Retail Management Software: Enterprise Getting Started Manual

This manual will walk you through the process of setting up your corporate account and policies. As you get familiar with the software, you will see that there are many ways to do things. Select the method that works best for you.

Integrated Framer (IF) Retail Management Enterprise software is a powerful, complete solution for larger businesses. The Integrated Framer Suite of products include IF Visualization (a store selling tool), Retail Management Store (order management and pricing application), Retail Management Corporate (consolidates store transactions and allows for management of policies and processes), Content Management (product and pricing tool) and Production Management (frame production organizing and tracking tool). The Retail Management Corporate software module is designed to manage multiple locations from a central server. Managing locations involves the following functionality:

• Editing Store Information - including name, address, payment types, location bins, tax schedules, e-mail notification, production settings and process stamps

• Editing Employees and Employee Information

• Creating Branding by Store and Region

• Scheduling Promotional Discounts and Programs

• Managing Products and Pricing for the entire organization

As you set up the software, you will see the various areas available to be managed from the corporate server. There is great flexibility incorporated in this application as Wizard strives to offer a complete, seamless solution to manage your business.

Install the Software

You will need to install the RM software on a corporate server. Refer to the document IFS Retail Management Corporate Software Installation Instructions to install the software for your operating system.

Open the Software and Log In

Launch the “IF Suite Corporate Client” and log in. The default login is listed below. As administrator you have control over all functions within the Retail Management Corporate server.

• Default Administrator Login: Administrator

• Default Administrator Password: WizRMS

From the main screen click on Settings.

You will be on the Corporate Setup page. Enter your corporate information here. Along with your address, phone number, etc. you must specify your Business ID - this will be used as a short code to identify the corporate entity within the organization. You can use numbers or letters - it is recommended to keep it short, i.e. “1”, “100” or “Corp1”. Select the default payment types accepted in retail stores.

You can select the branding you would like to assign to the corporate entity here as well. Branding is used to define the personality of a store or region. Brand logos can be added as well as messages that will display on printed material - sales orders, work tickets, e-mail messages, receipts and invoices. Brands can be changed as desired. The entry here is for the corporate brand. Branding will be further described later so for now it is recommended to leave the default as Corporate.

Finally, set your Application Settings. The Store Authorization Passcode is a security code that stores first use when synchronizing the Corporate Server with each Store Server. Use any word or numeric sequence. On the first datasync transmission, the process will stop and prompt for the password. If the correct password is entered, the transmission will continue. If not, the datasync process will terminate and say “validation denied”. Once denied, the datasync process will have to be manually initiated.

The next 2 options are for specifying the main screen displays. The first option is to show sales graphically from the previous day. The next box allows the display of Datasync activity by store location and by transaction or content transmissions.

Business Units

Select a Store

Lists the individual stores that have connected to the Corporate Server.

Select a Region

Shows any regions created at Corporate used to group a collection of stores. As many sub-groups or regions can be created and any store or region can be assigned to another region.
Retail Management allows you to define a hierarchy of businesses, each called a business unit, so that you can declare district, region or single store pricing and promotions. A business unit can be anything, but the concept is that a region is made up of zero or more districts containing one or more stores. So a business unit can be a store, a district or a region. Notice that you do not need to define districts; a region can be made up of stores with or without districts.

Selected Business Information

Individual store information can be edited in this section after the store has been initially installed. The information for the store will be populated the first time the IF Data Synchronizer is run for that store. Any changes will be applied to the store on the next synchronization. You can also choose to deny authorization for data synchronization in this area.

Business Hierarchy

Store/Region Hierarchy

The Store/Region Hierarchy section lists the organization of the stores, sub-regions and regions in a graphical view. Stores or sub-regions can be dragged into assigned regions for easy placement as desired.

Selected Entity Information

Lists the store name and ID. Highlight the store you would like to edit by selecting it, then click on Edit Business to update information.