For a shop running customer pull lists. The job it replaces is a folder of index cards and a spreadsheet nobody else can read. Needs a Shop plan, which is what carries staff accounts, the customer portal and any point of sale.
1. Set up the shop
Fill in the shop profile: name, address, contact details. This is what customers see when they look for you, so use the name on the sign.
Detail: Shop portal.
2. Bring your customers in
Customers with a Stash account request to be linked to your shop, and you approve them. After that their pull list is visible to you and maintained by them, which is the point: the list stops being something you transcribe.
For customers who will never use an app, keep their list yourself against their customer record.
Detail: Pull lists.
3. Work the weekly view
Each week you get the view that matters for ordering: which titles are due, who has claimed them, and how many copies that adds up to. Order against real demand instead of last month’s guess.
4. Print the pull sheets
Print sheets for the people pulling books off the wall on new comic day. Paper works in a shop where a tablet does not.
5. Add your staff
Invite staff to the workspace so the counter is not sharing one login. Everyone’s actions land in the activity log under their own name, which is what you want when a book goes missing from a hold.
Detail: Settings and Account and security.
6. Connect the till and the back stock
Back-issue stock you want to sell online lives in inventory like any other collection, with labels and SKUs for the wall. A Shop plan can export a catalog for whatever till you already run.
Detail: Labels, SKUs and selling in person and Labels and POS.
Gotchas
- Approve customers as they ask. An unapproved request is an unhappy regular who thinks their list is live when it is not.
- Shipping dates move. A title that slips is a hold that sits on the shelf. Work the weekly view rather than trusting last month’s order.
- One workspace per shop. Staff join yours. They do not each build their own.