With a robust feature set and strong hierarchical structure, ClickUp makes it easy to manage the challenges of retail operations all in one convenient place!
Start with the Hierarchy
We recommend creating a Space called "Operations" in your Retail Workspace to house all of your action items.
Folders and Lists
Add Folders and Lists as follows:
- Folder: "Sales" > Lists: "Point of Sales", "Special Orders".
This is how you'll separate your sales process for normal clients vs. those that request specialized services.
- Folder: "Bills" > Lists: "Overdue", "Pending".
Handling your overdue bills in a separate List will guarantee you can prioritize them immediately.
- Folder: "Staff" > Lists: "Time-off requests", "New Hires" + one List for each current employee on your Workspace
These Lists will allow you to manage tasks for both seasoned employees and brand new hires all in one place.
- Folder: "Stock" > Lists: "Orders", "In Stock", "Backlog"
Keep track of general inventory stock and orders, and monitor any backlogged pre-orders.
This is where you'll be spending the majority of your time in ClickUp to satisfy the requirements of each List you've set up. A full description of task features can be found here.
After setting up, your Hierarchy will look like this!
Important Features and integrations
Custom Fields: Create unique task fields to manage SKUs, client contact information, budgets and more.
Custom Fields Reporting: Find the sum, average or range of any numeric Custom Field you create. This is the perfect way to calculate budgets and manage payroll.
Dashboards: Dashboards are the best way to build high-level views of everything going on in your Workspace! Eventually, Dashboards will replace our Reporting and Portfolio features.
Forms: Automatically generate new tasks from client-submitted order forms!