Web User – Create new user, Assign Roles & Permissions/General or Location Specific

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Table of Contents
a. Create New User and/or Edit Existing Users
b. Assign Roles
c. Create Custom Roles
a. Create New User and/or editing existing users
  • Under Users>User List/Set Permissions click “+” on the right hand side to begin creating a new user.

  • Next you must enter the email address of new user.
  • You will then be forwarded to the “Create a User” page which requires that you then enter the new user’s First & Last Name.  Here, a temporary password is generated by the system for the new user.  This email will automatically be emailed to the user upon completion of the user’s profile.
Mobile User
The First time Logging in the mobile user will be required to enter temporary Password, then enter New password and Repeat.  Next they will be required to accept terms and conditions check-box before logging in.
b. Assign Roles
  • Roles can be Web based, Mobile based, or both.  They may also be location specific.
  • An Administrator must simply click on the desired Roles which they wish to assign to the new user and click the “Assign” button at the bottom to apply these Roles.
c. Creating Custom Roles
  • To create a custom Role a user must first navigate to the Users>User List/Set Permissions>Roles tab.  On the right hand side of the screen you will see a “+” button.
  • Enter the Name of the new Role
  • Select the level of access you wish to grant to the new Role.  This includes Read Only, No Visibility to Page, or Read/Write.
  • Standard all locations Role or Restricted Location Based Role
  • If a new Role is location based it will only apply for the Supply Chain level it corresponds to.

When you return to Assign the user the new Role you will find it appear in the Assign Roles menu.  To apply this role to the user check the box next to the Location based role.  The user will then type in the name of the location.  When the name appears select it, then click “Add.”  After the location(s) have been selected click Apply at the bottom.


Reorder Threshold Templates and Automated Reordering

By | Consignment Web User, Standard Web User, Training | No Comments
The purpose of this feature is to allow users to quickly generate In-Stock threshold templates. These templates may be loaded into a Supply Chain location where the Template created is paired against against their current RFID inventory stock levels.  Orders can then be placed automatically containing the difference, or a user may adjust any quantity prior to placing the Order.
Table of Contents
  1. Locate Reorder Threshold Par Template page
  2. Add new Reorder Threshold Template
  3. Download “Get Template”
  4. Map Friendly Identifier and Quantity of items you wish to include in order.  Then Save.
  5. Locate the correct File and Upload.  Then click “OK.”
  6. Give Template a Name and then “Save.”
  7. After the Template has been Saved it will appear on the Product Par Template list
  8. Go to Supply Chain location>Inventory tab where you wish to apply the template
  9. Click Place Order
  10. Complete the information on the Details Tab
  11. Verify the Order matches
1.Locate Reorder Threshold Par Template page
  • To begin you must first create a Reorder Threshold Par.  To do this go under the main menu Admin, then Products/SKUs, and then Product Par Templates.
 2.  Add new Reorder Threshold Template
  • After clicking on the Product Par Templates link you will view the Create Product Par Template page / Saved Templates.  In this example we have no Saved templates to choose from, therefore we will create on by clicking on the “+” icon located on the right of the page.
 3.  Download “Get Template”
After clicking this “+” button to create a new Template you will be forwarded to the Create page.  Here a user may do one of three things to create a template:
  • Use the Excel Template and uploader to add all desired SKUs, then Name the Template and Save,  For this demo we will show this option.
  • If you have an existing template you may select from the drop=down menu located to the right of the “Default” button, select the template you wish, then click “Default” to load the template.  It can then be adjusted, given a new name, and Saved.
  • You may enter them manually one-by-one, add a name, and then click Save.
 4.  Map Friendly Identifier and Quantity of items you wish to include in order.  Then Save.
  • Should you choose to create the SKUs and Quantities for your Template using the Excel Uploader you will simply download the “Get Template” link.  This link contains a spreadsheet which must be mapped to and Saved.
5.  Locate the correct File and Upload.  Then click “OK.”
  • After the template has been created and Saved a user will click on the button to the right of the “Get Template” button entitled “Upload.”  This will launch your PC’s file up-loader.
  • After clicking Choose File the correct file can be searched on your PC.  Once located, double click on the file, then press “OK.”
 6.  Give Template a Name and then “Save.”
  • After clicking “OK” the spreadsheet’s details will automiatially be populated into the Template.  You must then enter a Name, then click Save.
7.  After the Template has been Saved it will appear on the Product Par Template list
  • This will Save the template that was just created on the Product Par Template list.
8.  Go to Supply Chain location>Inventory tab where you wish to apply the template
  • To load one of these templates please locate the Supply Chain location you wish to load the template into.  This can be a Supplier, DC, Retailer, or Show.  On the main Inventory tab a drop-down called SKU Template will contain all templates which you have created and saved.
9.  Click Place Order
  • After selecting the template you wish two new columns will appear on this page; Template, displaying the SKUS and Quantities of items which are included in the Template, and Order.  The Order is the Template minus the current Count.  The Order field is editable.  Any 0 or negative number will not be added to the Order being placed.  If you wish for one of the SKUs to be included in the Order from the template simply increase the value for that SKU to a positive integer.
10.  Complete the information on the Details Tab
  • After approving the Ordered quantities per line as well as the total, the user will then click “Place Order.”  This will transpose the values from the Order column on the inventory tab, to the SKUs tab on the Order In tab, to arrive at that same location (since the Order being placed is always for more inventory stock at that location)..
11.  Verify the Order matches
  • After completing the information on the Details tab the user will Save the Order.  This will then allow them to either move the status to Approved to simply Print the RFID labels for the Order, or the may move the order to Submitted for QC if they wish to verify the Order.
The Order will be in Saved status.  A user may then move it to Approved status to immediately generate/print the RFID tags, or to Submitted for QC to perform a QC Verification on the order.

