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Find and search stores

The Stores workspace is where most pilot work happens: search, scan a list, open profiles, and build a shortlist.

  • You only see stores your customer workspace is entitled to.
  • Search does not unlock the whole country — entitlement and product configuration set the boundary.
  • If Stores is missing from navigation, your role or feature flags may not include it. Ask a workspace admin.
  1. Open Stores.
  2. Use the search box for names, chains, places, or postcode-style queries your team uses.
  3. Results update the list (and map, when shown).
  4. Open a row to see the store profile or drawer.

Tips:

  • Start broad, then narrow with filters.
  • Prefer the chain and place names your field team actually uses.
  • If a store “should” exist but does not appear, check entitlement and filters before assuming a data gap — see troubleshooting.

Typical columns (labels may vary):

  • Store identity (name, chain/fascia)
  • Location summary
  • Priority or rank signals (for attention order — not a legal outcome)
  • Workflow state (assigned, listed, visited) when enabled
  • Search with a purpose (“Sheffield independents near…”) rather than endless scrolling.
  • Open a few profiles to calibrate what “good evidence” looks like in your workspace.
  • Keep personal notes in the fields your process defines — not in ad-hoc side channels when the product supports assignment and lists.