User Guide

Installing Store 360
Entering Company Name
Logging into Store 360
Resetting your password

Home screen overview
Store search
Sort by date
Global search
Recently viewed

Using Watchlists
Adding a store to a watchlist
Viewing watchlists
Removing content from a watchlist
Deleting watchlists

Viewing store information

Sending an SMS
Sending an Email

Generating an iForm
Form history
Re-Sync

Activity planner overview
Form Activities
Task Activities
Info Activities
DOWNLOAD THE STORE 360 USER GUIDE HERE – 8MB FILE

Introduction

The Store 360 user guide provides all the information needed to get started with the Store 360 application and web portal.

Store 360 is a totally new way of managing your store operations. The tablet-based App provides a visual 24 hour, 7-day planner for each store allowing personnel to see and respond to the tasks that need to be completed.

Generate iForms directly from the App and then view the submitted documents in the web portal.

1. Installation & Log in

Installing Store 360

To download the application, tap on the download link provided to you in the installation email.

When the application has been installed the Store 360 icon will appear on the home screen of your iPad. If you wish you can drag it into the favourites bar at the bottom. Tap this icon to open the application.

Note that your tablet must be online in order to log into the Store 360 application for the first time.

Entering Company Name

To login to the app you must first enter the company name of the organisation and press Continue.

When you have entered your company details, press ‘Continue’. The app will take you to the ‘Login’ screen.

Logging into Store 360

To log into the app you must hold a Store 360 licence and will require two things: a user name and a password. The user name will be your mail address and the password will initially be determined by your IT department.

For more information on how to obtain a Store 360 licence, please contact the Footprint team at support.footprint-solutions.co.uk or email: sales@retailsupportpro.co.uk

When you have entered your credentials, press ‘Login’.
The app will load momentarily before taking you to the ‘Home’ screen.

If login is unsuccessful, please verify that your user name and password are correct and that your iPad is still connected to the internet. If you are still experiencing issues logging in to the application, please contact the Retail Support Pro support team for assistance.

Resetting your Password

To reset your password, please tap the ‘Forgotten Password?’ link.

Type your email address into the field and press ‘Reset Password’.

If, instead, you do not wish to change your password, please tap ‘Back’ to return to the login screen.

A password reset email will be sent to your inbox. Follow the link in the mail to reset your password.

2. Basic Features

Home Screen Overview

1.  Expand to view additional store information.

2.  Return to Home Screen.

3.  View Watchlists.

4.  Re-sync app.

5.  User Guide.

6.  Log out of the app.

7.  Information Panel.

8.  Change between store search, global search or recently viewed items.

9.  Add store to a Watchlist.

10.  View the Activity Planner.

11.  View all forms submitted for a particular Store.

12.  Generate an iForm pre-populated with the Store information.

13.  Store information sliders are displayed here.

Store Search

The ‘Home’ screen defaults to the ‘Store Search’ tab. The ‘Store Search’ tab displays the list of stores in your area to which you are assigned.

Scroll up and down the list using your finger or use the alphabetical scroll bar on the left to jump to stores beginning with a particular letter.

If you are looking for a certain store enter the name of the store in the search bar at the top of the store list. The list will filter down automatically when you begin to type.

When you have found the store that you are looking for, select it on the list.
The information for the chosen store will be displayed on the right.

Sort by Date

Appearing initially in alphabetical order, the store list can be changed to display in the order of the date the stores were last visited.

Press the following icons to toggle the order between alphabetical and date last visited.

1.  The latest visit will appear at the top of the list. The date of the stores that have been visited recently (i.e. in the last 60 days) appear in green.

2.  Dates of the stores that have not been visited in the last 60 to 90 days appear in yellow.

3.  Dates of the stores that have not been visited in more the 90 days appear in red.

Global Search

You may need to search for stores to which you are not assigned. If you wish to do so, please tap the ‘Global Search’ tab at the top of the ‘Home’ screen.

Enter the name of the store in the search bar and tap ‘Search’.

The search will then return results.

Note that, unlike ‘Store Search’, ‘Global Search’ is not a live search and will not return results unless ‘Search’ is pressed.

The ‘Global Search’ feature will not work offline.

Recently Viewed

The ‘Recently Viewed’ tab shows the last 20 stores you have selected to view.

3. Watchlists

Using Watchlists

Adding a Store to a Watchlist

Watchlists can be created to keep an eye on certain stores of interest. Clicking either of the two eye icons will open the watchlist window.

