Your workday
Preview team dashboards
Preview the complete menu and home layout, then click menu items to see example tool screens. Your account stays Owner; saving is disabled.
Who’s clocked in
Checklist issues needing attention
Loading checklist issues…
Unresolved issues carry forward. Urgent issues appear first. Refreshes every minute while the app is open.
More tools
Work to focus on
Needs attention
Inventory cleanup
Historical cost corrections are separate from daily operational work.
Roles and access guide
Access is checked by the existing server and database permissions. Previewing a layout does not assign a role or grant access. Current accounts and location assignments are unchanged. Loader is a proposed layout; separate pallet and transfer permissions are not enabled for staff accounts.
Operations Dashboard
Loading shared information…
Manager Accountability — All Stores
Inventory corrections are historical cleanup work and are shown separately from routine tasks. Statuses reflect saved records, not current Shopify COGS.
Morning Walkthrough Status — Today
Waiting for Manager Approval
Tasks by Location
Tasks That Need Doing
Needs Your Attention
Pallets Ready by Pickup Location
Counts show pallets staged for each destination. A dash means no count has been reported.
Pending Driver Transfers
Time Clock
PILOT — Keep punching in the current tracker too. Monday–Sunday weeks, Wisconsin time. No automatic meal deductions.
My time clock
Scan the current store QR code to clock in or out. While clocked in, start and end unpaid meals here without scanning.
Two paid 10-minute breaks stay on the clock. If you keep working while eating, stay clocked in. Use Start Unpaid Meal only when stopping work for your meal.
Weekly totals
Payroll email waits until all required hourly locations approve and corrections and worker IDs are complete. Seymour reports Beth’s 40 scheduled salary hours automatically; no Seymour hourly approval is required. Later changes require fresh approval and a numbered replacement.
Payroll export follows the supplied Company ID, Worker ID, Pay Component, Hours, Name format. It combines each employee’s hours across locations. Hours above 40 are flagged for review; this export uses your configured pay component and does not automatically split overtime or add PTO.
Payroll employee IDs
Confirm each employee’s Paychex ID before exporting. Names alone do not establish a payroll match. Only the owner can edit these fields.
Missed punch or incorrect time?
Manager time correction
Times below use Wisconsin time. For the repeated hour when daylight saving ends, include an explicit offset in the advanced meal timestamps or have the owner verify the intended punch.
Indoor QR stations
Use a dedicated iPad or computer inside each location. Registration links are private: they authorize a device to display punch codes. Sign out of any manager account on the station device before opening its link.
A fresh code is displayed every 30 seconds and expires after 45 seconds. Old photos stop working. A fresh code can still be relayed to someone else; store-network verification has not been enabled.
Checklist issues needing attention
Issues from submitted opening and closing checklists stay here until a manager resolves them. Approving a checklist does not resolve its issues. Alerts stay in the app; no email is sent.
Store Checklists
Morning Walkthrough
Start with the cash deposit, review last night’s handoff and messages, then update pallet counts and requests.
4 · Confirm pallets and update requests
Required before final sign-off: enter what is physically on hand and any additional pallets needed. Zero requested is fine—confirm the counts so the distribution center can plan early.
Pallet counts and requests update Store requests. Practice entries do not send email; time punches remain real.
Tasks & Work Plans
One place for daily assignments and multi-day night/weekend plans. Unfinished plan assignments move to the daily task list after final manager signoff.
Create assignment
Assignments and verification
Print daily task sheet
Print open assignments for employees to record initials and completion times. Managers verify completed work in the app afterward.
Employee Reviews & 6-Month Pay Decisions
60-day coaching check-ins and 6-month pay reviews
Document progress every 60 days. Regular pay increases are considered at the six-month review (January/July); new hires may qualify for a separate 30-day training progression, based on the full performance history and owner approval. A good score does not automatically guarantee a raise.
Employee performance history, review due dates & six-month readiness
Select an employee to view their recorded 60-day check-ins, score trend, coaching notes and six-month pay decisions.
Review register — due dates
Where Are Our Pallets?
Open “Update pallet counts” on a location card to edit.
Recent pallet pickups
Other Driver Transfers
Transfer requests: Complete the form below and click “Add to driver transfer list.” Pending requests appear above the location cards and on the pickup location card. Existing browser data may not include a sample transfer.
The same drivers handle pallets, furniture repairs, and inventory moves. Track them all on this one page.
Furniture & Other Driver Transfers
Use for furniture going to Greg for repairs and occasional inventory moves. Drivers mark pickup and delivery so nothing is missed.
