Creating User Store Mapping

A user store mapping is essentially giving a user access to a store. Only a user mapped to the store can carry out transactions related to the store, such as creating a sales order, purchase order, etc. Creating user store mappings is essential for businesses with multiple store locations. This process allows specific users to transact and manage operations within designated stores.

To create a user store mapping, you'll begin by selecting the user and the store you want to give user access to. You can also set a default store for the user.

To create a user store mapping, go to Menu > Admin > User > User Store Mapping

Mapping Details Fields

Field
Description

User

Select the user you wish to map stores to. This defines who will have access to the store. After selecting the user, click on the "Search" icon to load the already mapped stores for the users.

Store

Select the store you want to map to the user.

Grant

After selecting the user and the store, click on this option to grant the user access to the chosen store.

Please remember, when a new store is created, it is crucial to map the store with the users working in the system. This step ensures they can transact and carry out necessary operations within those stores.

Mapped Store Details

All stores mapped to a user will be listed in the bottom section of the user store mapping module. Selecting a user will display all the stores that are mapped to them for easy viewing and management.

Store Access Fields

Field
Description

Ship Store

This field allows you to select a default ship store for the user.

Sale Store

This field allows you to select a default sale store for the user.

User

This field records the name of the user in the user store mapping.

Code

This field displays the unique code assigned to each store.

Name

This field presents the name of the store.

Description

This field shows the description of the store.

Selecting a Default Store

To streamline user experience and ensure seamless transactions, users can be assigned default stores. This will be automatically selected when user accesses the modules like sales order, purchase order, etc. To set a default store:

  1. Select the Ship Store and the Sale Store you want to designate as the default for the user.

  2. Click on Apply Default. This action assigns the selected store as the default, streamlining the user's workflow by making their most used store easily accessible.

Creating and managing user store mappings streamline operations and enhance the efficiency of managing multi-store businesses. By following the steps outlined above, you can effectively assign and manage store access for users in your system.

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