Optimmerchandising User Manuals

Retail Execution

• How to Create a Location

• How to Add Locations by CSV Import

• How to Assign Locations to a Client

• How to Create and Assign Planogram Pictures to Locations

• How to Create a Visit on the Mobile App

• How to Create Recurring Visits

• How to Create Visits by CSV Import

• How to Delete Visits in Bulk

• How to Create Tasks

• Merchandiser Visit Count Report

• How to Download a Master Report

• How to Update Smart Task Reports

• User Heirarchy

• OptimMerchandising Mobile Application Tutorial (Retail Execution)

• OptimMerchandising Retail Execution Module – Reports & Analysis

• OptimMerchandising Retail Execution Module Quick Start Tutorial

Stock Management

• How to Download a Planogram Report for All Locations

• How to Download a Stock Take Report for All Locations

• How to Import a Stock Take Report

• How to Setup Stock Take PDF Report

• Updating Photos in Stock Take Reports

• How to View a Stock Receipt Report

• How to View a Stock Take Report

• How to Generate a Transfer Order (TO)

• How to Import Sales

• How to Submit a Stock Receipt

• How to Submit a Stock Request

• How to Submit a Stock Transfer

• How to View a Discrepancy Report

• How to Create and Assign a Store Model to a Retailer

• How to Update by Import an Existing Store Model

• OptimMerchandising Mobile Application Tutorial (Stock Management)

• OptimMerchandising Stock Management Module Quick Start Tutorial

Sales

• How to Create and Assign a Price List to a Retailer

• How to Create a Price List

• How to Create Rosters

• How to Create Promoter Rosters by CSV Import

• How to Update the Status of an Uncompleted Roster

• How to Set a Sales Notification

• How to Allow a Promoter to Use Stock Management

• OptimMerchandising Sales Module Quick Start Tutorial

• OptimPromoter Mobile Application Video Tutorial

Settings

• OptimMerchandising Account Setup Guide

• How to Create a Merchandiser and Assign to Client

• How to Create a Retailer and Assign to Client

• How to Set the OptimMerchandising Mobile App Permissions