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The Workbook

Everything about managing your buy queue, tasks, notes, clock-ins, and customer relations.

1 author11 articles
The Workbook ExplainedThe Workbook is your daily command center for managing store operations. This guide walks you through every section of the interface.
Workbook OverviewWorkbook Overview Category: Getting Started Audience: All Store Employees Last Updated: 20260211 What Is the Workbook? The Workbook is the main dailyuse scre...
KPI Bar -- Performance MetricsKPI Bar Performance Metrics Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the KPI Bar? The KPI Bar is a fixed bar ...
Schedule Panel -- Team ScheduleSchedule Panel Team Schedule Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the Schedule Panel? The Schedule Panel ...
Chat/SMS Panel -- Customer MessagingChat/SMS Panel Customer Messaging Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the Chat Panel? The Chat Panel is ...
Completed Buys -- Processed TransactionsCompleted Buys Processed Transactions Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the Completed Buys View? The C...
Buy Log (Print Log) -- Daily Transaction HistoryBuy Log Print Log Daily Transaction History Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the Buy Log? The Buy Log...
Floor Plan Panel -- Store Layout and MaintenanceFloor Plan Panel Store Layout and Maintenance Category: Workbook Features Audience: All Store Employees Last Updated: 20260211 What Is the Floor Plan Panel? ...
Completing Daily Tasks in the WorkbookCompleting Daily Tasks in the Workbook Stay on top of your daily responsibilities with the Tasks panel in BuyerKiosk. This guide shows you how to view, compl...
Setting Up Task Lists for Your StoreSetting Up Task Lists for Your Store Manage your store’s daily task lists from the Task Lists admin page. This guide shows managers how to create task groups...
Rack MaintenanceThe Rack Maintenance panel in the Workbook helps your team keep every rack on the sales floor looking its best. It tracks how long it's been since each rack ...