For managers

Running the shop floor

For managers: approve prices, correct and refund sales, keep the stock right, plan the team and close the day.

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Step 1 of 17Below-minimum approvalsWhen a ticket drops under its products' minimum prices, a manager approves it by push or with their PIN at the till. Then the sale goes through.
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Step 2 of 17Your profileYour own corner of the app: password, screen language, sidebar order, passkeys, manager PIN and notification devices. Nothing here changes what customers see.
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Step 3 of 17Find an invoiceSearch and filter the Invoices list to find any sale or refund, read its status, and open it to print, email, refund or fix it.
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Step 4 of 17OptionalSave a view and share a linkName a set of filters on Invoices or a report and open it again with one tap, or copy the page's link to send a colleague the same view.
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Step 5 of 17Edit an invoiceCorrect a sale that was rung up wrong: shop, products, prices, sellers, payments or customer. Stock, money records and points are re-applied to match.
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Step 6 of 17Fix a sale: edit, cancel or refund?Choose the right fix for a finished sale: edit it if it was rung up wrong, cancel it if it should never have happened, refund it if goods or money go back.
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Step 7 of 17Refund a saleGive money back against a past sale, whole or in part. The refund is saved as a credit note linked to the sale, and the stock can go back on the shelf.
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Step 8 of 17Correct stock by hand (Stock adjust)Add, remove or set a product's quantity at one shop, with a reason. Every change is logged, so you can see later who changed what and why.
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Step 9 of 17Blind stock-take: count your shop's stockCount what is on the shelves without seeing the system's figures, then compare. Validating the count puts the differences into stock.
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Step 10 of 17Mark tester or damagedTake units off stock that were opened as testers or are too damaged to sell. Stock drops at once and no money moves.
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Step 11 of 17OptionalMove stock between shopsSend units of one or more products from one shop or storeroom to another. Both counts change at once, and no money moves.
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Step 12 of 17The rotaStaff say on their phones which days suit them. A manager builds the week from that and publishes it, and everyone is told their shifts.
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Step 13 of 17Time offRecord holidays and sick days for each person and let the app keep count of what is taken, booked and left. Sick days are counted apart, never off the holiday allowance.
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Step 14 of 17Check in and outClock in when you arrive, record your breaks and clock out when you leave. Your paid hours feed the salary figures.
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Step 15 of 17Close the dayCount each payment method against what the till expects, then close the shop's day and print its slip. The boxes start at the expected amounts, so type what you really count.
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Step 16 of 17Worth a call: who to phone this weekThree lists of customers worth phoning, built from your own sales: layaways with money owing, regulars who stopped coming, and big spenders you haven't seen.
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Step 17 of 17Set monthly targetsGive each seller and manager a sales target for the month, with an optional stretch target. They follow their progress on My results; a target pays nothing by itself.

Running the shop floor

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