To create a custom watchlist, type the desired name for your watchlist into the field and press ‘Create New’.

Your new watchlist will then appear below along with any pre-existing watchlists.

Flick the buttons to the right of the watchlists you would like this form to appear in and then select ‘Done’ to confirm.

Using Watchlists

Viewing Watchlists

To view the watchlists to which you have allocated stores, tap on the ‘Watchlists’ tab.

Here you can view, edit or delete watchlists.

The watchlists you have created will appear on the left.

Tap to display the watchlist content.

Using Watchlists

Removing Content from a Watchlist

To remove content from a watchlist tap ‘Edit List’.

Tap the red icon to delete.

Tap ‘Delete’ to confirm or ‘Cancel’ to dismiss.

Using Watchlists

Deleting a Watchlist

To delete the watchlist itself tap ‘Edit Watchlist’.

A red icon will appear next to the list. Tap to delete.

Tap ‘Delete’ to confirm or ‘Cancel’ to dismiss.

4. Viewing Stores

Viewing Store Information

Store information is displayed to the right of the store list. To view the store information tile in full press the arrow button. To return to the store list press the arrow again.

The store information tile shows the name, address, contact details for each store.

The location of the store is displayed on the map to the right.

The main store contacts and their details are also listed.

5. Communication

Sending an SMS

To send an SMS message to a store contact, simply navigate to their store and tap the SMS button next to their name on the store information tile.

You will then be taken to the SMS messenger page.

Write your custom message in the input box, or alternatively select a predefined message to send to the store contact. Once you have created a message, press the ‘Send’ button.

The following message will then be displayed, confirming that the message has been sent.

Note that, if you have already created a message and then choose, instead, to use a preset message, then you will be prompted to confirm this replacement.

Sending an Email

To send an email message to a store contact, navigate to their store and tap the Email button next to their name on the store information tile.

You will then be taken to the Email messenger page.

As with the SMS messenger, you have the option of creating a custom message or using a predefined template. When you have created your message, press ‘Send’.

The following message will then be displayed, confirming that the message has been sent.

Note that, if you have already created a message and then choose, instead, to use a preset message, then you will be prompted to confirm this replacement.

6. Form Features

Generate iForm

An iForm can be created for a store and pre-populated with the store information.

To generate an iForm, navigate to the required store and tap the ‘Generate iForm’ button.

Select the naturalForms application from the options to open the pre-filled iForm.

You may need to sign into the application, if you have not done so already.

The following message will be displayed, confirming that the data has imported successfully.

When you open the form, you will see that key fields such as the Store Name and Store Code have been pre-populated.

When you submit the iForm it will be processed by the Store 360 portal and can be viewed in ‘Form History’.

Form History

An iForm can be created for a store and pre-populated with the store information.

Re-sync

Note that the store list is updated when you log into the app or press the re-sync button and is available for use when working offline.

7. Activity Planner

Activity Planner Overview

1.  Filter activities via store section, discipline or by status (i.e. not completed).

2.  Search facility.

3.  Horizontal navigation displays activities throughout the day.

4.  Immediately return to the current time.

5.  Activities are colour coded according to status (i.e green = complete, red = overdue, orange = completed late).

6.  Vertical navigation shows activity types.

7.  Current time line.

8.  View daily activities for up to a week in advance.

Form Activities

To complete a form activity tap the ‘F’ icon in the activity planner.

If you wish to enter any comments you can do this by tapping the comments box and entering any comments you may have.

Tap the Generate iForm button and select the naturalForms application from the options to open the pre-filled iForm.

You may need to sign into the naturalForms application, if you have not done so already.

The Import Success message will then be displayed, confirming that the data has imported successfully.

When you open the form, you will see that key fields have been pre-populated.

When you submit the iForm it will be processed by the Store 360 portal and can be viewed in ‘Form History’.

Once you have submitted the form return to the Store 360 app. The form you have submitted will be available to view in Form History.

To update the activity planner press re-sync button on the home screen. This should change the colour of the icon and the status will now have been changed to complete.

The View iForm button should now be visible so the form can be viewed.

Task Activities

To complete a Task activity tap the ‘T’ icon in the activity planner.

If you wish to enter any comments you can do this by tapping the comments box and entering any information you may have.

To complete this task, manually select the Completed tab at the top, and press Done.

Info Activities

To view an info activity tap the ‘I’ icon in the activity planner.

This will show any information relating to that activity. Press Done when you have finished viewing the activity.