Store Maintenance Actions Guide

A practical administrative guide for the smaller store-maintenance actions that happen after the main location setup already exists.

Administration & Setup Store Administration End-User Guide

Overview

After the main location or store structure is created, users still need smaller maintenance actions such as rename or type change.

Where To Find It

Path: Stores > Maintenance actions

Use these store-maintenance screens when the store list already exists but a practical structural update is needed.

How It Works

QBM provides dedicated actions for creating a new store, renaming an existing one, or changing the store type where that change is supported.

Main Areas

Area What It Means When To Use It
New store Creates an additional store record in the working structure. Use it when the business expands or adds a new operational store.
Rename store Updates the visible store name without rebuilding the whole structure. Use it when naming changes but the operational identity remains the same.
Change store type Adjusts the type-based behavior of the store where permitted. Use it when the role of the store changes in a meaningful way.

Recommended Workflow

  1. Review the existing store structure before making a maintenance change.
  2. Choose the specific action that matches the real business need.
  3. Save the change and then test the affected workflows or selections that use the store.

Best Practice

  • Treat store-type changes carefully because they may affect downstream behavior.
  • Document rename decisions so staff recognize the new naming.
  • Review store-linked reporting or permissions after major store maintenance.