User Guides
For Store Managers

Store Manager Guide

This guide helps store managers effectively oversee daily operations and use Qvian Suite to monitor and improve business performance.

Daily Operations Overview

As a store manager, your primary responsibilities include:

  • Overseeing daily sales operations
  • Monitoring staff performance and register activities
  • Reviewing reports and business metrics
  • Managing inventory levels and reordering
  • Handling customer service issues
  • Ensuring accurate financial records

Dashboard and Monitoring

Daily Dashboard Review

Start of Day Checklist

  1. Review overnight sales from previous day
  2. Check register status - ensure all registers are properly closed
  3. Review cash variances from yesterday's operations
  4. Check inventory alerts for low stock items
  5. Review staff schedules and assignments

Key Metrics to Monitor

  • Daily sales targets vs. actual performance
  • Average transaction value trends
  • Customer count and conversion rates
  • Top-selling products and categories
  • Staff productivity metrics

Real-Time Monitoring

Live Dashboard Features

  • Current sales - real-time transaction totals
  • Active registers - which cashiers are currently working
  • Queue management - customer wait times
  • Inventory alerts - low stock warnings
  • System status - POS and network health

Alerts and Notifications

  • Cash register variances requiring attention
  • Inventory reorder recommendations
  • Staff performance issues
  • System problems or maintenance needs

Staff Management

Register Operations

Opening Procedures

  1. Verify register assignments for each shift
  2. Ensure proper cash counts are recorded
  3. Check starting cash amounts are appropriate
  4. Confirm staff have proper access and training

During Operations

  • Monitor register performance in real-time
  • Assist with complex transactions or issues
  • Handle manager overrides when needed
  • Ensure proper break coverage and rotations

Closing Procedures

  1. Review all register sessions at end of day
  2. Verify cash counts and resolve variances
  3. Check for any unresolved transactions
  4. Ensure proper backup of all data

Performance Management

Staff Performance Tracking

  • Transaction speed and accuracy
  • Customer service ratings
  • Upselling performance and recommendations
  • Register accuracy and cash handling

Training and Development

  • Identify training needs from performance data
  • Schedule additional training sessions
  • Review best practices with team
  • Recognize high performers

Financial Management

Daily Reconciliation

End-of-Day Process

  1. Review all sales transactions for accuracy
  2. Verify payment method breakdowns
  3. Check for any voided or refunded transactions
  4. Reconcile cash counts with expected amounts
  5. Review customer returns and exchanges

Variance Investigation

  • Identify discrepancies between expected and actual
  • Document reasons for any variances
  • Take corrective action when needed
  • Report significant issues to ownership

Reporting and Analysis

Daily Reports

  • Sales summary with comparisons to targets
  • Payment method breakdown and trends
  • Top products and categories
  • Customer transaction patterns
  • Staff performance metrics

Weekly Analysis

  • Sales trends and seasonal patterns
  • Inventory turnover rates
  • Customer behavior insights
  • Operational efficiency improvements

Inventory Management

Stock Level Monitoring

Daily Inventory Checks

  1. Review low stock alerts from the system
  2. Check high-value items manually if needed
  3. Verify seasonal inventory levels
  4. Monitor fast-moving products closely

Reorder Management

  • Review AI recommendations for reorders
  • Adjust quantities based on local trends
  • Coordinate with suppliers for delivery schedules
  • Monitor supplier performance and reliability

Inventory Analysis

Key Metrics

  • Stock turnover rates by category
  • Carrying costs and investment levels
  • Seasonal demand patterns
  • Supplier performance metrics

Optimization Opportunities

  • Identify slow-moving inventory
  • Plan promotions for excess stock
  • Adjust ordering patterns based on trends
  • Negotiate better terms with suppliers

Customer Service Leadership

Handling Customer Issues

Common Scenarios

  • Returns and exchanges requiring manager approval
  • Price adjustments and discount requests
  • Customer complaints and service recovery
  • Special orders and custom requests

Resolution Process

  1. Listen to customer concerns completely
  2. Gather relevant information from the system
  3. Make fair decisions within store policy
  4. Document resolutions for future reference
  5. Follow up to ensure customer satisfaction

Service Quality Management

Monitoring Standards

  • Customer wait times and queue management
  • Service quality ratings and feedback
  • Staff courtesy and professionalism
  • Product knowledge and helpfulness

Improvement Actions

  • Provide coaching to staff members
  • Implement process improvements based on feedback
  • Recognize excellent service delivery
  • Address recurring issues systematically

Business Intelligence

Performance Analysis

Sales Analytics

  • Revenue trends and growth patterns
  • Product mix analysis and optimization
  • Customer segment performance
  • Seasonal variations and planning

Operational Metrics

  • Transaction volume and efficiency
  • Staff productivity and utilization
  • Inventory management effectiveness
  • Cost control and margin analysis

Strategic Planning

Data-Driven Decisions

  • Use analytics to guide ordering decisions
  • Plan promotions based on sales data
  • Optimize staffing based on traffic patterns
  • Improve processes based on performance metrics

Goal Setting

  • Set realistic targets based on historical data
  • Track progress toward business objectives
  • Adjust strategies based on results
  • Communicate goals clearly to staff

System Administration

User Management

Staff Access Control

  • Create user accounts for new employees
  • Assign appropriate permissions based on roles
  • Deactivate accounts for departing staff
  • Review access levels regularly

Training Coordination

  • Schedule new employee training sessions
  • Arrange refresher training for existing staff
  • Monitor training completion and effectiveness
  • Maintain training records and certifications

System Maintenance

Daily Checks

  • Verify system backups are running
  • Check network connectivity and performance
  • Monitor system resources and capacity
  • Review error logs for issues

Troubleshooting

  • Handle system problems as they arise
  • Coordinate with IT support when needed
  • Document issues and resolutions
  • Implement preventive measures when possible

Best Practices

Daily Routine

  • Start with dashboard review to understand yesterday's performance
  • Check all systems are functioning properly
  • Brief staff on daily goals and special promotions
  • Monitor operations throughout the day
  • End with reconciliation and planning for tomorrow

Communication

  • Hold regular staff meetings to share information
  • Provide clear direction on policies and procedures
  • Listen to staff feedback and concerns
  • Communicate business goals and progress

Continuous Improvement

  • Regularly review processes for efficiency gains
  • Stay updated on new features and capabilities
  • Share best practices with other locations
  • Seek training on advanced features

Getting Help

Resources

  • Manager training materials in the help section
  • Video tutorials for complex procedures
  • Peer support from other managers
  • Regional manager guidance and support

Support Contacts

  • Technical issues: IT support team
  • Business questions: Regional manager
  • Training needs: Training department
  • System problems: Qvian support

Remember: Your role is crucial to the success of the business. Use Qvian Suite's tools and insights to make data-driven decisions and lead your team effectively.

Next Steps: Check out Accounting Features for financial management details, or review Inventory Management for stock control guidance.