OPERATOR HELP PAGE – MICRO-MARKET SETUP & MANAGEMENT

ADD & EDIT PRODUCTS IN INVENTORY

Add a Category (of Products)

  • Click “Inventory” —> “Inventory” —> “Category”
  • Enter “Category ID” (use numbers & letters only – no special characters)
  • Enter “Description”
    • NOTE: Use an appropriate “Description” – e.g. “Carbonated Beverages”, “Non-carbonated Beverages”, “Energy Drinks”, etc. – since these descriptions show up in AveriGo Analytics & can be used to quickly view sales of a particular category
  • Check “Mobile POS” to make category show up in markets

Edit a Category

  • Click “Inventory” —> “Inventory” —> “Category”
  • Enter “Category ID” or “Description”, click lens icon & select category from list
  • Edit necessary fields
  • Click “Submit”

Add a Product to Inventory

  • Click “Inventory” —> “Inventory” —> “Item”
  • Enter “Item #” (use numbers & letters only – no special characters)
  • Enter “Description” (e.g. “Diet Coke Can 12oz”)
    • NOTE: Use an appropriate “Description” – e.g. “Diet Coke Can 12oz”, “Pepsi Bottle 20oz”, etc. – since these descriptions show up in AveriGo Analytics & can be used to quickly view sales of a particular product
  • Select “U/M” (select “Each” as unit of measure)
  • Select “Primary Bin Location” (add warehouse bin locations at “Inventory” —> “Inventory” —> “Bin Location”)
  • Select “Inventory Type” (select “Finished Goods”)
  • Select “Category” (to which product will be assigned)
  • Select “Discount Type” (select “Default Discount”, which means no discount)
  • Select “Is Taxable?” (select “Yes” if product is taxable, or “No” if product is non-taxable)
    • NOTE: If a product is marked as taxable when added to inventory, it will automatically be marked as taxable when imported into a market; However, it can then be changed to non-taxable in each market, if required 
  • Add “Item Cost”
  • Add “List Price 1″
  • Check “Mobile POS” to make product show up in markets
  • Click “Submit”

Add or Replace a Product Image

  • Click “Inventory” —> “Inventory” —> “Item”
  • Enter “Item #” or “Item Description”, click lens icon & select product from list
  • Click “Item Image” button in upper right corner of page
  • Click “Choose File” & select image file from your computer
    • NOTE: The image filename cannot contain any special characters – only letters & number
  • Click “Submit”

Edit a Product in Inventory

  • Click “Inventory” —> “Inventory” —> “Item”
  • Enter “Item #” or “Item Description”, click lens icon & select product from list
  • Edit necessary fields
  • Click “Submit”

Add UPC Codes (for a Product)

  • Click “Inventory” —> “Inventory” —> “Item UPC Code”
  • Enter “Item Description”, click lens icon & select product from list
  • Add one or more UPC codes by clicking “+” button
  • Click “Submit”

CREATE & EDIT CATALOGS

Use catalogs if you are planning to have multiple markets that are fairly similar – similar products, prices, and min and max levels. Once you have created a catalog, you can quickly create a new market by associating the catalog with a market location.

Create a Catalog (of Products)

  • Click “Inventory” —> “Inventory” —> “Catalogs”
  • Click “Create Catalog”
  • Enter “Catalog Name”
  • Enter product description or item number in “Search” field & click lens icon
    • Leave “Search” field blank & click lens icon to bring up list of all products
    • Select “All” to search across all fields, “Item” to search product descriptions only, or “Category” to search within a category
    • NOTE: If product is in inventory, but not showing up in list, make sure that “Mobile POS” is checked for that product and its category
  • Select product(s) to add to catalog
  • Click “Add”
  • Click “Submit”

Duplicate a Catalog

Duplicate a catalog if you want to use an existing catalog as a starting point for a new one. For example, you can duplicate a 2-cooler/2-shelf catalog to create a starting point for a 3-cooler/3-shelf one, and then add products to it.

  • Click “Inventory” —> “Inventory” —> “Catalogs”
  • Click “Duplicate Catalog”
  • Click “Select Catalog” to duplicate
  • Enter “Catalog Name” of new catalog
    • NOTE: Use a different name for the new catalog
  • Click “Submit”

Add Products to a Catalog

  • Click “Inventory” —> “Inventory” —> “Catalogs”
  • Select catalog in “Select Catalog”
  • Click “Add Item to Catalog”
  • Enter product description or item number in “Search” field & click lens icon
    • Leave “Search” field blank & click lens icon to bring up list of all products
    • Select “All” to search across all fields, “Item” to search product descriptions only, or “Category” to search within a category
    • NOTE: If product is in inventory, but not showing up in list, make sure that “Mobile POS” is checked for that product and its category
  • Select product(s) to add to catalog
  • Click “Add”
  • Click “Submit”

