[Flow Classic] Common Group Settings

This article describes Flow Classic, the previous version of Flow. Some screens and features may differ from the new app.

Role settings can only be configured by administrators and accounts with the required permission.

Purpose and Use Cases

Create your own store groups or Area Manager groups, and add or edit stores within them — useful if you want to:

• Create your own store groups for analysis

• Add an Area Manager group

Access

Select [Settings] ⇒ [Common Groups] from the menu bar.

How to Use

Adding a Common Group, Area Manager, etc.

1. To add a new common group, Area Manager, etc., select the relevant item and click [Add] at the top right of the management screen.

2. Enter/select the required fields, then click [Save].

Export Order

You can set which groups are shown in Common Report 1 and 2 when exporting using the [All-Store Report] type in the [Data Export] feature.

*If a store belongs to multiple groups and multiple groups have both 1 and 2, the groups are shown in the order they were created.

Editing an Existing Group

Here's how to edit an existing common group.

1. Click the edit button in the [Edit] column of the common group you want to edit.

2. Modify the fields you want to change and click [Save]. This completes editing the information.

Deleting an Existing Group

Here's how to delete an existing common group.

1. Click the delete button in the [Edit] column of the common group you want to delete.

2. Click [Delete] on the confirmation screen.

Permission Restrictions

If you run into issues such as "Common Groups isn't showing", please check your Role settings.

• Part of the Settings menu isn't shown

• You can't add, edit, or delete

Adding Stores to a Group

Here's how to add stores to an existing group.

1. Click the [Edit] button for the group you want to add a store to.

2. Under [Add Store] at the bottom of the group edit screen, check the box next to the store name you want to add, then click [Add].

3. Click [Save] at the bottom right of the common group edit screen.

If you have any questions or feedback, please contact support at [email protected].