Configuration

How to access configuration

Login to Retail 365
Press on the 'Config' tile
Note you will need staff permission to edit the settings in this module

Configuration Module Overview

The configuration module houses all settings relevant to your store's Retail 365 account

Please see the image displayed above for a list of all store setting categories modifiable by the user on Reatail 365

Store Settings

This tab allows you to view and edit store settings and details.

It is divided into three sections;

Store Settings
Store Details
Trading Hours

Store Settings

Configurations

Tick the first box in the screenshot displayed above if you wish to apply a note/reference to transfers and orders.

If this box is ticked, the window displayed below will appear before sending orders/transfers

Configurations

You can block ALL IPU file/supplier updates from Head Office by ticking the second and third boxes respectively in this section
The first drop down in this section allows you to select the company with which you have an integrated credit card system (Please note: Retail 365 now offers credit card integration with Eleavon, Sage and Worldpay)
Simply select 'None' from the drop down if your store does not have an integrated credit card system.
The next two fields, also displayed below, allow you to edit the default account statement margin height and width

(Please note that the figure entered in both of these fields is a percentage of the overall page height/width)

The remainder of this section allows you to set store defaults. From here you can set the:
- Default Cost Price Description -?? Cost price types are created and stored in the 'Cost Prices' MAKE LINK TO SECTION' section of this module
Default group - This is the group that will be automatically applied to a product when it is first created.

Please refer to the screenshot displayed below for further explanation
Default Product Search Filter: From here you can select any of your customized filters, created in the Advanced Search module, to automatically be applied to a search when the Advanced Search module is opened. This can also be set to 'None'
Default Product Search Items per Page: From here you can set the number of products you wish to be returned per page in the Advanced Search module
Default Product Search Type: This is the default type of search you would like to use when searching for a product in the list of products returned in the Advanced Search module

Please refer to the screenshots displayed below for further explanation
Default Reorder Method: From here you can select the stores default reorder method. (Manual, Reorder Level or Replacement)
Default Status for Other Stores: ??
Default Supplier: ??

*Store Pos Settings: Store Price Point: and tick box

Store Details

This section simply allows you to enter general store details Configurations

Trading Hours

The store's trading hours may be entered here

This information is used when setting Staff Sales Targets (LINK to helpfile section)

Configurations

Pos Settings

Staff Members

Configurations

This tab displays a list of previously created staff members

Here we can create/delete any staff members and edit existing staff’s settings

Note- it is in this tab that we can assign roles to staff members

Setting up a New Staff Member

Login to Retail 365
Press on the 'Config' tile
Select the 'Staff Members' tab
Press
Enter in the relevant details
The figure entered into the 'PIN' field will act as the code the staff member will use to sign into the till

This figure MUST be unique to that specific staff member
Please note that the 'Code' field is automatically generated by Retail 365 and does not need to be entered by the user
Press the button
The window displayed below will display temporarily confirming that the staff member has been created correctly
The option to choose a staff role will now appear at the bottom of the screen

Configurations

PLEASE NOTE: A staff role MUST BE APPLIED to a staff member in order for their name to appear on the login screen at the till!

Select the staff role you would like this staff member to have from the drop down of the store's preexisting staff roles

(please see the STAFF ROLE [LINK] section on how to create staff roles and how they work on Retail 365)

Click the 'Add' button

Configurations

The window displayed below will display temporarily confirming that the staff role has been created successfully

Configurations

N.B. This Staff member will be available on the till once a PRODUCT EXPORT is created and the till is updated

How to edit a staff member's file

Login to Retail 365
Press on the 'Config' tile
Select the 'Staff Members' tab
Press the button beside the staff member's name whose file you wish to edit
The staff members file will now load allowing you to make any relevant changes
Once changes are made, press save

Configurations

If you would like to change the staff role for this staff member:
- Press the button for the present role
- Choose the new staff role from the drop down

Please note: staff members can have multiple roles

How to Delete a Staff Member

Option 1: Permanently deleting a staff member

This option involves permanently removing a staff member's file from your store's Retail 365 account

Login to Retail 365
Press on the 'Config' tile
Select the 'Staff Members' tab
Press the button beside the staff member's name whose file you wish to delete
The window displayed below will now appear asking you to confirm that you wish to delete this staff member

Configurations

Select the option to delete the staff member
The window displayed below will display temporarily confirming that the staff member has been permanently deleted successfully

This Staff member's name will be no longer appear on the till once a PRODUCT EXPORT is created and the till is updated

Option 2: Temporarily Deleting a Staff Member

This option involves temporarily removing a staff member's display name from the till by removing their staff role.

