Review of POS materials used
Checking the general external and internal appearance
Checking whether all standards are met
Conduct employee interviews and check work quality
Our Store Management Template offers a solution for all these tasks.
All appointments at a glance – with the Timeline plug-in
Using the timeline plug-in, your sales staff can australia rcs data see when the next appointments for a personal visit to the stores assigned to them are. Since we have created a separate view for each employee in this base, which we will explain again below, there is also a separate timeline for each individual employee in the timeline plug-in. If you want to add new timelines for new employees here, you must also create a new view in the timeline plug-in after the new view has been created in the base. In the settings, you can then specify the corresponding view as the basis for the data source.
Store Management
timeline plug-in
Easily carry out store checks via web forms
During each personal visit to a store, your sales staff have the task of checking various aspects for accuracy, depending on the type of company. For this purpose, we have set up a web form that can be easily filled out by your sales staff during or after visiting the store. You can find the web forms in the top right under "Forms". If your sales manager clicks on the web form, he or she can start filling it out straight away.
Store Management Store Check
web form for the store check
The underlying table remains the “Store Check” table. Every entry via a web form appears in the rows and columns of this table.