How to use headoffis
Step-by-step guides for every part of the workspace, from adding your team and handing out work to tracking stock and planning a shelf.
Getting started
Your team
- Add people and set user roles and permissions
Give each person their own sign-in and a role that decides what they can change across the business.
- Assign tasks to employees with work items
Hand out jobs with assignees, locations and due dates, and follow each one from To do to Done.
- Per seat pricing: how seats and billing work
US$29 per business per month includes five active people; additional people cost US$5 each. Locations are included.
Stock and sales
- Track inventory by location: count, receive and move stock
Count, receive and transfer stock where it sits, and get a warning before a shelf runs out.
- How to record sales and read product stats
Log sales against the location they sold from and see how fast each product moves.
- Inventory replenishment: what to reorder and how much
Set lead time, safety days and review days once, then see which products to reorder and how many units to buy.
Planning shelves
- How to use planogram software for your first shelf
Create your account, look around the sample store, and take one fixture from tape measure to an approved checklist.
- How to measure products for a planogram and add them
Enter package sizes once, accurately, so every layout fits the shelf it is planned for, and add an optional price and barcode number.
- How to set up store fixtures for a planogram
Describe a shelving unit by its usable space, not its outside dimensions, so layout checks match the real shelf.
- How to build a planogram shelf by shelf
Place products shelf by shelf, set their facings, and clear the layout checks so the layout is ready for review.
- Planogram approval process: review, approve and revise
Approval locks a version for the store and turns it into a checklist. Here is who can approve, what the snapshot keeps, and how to change a layout later.
- How to use a planogram checklist to set a shelf
Work through an approved layout on the floor one placement at a time, then print the checklist and a label for every placement.
- Draw a store floor plan with walls, aisles and fixtures
Lay out walls, aisles and fixtures to scale, and link each fixture to its planogram so the map and the shelves stay connected.
- Read a store heat map of sales and stock
Color a planogram or the store map by units sold, stock on hand, or sell-through, and see which shelves earn their space.
Account and data
- How to manage multiple businesses from one sign-in
Use a single sign-in across several businesses, each with its own catalog, stock, team and subscription, and a role that can differ from one business to the next.
- How to back up and restore your store data
Keep your own dated copy of your workspace, and know exactly what a restore replaces before you confirm it.
- Troubleshooting common errors in your workspace
What common headoffis messages mean, from connection and save problems to fit checks and permissions, and how to get going again.
Still stuck?
Contact support with what you were doing and what you expected to happen.