CREATE A MARKET LOCATION

  • Click “Inventory” —> “Inventory” —> “Location”
  • Enter “Location ID” (use numbers & letters only – no special characters)
  • Enter “Location Description” (e.g. “Acme Corporation Break Room”)
  • Select “Division ID” (usually the operator name)
  • Enter “Address”, “City”, “State/Province”, “Zip” & “Country” (address of market location)
  • Select “Location Type” (select “Micro Market”)
  • Click lens icon next to “Bill To Customer” field & select one from list
    • NOTE: In most cases, the “Bill To Customer” is your company, since you are not going to bill your customers for the markets; To add a customer to the list:
      • Click “Customer Service” —> “Accounts” —> “New Account”
      • Select  “Account Type”
      • Enter “Account Name”
      • Enter additional info, if necessary
      • Click “Submit”
  • For “UUID Setup” details, send an email to support@averigo.com AFTER setting up market location, with the following info:
      • Operator Name
      • Location Description
      • Address (of market location)

ADD, EDIT, REMOVE & DISCONTINUE PRODUCT(S) IN A MARKET

Set Up a Market using a Catalog

  • Click “Inventory” —> “Inventory” —> “Catalogs”
  • Select catalog in “Select Catalog”
  • Click “Associate Location”
  • Select market(s) to be associated with catalog in “Location”
  • Click “Submit”
  • IMPORTANT: After a market has been set up using a catalog, new products added to the catalog will not be automatically added to the market. Only new markets created with the revised catalog will have the new products. To add new products to existing markets, add them directly from Inventory.

Add Product(s) to a Market from Inventory

  • Click “Inventory” —> “Inventory” —> “Global Item Management”
  • Select product(s) to add to market(s)
    • NOTE: If product is in inventory, but not showing up in list, make sure that “Mobile POS” is checked for that product and its category
    • NOTE: Ensure that all products to be added have (correct) UPC codes in “UPC” column
  • Click “Next”
  • Check relevant boxes:
    • “Price” – enter price for market(s), if it is different from “List Price 1”
      • NOTE: If you do not check this box, “List Price 1” of product(s) will be used
      • NOTE: If multiple products are being added to market, entered price will be used for all added products
    • “Min” – enter min for market(s)
      • NOTE: If you do not check this box and enter a min, default value of 0 will be used for product(s)
      • NOTE: If multiple products are being added to market, entered min will be used for all added products
    • “Max” – enter max for market(s)
      • NOTE: If you do not check this box and enter a max, default value of 0 will be used for product(s)
      • NOTE: If multiple products are being added to market, entered max will be used for all added products
    • “Import Item” – to import from inventory to market(s)
  • Click “Next”
  • Select market(s)
  • Click “Preview Changes”
  • Click “Apply These Changes”
  • IMPORTANT:
    • A product will ONLY show up on “AveriGo Markets” app if ALL of the following criteria have been satisfied:
      • Has been added to Inventory in Averiware
      • Has “Mobile POS” enabled, both for itself AND for category it belongs to
        • NOTE: If a product does not have “Mobile POS” checked, and is added to a list of Featured products for a particular market, NONE of the featured products will show up in the Featured category
    • Has been added to market
    • Has non-zero price

Edit Product(s) in a Market

  • Click “Micro Market” —> “Quick Update”
  • Select market in “Select Micro Market”
  • Select category in “Item Category” if only editing products in a single category – ignore if editing products in multiple categories, or all products
  • Select individual product to edit by entering Item No or Description of product in “Search By:” field
  • Click “Generate”
  • Edit products:
    • To edit single product:
      • Edit desired fields
      • Click blue button in the “Action” column
    • To edit multiple products:
      • Edit desired fields
      • Click “Update All” (NOTE: Only 50 products can be updated at a time, using this method)
    • Description of fields:
      • Container Deposit: Container deposit amount if this market is located in a state that requires a deposit on each container sold
      • Price: Price of product in this market
      • Tax: If sales tax is to be charged for product in this market (NOTE: If a product is marked as taxable when added to inventory, it will automatically be marked as taxable when imported into this market; However, it can then be changed here, if required)
      • Min: When stock level of product in this market is at or below this number, product will be added to a new warehouse order created for this market, with order quantity equal to (Max – Stock
      • Max: Max stock level of product in this market
      • Weekly Sales: Sales of product in this market during previous 7 full days (NOTE: Can be used to decide Min & Max levels for product)
      • Stock: Current stock level of product in this market
      • Inventory Reconciliation fields (can be used to reconcile inventory in this market):
        • Actual: Actual current stock level of product in this market
        • Spoiled: Quantity of product spoiled in this market
        • Theft: Quantity of product stolen or missing in this market
        • Return: Quantity of product in this market to be returned to warehouse
        • Warehouse: Click icon to select warehouse from which product is delivered or to which it is returned (NOTE: A warehouse MUST be selected if any of the inventory reconciliation fields are used)
        • NOTE: If one or more of the “Spoiled”, “Theft” or “Return” fields are used to record respective reductions in stock level for this market, the actual current stock level MUST also be entered in the “Actual” field
    • To delete a product, click red button in the “Action” column

Remove One or More Products from One or More Markets

  • Click “Inventory” —> “Inventory” —> “Global Item Management”
  • Select product(s) to remove from market(s)
  • Click “Next”
  • Check “Remove Item” box
  • Click “Next”
  • Select market(s)
  • Click “Preview Changes”
  • Click “Apply These Changes”

Discontinue One or More Products in One or More Markets

Used to let current stock of product(s) sell in the market(s), and then get discontinued. The product(s) will appear in market(s) so shoppers can buy what is left in stock, but will no longer show up in new warehouse orders for the market(s).

