Skip to the content
Documentation
Help Start
Reading in:
  • German: 9,059 of 9,059 pages
About the help in other languages
All help pages

Store weekly checklist

A thirty-minute weekly checklist for the store manager and owner of an Exponential store - the dashboard review, orders to archive, catalog upkeep, payments, mail, customer questions and the notes for the week ahead.

Download as PDF

Address: https://doc.exponential.earth/exphelp/viewer/help/customers/commerce/store-weekly-checklist.md

On this page

Store weekly checklist

This page is a checklist for one fixed slot a week, for example Monday morning. The store manager works through it; the owner reads the result. Copy it and tick it off; keep the filled copies for a few weeks so trends are visible. The daily routine is on Daily store routine.

The checklist

STORE WEEKLY CHECKLIST - week of __________     Done by: __________

DASHBOARD (Store, shop/dashboard)
[ ] Orders and revenue for 7 days compared with the week before: up / flat / down
[ ] Open orders, and orders waiting too long: ______
[ ] Abandoned baskets: higher than usual? Any change last week that explains it?
[ ] Best sellers: are they on the home page, in menus and in the newsletter?
[ ] "Next steps": anything new? Passed to: __________
[ ] Payment failed orders this week: ______  (several in a row: tell the partner)

ORDERS
[ ] No order older than your handling time in a "new" status
[ ] Completed orders older than the returns period archived (shop/archiveorder)
[ ] Return requests and returned goods handled (see Returns and refunds)
[ ] Test orders of the week canceled or removed

CATALOG
[ ] Products without a price: none (dashboard)
[ ] Sold-out products hidden or marked; returned stock shown again
[ ] New products since last week checked for price, VAT type and images

PAYMENTS AND MAIL
[ ] Payments in the provider's account match paid orders
[ ] Refunds made this week are on the orders (Refunded / Partially refunded)
[ ] The shop's copies of order mails arrived every day

CUSTOMERS
[ ] Customer questions of the week answered; repeated questions noted for the FAQ
[ ] New customer accounts and registrations look genuine

THE WEEK AHEAD
[ ] Promotions starting or ending this week, with a named person each
[ ] Who covers if the usual person is away
[ ] Notes for the owner: ____________________________________________

Where each item is done

ItemWhereRead
Dashboard figures, Next stepsStoreStore reports
ArchivingStore > Orders, then archiveOrders day to day
ReturnsOrder view, status changeReturns and refunds
Products without a price, products overviewStore, Store > Products overviewProducts and catalog
PaymentsThe provider's accountPayment gateways
Order mailThe AdminEmail mailboxOrder confirmation mail
PromotionsStore > DiscountsDiscounts

Things that are not weekly

Some checks belong to the month or the year: VAT (VAT checklist), month figures (Store monthly checklist), retention (Data export and erasure). Logs and server checks are the host's; ask them for a weekly summary if you want one (Log viewer).

Tip

If the checklist takes much longer than half an hour, the daily routine is probably being skipped. Fix that first.

Become an Exponential Partner

Partners share their information, provide funding, contribute back and develop the products with us, and that is how Exponential grows. A partner website and dashboard are planned for mid-2027: please become a partner today to speed up our growth rate and land new features faster.

Something wrong on this page? Report an error

Documentation license

This documentation is free documentation, licensed under the GNU Free Documentation License 1.3 or later.

Exponential Copyright © 1998-2026 Exponential Foundation and 7x