Example configuration

Run many locations from one platform without flattening each one

A multi-location operator needs the whole picture and the detail of each site. This example configuration shows parent-and-store structure, location-level service work, equipment orders and campaigns across channels.

Where the work gets stuck

Common friction in retail and multi-location

Location-level detail lost in a flat customer list.

Orders and repairs requested location by location, by e-mail.

Promotions that differ in every market.

What you can run on Mako

Use cases for this example configuration

Parent company and store structure

A parent with child locations and permissions that limit each store or region to its own records.

Location service and repairs

A repair becomes a quote ticket, a work order and an invoice on that location's account.

Equipment and fixture orders

Orders move through a processing queue with a price list and history per account.

Customer campaigns

E-mail, text and social campaigns that share one brand profile.

Workflow examples

How the modules work together here

Each step uses a capability the platform has. Steps marked as configured to your business are set up with you.

Store service request to completed work order

A request from a single location.

  1. A quote ticket is raised on the store's account.Quotes and invoices
  2. A technician is found and a work order is issued.Work orders, technicians and requests for quotation
  3. The visit is scheduled and completed.Installations and scheduled work
  4. The invoice is issued to the same account.Quotes and invoices

Seasonal campaign across channels

One campaign, many touchpoints.

  1. The Records Explorer tags the segment to reach.Records Explorer
  2. Brand Intelligence keeps drafts consistent.Brand Intelligence
  3. Posts are approved and published to connected pages.Social publishing
  4. The e-mail goes out through Mailchimp and its analytics are reviewed.Email marketing with Mailchimp

Related example configurations

Example configuration This page shows how Mako's modules can be arranged for Retail & Multi-Location. It uses sample data, is illustrative only and does not describe an existing customer or deployment. Anything described as configured to your business is set up with you.

Discuss a configuration for your locations

Show us how your stores, regions and service work are organised and we will map it to the platform with you.