  • Click “Inventory” —> “Inventory” —> “Global Item Management”
  • Select product(s)
  • Click “Next”
  • Check “Min” box & enter “0”
  • Check “Max” box & enter “0”
  • Click “Next”
  • Select market(s)
  • Click “Preview Changes”
  • Click “Apply These Changes”

TEST A MARKET LOCATION

Set Up Bluetooth Beacon at Market Location

  • Plug beacon (plus charger) into electric outlet
  • Open “AveriGo Markets” app & make sure the market shows up
  • Walk to the edge of the desired range, terminate & reopen “AveriGo Markets” app, and make sure the market still shows up

Test Shopping & Purchasing at Market Location

  • Scan all products at market using the “AveriGo Markets” app before opening it up to shoppers
  • Click “Scan”, then “Cancel” each time
    • Note the ones that didn’t scan, and then fix the issue(s) in Averiware – issues could be product not in inventory or not in market, no UPC code, no price, etc.
  • Purchase at least 1 product at market to ensure that payment processing is properly enabled for that market
  • NOTE: When new products are added to market, scan them at market, and fix any scan failures

FEATURE PRODUCT(S) IN A MARKET

  • Click “Micro Market” —> “Quick Featured Items”
  • Select market in “Select Micro Market”
  • Select category in “Item Category” if only featuring products in a single category – ignore if featuring products in multiple categories
  • Select individual product to feature by entering Item No or Description of product in “Search By:” field
  • Click “Generate”
    • All currently & previously featured products are displayed
  • Click “Add Items”
  • Select one or more products to be featured
  • Click “Add”
  • Edit the following fields for each product:
    • “Discount %” or “Discount Amount”
    • “Discount From Date” & “Discount To Date”
    • “Time Zone”
    • Click “+”
  • Add image & text to be displayed in the “FEATURED” panel on the Home screen of the AveriGo Markets app (NOTE: If you feature multiple products at a time, only add banner image & text to the first product on the list)
    • Add “Banner Text”
    • Add “Banner Image”
      • Click “Browse”
      • Click “Choose File” & select image file from your computer
        • NOTE: The image filename cannot contain any special characters – only letters & numbers
      • Click “+”

CREATE ORDER, GENERATE PICK LIST & RECEIVE ORDER FOR MARKET

Create Order

  • Click “Micro Market” —> “Store Order” —> “Create”
  • Select “Warehouse”
  • Select “Micro Market”
  • Select “Category”, if creating order for a single category
  • Click “Generate”
  • Adjust “Order Quantity”, if necessary
  • Click “Create Order”

View or Update Order

  • Click “Micro Market” —> “Store Order” —> “View”
  • Enter Order No, or click Search icon to view all Order Nos & select one
  • Adjust “Order Quantity” if necessary

View Pick List

  • Click “Micro Market” —> “Store Order” —> “Pick List”
  • Select Date Range
  • Select “Micro Market”
  • Click “Generate”
  • Check box in “Preview PDF” column & click “Preview” to view/print a PDF of the Pick List

Receive Order

  • Click “Micro Market” —> “Store Order” —> “Receive”
  • Adjust “Receive Quantity”, if necessary
  • Check/uncheck boxes in “Receive” column if necessary

FIX UPC SCAN FAILURES AT MARKET

A UPC scan failure will occur if:

  1. Product has not been added to market in system (common)
  2. Product has incorrect or missing UPC in system (common)
  3. Product has not been added to inventory in system (rare)
  4. User has scanned a product you do not carry – scanned a product that he/she purchased elsewhere or scanned a random barcode label (very rare)

Steps to fix:

  • Use UPC code link (to check if product is present & correct in UPCItemDB.com) & image attachment in “UPC Scan Failure” email to identify product & market
  • Click “Micro Market” —> “Quick Update” to check if product is in market
    • If product is not in market, add it to market
    • If product is already in market, check whether it has correct UPC
      • Click “Inventory” —> “Inventory” —> “Item UPC Code”
      • Enter “Item Description”, click lens icon & select product from list
      • Correct any incorrect UPCs, or add UPC by clicking “+” button
      • Click “Submit”

3 STEPS TO ELIMINATE UPC SCAN FAILURES AFTER ADDING A NEW PRODUCT: