adm training - 365retailmarkets.zendesk.com · adm training a quick get started manual for...

ADM Training A quick get started manual for Operators

Created by: Amy Volpe

4/30/2019

Social Feedia ADM Training

1743 Maplelawn Dr | Troy, MI | 48084 | www.365retailmarkets.com 2

Secure. Scalable. Reliable.

Contents

Sign in to ADM ................................................................................................................................ 3

Update Min or Max fields at the Location ...................................................................................... 3

Inventory and Pick List ................................................................................................................... 4

Adding and Creating New Products – Global Catalog................................................................... 5

Adding Products to a Specific Location ......................................................................................... 6

Making a Change at a Global Level ................................................................................................ 7

Taking Inventory at the Location ................................................................................................... 9

Users and Roles ............................................................................................................................ 10

Consumers ................................................................................................................................ 12

http://www.365retailmarkets.com/




Sign in to ADM 1. Log into ADM at https://adm.365retailmarkets.com

2. The Home screen shows your active locations.

Update Min or Max fields at the Location 1. From the home screen, click on the location for which you are managing the inventory.

2. Scroll down to the list of tabs near the bottom, select the Products tab.

3. Use the search bar on the right side of the screen to find the product you are adding to the

location.

4. Update the Min Stock and Max Stock fields for that product.

5. Click Save. (Be sure you click in the Min Stock and Max Stock fields rather than on the

product.)

6. Repeat steps three and four until you have updated the Min Stock and Max Stock fields for

all products that will be available at the location.

7. Click Update Prices & Full Sync.

8. Click Save.


https://adm.365retailmarkets.com/




Note: If you remove a product from a location, you will need to go into the location in ADM and

change the Min Stock and Max Stock fields to zero, so the product will not “Push” to that

location anymore.

Inventory and Pick List

1. Select Pick List in the Inventory tab.

2. On the Pick List screen, select Refresh Pick List.

3. A pick list will populate that consists of all products that have numbers in the Min Stock

and Max Stock fields. You can still make changes, such as adjusting quantities, deleting

products, or adding new products.

4. When you are sure the quantities and products are correct, you can select Push To

Inventory or Push to Lightspeed.

a. If you are using Lightspeed, this is when the picking process begins.

b. Your overall inventory on the Inventory tab is now updated.

0





Adding and Creating New Products – Global Catalog 1. From the Home screen, choose the Products tab at the top.

2. Click Create New on the right side of the screen.

3. In the Product Create screen, the mandatory fields are:

• Name

• Category

• Scan Codes

• Sales Price

• UserKey

(Lightspeed

identifier) if

applicable.

4. If you miss a required field, ADM will not let you save the new product.

5. Click Save & Extend.

6. A window will open with all of your locations. Choose the locations where you would like to

extend product.

7. Click Save.





Adding Products to a Specific Location 1. From the Home screen, choose the location.

2. Scroll down to the Products tab near the bottom.

3. Click Add Product.

4. Your Global Catalog will display. You can search by name, scan code, or Select All. Perform your search and click Add.

5. You will see the added products in your catalog highlighted in green.





Making a Change at a Global Level Example: You need to raise the sales price of all of your soda by $0.10 at one location only.

1. Click Global Product Change from the Products drop-down menu in the Home screen.

2. In the Global Product Change screen, select the Location tab.

3. Click Apply.

4. On the Products tab, select the Category drop-down menu and click Soda.





5. Click Apply.

6. You can pick and choose which sodas you would like to modify or Select All.

7. Click Next.

8. Click the Increment tab and add $0.10 to the Price field.





9. Click Submit.

10. Click Submit and you will receive confirmation of how many items have been updated.

Taking Inventory at the Location Note: There is an inventory app in development – No ETA.

You have two options for taking an inventory.

1. You can use https://365mobileinventory.com which is an inventory website that can be

used on a phone or tablet. It has a scan function built in. To use it:

a. Login with the same credentials that you use for ADM.

b. Choose the location.

c. Click Physical Inventory.

d. Click Freestyle.

e. You can scan the product or start typing the name or scancode. Then update the

quantity.

f. When you have completed the inventory, click Finish. If any product that has a min

stock or max stock associated with it were not inventoried, the site will ask you if you

want to inventory that product. (i.e., You sold out of a product at that location.)

2. You can update in ADM on the Inventory tab. Search for the product and change the “In

Inv” quantity.

Note: The risk with this is that you might miss a product. The product will still scan at the

location, but it will reflect a negative quantity in ADM.


https://365mobileinventory.com/




Users and Roles 1. You can designate who has access to maintain your Social Feedia locations in ADM. The:

• Operator role has full access

• Driver role has access to any inventory related tabs and reports

• Reporter role has access to the Reporting tab

2. Select Users and Roles at the top of the Admin tab.

3. To add a user select Create New.

4. Complete the First Name, Last Name, Email, and the Default Org (your company) fields.

Select the location(s) where you want them to have access.

5. Click Save User.





6. In the Edit User screen, you can assign them a role. Select the Manage User Roles tab and

use the drop-down menu to select the role.

7. Click Add Role to User.

8. If the user forgets their password, you can either send them a Password Reset email or set

up a generic password for them.





Consumers When a consumer downloads the Social Feedia 2.0 app and sets up an account, their

information is stored in the Consumers tab. The following is what you can manage on behalf of

the consumer.

1. If a Consumer leaves a company and would like their money refunded, you can click on that

person and select Payout and Close. 365 will include those funds in your next ACH deposit

and you can give the funds to the consumer.

2. You can also add funds to a consumer’s account for special occasions (i.e., birthday, Social

Feedia Grand Opening at a location, employee of the month, etc.). You would just adjust the

balance. These funds would be taken out of your ACH deposit.





3. If a Consumer loses their password, you can create a PIN for them. It needs to be four

digits.

4. If you have to refund a product because it expired, go to the Consumer’s Profile. It will

show you their Account Purchases, Account Funding, and any Account Adjustments where

you can make the adjustment.


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