Opener

Introduction to Opener

Navigating the complexities of franchise management can be challenging, but with the right tools, the journey becomes notably smoother. Meet FranConnect's Opener module – your dedicated solution to efficiently initiate and oversee a unit opening process. Whether you're familiar with FranConnect o...

How to Use the Unit Summary Section in Opener and Info Manager

Welcome to our comprehensive guide on navigating the Unit Summary section of the Opener and Info Manager modules in FranConnect. Whether you're a seasoned user or just starting out with FranConnect, the Unit Summary provides many tools to manage your individual units, helping you gain deeper insi...

How to Use Checklists for the Franchise Opening Process

The Opener module is a powerful tool, designed to streamline your franchising operations and keep everything running smoothly. A key part of that is the ability to use checklists, which can help you stay organized, ensure that crucial tasks are completed, and ensure that every aspect of your fran...

Updating a Document in Opener

Uploading a document in the Opener may be necessary to share important documents for specific tasks. In some cases, you might find it necessary to change the document that you previously uploaded, as the previous document might either be the wrong document, or an outdated document. You can add an...

Changing the Checklist Display in Opener

  In a Franchise organization, Franchise Stores awaiting to be opened are often categorized based on store types. Checklists used to track store openings are not always applicable to all the stores, so FranConnect offers several ways to manage these checklists. The checklists can be associated wi...

Moving to Information Manager from the Opener Module

From the Opener module, click Store Summary. Click the Action Dots to the right of the franchisee you want to move to Information Manager. Click Move to Info Mgr.

Adding a Franchise Location in Opener

You may open a franchise location for an owner that has no Sales module lead record. If there is no lead record, you can add the new Franchise Location directly in Opener. To add a location directly: In the Opener module, choose the Store Summary page. At the top right of the Store List, choose t...

Managing Franchisor Only Tasks in Opener

When adding a new task or editing a task already in Opener, you can elect whether you want a Franchisee to be able to view or edit the task. You can set the task to the following option: - None: This will ensure the Franchisee is not exposed to corporate tasks that do not involve them.- View Only...

Adding a Task to a Checklist for only One Location

Go into Opener and select the location you want to add an opening task. Adding the task this way will only add the task for this one location and no other or future locations will have this task on their list. Click on Opener under the Admin Tab. Select the Task List you would like to add the ite...