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
| Item | Where | Read |
|---|---|---|
| Dashboard figures, Next steps | Store | Store reports |
| Archiving | Store > Orders, then archive | Orders day to day |
| Returns | Order view, status change | Returns and refunds |
| Products without a price, products overview | Store, Store > Products overview | Products and catalog |
| Payments | The provider's account | Payment gateways |
| Order mail | The AdminEmail mailbox | Order confirmation mail |
| Promotions | Store > Discounts | Discounts |
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.
Related pages
- Daily store routine
- Store monthly checklist
- Store dashboard and reports for businesses
- Weekly checklist for the whole site
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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