After performing the following steps, the staff members file will still appear on the Retail 365 cloud under 'Staff Members' in the configuration module.

HOWEVER, you MUST click the button to view staff members that have been temporarily removed. Without clicking this button 365 will only display staff members with a staff role (i.e. staff that has not need temportily deleted)

Configurations

Login to Retail 365
Press on the 'Config' tile
Select the 'Staff Members' tab
Press the button beside the staff member's name whose file you wish to temporarily delete
The staff members file will now load allowing you to remove their staff role
Click the button beside ALL of the staff roles on this staff member's account

Configurations

How to print a list of staff members

Login to Retail 365
Press on the 'Config' tile
Select the 'Staff Members' tab
In the screen that displays below please click the button

Configurations

A screen similar to that displayed below will now appear. Please select the destination printer from the relevant drop down and click 'Print'

Configurations

* Please Note: To print a list of ALL STAFF, including those without a role, click the button first and then click the button

Application Roles

In this tab we can create staff roles that can later be assigned to staff members in the ‘Staff Members’ tab (LINK)

An Application Role is simply a list of tasks that a staff member can perform in Retail 365

Multistores Please Note: Aspects of a Staff member’s role will not necessarily transfer from shop to shop

For example, let us take a staff member who has been assigned a role that enables them to change the price of products e.g. the manager of Head Office. If this Staff member logs into a branch of their pharmacy that is not permitted to change the price of products, this aspect of their role will be disabled as long as they are logged into this shop

How to Add a New Staff Role

Login to Retail 365
Press on the 'Config' tile

Configurations * Select the 'Application Roles' tab

Configurations

Press the button
Enter in the Staff Role name and press 'Add Role'

Configurations

The window displayed below will appear temporarily confirming that the staff role has been successfully

Configurations

Chose the settings you would like enabled for this role
There are 5 sections to complete:

Configurations

Simply select 'Yes' or 'No' for each option
For example: If you select 'Yes' from the drop down beside 'Account Balances Report', all staff members with this role will be able to run this report in the reporting module

How to Delete/Edit a Staff Role

Login to Retail 365
Press on the 'Config' tile

Configurations * Select the 'Application Roles' tab

Select the Application Role you wish to edit/delete from the drop down

Configurations

You can now make any relevant changes to this role or delete it by clicking the button
Please note that upon doing this, the window displayed below will appear

Configurations

Please note that you CANNOT delete a staff role that has a staff member assigned to it. Upon doing so, the window displayed below will display temporarily

Configurations

How to See What Staff Members are Assigned to a Certain Role?

Login to Retail 365
Press on the 'Config' tile
Select the 'Application Roles' tab
Select the Application Role you wish to view from the drop down
The list of staff members assigned to this role can then be viewed at the end of the screen that generates

Configurations

Stock Categories

This tab allows you to set up the way in which you would like to categorise your stock in Retail 365
Upon the installation of Retail 365 in your store, the stock category ‘Group’ will automatically be set up
While the product category ‘Group’ (fragrance, skin care, vitamins etc.) is the most widely used stock category, you can set up other stock categories from this tab (For Example: Price Range)
Multiple categories can then be applied to any one product
For example, a product may have a category of ‘High Price Item’ under the stock category ‘Price Range’ and the category of ‘Fragrance’ under the stock category ‘Group’
Product categories are divided into Levels. A Level 1 category is the most general product category. Every Level 1 category can have subcategories/levels under it (Level 2- Level 5).
Let us take an example of a product to further explain this. The product in question is a Baby Monitor

Configurations

We have assigned two types of stock categories to this product:
Category 1: Group
- Level 1: Baby Care Dept
- Level 2: Baby Accessories
- Level 3: Monitors
Category 2: Price Range
- Level 1: High Priced Item
- Level 2: Front of Shop with Security Tab

How to Set Up a New Stock Category to Retail 365

Step 1: Create the Stock Category

Login to Retail 365
Press on the 'Config' tile

Configurations

Select the 'Stock Categories' tab
The screen displayed below will appear

Configurations

Click the button
A window will then display, as shown below, allowing you to enter your new Stock Category

Configurations

Click the button
The window displayed below will then appear temporarily confirming that the stock category has been added successfully

Configurations

Step 2: Add Top Levels to your Category

Login to Retail 365
Press on the 'Config' tile

Configurations

Select the 'Stock Categories' tab
The screen displayed below will appear

Configurations

Select the category created in step 1 from the dropdown
The screen displayed below will appear
Enter in the name of the first Level 1 value you would like to add to this category

Configurations

Click the button
The window displayed below will then appear temporarily confirming that the top level has been added to your category successfully

