Store management made easy with SeaTable

Organised store management with SeaTable

With the opening of new locations, not only the turnover grows, but also the organisational effort. Now it is important to keep an overview. Our Store Management Template helps you with the following questions: Where are your highest-turnover branches? Which shops need more attention because they have not reached the projected turnover? Where are new staff needed and what is the quality of your recruited staff? Which employees could use which training?

In addition, your sales team is also confronted with new challenges: There are more branches that need to be audited at regular intervals. This means more appointments and growing demand. You need to work in a structured way and simplify processes with the help of our store management solution.

SeaTable as an organisational tool for your store management

There are a lot of things to consider in store management. Our software solution helps you keep track of employees and training. It shows you the turnover in different turnover clusters and, with our statistics plugin, also provides the basis for various turnover analyses. For your sales managers, SeaTable offers a simple web form that can be used to organise store checks.

The timeline plug-in also displays all upcoming appointments. Last but not least, our Store Management Template also helps you to order and keep track of all POS materials in all branches. In the following, we will explain how exactly the template is structured and how you can use it.

Click here to go directly to our template

Maintain an overview of all branch locations and their employees

Your first table "Stores" gives you an overview of all branches. Here you can see the exact address, all employees per shop and the sales manager responsible for the respective shop. The column showing your employees is linked to the second table "Employees". Here you see a complete list of your employees per branch. In addition to a picture, the respective position of the employee is also displayed here.

The entire line is highlighted in red if the corresponding employee is a Store Manager. This way you can see directly who is mainly responsible for the store location. You can easily set the marking of individual rows with the small colour bucket above your table. Here you can define rules that colour the row accordingly. In addition, this base also contains the contact details of the individual employees.

An additional column for documents allows you to store employment contracts or CVs, so you have all important documents in one place. Another linked column is the "Trainings" column, here you can organise further training for your employees in the next table.

Organise further training for your employees

Since employees are one of the most important resources for companies, it is in the interest of companies to promote these resources and thereby make them even more valuable. Accordingly, further training can be seen as a sustainable investment in the company. Because the new knowledge that your employees acquire not only benefits them, but also the entire company.

Our third base "Trainings" provides you with an overview of the various needs of your employees and the associated further training opportunities. You can enter all available training courses in the first column. Then enter the date on which the further training will take place. Another column shows the available places for this further training.

Next, all employees who are to participate in the training are entered through a linked column. If a training is fully booked, you can place a tick in the next column. Afterwards, the row will change colour from green to red, so you can see directly which trainings are still available and which are already fully booked for this date. Last but not least, you can tick the box if all employees are registered for the respective training.

If your human resource management is becoming more complex and the number of trainings is growing, we can recommend this template. Here, everything revolves around further training and internal workshops.

Keep an overview of your sales

In store management, it is crucial to keep an eye on the turnover of your individual branches. This is not only crucial for an as-is analysis, but also for future strategic location planning. In your Revenue Base you can view and analyse turnover figures.

We have grouped the entire base by quarter. In your grouping rules you can easily set by which column the entire base should be sorted. If you prefer to sort by year or by branch, you can of course easily make this adjustment by changing the grouping rules.

With a column for your turnover potential and the actual turnover, deficits and potentials can be easily identified. In addition, we have added a turnover cluster to categorise your branches according to turnover and colour the row again accordingly. Our chosen cluster can of course be easily adapted to your needs. Simply change the single-select options in the last column to your preferred cluster.

Analyse your turnover with the Advanced Statistics Plugin

With our Advanced Statistic Plugin you can easily carry out analyses of your sales. We have already created three useful statistics for our example template. Clicking on the plug-in above your table takes you directly to the statistics area. Here you can use the + sign to create new dashboards in which you can then insert several statistics.

Store Management

In our example here, the first statistic shows you the differences between turnover potential and actual turnover. The second statistic shows you the turnover potential per store. This way you can see directly which shops can expect a particularly high turnover in this quarter and focus on them. The last statistic compares the Q1 turnover with the Q2 turnover, so you can identify strong differences and possible sources of error.

To add more statistics, simply click on "+new chart" in the plug-in menu. In the statistics module you can then make all the desired settings and create the statistics useful for your analyses.

Our Map plug-in is suitable for geographical turnover analyses

To get a geographical overview of your sales, perhaps to see in which regions your product or service is particularly well received, there is the Map plug-in. With a click on Map, all branches are displayed in the colour of the corresponding turnover cluster. In this way, regions with high and low turnover can be recognised immediately. This provides you with important decision-making criteria when it comes to strategic location planning.

Branch management via the card plug-in

Map PlugIn with turnover of the individual branches

See the responsibilities of your sales team

In order to keep an overview of the responsibilities of your sales team, we have created a contact data table in which you can find the e-mail addresses, telephone numbers and store responsibilities of your sales managers.

How our store management solution supports your sales team

As the number of shops increases, your sales managers also have more to do. Depending on the type of company, your sales managers have the following tasks in the store management process, for example:

  1. Regular visits to the branches
  2. Review of POS materials used
  3. Review of the general external and internal appearance
  4. Verification that all standards are met
  5. Conduct staff appraisals and check the quality of work

Our Store Management Template offers a solution for all these tasks.

All appointments at a glance - with the timeline plug-in

The Timeline plug-in allows your sales staff to see when the next appointments for a personal visit to the stores assigned to them are scheduled. As 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

Carry out store checks easily via web forms

During each personal store visit, 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 easily be filled out by your sales staff during or after their visit to the store. You will find the web forms in the top right-hand corner under "Forms". When your sales manager clicks on the web form, he or she can start filling it out immediately.

Store Management Store Check

Web form for the Store Check

The underlying table remains the "Store Check" table. Each entry via a web form appears in the rows and columns of this table.

Personalised views for your sales staff

Each sales employee has a personalised view in this template so that they only see the branches for which they are responsible. The view was created with the filter rule via the "Responsible" column with the respective name. If your sales staff then select their name in the web form, the store checks also appear in the corresponding base.

To make filling in the web form less error-prone, we have set each field to be filled in to "required". This makes it impossible to submit without filling in the field. These and many other settings, such as help texts for filling out the web form or various formatting options, can be easily made by clicking on the small pencil next to the web form.

Store Management personalised views

Easy ordering of POS materials

There are countless materials for promoting your sales at the point of sale. To help you keep track of the POS materials available and to make it easy to order them, there are two tables: "POS materials" and "Ordered POS materials".

The POS Materials table is an inventory list of the materials currently available in each store. We have grouped this table by store so that it is easier for store staff to find their way around. If you wish, you can also create individual views for each store using the filter rules.

In the "Item" column, you can use a single select to enter all available POS materials. The status shows whether the material is available in the store, whether new material needs to be ordered or whether the order has already been placed. The stock can then be adjusted accordingly by the staff on site.

Ordering goods is again very simple via a web form. The materials ordered via the web form "Order your POS material" appear in the table "Ordered POS material". The quantities also appear here. Once the material has been sent, the person responsible can tick the box and complete the task.

You can use the Notification Rules to define settings for notifications at certain trigger points. For example, you could set here that the store managers receive a notification about the POS materials sent by mail. You can set notification rules via the 3 small dots next to the bell at the top right of your table.

Store management made easy with SeaTable

Take your workflow to the next level. You can find our store management template here. Register now and get started with your new template for free!

Ricarda Bucher
Ricarda is a working student at SeaTable in the marketing department. Her hobbyhorse is visual communication on Pinterest and Instagram, because no one knows how to tell stories with good pictures like she does.

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