CStoreOffice® offers a set of workflows — simple wizards that can lead you through the most popular and frequent tasks and help perform all activities required for these tasks.
The Workflows feature is permission-based. Before you start using the workflows, make sure the following conditions are met:
- Corresponding workflow is turned on in the account settings.
- The Workflows permission is granted to your user in CStoreOffice®. To check user's permissions, go to Settings > General > Roles.
Account settings setup is available only to the users with the system role.
You can work with the following workflows:
- Manager Daily Workflow: This workflow is intended for store managers. It allows the managers to perform routine tasks and make sure all data is entered in the system on a daily basis.
- Presentation
- Inventory Optimization Workflow
- Getting Started with CStoreOffice®: This workflow is intended for new CStoreOffice® customers. It allows you to set up your site and locations in a proper way and configure initial settings to start receiving sales data in CStoreOffice®.