Configurations

Repeat the above steps to add more top levels to your category
Please see the screenshot below for examples of other level 1 values that would be suitable to the category 'Price Range'

Configurations

Step 3: Add Further Levels to your Category * Login to Retail 365 * Press on the 'Config' tile

Configurations

Select the 'Stock Categories' tab
The screen displayed below will appear

Configurations

Select the category that you wish to add further levels to from the dropdown
The screen, displayed below, will appear showing all the level 1 subcategories you have previously set up for this category

Configurations

Click on the Level 1 value that you wish to add further levels to
A screen, similar to that displayed below, will appear allowing you to add level 2 values to the selected level 1

Configurations

Enter in the name of the first Level 2 value you would like to add to this category)

Configurations

Click the button
The window displayed below will then appear temporarily confirming that the top level has been added to your category successfully

Configurations

Repeat the above steps to add more level 2 subcategories to your category
Please see the screenshot below for examples of other level 2 values that would be suitable to the level 1 value 'High Priced Item'

Configurations

How to Add a Category to a Product's File

Begin by scanning the barcode or typing the name of the product in the search bar of the Retail 365 homescreen

Configurations

The product's file should load in a manner similar to that displayed below

Configurations

Select the 'Categories' tab
A screen will appear displaying all of your previously created stock categories
Each stock category will have a designated field, allowing you you to add a value to it

Configurations

For this example we will be applying a 'Group' to the product
Begin by typing the name of the group you wish to apply to the product
Please note: If you enter a value that is not a Level 1 subcategory, the level 1 it is under will appear in brackets. For example, 'Baby Food' in the below screenshot is a Level 2 group under the level 1 'Baby Care Dept'

Configurations

To begin, we will apply the level 1 category 'Baby Care Dept'

Configurations

If the category you selected has level 2 values assigned to it, a field labelled 'L2' will generate allowing you to specify the group of the product further.
The same applies for when you select a level 2 with a level 3 category under it, as demonstrated below

Configurations

Once you have selected the category of your choice, click
The window displayed below will then appear temporarily confirming that category has been applied to the product's file successfully

Configurations

Stock Locations

Configurations

This tab allows us to view, edit and add stock locations to your store's Retail 365 account

Once successfully added, these locations can be applied to a product's file

Every stock location has four components

1) Aisle/Location

2) Bay/Gondala

3) Shelf

4) Other (this is simply an additional field allowing you to add any extra information about this specific location)

The following section details the steps in setting up stock locations for your store

Step 1: Create Aisles

Login to Retail 365
Press on the 'Config' tile
Select the 'Stock Locations' tab
Click the button
A window, similar to that displayed below, will now appear allowing you to add aisles to your store
All pre-existing aisles are also visible from this window
Click the button
A window, similar to that displayed below, will appear

Configurations

Enter a code for the new aisle in the 'Code' field and a description of the aisle in the 'Description field

E.g.: In the below example, the aisle/section in store is actually a wall. An example of a code for this could be 'W1' and the description may be 'Outer' or 'Near Window'

Configurations

Please note that that the 'Code' field is restritcted to a Maximum of 3 Characters
Click the button
The window displayed below will appear temporarily confirming that the aisle has been successfully created

Configurations A window, similar to that displayed below, will now appear allowing you to add aisles to your store

Step 2: Create Bays

Login to Retail 365
Press on the 'Config' tile
Select the 'Stock Locations' tab
Click the button
A window, similar to that displayed below, will now appear allowing you to add bays to your store
All pre-existing aisles are also visible from this window
Click the button

Configurations

A window, similar to that displayed below, will appear

Configurations

Enter a code for the new aisle in the 'Code' field and a description of the aisle in the 'Description field
Please note that that the 'Code' field is restritcted to a *Maximum of 3 Characters
Click the button
The window displayed below will appear temporarily confirming that the bay has been successfully created

Configurations

Step 3: Create a Stock Location

Login to Retail 365
Press on the 'Config' tile

Configurations

Select the 'Stock Locations' tab
Click the 'Add a new Stock Location' button

Configurations

The screen displayed below will appear

Configurations

Select the Aisle and Bay for the stock location from the relevant drop down
The 'Shelf' field permits you to type in the shelf you would like to assign to this stock location
Use the 'Other' field to enter any extra details about the stock location
Press 'Save'
Please Note: the Code field is automatically generated by Retail 365
For the above stock location the code generated will be A1B3B

A1 -First aisle, B3- Third Bay, B- Shelf B

How to Add a Stock Location to a Product's File

Begin by scanning the barcode or typing the name of the product in the search bar of the Retail 365 homescreen

