Salesware Basics – Item Tree Beginner

Kat Deal and Megan Davis

Salesware Basics

Item Tree

Class Goals

• Learn what an Item Tree can do

• Navigating the Item Tree

• Learn to use the DCI and what it can do

• Learn to create a new Item Tree

• Learn to customize your Sales screen

• Additional “Cool” features

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Salesware Basics

Item Tree

What an Item Tree Can Do • The Item Tree controls what and when an

item is available on the Sales screen.

• This:

• Translates

to this:

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Salesware Basics

Item Tree

Navigating the Item Tree Two ways to get there in Sysmanager:

Click on Item Tree from the top

Navigate to Activities>Item Tree (but really just click the button)

There are three parts to the Item Tree

1. The right side, the Item Tree you are working in

2. The middle, the DCI

3. The left side, Restrictions

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Salesware Basics

Item Tree

Navigating the Item Tree

• View all three columns: Item Tree vs. DCI vs. Restrictions

• Item Tree: build your salespoint menu. Only drag those items into the item tree that Operators are allowed to sell

– CAN delete items from the Item Tree

– CAN edit the item from the Item Tree

• DCI: all items available (even those that an operator many not need to sell at an Admissions salespoint)

– CANNOT delete items from the DCI

– CAN move the same item to different locations of the item tree

• Restrictions: set restrictions on the item in the Item Tree (different from DCI restrictions) and change description, add color and picture to item.

– DCI restrictions override Item Tree restrictions

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Salesware Basics

Item Tree

Item Tree Layout • Items listed in Item Tree are from top to bottom and Items listed on

Salespoints are from Left to Right– this is why we encourage paper first. – Here is an example to show the correlation of the item on the Item Tree to the item on

the Sales screen:

• The DCI still has the original description and that will not change. Only the item’s displayed on Sales screen will change.

• Most layouts pull the Item Tree description to print on the tickets layout.

• It is recommended that you put your ideas down on paper first. Some item trees, like F&B, can get complicated easily.

• You can make early decisions about number of columns and rows on the sales screen, and more.

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Salesware Basics

Item Tree

Creating a New Item Tree

• To Create a new Item Tree you have to Open/Edit **Entire Item Tree** > Select Create Group

• Create a new Item Tree called Guest Services i.e. Create Group > overwrite description to Guest Services

• Select Save and Open/Edit Guest Services

• Design Item Tree on Screen – not concerned with colors

• Assign the Guest Services Item Tree to your TICKET salespoint (Activities > System Lists > Salespoints > TICKET > Edit > Item Tree > Guest Services > Save > RESTART SALES.

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Salesware Basics

Item Tree

Customizing an Item Tree

• Color of Button and Button Text

• New Folder and Groups

• Blanks

• New Row

• Setting and Using Restrictions

• Renaming Items

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Salesware Basics

Item Tree

Button & Text Color & Bitmaps

• You can also design your Item Tree with color and pictures

• Use caution when doing this as it does take time, but the Item Tree controls how easily an operator can find and navigate to these items so color and pics can be very helpful.

• The seminar data provides good examples of grouping colors and items so operators can sell quickly and efficiently.

• To change a color you just highlight and item select Button/Text Color and select from the listed colors.

• You can also customize your color pallet but there are some tricks to this:

– Color palette is saved to your computer – not to the application so if you open sysmanager on another station your colors will not be available

– Select where you want to color location to be and then create new color

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Salesware Basics

Item Tree

Creating a New Row and Use of Blanks

• New Row allows you to control the item that begins a new row without having to enter spaces.

Example

• Uncheck New Row on the 2 Day Adult Ticket > Done > Save and Finalize in Sales. What happened to that row?

• Why is the 3 Day Adult Ticket in the 1 position on the 4th row?

• You can create spaces between items using Blanks. Blanks are located in the **MISC** > Blanks folder in the DCI

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Salesware Basics

Item Tree

Setting Restrictions on items in the

Item Tree

• You must Highlight the item in the Item Tree to set up any type of restriction

• Things you can restrict on the item level: • Dates for sale

• Security Level required to sell the item

• Salespoints it can only be sold at

• The Description

• Black Out dates

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Salesware Basics

Item Tree

Adding/Dragging an Item to the Item

Tree • Items are created in the DCI, but must be added to an item tree so the

operator can sell it. – Click Item Tree – Open an Item Tree by double clicking or highlight and click Edit

• Select the Admissions Item Tree – Click the “+” in front of an Item Tree to expand

• Click the “+” in front of the Admissions folder – From the right side, the DCI side, select the item you want to add to the item tree by expanding

folders • Open the “Activities” and then “Attractions” folders • Click on “Giant Canyon Swing”

– Drag the item from the DCI side to the Item Tree side and the drop into the correct spot • Click and hold on the Giant Canyon Swing and drag to the left and drop at the top above 1 Day

Adult • Click Done

– Now finalize Sales and check if your new item appears

Note: You can create as many item trees as you like, but the more you have, the more you have to manage.

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Salesware Basics

Item Tree

How to Assign and Item Tree to a

Salespoint

• Navigate to Activities>System Lists>Salespoint

• Select the Salespoint you want to assign an item tree to

• Click on the Item Tree tab

• Highlight the Item Tree you want to use

• Click Save

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Salesware Basics

Item Tree

Lets take a look at the Item Tree Features

in Sales

• Item vs. Folder of Items

• Define the number columns and rows – done in the ini

• The use colors and pictures is eye catching for an

operator when selling particular items – notice how the

colors and locations also define the sale groups

• You can also add the same item to the item tree more

than once.

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Salesware Basics

Item Tree

Exercise

• Open the Admissions Item Tree > open the Attractions folder from the DCI and add the Climbing Wall to the top of the item tree(above the 1 Day Adult Tickets)

• Add a blank before and after the 1 Day Adult Ticket.

• Select Done > Yes to Save > Finalize in Sales to see the changes.

Creating Folders

• Create Group creates a folder in the Item Tree

• Highlight the item that you wish to place a folder. The folder is created above this item. Create folder and rename to TEST Group and place a couple of items in the folder. Update Sales by clicking on Finalize.

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Salesware Basics

Item Tree

Other Features

• Can Delete Multiple Items in the Item Tree using Ctrl or Shift and selecting the items

• CTRL-A will alphabetize items in the selected Folder

• Duplicating Item Trees when in Entire Item Tree

• Release Lock

• Setting Role Membership in Entire Item Tree

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Salesware Basics: Item Tree

Kat Deal & Megan Davis