Microsoft Entra ID single sign-on across every dealer subdomainmyEZData for iOS and Android, one app with a face for every roleBank reconciliation: linked accounts matched to POS cash and armored pickupsBeacon time clock with geofenced auto clock-in, live on the floorSupplier partner API: catalog, orders, ship notices and receivables every 20 minutesAsk your data in plain English and get a validated query backInbound device shipments tracked by UPS and pushed to the crew on arrivalMicrosoft Entra ID single sign-on across every dealer subdomainmyEZData for iOS and Android, one app with a face for every roleBank reconciliation: linked accounts matched to POS cash and armored pickupsBeacon time clock with geofenced auto clock-in, live on the floorSupplier partner API: catalog, orders, ship notices and receivables every 20 minutesAsk your data in plain English and get a validated query backInbound device shipments tracked by UPS and pushed to the crew on arrival
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Platform/05/Store operations

05 Store operations

Every store, one page. Every order, one thread.

The store detail page attaches everything to the location: people, sales, commissions, accessories, tickets, contacts, documents, overhead, visits and audits. Orders for accessories, supplies and uniforms run one lifecycle. Inbound devices are tracked to the door and the crew is pushed on arrival. Closing a store is a two-stage approval, not an email.


Store detail
Overview, people, accessories, tickets, contacts, documents, overhead, scorecard
Orders
Supplier catalog, cart, approvals, placement, shipping, receipt, comments
Inbound
Device purchase orders, UPS tracking, arrival push to the crew
Field
Visit planner, audit templates with photos, closures, store master

/ Works with

    01 Store detail

    One page per location,
    a tab for each concern.

    Store detail

    Newark · Hudson market · door 70806645

    OverviewPeopleAccessoriesTicketsContactsDocumentsOverheadExpensesScorecardVisits
    Boxes MTD
    412
    pace 108% of target
    Accessory sales, 12 mo
    $188k
    margin 41% on POS profit
    Open tickets
    3
    1 past SLA
    Open supplier invoices
    $1,922
    1 order, 55 days
    Last visit
    Aug 28
    audit 92%, 2 items open
    Manager
    A. Okafor, since Mar 2025
    Roster
    6 reps, 2 open shifts this week
    Hours
    Mon to Sat 10:00 to 20:00, Sun 11:00 to 17:00
    Banking
    Chain 4, MID ••7712, armored pickup last four ••0931
    Beacon
    Front counter, battery 71%, last ping 2 min ago
    Last 5 orders
    B2B-119177 shipped partial, B2B-118831 received in POS, B2B-118204 paid
    Documents
    Lease, insurance certificate, signage permit; 2 expiring in 60 days
    Overhead
    Rent, utilities and recurring templates against budget
    Scorecard
    Voice 118, HSI 125, MIM 88, flagged 78
    Activity
    Feed of imports, tickets, visits and mentions for this store

    Sample store. District managers see their territory, area managers their region, the master dealer everything.

    02 Store master and directory

    The store is identified by its codes,
    never by its name.

    / 01

    Store master

    • Door code
    • POS id
    • Markets, two vocabularies
    • Change cascade

    Every store carries its carrier door code, its POS identifier and both market vocabularies: the carrier's and the dealer's. A change to the master refreshes the current month's reports. A relocated door gets a new code and the history stays with the old one.

    / 02

    Directory, map and org chart

    • Map directory
    • Field map
    • Org chart
    • Store groups

    A map of every door with its manager and market, a field map for area managers, an org chart that follows the store master, and store groups for anything that needs a custom pool.

    / 03

    Onboarding and closing a door

    • Door onboarding queue
    • Store authorization
    • Two-stage closure

    A new door is authorized to a dealer group and a sub-brand before any data flows. Closing one is a two-stage approval that handles the people, the inventory and the reporting in order, and leaves the record.

    03 Orders center

    Accessories, supplies and uniforms.
    One lifecycle, one thread.