Configurations

The product's file should load in a manner similar to that displayed below
Select the 'Stock' tab
Select this product's stock location from the 'Product Location' dropdown
The locations displayed in this dropdown are those that have been previously created using the steps outlined in LINK!!### Step 3: Create a Stock Location
Click the button
The window displayed below will appear temporarily confirming that the bay has been successfully created

Configurations

How to Add a Stock Location to Multiple Products at Once

This can be performed in the Advanced Search module
Please see the Advanced Search module LINK for further details on how to use this module
In this example, we have searched for all products with the group 'OTC Pain Relief' assigned to it
Click the button as indicated in the below image

Configurations

A window, similar to that displayed below, will now appear allowing you to add a stock location to all the products returned by your search
Use the 'Stock Location' drop down to select the stock location you wish to assign to these products

Configurations

Click the button
The window displayed below will appear temporarily confirming that the products have been successfully updated

Configurations

Tills

In this tab we can add a new till and delete/edit any existing tills.

In each store there will be a number of tills, licensed for that store. Every till will be assigned a number.

However, the tills also have to be set up on Retail 365

Retail 365 will reject any communication between a till number which has not been set up

How to Add a New Till

Login to Retail 365
Press on the 'Config' tile
Select the 'Tills' tab
Click
Enter the required information

Configurations

**Please note that the 'Version' field will be set automaticallly by Retail 365 and does not need to be set by the user**

Ensure the ‘Is this till active?’ box is ticked if you wish to use this till
Click Save
The window displayed below will display temporarily confirming that the till has been successfully created

Configurations

How to Edit a pre-existing Till

Login to Retail 365
Press on the 'Config' tile
Select the 'Tills' tab
Click the button beside the till you wish to edit
Edit the relevant information and click Save
The window displayed below will display temporarily confirming that the till has been successfully updated

How to Print a List of All The Tills in Store

Login to Retail 365
Press on the 'Config' tile
Select the 'Tills' tab
Click the button

Configurations

A screen similar to that displayed below will now appear. Please select the destination printer from the relevant drop down and click 'Print'

How to Delete a Till

Login to Retail 365
Press on the 'Config' tile
Select the 'Tills' tab
Click the button beside the till you wish to delete
The window displayed below will appear
Click 'Yes, Delete this Item!' to delete the till from your Retail 365
The window displayed below will appea temporarily confirming that the till has been successfully deleted

Tender Types

This Tab allows us to add a new tender type and delete/edit any pre-existing tender types

Configurations

Please note: Cash is not listed here but it automatically made available at your till

Create a New Tender Type

Login to Retail 365
Press on the 'Config' tile
Select the 'Tender Types' tab
Click the button
The screen displayed below will now appear
Enter the name of the tender type in the 'Name' field

Configurations

Retail 365 will automatically assign a code to the new tender type
Tick the three boxes displayed below where appropriate
- The first tick box should be checked if this tender type should count towards your stores takings. For example, a tender type created for the stores vouchers should not have this box checked.
- The second tick box should be checked if the tender type in question requires validation from your stores integrated credit card system's application. This would include all credit and debit cards
- The third tick box no longer has any functionality in Retail 365 and may be ignored
Click the button
The window displayed below will appear temporarily confirming that the till has been successfully created

Configurations

Please Note: Retail 365 permits a maximum of 6 tender types. If you attempt to exceed this amount the window displayed below will appear notifying you that the tender type failed to save

Configurations

Editing a Tender Type

Login to Retail 365
Press on the 'Config' tile
Select the 'Tender Types' tab
Press the button for the staff member you would like to edit
Once changes are made, press

Deleting a Tender Type

Login to Retail 365
Press on the 'Config' tile
Select the 'Tender Types' tab
Press the button beside the tender type you wish to edit
The window displayed below will now appear
Click the button
The window displayed below will appear temporarily confirming that the till has been successfully deleted

Configurations

Discounts

In this tab we can create preset discounts that will then appear on the till

These discounts can be applied to products one by one as they are scanned at the till

Please see the Promotions tab for discounts and promotions including multiple products

Note that in order to create these preset discounts we must activate the ‘Preset discount’ setting on Retail Manager.

