add Your Locations:
When creating a new merchant group, first add your desired locations to the group by clicking the green Add Locations button.
A pop-up screen will appear where you can select the locations in which you would like to add to the merchant group. Use the dropdown listing under Add Locations to add the locations to the group. Once complete, click the blue Submit button. Your stores will then appear under the Merchant Group listing.
If a location does not show up on the drop-down list, it is because the location has not been added to Mission Control. Click here for instructions on how to add a location to Mission Control.
(2) Edit Group Name:
After adding your desired locations to the group, you can edit the group name by clicking the green Edit Group Name button.
A pop-up window will appear where you can change the pre-set name to one that makes more sense for your group. In the example below, the merchant group name was changed to "Sandwich Shops". Once complete, click the blue Submit button to save the name.
You can see below that we have added 2 stores (Store 3 & Store 4) to our merchant group and named the group "Sandwich Shops". Now, you can push menu/inventory changes to all of your locations within the group or pull reports for the entire group through Mission Control!
(3) View All Merchant Groups:
To return to your Merchant Group listing, simply click the green View All Merchant Groups button. This will take you to your homepage for a listing of all groups. From here, you can choose to edit a group as necessary.
Article is closed for comments.