Planning Ongoing Maintenance

How do I keep the brand up to date?

Locally Station Users

The onboarding specialist will get at least one contact in our system as company admin. Each brand should have at least one dealer list contact who gets approval emails. Here is the article about Managing Station Users.

Sign Up for Status Alerts

Go to https://status.lcly.co/ and have at least one person on your team sign up for status alerts. Components rarely go down, but these alerts will keep you up to date for any outages.

Product Catalog Maintenance

We sync to the brand web product feed once or twice a day to keep everything up to date!

If the brand can only provide spreadsheets, we'll reach out to your designated contact around October 1 for the Spring season and around May for the Fall season. Any other updates need to be emailed to [email protected].

Dealer List Maintenance

Auto-Sync If you have a robust dealer database and have unique account IDs for every location, Locally can sync to a file exported to our SFTP server. Instructions : Auto-Sync Dealer List

Manual (Most Popular) Locally's system makes it easy to add and remove dealers, and automatically adds any dealers who share your UPCs. Instructions: Manual Dealer List Maintenance.

Meetings With Client Success Manager

Your client success manager will schedule regular meetings with you regarding your goals and how we can best help achieve them. All other inquiries go to [email protected].

Downloading Reports

Locally has reports available, including transactions, analytics, and retailers stocking your UPCs. We recommend downloading them monthly. Helpful Brand Reports