How do we keep our dealer list up to date?

Understanding the System

If we are syncing to your dealer list, do not use these instructions, as any changes will be reverted at the next sync.

We have a system of parents, children, and orphans. When we can verify a location through our extensive databases, we make it a parent. The parent info may be slightly different than what you sent in. Each brand authorization gets attached as a child. The store claims the parent to add links, logos, and inventory to be shared across our platform.

If we cannot verify the location, we leave it as an orphan until we can verify it or the store is ready to claim it. We leave orphans visible and do not consider the orphan status to denote anything negative.

Once a listing is in our systen, Locally will need to update any info, like store name, address, phones, etc, as the listing is shared across brands and we generally don't change data entered by the store. If something is out of date, please email [email protected] with the old and new info.

Retailers cannot add themselves to your list or add categories, but we do recommend giving permission to automatically add any retailer we detect sharing your UPC/EANs.

Adding Stores to your List

Locally's Open StoreFront CRM contains over a million global store listings. As a Locally partner brand, you can search and quickly add any store in that database. You can also send us a spreadsheet with multiple dealers if it makes it faster for you.

Click "Add New Dealers" at the top right.

Search for retailers by store name, city, or zip code. Shopper-facing names can be different than their LLC or billing info. Add any categories and vendor/account IDs at this time.

If you cannot find the store, or the store exists but contains incorrect information, click the submit that here link and we will add the store to our database and your list.

Removing Stores from your List

To remove a store from your list, find the retailer, right-click on their name, and choose Suppress Dealer.

This will remove this store from appearing on your Locally-powered tools.

Updating Existing Store Listings

To have existing store information, like address or phone number, updated, send in the details here. We verify all change requests since the listing might be claimed, and the info is shared across our platform.

Editing Store Categories

Locally Store Locator/Product Locator uses category tags to highlight different store segments.

When editing categories for stores in your dealer list view, you must use the exact category tag (case-sensitive, no spaces) that Locally is using to generate the category. To see these tags, navigate to Tools & Maps > Store Categories (direct link).

Click into a category to find the "Name Used In List" field. Do not use the "Display Name."

To add multiple categories to a store, separate each tag with a comma, without a space: example1,example2,example3. In your dashboard, it'd appear like this:

When you are done entering a category, it will automatically save. Refresh your Locally-powered tools to see them take effect.

Adding Sales Reps

You can assign sales reps to their accounts in Locally, which allows you and your reps to filter Locally analytics. Reps can gain quick insights into sales and performance of their stores, and for ShopSense subscribers, quickly view inventory, sales and demand at their accounts.

Load your Company Users panel and click Invite New User
Add their First Name, Last Name, Email, and in the "Special Roles" field, add the Sales Rep role
Send invite
Load your Dealer List Manager, right click on a store and select Assign Sales Rep
Select the rep from the dropdown, save, repeat!

If you have a large number, email [email protected] so we can help you upload these in bulk.

Downloading Your Dealer List

Click the Download CSV button at the top right. You can open this document in applications like Microsoft Office and Numbers. The csv file keeps languages intact. If you are seeing strange characters, please try opening a different way or ask us to help and we'll make it an excel file.

Retailer Participation Metrics

Check the Show Retailer Participation box to see participation info. It is on by default. The information updates nightly.

Locally Account: If the retailer has claimed their account, it will say Claimed
Inventory: If the retailer has an active inventory feed, it will say Live These column will say Yes if the retailer is offering the following:
Brand UPCs: Your UPC/EANs
ROPIS: Reserve Online, Purchase In Store
BOPIS: Buy Online, Purchase In Store
SDD: Same Day Delivery
STS: Ship to Store
STS Relationship - If the retailer is accepting Ship-To-Store transactions for your brand
Stock Sharing Relationship - if you have opted into Locally's "Stock Sharing" reporting, this displays each store's participation status
Signup Date - Date of initial account claim
Inventory Origination - The retailer's first instance of inventory supplied to Locally
Inventory Last Refreshed - The retailer's most recent inventory update
POS System - The POS System that the retailer reported they use. If they didn't provide info, it will say unknown.

Responding to Retailer Authorization Requests

Retailers can request to be added to brand lists through their Locally account. For information on handling these requests, see Brand Relationship Manager for Brands