Role guide · Manager
Manager — how to run the day
You run the shop day: open, stock, buying, till recon, staff, print packs, and the Biz Manager dock.
This is the most practical guide for daily work.
Your identity
Demo PIN: 0001 or 1111 · Tenant: carneys
Stores you manage: Gympie and/or Murgon — always pick the correct store in Stock / Money.
Apps & pages you use
| Name | Open via | Use for |
|---|
| Manager tablet app |
APK Carney's Manager |
Primary work surface + Biz dock + shortcuts |
| BMS Manager (browser) |
Hub → BMS · or /mix-retail-bms/manager/?tenant=carneys |
Same as APK on office PC |
| Print centre |
Hub / Manager shortcut |
EOD report packs |
| Staff portal |
/carneys/manage/ |
Online orders, rosters, accounts |
| POS app / PC till |
Hub tiles |
Covering the counter |
| Join hub |
Hub APK or showcase |
Find any page when training |
Daily workflow — checklist
Morning (open)
- Open Carney's Manager (or browser manager). Sign in with manager PIN.
- Set store if needed (Stock / Money: gympie or murgon).
- Money / EOD — optional: count opening float (expected float from yesterday is shown). Open the day if your process uses open.
- Glance Stock · Reorder — anything out / critical?
- Staff portal — any overnight web orders to pack?
- Optional: Biz dock → “Business brief” or “Till recon status”.
During trade
- Staff sell on POS; you supervise voids/refunds on Money if needed.
- Receive truck on Stock when delivery arrives (or use Biz with confirm for simple receives).
- Buying — smart supplier groups; create draft PO; email order form if supplier on file.
- Specials / quotes — special orders status; quotes → sale when ready.
- Rosters — fix sick day (Biz: “Sam is sick tomorrow” → Confirm, or edit roster board).
End of day (close)
- Money / EOD — count cash drawer + EFTPOS settlement. Enter counts. Add variance notes if needed. Close day.
- Check other store status (multi-store strip) — call if still open.
- Print centre — single day → tick Sales, Recon, Daily P&L (and reorder if useful) → Build → Print / Save PDF.
- Or Biz: “Print sales recon and P and L for today” → open pack link.
- Leave float ready for tomorrow (closing float carries). Turn Biz dock off if you use it.
How to use each manager tab
Dashboard
Shortcuts into Finance, Stock, Money, Buying, Ops, Print, Biz. Start here after login.
Biz Manager (dock)
- Green Biz button opens the live dock (stays on all tabs).
- Keep listening — after each answer, mic listens again.
- Speak → pause ~1 second to auto-send. Or tap Stop now.
- Writes need Confirm (orders, stock changes, sick notes).
- Minimize keeps Live; Turn off ends the session.
Finance · Payroll · BAS
- Daily P&L by day/store · expenses · create pay run from roster · BAS downloads for owner/agent.
Stock · Reorder
- Working store selector first. Reorder board, receive, transfer, stocktake, supplier codes on lines.
Money / EOD
- Day recon snapshot, open/close, sales list, voids/refunds (permissioned).
Buying / prices
- Suppliers, smart order groups, PO history, promos, trade prices.
Specials / quotes
- Special orders lifecycle · quotes · Xero export when required.
Reports
- On-screen period report + CSV. Prefer Print centre for multi-report paper packs.
Staff portal (manager)
- Go to
/carneys/manage/ · PIN 0001.
- Orders — pack online orders, mark paid when policy says so.
- Rosters — drag staff onto week; save. Hours feed payroll.
- Accounts — invoices, overdue follow-up, statements.
Covering the till
- POS app: tenant carneys · store gympie or murgon · your PIN
- PC till: browser full screen · same PIN · same stock
- Cash / card / account — account needs a customer on file
Common problems
| Issue | What to try |
|---|
| Biz not hearing | Allow mic · talk closer · wait for “Transcribing (KB)…” · hard refresh |
| Wrong store stock | Check store selector top of Stock / Money |
| EOD won’t balance | Account sales aren’t in the bag · check variance notes · card vs cash split |
| Empty reorder | Targets not set — set reorder targets on products |
| Print looks blank | Build pack first · then browser Print / Save PDF |