Pending / Open transfers
Recent completed transfers (latest 100)
Company Message Board
Steve and Stephanie can post company announcements and location-specific tasks. Each location acknowledges or completes independently. Access permissions are not enforced in this local prototype.
Post an Announcement or Task
Messages and Completion by Location
Company Supply Requests & Transfers
All five locations can request supplies. Requests appear below and on the Owner Dashboard in this browser. Check other locations before ordering; receiving location confirms delivery. This local prototype does not sync between devices.
Request Supplies
Supply Request Report
Shared Supply Board
Pallet Request Emails
Completed pallet requests email steve@bargaincitysuperstore.com. Drafts and morning walkthroughs do not send email. This setup applies to production pallet requests.
Recent pallet emails
Communication
Share a shift update or send a private concern. Your name is attached; the audience is shown before you send. Messages and replies stay here in the app.
Leave an update
Employee roster
Review payroll names before making them available for work. Only active employees appear in assignment lists. Marking someone inactive hides them from current lists while past work keeps its name.
Add a new employee
New Microsoft login approvals
Owner-only Microsoft approvals. Use Add a new employee above for assistant managers, general staff, loaders and drivers with email-code sign-in. Store managers can change their own staff between general-staff and assistant-manager access. Store-manager and owner access remain owner-only.
Email approvals
Pallet Requests
Tell us what is on hand and how many additional pallets you need today or in the near future. Complete a request to email Steve. Drafts do not send.
New pallet request
Recent requests
Announcements
Company updates and location messages. Use Daily Tasks for work that needs completion. Acknowledge each message after reading it.
Send a store or company update
Choose who needs this update. Everyone receives messages addressed to them; only the owner, managers and assistants can publish here. The owner can review all announcements.
Prototype & Transfer
Employees (sample data)
Deployment notes
Production design: SharePoint Lists for Reports, Tasks, Shift Plans, Review Register; restricted SharePoint document library for signed review PDFs; Power Automate for overdue alerts and 60-day reminders; Microsoft Forms or Power Apps for intake.
Export JSON captures the current prototype records for mapping to SharePoint. It does not deploy or import automatically. Browser storage is local and can be cleared by your browser.
Seymour DC — Bins
Bin pallets physically at Seymour DC. This count is separate from the store destination pallet counts.
Furniture Sales Cards & Ordering
TEST PILOT: Current paper agreement terms are in use in TEST. Production remains unchanged. Shopify remains the payment system; BinsUSA remains the inventory system.
1 · Find the furniture
Start with the SKU. Check available stock at every store, physical bins, and incoming pieces before discussing the purchase.
Continue with this item
Use the reservation form to hold physical stock before checkout. The continue button alone adds an item without reserving it. Physically confirmed stock can be reserved before payment below. Saving the signed card links the hold; pickup needs full verified payment and matching scans.
New Furniture Card
Customer Cards
Search customer, phone, Shopify order, product SKU or product name
Furniture Order Dashboard
Based on saved furniture cards, not Shopify sales totalsPickup Follow-up — 7 Days After First Ready Call
Only uncollected pieces appear, starting seven days after the first recorded ready call or voicemail for that piece. Sale dates and later reminder calls do not start or reset the clock. Special orders are included once the customer is notified.
Manager Actions
Manager Final Order Review
Verify the filed BinsUSA pick list, pickup status, and remaining actions. Search by customer or Shopify order to narrow the list.
Reports
Inventory correction accountability — all stores
Current saved correction statuses; verified means checked against a complete report. Non-inventory classification requires separate review.
Owner reporting workspace · Production pilot. Shopify sales figures are preliminary until reconciled to official POS reports.
Sales & Profitability
Store sales, daily merchandise totals, taxes, and refunds.
Inventory & Missing Costs
Missing SKU costs, units affected, and estimated cost coverage. Included in the Shopify sales report.
Vendor Marketplace
Identify confirmed booth vendors by Puppet vendor ID and review unmatched entries separately. Commission and payouts await reconciliation.
Compare historical order variant links with current Shopify inventory cost. Read-only.
Creates a separate Daily Tasks & Carryover assignment for each store, including the affected SKUs and units. Does not change Shopify costs or vendor payouts.
Recorded costs and legacy clothing estimates
Use a single reporting day above to check recorded COGS, cost coverage and the product breakdown.
Preliminary profitability
Uses the dates selected above, up to 32 days. Choose one store or all stores. Estimates and missing costs stay visible.