(Retail Manager can be accessed by clicking the is the Configurations icon on your desktop

Configurations

We can also delete and edit any pre-existing discounts in this tab

Creating a Preset Discount

Login to Retail 365
Press on the 'Config' tile
Select the 'Discounts' tab
A list of your existing Discounts will now appear on the screen
Please note that the discounts appear at the till in the same order as they do in this screen
A MAXIMUM of 8 discounts can be displayed at the till. Please be advsied that any discounts after the eighth one in this list will not be visible at the till
Click
The screen, displayed below, will now appear allowing you to enter the name and rate

Configurations

Please Note: The sort order field is not currently used in Retail 365 however it CANNOT be left blank. Please enter any SINGLE digit here and the discount will successfully save

Tick the 'This discount is active' box
Click 'Save'
The window displayed below will appear temporarily confirming that the discount has been created successfully

Configurations

N.B.- This new discount will appear at the till once a product export has been created, the till has been restarted and the update has been applied to the till
The two screenshots displayed below demonstate how discounts appear at the till

Configurations

Edit a Preset Discount

Login to Retail 365
Press on the 'Config' tile
Select the 'Discounts' tab
Press the button beside the discount you would like to edit
Perform the desired changes and click
The window displayed below will appear temporarily confirming that the discount has been updated successfully

Configurations

Delete a Preset Discount

Login to Retail 365
Press on the 'Config' tile
Select the 'Discounts' tab
Press the button for the tender type you would like to delete
The window displayed below will appear temporarily confirming that the discount has been deleted successfully

Configurations

How to Set a Product as Non-discountable

From the Retail 365 main screen, search for the product you wish to mark as non discountable either by name or barcode
The product's file will then appear in a similar manner to that displayed below

Configurations

Please ensure that the ‘This product can be discounted at the till’ box, highlighted above, is un-ticked. It will be ticked by default.
Click
The window displayed below will appear temporarily confirming that the product has been updated successfully

Configurations

Perform a product export and update the till
Next time you scan this product at the till and attempt to apply a discount to it, the notification displayed below will appear. A discount will not be applied to the product

Configurations

Discount Cards

In this tab we can set up discount cards that can be scanned at the till to apply an overall percentage discount to any sale

These are particularly useful for staff members

Add a Discount Card

Login to Retail 365
Press on the 'Config' tile
Select the 'Discount Cards' tab
Click the button
The screen displayed below will now appear
Enter the name of the staff member into the first two fields
Enter the date you would like the discount card to expire and to no longer function at the till in the 'Expiry Date' field
The 'Discount' drop down allows you to select the discount rate you would like to apply to this card from a list of your previously created discount values
If this is your first time setting up a disocunt card you must add a disount card value to your system before setting up the disount card (LINK SECTION)
You may leave the 'Discount Code' field blank as Retail 365 automatically applies a code to new cards
Click the button
The window displayed below will appear temporarily confirming that the discount card has been created successfully

Configurations

Edit a Discount Card

Login to Retail 365
Press on the 'Config' tile

Configurations

Select the 'Discount Cards' tab
A screen, similar to that displayed below, will appear displaying all of your existing discount cards

Configurations

Click the button beside the discount card you wish to edit
The information attached to this discount card will display in a manner similar to that shown below

Configurations

Make the desired changes and click the button
The window displayed below will appear temporarily confirming that the discount card has been updated successfully

Configurations

Add a Discount Card Value

Login to Retail 365
Press on the 'Config' tile
Select the 'Discount Cards' tab
Click the button
The screen displayed below will now appear
Click the

Configurations

Enter in the name of the discount value and the percentage rate you would like to apply to it in the relevant fields

Configurations * Click

The window displayed below will appear temporarily confirming that the discount card value has been created successfully

Configurations

Please note that you can edit a dicount value from this screen by selecting the discount card from the drop down and clicking the button

Suppliers - old info

In this tab we can create a new supplier and edit/delete any pre-existing suppliers

How to Create a non Replenishment Supplier

Login to Retail 365
Press the Config button
Select the supplier tab
Click the button
Enter the information in the relevant boxes
Select the 5 boxes displayed below where appropriate

Configurations

* Tick the first box if the supplier you are creating supplies directly to you
* The second and third box are not relevant to retail products at this current time
* Tick the fourth box if your pharmacy is part of a multi-store operation and you do not not want local stores ordering directly from the supplier without approval from Head Office
* Tick the fifth box if the supplier supplies ethical medicines and pharmacy products only

Once you are satisfied with all the entered information click the 'Save Supplier' button.
The Store Specific Details screen,displayed below will now appear

Configurations

Enter the relevant information in the various fields
Since we are setting up a non Replenishment supplier, ensure that the two fields highlighted in the above image are left un-ticked and at zero

How to Create and Maintain a Supplier for Replenishment Ordering

Ensure that the supplier has already been set up. If not so, set up the supplier in the same manner as usual, as explained in How to Create a non Replenishment Supplier
However in the ‘Store Specific Details’ section at the bottom of the Supplier screen, in the configuration module, ensure that the box highlighted below is ticked. Once saved, this supplier will be recognised as a Replenishment Supplier
At this point enter the number of Replenishment days you wish to assign to this supplier, in the ‘Replenishment Days’ text field.