Mobile App: Scan

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Table of Contents

  1. Starting Scan Session
  2. Bluetooth Pairing
  3. Confirm Successful Pairing
  4. Scan Session Types
  5. Auto-Repeat Session


This manual pre-supposes that the User has logged in successfully to the App, as well as accessed the correct location.  The user will know when they have arrived to the Home Screen of their location  when the name of the vendor and location are displayed at the top of page with several icons:


Starting Scan Session

Slide 1

Bluetooth Pairing

Slide 2

Confirm Successful Pairing

Slide 3

Scan Session Types

Slide 4

Auto-Repeat Scan Session

Slide 5

Slide 6

Slide 7

Consignment Retailer – Creating a Mobile Show/Event

By | Consignment Web User, Training | No Comments

Table of Contents

  1. Adding a single Showa. Locate the Schedule a Show linkb. Enter the required fields & Save
  2. Bulk-Upload Show/Event(s)a. Locate the Show Uploaderb. Excel Bulk-Uploader

    c. Upload Saved Excel Spreadsheet

    d. New Shows are Displayed


b. Enter the Required fields & Save.

2. Bulk-Upload Show/Event(s)

a. Locate the Show Uploader

To Bulk-Upload a large list of Shows you must go to Supply Chain>Shows

Click on the “Get Template” link to download the Bulk-Uploader

b. Excel Bulk Uploader

  • This will download an Excel spreadsheet which must be mapped, saved, and uploaded.
  • Information must be entered into this spreadsheet:WHS – is Warehouse #

    Rating – can be A-F (not required)

    Staffed By – to include the Staffing Company name (not required)

    Start Date / End Date

    Type – is your Campaign

    Show Name – If left blank will auto-generate the name

    Retailer – Name of Retailer

c. Upload Saved Excel Spreadsheet

  • Once this spreadsheet is completed with all required fields you will Save it on your computer.
  • Next you will log back in to Merchmanager and return to the Upload Page.  After the user clicks on the “Upload” link a pop-up window will appear allowing you to select the proper file from your computer.

  • Locate and Open the correct file

  • After clicking Open the user will see the fite that they have uploaded to the right of “Choose File”
  • The user will then click “OK.”

d. New Shows are Displayed

  • After clicking “OK” a progress bar will display the progress of the Upload.
  • If the file is uploaded successfully you will see a notification message informing the user that it was uploaded successfully.
  • The new Show(s) will now appear on the Shows list.