Shop Managers Toolkit Guide

The Shop Managers Toolkit gives shop managers the tools to update local product information and run key reports on sales, stock, and daily activity.

Why This Matters

• Supports accurate local product control

• Provides visibility of stock and sales performance

• Helps manage and authorise parts transfers

• Offers key reports needed for daily shop oversight

Accessing the Shop Managers Toolkit

From the Navigator main menu, select:
Retail > Shop Managers Toolkit

Toolkit Functions

Products

View and maintain product information for the shop.
Note: You cannot create new products here. Product creation is completed through Head Office tools.

Transfer Log

Produces a list of all parts transferred between branches for a selected date range.

Authorise / Complete

Used for managing parts transfers between branches.
You can:

• Authorise transfers

• Confirm transfers

• Cancel transfers

Transfer status types:

• Authorised Transfers: Transfers that have been confirmed by the receiving branch

• To Authorise: Transfers sent to your branch that require your confirmation

• Awaiting Authorisation: Transfers waiting for confirmation from the receiving branch

Mail Order Processing

No longer used.

KPI Report

Displays key performance indicators for the shop.

Create Order

Used to create product orders for the shop.

Order List

Shows existing and past orders raised by the shop.

Authorise Internal

Used for confirming internal shop requests or internal orders, where applicable.

Reports Menu

Select Reports to open the reporting menu.

Available reports:

KPI Report

Summarises performance metrics for the shop.

Till Rec

End-of-day report showing all transactions and a payment summary.

Invoice Report

Lists all invoices produced between two selected dates.

Detailed Invoice Report

Provides line-by-line invoice details for a chosen date range.

Sales Analysis

Analyses sales between two dates.
Data is grouped by department, category, and other classifications.

Stock List

Shows all stock held in the shop, including stock values.

Price Change Report

Lists product price changes within a selected period.

Negative Stock

Shows products where stock levels are below zero.

Goods In History

Lists all Goods In records processed between two selected dates.

Credits Required

Shows products awaiting credit processing.

Order Min/Max Report

Reports on products that fall outside minimum or maximum stock levels.