    Orders center

    All lanes, this week

    AllAccessorySuppliesUniforms
    OrderLaneStoreRequested byLinesTotalStage
    ACC-2291AccessoryBayonneT. Nakamura14$412.60Awaiting approval
    ACC-2288AccessoryNewarkA. Okafor22$990.40Placed with supplier
    ACC-2274AccessoryHobokenJ. Petrov9$268.10Shipped · 1Z4E…7465
    SUP-0416SuppliesEdisonR. Anand3$84.00Delivered
    UNI-0092UniformsJersey CityM. Delgado2$118.00Denied · size out of stock
    SUG-2026-0187SuggestedPatersonForecast17$1,204.30Review

    Sample orders. Approve, deny, in progress, shipped with tracking and mark pending are rendered lifecycle actions with a thread on every order.

    / 01

    Supplier catalog in the app

    • Catalog and inventory
    • Cart
    • 14-day cap per rep

    The accessory supplier's catalog and warehouse stock are pulled every twenty minutes. Reps browse and order from the phone; a rate limit keeps one order per rep per fortnight and field managers are exempt.

    / 02

    Suggested orders

    • Sales velocity
    • On hand plus on order
    • Pack sizes

    A weekly forecast compares thirty-day velocity to on-hand and on-order stock and suggests a reorder per store, rounded to pack and minimum quantities, grouped by category with click-to-drill.

    / 03

    Placement, shipping, receipt

    • Placed by API
    • Ship notices
    • Received in POS

    Approved orders are placed with the supplier over the API, ship notices arrive with tracking, and receipt is confirmed from the point-of-sale purchase-order listing. Cost is what was paid, not a catalog number.

    04 Inbound device tracking

    The box is tracked to the door.
    The crew is told when it lands.

    Inbound shipments

    Device purchase orders in transit

    POStoreVendorTrackingBoxesLatestStatus
    448210NewarkCarrier devices1Z4E7A0F03982174653Out for delivery, 08:12Arriving today
    448188ElizabethCarrier devices1Z4E7A0F03982160025Delivered 11:41, signedDelivered · crew pushed
    448173HobokenAccessory supplier1Z4E7A0F03982148702Exception: address correctionException
    448160BayonneMisc1Z4E7A0F03982133911In transit, Secaucus hubIn transit

    Imported once by the master dealer, resolved to the right store and sub-brand, kept live by the carrier's webhook and an hourly poller.

    05 Inventory

    On hand, in history,
    and by serial number.

    On hand and value

    Phones and accessories by store, with an inventory value report and an end-of-life list for devices that should not be on the shelf.

    • On hand
    • Value report
    • EOL phones

    Serial history

    Every IMEI's path through inventory, sale, return and transfer, searchable, and the basis for the disqualified-device chargeback rule.

    • IMEI lookup
    • IMEI history
    • Transfers

    Audits

    An inventory audit log from the point of sale, a nightly audit reminder to the store's group, and a missing-items flow from the app.

    • Audit log
    • Audit reminder
    • Missing items

    06 Field visits and audits

    The area manager's week,
    with the evidence attached.

    Audit

    Store standards, Newark, Aug 28

    ItemFindingPhotoResult
    Storefront and signageWindow promo current, lights on, door decals intact.2Pass
    Demo wallTwo demo units not powered, one missing security tether.3Fail · ticket TKT-7430
    Accessory planogramCases shelf matches planogram, screen protectors low.1Partial
    Cash handlingDrawer counts match, pickup log signed.0Pass
    Uniform and name tagsAll six on shift compliant.1Pass

    Templates are built per dealer group; a failed item can file a ticket with the photos attached. Scores roll up to the store and the area manager's profile.

    • Visit planner
    • Visit history
    • Audit templates
    • Camera capture
    • Streamed photos
    • AM profile
    • Tasks
    • Coaching log
    • Store checklist
    • Announcements
    • Documents vault
    • Company calendar

    → Start

    Bring your
    store list.

    Door codes, POS ids and markets. We load the store master first, because everything else on this page hangs off it.

    Request a demo