Hierarchy ID

Overview

User can generate a hierarchy ID list report. User selects the type (Venue , Warehouse , Store , Zo ne , R egister , Employee) and clicks generate or download CSV file. The generated report lists the venues/warehouses/stores/etc. by ID numbers in ascending order. For example, user can view the store and see the name of the manager and see what price book that they are using.

Here are some links to help create or modify each hierarchy

Details

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, warehouse general managers as well as zone managers and human resource managers may view hierarchy ID report at Venues or Store assigned to them.

Inventory ID

Overview

User can download an inventory ID list report. User selects the type (Department , Category , Subcategory , Item , Packaged Item , Price List, Vendor , Color , Size , Style , Season , Brand or Bin Location) and click generate. The generated report lists the searched type by ID numbers in ascending order for use when using the import data function. You can then download the CSV file.

Details

Transaction ID

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Employee List

Overview

User can download an employee list report. User selects the type (permanent, temporary or both) and status (logged in or logged out to the system) and either generates a report or downloads a CSV file. The generated report provides the employee ID, name, type, time of log in, and register used.

Details

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Accounting, store managers, zone managers and human resource managers may view Employee List report at Venues or Store assigned to them.

Merchant List

Overview

User chooses the status of the merchant (Active, Inactive or Both) and clicks generate. Information on each merchant in the chosen category will appear, including merchant ID, name, status, venue count, store count and register count.

Details

Access

Access to this function at an enterprise level is limited by default to the System Administrator and Financial users only. Only zone managers may view Merchant ID List report at Venues or Store assigned to them.

Customer Group List

Overview

This report displays every customer group the user has created and divides them into Static Group or Frequency Based Group. Information is given on each group, including group ID, group description, and whether the group is VIP status or not.

Details

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