New Store Onboarding Intake
Fill this out for the store you're bringing onto Vanta. It takes about 10 minutes — your work saves automatically as you go. When you're done, hit Download answers and send the file back to us, and we'll have the store live fast.
The basics that name and locate the store.
Your permanent store/location number (e.g. 44224) — becomes the store's ID.
How the store's nightly numbers reach Vanta automatically.
The address the EOD Reports email is actually sent from.
Used for the on-site clock-in flag — advisory only, never blocks anyone.
Who runs the store. These accounts get the owner/manager view.
Add a row per person. The POS login code (Slsmn) matters most for sales reps — it's how their nightly numbers tie to them.
| # | First | Last | Phone | POS code (Slsmn) | Role |
|---|
Starting targets — fully editable in-app each month afterward.
If you only give a daily goal, we compute monthly as daily × 26 selling days.
These aren't graded like retail tickets, so the coach knows to skip them.
Can be set up in-app later — leave a note if you'd rather do that.