Configurations

Once the details have been saved and the supplier has been created, select the Suppliers tab in the configuration module. Search for the replenishment supplier you wish to configure and a screen similar to that displayed below will appear

Configurations

Select the box beside the supplier name and click the ‘Replenish Days’ button. The dialog box displayed below will appear. Please note you can select several at any one time if all the same number of replenishment days are required for these suppliers

Configurations

Enter the day’s supply you require from an order from this supplier, the lead time in days and the percentage buffer, which defaults to 20 percent. Retail 365 will now calculate the Replenishment Days for this supplier and the figure will appear in the ‘Replenishment Days’ text field
Click save
At this point you will be brought back to the screen displayed above. Again ensure the supplier you are configuring is selected and Click the ‘Derive Replenishment Levels’ button. The dialog box displayed below will appear

Configurations

Enter the date range you wish to derive the replenishment level from. You can also enter a value in the ‘Ignore replenishment levels <=:’ box. The system will ignore all replenishment levels below or equal to this value for all products.
Click Calculate
Your Replenishment level supplier should now be configured correctly

Edit a supplier

Login to Retail 365
Press the Config button
Select the Supplier tab
Press the edit button beside the supplier you would like to edit
Once changes are made, press save

Deleting a supplier

Login to Retail 365
Press the Config button
Select the Supplier tab
Press the trash can button for the supplier you would like to delete

Vouchers

This tab allows you to view a list of all vouchers issued at the tills in store

How to Issue a Voucher at the Till

Log onto the till
Click the button

Configurations

The screen displayed below will appear
Click the 'Issue & Print Voucher' button
Type the Value in euro you wish to apply to the voucher and click 'Enter'

Configurations

The voucher number will then automaticallly populate, as shown in the screenshot displayed below
Click the button
The screen displayed below will appear

Configurations

Complete the sale as normal

How to Mark a Voucher as Dormant

Login to Retail 365
Press on the 'Config' tile
Select the 'Vouchers' tab
A list of all vouchers that have been issued will appear in a list similar to that displayed below
Select the voucher you wish to mark as dormant, as demonstrated below

How to See What Staff Member Issued a Voucher

Gift Cards

Markups

In this tab we can create a new mark-up rate and edit/delete any pre-existing rates

Create a New Markup Rate

Login to Retail 365
Press on the 'Config' tile
Select the 'Markups' tab
Click the button
In the screen displayed below enter the Name and Rate (% increase) of the mark-up

Configurations

Click
The window displayed below will appear temporarily confirming that the markup has been created successfully

Configurations

Edit a Markup Rate

Login to Retail 365
Press on the 'Config' tile
Select the 'Markups' tab
Press the button beside the Markup you would like to edit
Make the desired changes and click the button
The window displayed below will appear temporarily confirming that the markup has been updated successfully

Configurations

Delete a Markup Rate

Login to Retail 365
Press on the 'Config' tile
Select the 'Markups' tab
Press the button beside the Markup rate you would like to delete
The window displayed below will appear temporarily confirming that the markup has been deleted successfully

Configurations

Please note that you CANNOT delete a markup that has products assigned to it. If you attempt to do this, the window, displayed below, will appear

Configurations

Please see the (PRODUCTS UPDATE LINK) section on how to change the mark up assigned to these products

How to Apply a Markup Rate to a Product

Markups are applied to products with a retail price that is calculated using the cost price and the 'expected' markup.

By applying the markup, using the steps detailed below, Retail 365 will display an 'ERP' (Expected Retail Price) based on the markup selected

You then have the option to use this calculated ERP or enter an alternative Retail Price

Please note: Once an 'Expected Markup' is selected on a product's file, it will feature in the Price Updates (LINK) module. From here, ERP's can be applied to all products in bulk

From the Retail 365 main screen, search for the product you wish apply a markup to either by name or barcode
The product's file will then appear in a similar manner to that displayed below
From the 'Expected Markup' dropdown select the markup you would like to apply to this product
Retail 365 will then display the Expected Retail Price (ERP) beside the 'Retail Price' field

Configurations

In this example, we have decided to ignore the ERP and assign an alternative Retail Price. However, now that the Markup has been selected, this ERP can be applied to the product at any point from the Price Updates (LINK) module
Click
The window displayed below will appear temporarily confirming that the product has been updated successfully

