The retailer report card
Each retailer has a set of fields for recording your experience with them:
You can fill in as many or as few of these as you like. A retailer with no rating is just a name — fill it in when you’ve had enough orders to form a real opinion.
Retailers, rated. Every shop, rating and note shown here is invented demo data.
Adding a retailer
The fastest way is from the order form. When you record a new order, the Retailer list shows the shops you already have. For a new shop, click the + button beside the list (New retailer), type the name and click Add. The order is attached to the new retailer, and you can fill in its report card later. You can also click Add retailer on the Retailers page — useful when you want to set up your usual shops before recording any orders, or to enter a rating and notes straight away.Editing a retailer
Open any retailer from the Retailers page to update their report card. Change the name, adjust the ratings, add notes — whatever needs updating. All orders linked to that retailer reflect the change automatically. You don’t need to touch the orders themselves.Retailer names are matched case-insensitively when importing from a spreadsheet, so “HLJ” and “hlj” are treated as the same shop. This prevents accidental duplicates when your spreadsheet was inconsistent about capitalisation.