The daily activity planner for specialty retail

Closeout loads in. New finds on the floor.

Shelf pulls, returns and other closeout loads bring discount inventory. A pallet may need unpacking, cleaning, repair, item details, a price and a place to sell. Plan that work while keeping the sales floor ready for customers.

Start with the work you know

One company.
Different days of work.

At the office, the General Manager sets priorities, visits locations and leaves time for payroll, expenses, people and inventory decisions. The billing assistant keeps calls and paperwork moving from the front desk.

At a store, the manager leads sales and service. The assistant manager and warehouse associate move incoming items toward repair, pricing, storage and the floor.

These examples show one General Manager’s week and one store’s week. The store plan includes a pay-week rush from Thursday through Saturday and the first Sunday of the month.

General Manager and home officeGeneral Manager · Billing Assistant Explore plan

The GM meets with store managers, visits each location, reviews inventory with staff and follows up on purchasing, payroll, expenses and store issues. The billing assistant keeps the office desk and paperwork covered.

One store’s weekStore Manager · Assistant Manager · Warehouse · Sales team Explore plan

Follow a load from receiving and pallet breakdown through refurbishing, item entry, pricing review, storage and floor replenishment. Floor coverage stays on the plan while warehouse work and lunches are scheduled around it.

From the load to the floor

Each item has a next step.

One pallet can hold a few large items or hundreds of small ones. Set time to break it down, sort what needs work, record item details and photos, and place ready stock in the warehouse or on the sales floor.

Managers can schedule time to review new prices and inventory locations after the team enters them. Store teams can then fill floor holes with the items that are ready.

A working sequence

  1. Receive and sort.Check the load, then separate items by condition and next step.
  2. Clean, repair and record.Refurbish items, add descriptions and photos, and enter suggested prices.
  3. Review and place.Review the new inventory report, choose storage locations and replenish the floor.

Keep the floor covered

Customers need help.
The warehouse still has work.

In this example, two people stay on the sales floor while the store is open. The planner shows who is covering customers, phones, checkout and load-outs while others take lunch or work on inventory.

When coverage needs help, the assistant manager can step away from warehouse work and join the floor plan.

A busy Saturday has its own setup.

Stage bargain bins outside, put up balloons and signs, set the music and make popcorn before opening. Leave extra people on the floor for the rush and time after closing to secure the store.

In warm weather, add time to restock cold water and soda. Other weekly work can include grounds care, warehouse glass and dock cleanup.

Across four locations

Visits get time on the plan.

Plan travel between the home office and each store. Leave time to walk the floor, check the warehouse with store staff, review results and record follow-up work.

The General Manager can see those visits alongside purchasing, payroll, expenses, staffing questions and location support.

See work across locations

Plan the day. Then get on with it.

We are welcoming teams a few at a time. Ask for an invite and get your first location set up.

One slot is still open. Yours.

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