Configurations

Cost Prices

Adjustment Reasons

This tab houses your Retail 365's stock adjustment reasons

A stock adjustment reason must be chosen every time you manually alter the stock of a product

Create a new Adjustment Reason

Login to Retail 365
Press on the 'Config' tile
Select the 'Adjustment Reasons' tab
Click the button
The screen displayed below will then appear allowing you to enter a new stock adjustment reason
Click the button
The window displayed below will appear temporarily confirming that the stock adjustment reason has been created successfully
Please Note: Stock Adjustment Reasons can also be deleted from the 'Adjustment Reasons' tab by clicking the or the button beside the reason in question

How to Manually Change the Stock Quantity of a Product

From the Retail 365 main screen, search for the product whose stock you wish to alter either by name or barcode
The product's file will then appear in a similar manner to that displayed below
Select the 'Stock' tab
Type the new stock quantity in the 'Qty on Hand- Store' field
Click the button
The window displayed below will appear temporarily confirming that the stock has been adjusted successfully

Configurations

Alerts

This tab is where till alerts are set up

All messages that you would like staff to be notified of when selling products should be added here

Once created, these alerts can be attached to a product's file and will then appear every time the product is scanned at the till

How to Add a New Alert

Login to Retail 365
Press on the 'Config' tile
Select the 'Alerts' tab
A screen will then appear, similar to that displayed below, showing all of your previously created alerts
Click the button
The window, displayed below, will appear allowing you to enter the the new alert message
Click the button
The window displayed below will appear temporarily confirming that the alert message has been created successfully

Configurations

How to Add an Alert to a Product

From the Retail 365 main screen, search for the product that you wish to assign an alert to either by name or barcode
The product's file will then appear in a similar manner to that displayed below
Click the 'Alerts' tab
Select the alert you wish to apply from the 'Add a new alert message:' dropdown
Click the button
The window displayed below will appear temporarily confirming that the alert message has been created successfully

Configurations

Perform a product export and update the tills
The next time this product is scanned at the till, the 'Product Alert' window will appear in a manner similar to that displayed below

Configurations

Advice

This tab is where advice messages are set up

Any message that you would like the customer to be made aware of after purchase should be added here

Once created, these advice messages can be attached to a product's file and will then appear on the customer's receipt

How to Add a New Advice Message

Login to Retail 365
Press on the 'Config' tile
Select the 'Advice' tab
A screen will then appear, similar to that displayed below, showing all of your previously created advice messages
Click the button
The window, displayed below, will appear allowing you to enter the the new advice message
Click the button
The window displayed below will appear temporarily confirming that the advice message has been created successfully

How to Add an Advice Message to a Product

From the Retail 365 main screen, search for the product that you wish to assign an advice message to either by name or barcode
The product's file will then appear in a similar manner to that displayed below
Click the 'Advice' tab
Select the advice message you wish to apply from the 'Add a new alert message:' dropdown
Click the button
The window displayed below will appear temporarily confirming that the successfully

Configurations

Perform a product export and update the tills
The next time this product is sold at the till, this advice message will appear on the customer's receipt

Sales Targets

This tab allows you to add sales targets for the store and staff members in Retail 365

These targets can be used to encourage better sales performance for the entire store or specific sales categories

Configurations

Please Note: Before proceeding with setting up these targets you MUST set the trading hours for your store in the Store settings tab first (LINK)

Once your hours have been entered the system will calculate and assign a weighting to each day of the week

This weighting tracks what percentage of sales occur on each day of the week

The screen is split into two sections:

Store Targets: This section displays all of the monthly store targets that have been set
Staff Targets: this section displays all of the weekly staff targets that have been set

How to Set Targets for your Store

The Staff Targets are dependant on the Store Targets being set so you must set the Store Targets first

Stage 1: Setting a Store Target

Login to Retail 365
Press on the 'Config' tile
Select the 'Sales Targets' tab
Click the button
The screen displayed below will now appear allowing you to make the following selections:
'Choose Period': This is the month that you want to set targets for. The list will always show three months from today’s date so you can set targets up to three months in advance
'Set Targets By': Here you have three options on how your targets will be set to choose from:
- Entire Store - This option allows you to set a target for the entire store. The store can hit this target by selling items across all categories
- Sales Group Level 1 - This option allows you to set targets for each of your level 1 sales groups
- Sales Group Level 2 - This option allows you to set targets for each of your level 2 sales groups
- 'Choose Store' - This additional selection will only appear upon choosing to set targets by sales group level 1 or 2. It is simply the store for which you wish to set targets
Press the button
The screen displayed below will appear allowing you to set the percentage increase / decrease for the store / category

