The outlets scoreboard detail window serves as a crucial tool for tracking and reporting detailed financial information per property with drill-down capabilities for entity and department within retail operations.
Outlets Scoreboard
Filtering by Department
Use the dropdown to filter the outlet window by Property, Entity or Department.
Filtering by Period
Use the dropdown to filter the Outlets window by calendar periods.
Search Here
The Outlets window includes smart contextual searching capabilities in the Search Here field that include:
- Department Name
Details
The Outlets information bar includes:
- Department Code
- Department Name
- Revenue
- COGS
- Gross Margin
- Exceptions
- Inventory Items
- Valuation
- Last Inventory
- Low Stock
- Add to Favorites Actions
Actions: Add to Favorites
The Add to Favorites action allows users to click the star icon to save their favorite outlets.
These outlets can be found in the favorites dashboard tab.
Selecting an Outlet
Double-Clicking an Outlet
When the user double-clicks on an outlet, the dashboard view switches from corporate to the selected outlet, causing slight variations between the scoreboard and widget views.
Scoreboard Similarities & Differences
The outlet dashboard closely resembles the corporate dashboard, with slight variations in the scoreboard and widgets. The outlet dashboard is tailored to the selected outlet, ensuring that all scoreboards and widgets display information relevant exclusively to that particular outlet.
Similarities
The Outlet Scoreboard includes three identical scoreboards compared to the corporate scoreboard: Retail Items, Revenue, and Sold Exceptions. These scoreboards operate in the same manner as they do on the corporate scoreboard. For further details on each scoreboard, please refer to their respective folders in the RTL.
Differences
The Outlet Scoreboard introduces new scoreboards not found on the corporate scoreboard: Low Stock, Inventory Counts, and Replenishments. For further details on each scoreboard, please refer to their respective articles in the Outlet folder.
Widget Similarities & Differences
The primary distinction between the corporate and outlet widgets is that on the corporate dashboard, the "Sales by Outlet" widget is replaced by "Sales by Commodity" on the outlet dashboard. For more detailed information regarding this widget, please refer to the "Sales by Outlet/Commodity" article.
Understanding the Outlet Scoreboards
Low Stock Scoreboard
Scoreboard Display
The Low Stock scoreboard on the outlet dashboard displays information such as on-hand quantities, amounts on order, and inventory par levels. This feature helps guide users by indicating which items require reordering.
Replenish Inventory
The Replenish Inventory feature enables users to place orders to restock items specifically for that retail outlet.
Search Here
The Low Stock window includes smart contextual searching capabilities in the Search Here field that include:
- Item Description
Details
The Low Stock detail window displays tasks with additional information including:
- Description
- Carry Unit
- Qty Numbers: on hand, on order, min par, and max par
Inventory Counts Scoreboard
Scoreboard Display
The Inventory Counts scoreboard on the outlet dashboard monitors and oversees inventory levels within the department, offering immediate access to current inventory counts and metrics.
Filtering by Month
Use the dropdown to filter the Inventory counts window by calendar periods.
Start Physical Inventory
The Start Physical Inventory function enables users to initiate an inventory count within the outlet.
Search Here
The Inventory Counts window includes smart contextual searching capabilities in the Search Here field that include:
- Department
- Count Name
- Administrator
Details
The Inventory Counts detail window displays tasks with additional information including:
- Start (Inventory Start Date & Time)
- End (Inventory End Date & Time)
- Note
- Administrator (User performing inventory counts)
- Status
- Items
- Amount Before
- Amount After
- Variance
Action
The 'Cancel Inventory' action allows the user to cancel the inventory count.
Inventory Counts Processes
Starting Physical Inventory/Performing an Inventory Count
Inventory counts can be performed in RTL by following these steps.
- Select an outlet within the outlet scoreboard.
- Click on the inventory counts scoreboard→ Start Physical Inventory feature
- Name the inventory count→Start Physical Inventory
- 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
- 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."
- Add your Counts→SAVE→FINALIZE
- Fill out the Process & Finalize →Finalize
- A pop-up notification will appear stating “Processing Inventory Processed and Finalized”
Cancelling an Inventory Count
Inventory counts can be cancelled in RTL by following these steps.
- Select an outlet within the outlet scoreboard.
- Click on the inventory counts scoreboard→ Select action ‘Cancel Inventory’
- A pop up window will appear requesting confirmation to cancel→Select Yes
- A pop-up notification will appear stating “Physical Inventory header cancelled successfully”
Replenishments Scoreboard
Scoreboard Display
The Replenishments scoreboard on the outlet dashboard monitors and manages inventory levels, ensuring items are restocked to maintain sufficient quantities for sale.
Filtering by Month
Use the dropdown to filter the Replenishments window by calendar periods.
Replenish Inventory
The Replenish Inventory function empowers users to place orders for restocking items tailored to a specific retail outlet. Users have three replenishment options: replenish all items, replenish items with low stock to maximum pars, or replenish all on-hand items to maximum par levels. Additionally, the feature enables users to replenish based on various filter criteria such as commodity type, primary supplier, storage locations, and more.
Search Here
The Replenishment window includes smart contextual searching capabilities in the Search Here field that include:
- Name
- Receiving Area
- Event
- Created By
Details
The Replenishment detail window displays tasks with additional information including:
- Required Date
- Note
- Created By
- Status
- Items
- Replenished
- Ordered
- Received
- Invoiced
Replenishments Processes
Replenish Inventory
Utilize the replenish inventory function in the Replenishments scoreboard to finalize the process.
Required Date: The required date will automatically populate to the following date.
Receiving Area: The receiving area is the only required field when replenishing inventory, select using the dropdown.
Replenishment Level: The Replenishment Level is automatically set to “all items”, however users have three replenishment options:
- All items
- Low stock to maximum pars
- On-hand items to maximum par levels.
Event: Users can choose to replenish inventory based on a selected event from the dropdown.
Notes: The note field is not required, but suggested to add notes/remarks pertaining to the replenishment of the inventory.
Replenishment Filter Options: The feature enables users to replenish based on various filter criteria such as commodity type, primary supplier, storage locations, location types, or product types.
