Role guide · Owner

Owner — how to use the suite

You have full access. This guide covers what you open, daily/weekly workflows, and how to use manager tools, finance, and Biz Manager AI without getting lost.

Your identity

Demo PIN: 0000 · Tenant: carneys

You can do everything a manager can, plus full finance/BAS oversight and owner-level settings.

What you have access to

ToolHow to openWhy you use it
Join hub /carneys-showcase/ or Hub APK · pick Owner One place to launch every page
BMS Manager Manager APK or /mix-retail-bms/manager/?tenant=carneys All business tabs + Biz AI dock
Print centre Hub tile or /mix-retail-bms/print/?tenant=carneys EOD / weekly paper packs for accountant
Staff portal /carneys/manage/ Orders, rosters, trade accounts
POS / PC till POS app · HTML POS Sell when covering a counter
Customer website /carneys/ Check what the public sees

Daily workflow (owner who is on site)

  1. Morning brief (5 min) — Open Manager APK or browser. Open Biz dock (green Biz button). Ask: “Business brief for today” or “Compare Gympie and Murgon”.
  2. Stores status — Money tab or Biz: “Till recon status”. Confirm both shops opened cleanly if managers reported in.
  3. Stock pulse — Stock tab or Biz: “Low stock reorder gympie”. Note anything critical before the truck window.
  4. During day — Spot-check web orders (Staff portal or Biz: “web orders”). Cover till with POS if needed (PIN 0000).
  5. End of day — Ensure each store closes Money/EOD (or do it). Print centre: sales + recon + daily P&L for the day (or ask Biz to open print pack).
  6. Sign off — Biz: Turn off dock if done. No need to freeze anything.

Weekly / monthly (owner focus)

How to use key screens

Biz Manager (voice / text)

  1. Sign into BMS Manager.
  2. Tap green Biz FAB (or Biz Manager tab → Open live dock).
  3. Leave Keep listening and Speak replies on for hands-free.
  4. Speak or type. Pause ~1s to auto-send. Confirm any write (sick note, PO, stock adjust).
  5. Change tabs freely — dock stays. Turn off when finished.

Try: “Sales today”, “How much layer pellets”, “Draft order ALLIED for gympie”, “Open finance tab”.

Finance · Payroll · BAS

  1. Manager → tab Finance · Payroll · BAS.
  2. Pick day / store for daily P&L.
  3. Payroll: create run from roster period → review lines → lock when happy.
  4. BAS: build pack for quarter → download agent ZIP.

Print centre

  1. Open Print centre → PIN if asked.
  2. Mode: single day / range / multi-day · store filter.
  3. Tick reports → Build print pack → Print or Save as PDF.

What only you should own

Demo PINs are for training. Change all PINs before real trade. Server holds the real numbers — tablets only show them.
Open Manager + Biz Manager guide