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.
Adding a retailer
The fastest way to add a retailer is directly from the order form. When you create a new order, type the retailer’s name in the retailer field. If plamotrack doesn’t recognise it, it creates a new retailer on the spot and attaches the order to it. You can also add retailers from the Retailers page directly — useful when you want to set up your usual shops before placing any orders.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.