To access the Retail Portal on SAMMS, go to the Retail module and select Retail Portal.

Refer to the Article - Section: Process of Creating a New Retail Item

Refer to the Article - Sections: Importing Existing Items to RTL tab & Process of Importing Existing Items to RTL

There are two methods to copy a retail item through RTL. In both methods, the user should modify the fields such as name, description, details, and status as required for the new item. 

Method 1: Copy Item Action - Retail Scoreboard

Retail Items Scoreboard - Search Item - Click the “Copy Item” Action - After selecting copy, the user will receive a pop up stating “a copy of product number has been created”.

Method 2: Copy Item - ITM Page - Profile

Retail Items Scoreboard - Search Item - Double Click - ITM Page - Profile - General Header - Copy - After selecting copy on the “create a copy” screen, the page will refresh indicating the item was created.

There are two methods to add a SKU to an item through RTL. In both methods, the user will be required to select a POS system and the unit, after which the system will create the SKU. 

Once the process is completed, the user will receive a completion notification stating “The Item SKU has been created”.

Method 1: Retail Item

Retail Items Scoreboard - Search Item - Double Click - ITM Page - Point of Sale - SKUs Scoreboard - “Add New Sku”

Method 2: Quick Search 

Quick Search Widget - Search Item - Click SKUs - SKUs Scoreboard - “Add New Sku”

There are two methods to add a UPC to an item through RTL. In both methods, the user will be required to add the product UPC and select the Unit of Measurement.

Once the process is completed, the user will receive a completion notification stating “The UPC has been created”.

Method 1: Retail Item

Retail Items Scoreboard - Search Item - Double Click - ITM Page - Point of Sale - UPCSs Scoreboard - “Add New UPC”

Method 2: Quick Search 

Quick Search Widget - Search Item - Click UPCs - UPCs Scoreboard - “Add New UPC”

There are a few methods to locate the current price on a retail item through RTL. 

Method 1: Price Change Scoreboard

• Price Change Scoreboard - Current Price Filter - Use Quick Search to locate the item

In both methods 2 & 3, you can find the price either under the price changes scoreboard or within the current pricing widget. 

Method 2: Retail Item Scoreboard

• Retail Items Scoreboard - Search Item - Double Click - ITM Page - Point of Sale - Price Change Scoreboard (Filter by All Prices) or Current Pricing

Method 3: Quick Search Widget

• Quick Search Widget - Search Item - Click Price Changes - ITM Page - Point of Sale - Price Change Scoreboard (Filter by All Prices) or Current Pricing

There are a few methods to schedule a price change through RTL. In all methods, the user will be required to add the POS system, Unit, Sale Price, Effective Date prior to saving the new rule. The user can also add the category (store) or notes to the scheduled price change.

Once the process is completed, the user will receive a completion notification stating “New Price Rule successfully created”.

Method 1: Price Change Scoreboard

Price Change Scoreboard - Current Price Filter - Use Quick Search to locate the item - Select the “Schedule New Price Change” Action

Method 2: Retail Item Scoreboard

Retail Items Scoreboard - Search Item - Double Click - ITM Page - Point of Sale - Current Pricing Widget- “Schedule Pricing Change”

Method 3: Quick Search Widget

Quick Search Widget - Search Item - Click Price Change - Current Pricing Widget- “Schedule Pricing Change”

The “New Price Adjustment” function in the Price Change Scoreboard allows users to perform mass price adjustment. 

Refer to Article (Price Changes: Functions & Details) - Section: Steps for Creating a New Price Adjustment

Yes! RTL provides the capabilities to rollback a price on a selected date. 

Refer to  Article (Price Changes) - Section: Steps for Creating a New Price Adjustment

When you reach step 3, Price Adjustment, ensure to choose a date in the "Rollback On" field. The system also allows you to select the specific rollback price you prefer.

Yes! RTL enables the creation of a single product that can have multiple units of measurement linked to different prices in the system, eliminating the need to create additional items.

