Floor Lookup

Floor Lookup user guide

For the person who runs the shop. Setting up takes about fifteen minutes, and nothing here needs a developer — the one technical step, connecting your product data, has its own guide and can be handed to whoever looks after your POS.


1. What Floor Lookup is

Floor Lookup puts your catalog and live stock counts on your staff's handsets, so anyone standing next to a customer can answer "do you have this?" in under five seconds — by searching, scanning a barcode, or browsing.

Three things are worth knowing before anything else:

  • It never changes your stock. The app is read-only against your POS or ERP. Nobody can sell, reserve, adjust or break anything from a handset.
  • It works offline. The whole catalog lives on each device. Bad Wi-Fi in the stockroom degrades freshness, never function — and every count on screen carries a stamp saying how old it is.
  • Baskets become till codes. An associate can collect items with a customer, tap Send, and read a short code out at any till. If your POS is connected for it, the basket also arrives there as a draft order — never as a completed sale.

2. Getting started

  1. Create your account at the registration page — company name, email, password. That's the whole form.
  2. You start on a 14-day free trial with everything enabled and no card required. Pricing after that is per store, per month; devices, staff and connectors are never charged for.
  3. You land in the dashboard. The left sidebar is the order of setup: Sites, Staff, Devices, Connectors.

3. Sites

A site is a place stock can be: each shop, plus any warehouse or distribution centre you want associates to see counts for.

On Sites, add each one with a short id (main, wh-1), a name your staff will recognise, and its kind (store or warehouse). Two things use these later:

  • Each staff member gets a home site — the store whose count is the big number on their screen.
  • The connector maps your system's location codes onto these ids, so create sites before configuring the connector.

The id cannot be changed later without re-mapping the connector, so pick something you can live with. The name can be changed any time.

4. Staff

On Staff, add each person with a display name and a staff code — the short number they type to sign in on a handset (like 2214).

When you add someone, the dashboard shows a one-time setup code, valid for 7 days. Hand it to them; on the handset they enter their staff code, then the setup code, then choose their own PIN. You never know anyone's PIN, and that is deliberate — if someone forgets theirs, use Reset PIN on their row, which issues a fresh setup code the same way.

Disabling a staff member signs them out of every handset within minutes.

5. Handsets

On Devices, press Generate enrolment QR. Any iPhone or Android phone with the Floor Lookup app scans it — camera app is fine — and the device enrols itself against your account. Each QR enrols one device; generate one per handset. The QR is valid for 7 days.

Once enrolled, a device stays signed up until you revoke it from the same page. Revoke a lost or stolen handset immediately: it loses access within minutes, and re-enrolling a found device is just a new QR.

Staff sign in on any enrolled device with their staff code and PIN — devices belong to the shop, not to a person.

6. Connecting your product data

Until you connect something, the app is an empty shell — the catalog and stock come from the system you already run.

On Connectors, add one. There are two kinds, and the page walks you through both:

  • Pull — we call your system's API every few minutes. You fill in a form describing your endpoints; no code is written.
  • Push — your system (or a script, or an AI agent working on your behalf) sends us data whenever it changes. The dashboard shows the URL and creates an API key.

This is the one step that may need whoever manages your POS — send them the API reference. It is written so you can also hand the same link, plus your push API key, to an AI agent and ask it to load or maintain your catalog for you.

New connectors start disabled so you can save a draft safely; enable it when the configuration is done. The Connectors page shows last run and last error per connector — if data looks stale on the handsets, look there first.

7. On the shop floor

What your staff do with it, in the order they'll do it:

  • Search — type part of a name or SKU. Results are instant and local to the device, so they work in the basement.
  • Scan — point the camera at any shelf tag or product barcode. About a second to the product screen.
  • The product screen — the big number is stock here, at their home store. Other sites and warehouses are one tap deeper. Every count says how old it is; anything older than 15 minutes turns orange rather than pretending to be current.
  • Out of stock is not a dead end — the screen shows substitutes and the next purchase-order ETA, so the sale gets routed instead of lost.
  • Basket → till — collect items while walking with the customer, tap Send to till, read the short code out at the till. The basket clears once it's sent. On the Handoffs page of the dashboard you can see every basket, its lines, and whether your POS collected it.

8. Billing

Billing in the sidebar shows where you stand:

  • During the trial — days remaining and a Subscribe button. Subscribing early does not shorten the trial; billing starts when the trial would have ended.
  • Subscribed — you're billed per store, monthly. Adding a store adjusts the next invoice automatically; removing one adjusts it down. Manage billing opens Stripe's portal for invoices, card changes and cancellation. Card details are entered on Stripe's pages and never touch our servers.
  • If the trial ends or payment fails — handsets and integrations pause, and the dashboard brings you straight to the Billing page to fix it. Nothing is deleted; everything resumes the moment payment completes.

9. When something looks wrong

Symptom First place to look
Counts look stale on handsets Connectors — last run and last error on your connector
A product won't scan It has no barcode in your source data — check it on Products
Someone forgot their PIN Staff → their row → Reset PIN
A handset is lost Devices → Revoke, immediately
A basket never reached the POS Handoffs → open it — delivery attempts and errors are shown
Handsets suddenly signed out everywhere Billing — the trial may have ended

Anything else: the API reference has a troubleshooting section with the exact error messages the sync produces, or write to support.