The Retail scoreboard offers users quick access to POS-related data, including unit details for each item, SKU and UPC quantities, pricing information, and various actions such as creating tasks, adding new SKUs or UPCs, or favoriting the item. With just a click, users can easily navigate to the item editor's point of sale tab for further details.
Retail Scoreboard
Retail Scoreboard
The Retail scoreboard shows the total number of retail items linked to the dashboard.
Import Existing Item to RTL
The Import Existing Item to RTL function is used when a user searches the Retail Scoreboard but is unable to find a retail item they created. In such instances, they can use the Import Existing Item to RTL function to bring the item in.
Reason Item May Not Appear in RTL
There are a few reasons why a retail item might not appear on the retail dashboard:
1. The item was created directly in SAMMS, so the user should use the "Import Existing Item" feature.
2. The "New Retail Item" feature was used to create the product in RTL, but the "Allow Retail Use" flag was set to NO.
Search Here
The Retail window includes smart contextual searching capabilities in the Search Here field that include:
- Item Code
- Description
- Reference Number
- Base Unit
- Style
- Season
Details
The Retail items information bar includes:
- Item: Product Number, Description, Item Status
- POS: Displays the Point of Sale the item is linked to
- Units: Unit(s) associated to the SKU
- SKUs: Total number of SKUs linked to the item
- UPCs: Total number of UPCs linked to the item
- Pricing: Displays the total number of current prices associated with the item
- Actions: Create Task, Add SKU, Add UPC, Add to Favorites
To view retail item details, click on the item column to see the item highlights.
Item Highlights
Click on an item to view the item highlights which include:
- Item header with image, status, item number, item name, unit breakdown and the add to favorite feature.
- SKUs
- UPCs
- Inventory Count
- Quantity on Hand
- Departments w/Sales
- Revenue
- Sold Exception
- Attributes
- Price Changes
Users can click on any scoreboard to access additional information within the item editor.
Action: Create Task
The Create Task action allows users to add a task from the Retail scoreboard by selecting a task type from the dropdown: Review Retail Setup, Create a SKU, Deactivate a SKU, Change Price, Add UPC or Add to Outlet Inventory.
The task creation form includes: task type, summary, optional additional request information, priority, assign to, and attachments.
The required fields must be completed before selecting Create.
To Edit a created task, go to the Tasks SB, click on the task row to make any changes.
Action: Add SKUs
The Add New SKU function is used for the user to add a SKU associated to the item.
Steps to Add New SKU
- Click the Add New SKU.
- Fill in the required fields: POS Systems & Unit. (Highlighted in Red)
- Select SAVE.
- Once the process is completed, the user will receive a completion notification stating “The Item SKU has been created”
NOTE: Users have the ability to assign multiple SKUs to each item across all applicable Point of Sale systems and associated units.
Mapping Existing SKU: Use the Map Existing SKU dropdown to link a POS SKU to the RedRock item number.
Action: Add UPCs
The Add New UPC function is used for the user to create a UPC associated to the item.
Steps to Add New UPC
- Click the Add New UPC.
- Fill in the required fields: UPC & Unit of Measurement. (Highlighted in Red)
- Select CREATE.
- Once the process is completed, the user will receive a completion notification stating “The UPC has been created”
NOTE: Users can assign multiple UPCs to each item, including both long and short UPCs, or even an inventory UPC to simplify inventory counting with a scanner.
Action: Add to Favorites
Utilizing the Add to Favorites action enables users to quickly access items they wish to monitor closely.
After selecting the Add to Favorites action, the items can be easily located using the Quick Search widget.
Importing Existing Item to RTL
Importing Existing Items to RTL
- Click the Import Existing Item to RTL to add a RedRock item to the retail dashboard.
- Add in the RedRock item# to import the item.
- After importing the item, the user will receive a green pop-up notification saying "Existing Item Imported to ITM," indicating that the process has been successfully completed.
Accessing the Item Editor
Point of Sale Tab
Double-clicking on an item navigates the user to the item editor Point of Sale Tab, where they can view additional information within the scoreboards and widgets related to the item.
Item - Select an item to display the item highlights. Clicking on any metric will take the user to the item editor window related to that metric.
Units - Clicking on an item UNIT will take you to the SKUs scoreboard within the item editor Point of Sale tab.
SKUs - Clicking on an item SKU will take you to the SKUs scoreboard within the item editor Point of Sale tab.
UPCs - Clicking on an item UPC will take you to the UPCs scoreboard within the item editor Point of Sale tab.
Pricing - If an item displays “current prices” in the pricing column, clicking on the information will direct you to the item editor Current Pricing widget in the Point of Sales tab.