Purpose and Scope
Provide a repeatable process for logging Early Steps Squarespace merchandise orders in the Excel tracker, emailing the report, and preparing an editable merchandiser invoice.
Required Access and Tools
- Early Steps Squarespace account access through the approved credential manager.
- Early Steps Excel order log.
- Authorized email access.
- Shared-drive folder: Early Steps / Merchandise / Orders & Invoices.
1. Prepare and Send the Report
Download or update the Excel order log, attach it to the approved email, check the message and recipients, send it, and mark the task complete.
2. Review Orders
Open the Early Steps Squarespace admin area, go to Commerce → Orders, choose All Orders, verify the date range, and sort newest first.
3. Store Files
Save the order log and invoice in the shared-drive folder using monthly folders. Limit edit access to authorized users.