Franchise stock templates

Goal

Roll out the same Quick Link Items, Store Groups, and Stock Templates across one or more stores in a single action, so each new store starts with the right buttons on the till and the right category rules in the back office.

Where this happens

• In the back office (Core App): open System & Settings → System Configuration → Franchise Management → Franchise Stock (route /franchise/stock), then Stock Templates (route /franchise/stock/templates). The Wiki groups this under 'Administration' because only franchise admins use it.

Only franchise admins change templates. Supervisors and cashiers see the result on the till.

Prerequisites

• You are signed in as a franchise admin.
• You have approval from the franchise owner to change the franchise-wide templates.
• You know which stores are affected — a template change applies to the stores you pick, not to all stores at once.
• You have a short list of the Quick Link Items and case-linking rules the new store needs.

Steps

The image shows the Core App Franchise Management screen. Screens may differ slightly by version.

1. Open Franchise Stock

1. In the back office, open System & Settings.
2. Click System Configuration.
3. Click Franchise Management.
4. Click Franchise Stock (the Manage and transfer stock between branches screen).

The page shows four action buttons: Stock templates, Store groups, Quick Link Items, plus page-level Home, Stock Dashboard, and Change main store.

2. Open Stock Templates

1. On the Franchise Stock page, click Stock templates.

The Stock Templates screen (heading Stock Templates / subtitle Create and manage reusable stock sync templates) shows a Main Store line (only visible when a main store is set) and a table of templates.

3. Create or pick the template

1. Click Create Template to author a new one — this opens the FranchiseTemplateCreate screen at /franchise/stock/templates/new.
2. Or click an existing template row's Edit link to change it.
3. The table columns are Name, Active (toggle), Auto-sync (toggle), Target stores (count), Last run (timestamp), and Action (row actions).
4. The row actions are View (template detail), Edit, Apply (run the template against target stores), Runs (history), and Delete.

If no template fits, ask the franchise owner to author a new template. Do not invent one on your own.

4. Apply to one or more stores

1. In the template row, click Apply. The FranchiseTemplateApply screen opens at /franchise/stock/templates/<templateId>/apply.
2. Pick the target store(s) the template should run against. A template applies to the stores you pick — not to a region or all stores at once.
3. Confirm the items the template will add. Remove any item the target store does not need before saving.
4. Click Save / Submit.

The template is now in the target store(s). Other stores in the franchise are not changed.

5. Verify the items appear

1. Sign in to the target store from the till (or have the supervisor do it).
2. Open the till home screen and confirm the Quick Link Items are the buttons the template specified.
3. Ring a quick test sale to confirm the case-linking rule works on a flagged item (for example, a soda case that converts to six bottles).
4. If anything is missing or wrong, return to Stock Templates, edit the template, then re-apply.

Expected result

• The target store has the right Quick Link Items on the till home screen.
• Case-linking rules ring correctly at the till.
• Other stores in the franchise are not changed.
• The change is recorded against the franchise admin's name and the target store.

Edge cases

• The wrong template was applied to the store. Revert by re-applying the correct template, or remove the extra items from the till one by one. Confirm with the franchise owner before saving.
• An item does not ring as expected. Check the case-linking rule on the template. If the rule is right, check the item's Stock Categories — the rule may not match the category.
• The template change went to the wrong stores. Stop and tell the franchise owner which stores were affected. Do not roll back without approval.
• You do not see Franchise Stock Templates. Your role does not include it; only the franchise admin can change templates.
• The Quick Link Items overlap each other. Use shorter labels and group the items by category. Ask the franchise owner to adjust the template.

Related

• Stock
• How to manage customers
• Administration
• Grant employee permissions
• Support & escalation