Skip to main content

How to create, edit, and delete a shop

Elena Damiani
  • Updated

Shops are created, edited, and deleted in the Shops section of the Supervisor.

Shops are physical or virtual hubs to which users are assigned. They may be designed according to diverse logic, such as geographic distribution, or product line, depending on the nature of the project (see article The Shop section of the Supervisor).

Create a new shop

To create a new shop, take the following steps:

  1. Enter the Supervisor with administrator's rights (in the correct environment).

  2. Click on Shops, in the Administration section of the dashboard. The Shop list opens.

  3. Click on Create Shop in the top bar.

  4. In the form that opens, fill in the appropriate fields. The form is made of 2 main sections:

    • Shop,
    • Extra data,

    and the fields that need to be filled are the following.

    Shop section

    create shop

    • Code: the shop's name

    • Description: The shop's short description

    • Address

    • Location

    • CAP: Zip code

    • Province

    • Phone, FAX, Website, and Email

    • Agency: If the shop refers to an agent or an agency, it needs to be selected in the drop-down list of this field.
      Note: The agency must have been previously created in the Supervisor as a shop, see article How to create and link an agent or agency

    • Users: Choose here which users to associate with the shop.
      Note: Seller level 6 users are automatically assigned to all the shops as administrators so they do not need to be selected from this list.

    • Admins: This field allows you to select additional shop administrators apart from Seller level 6 users.

    • Country
      Note: The shop's Country determines the currency and the unit of measure visualized in 3CAD Next.

    • Shop lang: Shop language
      Note: Country and Language are inherited by the users associated with this shop unless otherwise specified in their profiles.

    • Brands: Choose the brand the shop refers to.
      For more information on Brands, see the Brands section of the article The Supervisor's Tables area

    • Customer ID, Customer ID2: Free fields

    • Shop price list: Set the preferred shop's price list.

    • Group data: Set the reference group, if relevant.
      To learn more, see section Group data in the article The Supervisor's Tables area

    • Image: available formats are jpeg, jpg, png, tiff, gif. Maximum file size is 200Kb.


    Extra data section
    This section is used for front-end customizations only and it is not to be filled otherwise.

  5. Click on Save Shop in the top bar. The new shop is now created and will appear in the Shop list.

Edit a shop

To edit a shop, do the following:

  1. Enter the Supervisor with administrator's rights (in the correct environment).

  2. Click on Shops, in the Administration section of the dashboard. The Shop list opens.

  3. Select the shop you want to edit and click on Edit Shop in the top menu bar. Alternatively, double-click on the shop's code. The shop's form opens.

  4. Edit the shop as needed (see the paragraph above for the detailed description of all the fields).

  5. Click on Save Shop. The changes are now saved.

Delete a shop

To delete a shop, take the following steps:

  1. Enter the Supervisor with administrator's rights (in the correct environment).

  2. Click on Shops in the Administration section of the dashboard. The Shop list opens.

  3. Identify the shop you want to delete and press the related paper basket button on the right-hand side of the screen.

    delete shop

  4. Confirm your choice in the pop-up window that appears. The Supervisor's shop is now deleted.

Related articles