1. When adding an item to the system, ensure that all units of measurement by which the item will be sold are associated with the item in the ITM Page → Profile → Unit Set Up. 
2. Before scheduling price changes for each item, ensure that each item has a SKU linked to its unit of measurement. 

Yes! RTL includes the print label action in several areas within the system. Each time you initiate printing, a preview will appear at the bottom.

Follow the steps below to solve Error Code 1: Missing Department POS Reference in the Sold Exceptions Scoreboard

1. Log into SAMMS
2.  Go to the Administration Module
3.  Company Structure Dropdown, Click Department
4.  View Department Details window: search by department name or code - double click
5.  Fill in the “POS Reference/Cost Center” field with the reference from the Point of Sale

Follow the steps below to solve Error Code 2: Missing Product POS Reference in the Sold Exceptions Scoreboard

1. Determine which RedRock number the error is linked to.
2. Use the quick search widget to search the RR item#
3. Select the SKU Panel that will direct you to the ITM page
4. Click “Add New SKU” 
5. In the New SKU pop up, use the  “Map Existing SKU” dropdown to add the existing sku #.

An invalid debit account usually originates from the customer's financial system and is integrated into our system. Users may need to refer back to their financial system for correct setup. Additionally, the issue could be caused by a missing setup or a replacement account that is not properly defined in SAMMS.

Seek help from your financial team to determine the best course of action.

An invalid credit account usually originates from the customer's financial system and is integrated into our system. Users may need to refer back to their financial system for correct setup. Additionally, the issue could be caused by a missing setup or a replacement account that is not properly defined in Samms.

Seek help from your financial team to determine the best course of action.

Follow the steps below to solve Error Code 6: Not an Inventory Item in the Sold Exceptions Scoreboard

1. Quick Search Widget paste item#
2. Click Sold Exceptions to Define the Department Code & Name
3. On the ITM Page, select Inventory
4. Click the Inventory Control Scoreboard
5. Select “Add Inventory Control”
6. Fill out the the Create New Inventory Record Screen to add the item to the Inventory
7.  Once the process is completed, the user will receive a completion notification stating “The Inventory Control has been created”.

Error Code 100 indicates that the inventory count for the item has dropped into a negative quantity. As resolving this issue aligns with customer preferences, please reach out to your Inventory Control Specialist for assistance.

Inventory counts can be performed in RTL by following these steps. 

1. Select an outlet within the outlet scoreboard. 
2. Click on the inventory counts scoreboard→ Start Physical Inventory feature
3. Name the inventory count→Start Physical Inventory
   1. Note: You can select start physical inventory once the inventory is named for the entire department OR you can use the cycle count advanced option to count by commodity, prime supplier, storage area, etc 
4. You will be directed to the Physical Inventory Details page, where a pop-up notification will indicate that "Physical Inventory has been successfully created. Items are ready to be counted."
5. Add your Counts→SAVE→FINALIZE
6. Fill out the Process & Finalize →Finalize
7. A pop-up notification will appear stating “Processing Inventory Processed and Finalized”

Inventory counts can be cancelled in RTL by following these steps. 

1. Select an outlet within the outlet scoreboard. 
2. Click on the inventory counts scoreboard→ Select action ‘Cancel Inventory’
3. A pop up window will appear requesting confirmation to cancel→Select Yes
4. A pop-up notification will appear stating “Physical Inventory header cancelled successfully”

The POS Export Values can be modified by item by following the steps below.

1. Navigate to Items, Item Editor page.
2. Go to the Point of Sale Tab and select POS Systems.
3. Locate the Attribute you want to override.
4. Click the action icon on the line item.
5. Update the export value as needed.
6. Select the check to save your changes.

The Item Dashboard, Commodity scoreboard allows us to view the POS Setting badge, indicating POS settings have been applied at the commodity level. 

However, the system currently does not support UI level modifications at the commodity level.

To change the POS setting export values at the commodity level, please contact the help desk.