Sales Staff — ShopV2 Workspace Guide (English)

Login: https://carehomely.com/workspace/login
Your role: sales

What you use ShopV2 for

• Walk-in guests and phone orders (assisted checkout)
• Referral links (?ref= / /go/{your code})
• Order follow-up and customer tracking links
• Showroom hosting signal to the team

Main menu (what you will see)

| Link | When to use | |------|-------------| | Orders | Find orders, open detail, copy tracking link | | Referral | Copy your branch referral URL for customers | | Assisted checkout | Create draft orders with SKU search | | Host visitor | Start / end showroom hosting (yellow banner for team) | | Showroom | Desk card QR, WiFi, playbook | | Training | Read SOPs (from Google Drive when synced) | | Delivery | See today’s runs (read-only overview) | | Map schedule / Day schedule | See delivery planning (usually view only) | | Complaints / Service / Careers | Inbox for guest submissions | | Attendance / Overtime / Payslips | HR self-service | | Expenses | Submit branch expenses if allowed |

You do not see: Finance reconcile, Partner payouts, Legacy migration, Command center (unless you also have manager/Gov Ops role).

Daily workflow

1. Walk-in guest

1. Open Host visitor → Start hosting.
2. Help guest browse; use Showroom desk card for WiFi / Messenger.
3. When guest leaves → End hosting; add notes if they messaged or liked SKUs.

2. Taking an order (assisted)

1. Assisted checkout → pick branch and your name.
2. Search SKU by name → add lines → check stock hint (on hand / in transit / factory).
3. Submit → you land on Order detail.
4. Tell Finance/CSR to record first payment — order confirms only after payment is recorded.
5. Copy Customer tracking link from the banner (SMS / Messenger).

3. Referral

1. Referral → copy link for your branch (Manila / Cebu / Davao site).
2. Customer must open your link before checkout so commission attributes correctly.

4. Following up

1. Orders → search order number (e.g. MNL-1234 for migrated legacy orders).
2. Share tracking link; guest can also use My orders after login with mobile number.

Rules to remember

• First payment confirms the order and reserves stock — not the draft alone.
• Do not promise delivery dates without checking order / delivery schedule with CSR or manager.
• Use English with customers on the website; internal notes can be mixed.

Escalate to

| Issue | Contact | |-------|---------| | Payment / receipt | Finance or CSR | | Stock / in-transit | CSR, warehouse, or manager | | Delivery date / run | CSR or store manager | | System access | Gov Ops / IT |

Quick URLs

| Page | Path | |------|------| | Workspace login | /workspace/login | | Assisted checkout | /workspace/assisted-checkout | | Referral | /workspace/referral | | Host visitor | /workspace/showroom/visit |