Operations calendar
This page is for merchants, store managers and the agencies that maintain stores. The daily, weekly and monthly routines are written down in Running your store; this calendar adds the rarer tasks that are easy to forget, and puts them all on one page by frequency.
Contents
- Every day, week and month
- Every quarter
- Every year
- Before a peak
- After every update
- Background jobs to watch
Every day, week and month
| Frequency | Routine |
|---|---|
| Daily | Daily store routine |
| Weekly | Store weekly checklist |
| Monthly | Store monthly checklist, Store figures and exports |
For multi-currency stores with automatic prices, add Update autorates and Update autoprices in Store > Currencies at the frequency you decided (Exchange rate handlers).
Every quarter
| Task | Who | Where |
|---|---|---|
| Review roles and policies of shop staff; remove leavers | Merchant | Status transitions and permissions |
| Check VAT types and rules against current rates | Merchant with tax adviser | VAT checklist |
| Review discount groups and their members | Merchant | Discounts |
| Place one real order per payment method | Store manager | Testing a store |
| Read the dashboard's "Next steps" and act on each | Store manager | Store dashboard |
| Verify the commerce audit chain | Administrator | ./console exp:audit verify --channel=commerce |
Every year
| Task | Who | Where |
|---|---|---|
| Retention: review archived orders older than the agreed period | Merchant, data protection adviser | Archive, remove and cleanup |
| Payment provider: contract, fees, credentials, callback address | Merchant, developer | paymentgateways.ini walkthrough |
| Card security self-assessment, if card data touches your site | Merchant | Card payments and PCI basics |
| Shipping rates and terms | Merchant | Shipping and handling |
| Store accessibility check | Developer, agency | Store accessibility |
| Restore drill of the database with orders | Host or partner | Restore drills |
| Plan the year's campaigns and their landing pages | Merchant, editors | Content commerce with Layouts |
Before a peak
Four to six weeks before a sale or a season: Peak season preparation and Store performance at peak times. Add: landing pages with time conditions, staff roles for extra helpers, and a test order on the day before.
After every update
After an Exponential or extension update: one test order per payment method, the payment callback, the order mail, and the dashboard's "How your shop works" compared with before (Testing a store).
Background jobs to watch
| Job | Cron part | If it stops |
|---|---|---|
basket_cleanup.php | infrequent | Old baskets pile up |
workflow.php | frequent | Deferred workflow processes never resume |
audit.php | frequent | Audit records are not indexed, rotated or archived |
See Cron jobs.
Related pages
- Operating a store
- Owner's year at a glance
- Decision checklists
- Free documentation: this page is free to copy, translate and improve under the GNU FDL 1.3.
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