Category: Getting Started Audience: All Store Employees Last Updated: 2026-02-11
What Is the Workbook?
The Workbook is the main daily-use screen in BuyerKiosk. It combines your buy queue, task management, notes, team schedule, backstock summary, and whiteboard into a single dashboard. Think of it as your store's digital command center -- everything you need to run the day is in one place, without switching between pages.
How to Access the Workbook
Navigate to the workspace using your store's URL:
https://app.buyerkiosk.com/{your-store-code}/workbook/For example, if your store code is ou00, you would go to:
https://app.buyerkiosk.com/ou00/workbook/
You can also reach it from the Queue page by clicking Workbook in the left sidebar.
Sidebar Navigation
The left sidebar is your main navigation tool. It has two sections:
Quick Actions (Top Section)
These are one-tap buttons for the most common tasks:
Button | What It Does |
Add Buy | Opens the form to add a new customer buy to the queue |
Clock In | Opens the clock-in modal for time tracking |
Schedule | Opens the full schedule view |
Redeem Coupon | Opens the Comeback Cash coupon redemption (if your store uses Comeback Cash) |
Operations (Bottom Section)
These links switch between the main views of the workspace:
Link | View | Description |
Queue | Active buy queue | Your live queue of customers waiting to be processed |
Workbook | Daily dashboard | Tasks, notes, schedule, backstock, and whiteboard panels |
Completed Buys | Finished transactions | Today's processed buys with checkout status |
Buy Log | Transaction history | Detailed daily log with timing stats and print support |
Help Center | Support articles | Searchable knowledge base (you are here!) |
You can collapse the sidebar by clicking the Collapse button at the bottom to give yourself more screen space.
How the Single-Page Layout Works
The workspace uses a single-page application (SPA) design. This means that when you click between Queue, Workbook, Completed Buys, and Buy Log, the page does not fully reload. Instead, it smoothly switches between views. This keeps things fast and means you will not lose your place.
Key behaviors:
URL updates automatically -- if you bookmark or share the URL, it will open to the correct view
Browser back/forward buttons work -- you can navigate between views using your browser's navigation
Direct links work -- you can go directly to
/{store-code}/completed/or/{store-code}/printLog/and it will load the right viewReal-time connection stays active -- the live connection to the server persists as you switch between views, so queue updates keep flowing
Workbook Panel Layout
The Workbook view is organized into a configurable grid of panels:
Row 1: Tasks + Notes
Today's Tasks (left) -- Your daily task checklist with progress tracking
Notes (right) -- Team notes and communications for the day
Row 2: Schedule + Backstock
Schedule (left) -- Who is working today, with shift times and a refresh button
Backstock (right) -- Quick summary of backstock bins with a search field
Row 3: Whiteboard
Whiteboard (full width) -- A shared drawing/annotation board for the team
Panel Controls
Every panel has controls in its header:
Control | Icon | What It Does |
Toggle Width | Columns icon | Expands the panel to full width or returns it to half width |
Collapse/Expand | Chevron icon | Hides or shows the panel body to save space |
Drag | Drag the header bar | Rearrange panels by dragging their headers |
Resize | Bottom edge handle | Drag the bottom edge of a panel to make it taller or shorter |
Click Reset Layout in the top toolbar to return all panels to their default positions and sizes.
Workbook Header Controls
At the top of the Workbook view you will find:
Date Navigation -- Use the left/right arrows to browse previous or future workbook days, or click Today to jump back to the current date
Reset Layout -- Restores all panels to their default arrangement
Connection Status -- A small colored dot indicating your real-time sync status (green = connected, red = disconnected)
Tips for Daily Use
Start your day on the Workbook -- Check your tasks, read the notes, and review who is scheduled
Switch to Queue when customers arrive -- The queue view gives you all the tools for processing buys
Use the Buy Log at end of day -- Review timing stats and print the daily summary for your records
Keep the sidebar collapsed on tablets -- This gives you more screen real estate for the active view
Need help with a specific panel? Check out the individual articles for Tasks, Notes, Schedule, KPI Bar, Chat, Completed Buys, Buy Log, and Floor Plan.