Configurations

This screen shows a list of either stores or categories along with the following information:
- Sales LY - this is the total value of sales for this period last year
- Trading Days LY - this is the total number of trading days for this period last year
- Trading Days TY - this is the total number of trading days in the upcoming period
- Difference - the difference in trading days between the two periods. This may influence how you set your targets
- Target Increase - the % increase (you can also set a decrease by setting this to a negative value) you expect to achieve in the upcoming period)
- Sales Target - the actual target value you expect to achieve in the upcoming period
Note: When you enter a % increase the sales target will automatically be worked out and vice-versa

Configurations

In the example displayed above, 2600 was entered into the Sales Target field and the application automatically worked this out to be a 35.19% increase
Please Note-You can increase/decrease targets for all stores/categories by the same value at once by entering a value in the field indicated in the below screenshot and clicking the button

Configurations

Click to save the targets
You will then be taken to a screen similar to that displayed below which displays the daily targets for your store for the entire month

Configurations

If the store hits the suggested targets indicated in this screen each day, then the originally entered target will be reached for the period selected
Now that the Store Target has been set it’s time set targets for our Staff

Stage 2: Setting a Staff Target * Login to Retail 365 * Press on the 'Config' tile Configurations

Select the 'Sales Targets' tab
Click the button
The screen displayed below will now appear allowing you to make the following selections:
- Store: The store you wish to set the staff targets for
- Period: The week you wish to set the targets for. Please Note that you must have set a Store Target for the periods to be displayed on this list

Configurations

Press the button button
A screen similar to that displayed below will then load which will resemble a blank table

Configurations

The days of the week are listed along the top and the Expected Targets for each of these days along the bottom
The next step is to begin adding the staff that are working during this period so that their targets can be set
To do so you can press
A window will then appear allowing you to add staff members
Check the tick box beside the staff members that are working during this period and click
Your updated table, including the staff you selected, will now display

Configurations

For each staff member / day there are two fields display on the grid:
Hours: The total hours that staff member will work in this day
Target: The derived target for that staff member
Once you start to enter in the hours for each staff member their targets are automatically populated based on the expected target for the day and how many other staff members are working that day
Once completed you should have a grid that looks something like:

Configurations

Please note: You can also manually override the Target field and enter in the Targets for each staff member / day yourself. In this case you should leave the Hours fields blank. Once you are happy with the targets simply press Confirm Targets to save them. And that’s it - your targets are now set!
Click the button
The window displayed below will appear temporarily confirming that the staff targets have been saved successfully

Configurations

To check how your staff are performing throughout the day you can run the “Today’s Sales Targets by Staff Member Report” (LINK)

Discount Cards

Loyalty

Your store's loyalty system is configured in this tab

Multistores Please Note: This section of the configuration module can only be accessed by Head Office

How to Set up a Loyalty System for your Store

Login to Retail 365
Press on the 'Config' tile
Select the 'Loyalty' tab
Click the button
The screen displayed below will now appear

Configurations

Select 'TouchStore Loyalty' from the 'Type' dropdown.
Note: this is the only loyalty system currently available on Retail 365
In the 'Description' field enter the description of your loyalty system that will appear on your customer's receipt
In the 'Points Value' field enter the monetary value you would like assigned to each loyalty point earned on this system
In the example displayed above, the customer will get €0.01 for every 1 point earned. Therefore 100 points = €1.00
In the 'Minimum Redemption' field enter the minimum points value (in monetary terms) required before a customer can use their points to pay for goods
In the example displayed above, the customer must have a points value balance of at least €5.00 before they can redeem their points
Please check the relevant tick boxes according to the information you would like to be required from a customer in order to set up a loyalty card
Click the button
The window displayed below will appear temporarily confirming that the loyalty system has been created successfully

Configurations

The screen will now update allowing you to add Loyalty Identifier Formats to your new loyalty system

Configurations * The Loyalty Identifier Formats are the various formats that Retail 365 will permit you to use to search against any specific loyalty card

*  For example, by clicking the ![Configurations](img/Configuration/ampn.png) button, you will be able to search for a loyalty card at the till

using the phone number attached to it * You can also allow your tills to recognise and accept Azprial card formats as part of your loyalty system by clicking the Configurations button

* If your store has custom loyalty cards, you can add these to Retail 365 to allow your till to identify them by clicking the Configurations button * Enter the relevant information in the window that appears

![Configurations](img/Configuration/aclc.png)

Scan a custom loyalty card and click to ensure you have entered the correct criteria
Click
The window displayed below will appear temporarily confirming that the format has been created successfully

Configurations