USING ITEM SYNC FINESTRA POS

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1 USING ITEM SYNC FINESTRA POS POSitec is pleased to provide the Item Sync program to support the review and apply process for items presented based on your Pharmasave My Catalogue subscription. Item Sync interfaces with both Finestra and MarginPlus POS. If you have any questions regarding Item Sync, please contact POSitec Customer Support at OVERVIEW Item Sync is the program you will use to review New and Changed items based on your Pharmasave My Catalogue subscription, then apply approved changes to your POS Product File. Each night, a scheduled task sends a list of changes from your POS Product File to the Store Hub. The Store Hub is a POSitec server, which creates a differencing file by comparing your Product File to the items presented based on your Pharmasave My Catalogue subscription. If you change your preferences in My Catalogue, Item Sync data will be refreshed during the regular nightly sync. Once an item has been reviewed and either Applied or Rejected, it will not re-appear in Item Sync until another change is detected from My Catalogue. Only those attributes required for use in the Item Sync process are sent to the Store Hub.

2 BEFORE YOU START Before you begin using Item Sync, please verify your My Catalogue subscription has been configured. We recommend the following settings: FIELD DEFINITIONS Add New Items Add * to Description Set Zero Retails to: Define Fields for Updates Select Zone If YES: new items will be presented in Item Sync for review If NO: new items will not be presented in Item Sync, and will not be added to your POS system By default, new items will not include a * at the front of the description when added to POS. If you would like a *, select this checkbox Note: you will be able to review new items on Recent Updates log By default, new items will be added to POS using the Retail that is reviewed and approved in Item Sync. If you would like a default value to be used for items that are approved with $0 retail, select this checkbox For each of the fields listed, set the default action according to the options listed in the Legend. We recommend you always set Retail to Review status, as it is very important to confirm the Retail prices that will be applied to POS Please select the appropriate Price Zone for your store. If you are unsure which Price Zone to select, please review with your Pharmasave Operations Coordinator before you begin using Item Sync

3 ACCESSING ITEM SYNC The Item Sync program is an icon on the workstation desktop. Double-click to access the Sign In screen. Enter your User Name and Password, then select [Sign In] A message will be displayed as your data is loaded: Item Sync will load, with All Changed Items as the default view. The left column displays several quick filter options for accessing groups of items which are Pending Review using some common filter choices. You may also use the Filter Options (outlined below) if you prefer different, or additional sorting.

4 You may use the Pin icon at the top right of the menu bar to hide the menu bar to the left of the screen. For screens set to lower resolution, the menu bar will automatically hide when you log in. This gives you some extra left-to-right screen space. Hover over the Main Menu text to expand the menu when needed. The Field Updates grid and Recent Update View grid can be un-docked so they can be placed on a second monitor or off to the side. Drag and drop them to un-dock, or Right-Click and select Un-Dock. To Dock, Right-Click on the grid and select Dock. FILTER OPTIONS You may use the following options to sort or filter within the work file. Sort a Column Single-Click a column header to sort based on that column. Single-Click again to sort in reverse order. Filter a Column Hover over a column header to display a small filter graphic at the right of the field. Click on the filter graphic to display the filter options for this column. Use the drop down options and entry windows to create your filter, then select [OK] to apply. To return to full list, select the filter graphic again, then select ALL. Or alternately, Right-Click on column and select CLEAR FILTER. Filter by Criteria To create a custom filter using selected criteria, Right-Click on any column header and choose Filter Editor. Click on any coloured field to enter your criteria, then choose OK to apply and return to the grid. To return to full list, Right-Click again, then select CLEAR FILTER.

5 Group By Function To use Group By, Right-Click on the column header you wish to group by, then choose Group By This Column. Or alternately, you may use your mouse to Drag the column header into the top Group By bar. The items will be regrouped based on the value in the selected column. Use the arrow to expand or collapse each group. To return to full list, Right-Click in the header above the columns, then select CLEAR GROUPING. Or alternately, use your mouse to Drag the column header back into the grid. Grid Layout You may rearrange the column sequence by drag/drop the columns into the position you prefer. The default grid layout will be reset each time you log in. ITEM STATUS Each time you log into Item Sync, the items will be loaded based on the most recent sync. Any changes you have made but not yet updated will be stored until they are applied. The Status button indicates the current status of each item. Indicates an item with changes which have not yet been reviewed Indicates an item where all changes have been reviewed and accepted, but not yet updated Indicates an item where all changes have been reviewed and rejected, but not yet updated Indicates an item for which at least one field has not yet been reviewed. This status will also be used for any items where you ve entered an Override value REVIEWING CHANGED ITEMS Highlight each item to review the changed fields in the Field Updates grid. Set the Status of the item to to accept all changes, or set each field individually.

6 Set the status to for any item or individual field you wish to reject. You may leave the status of any item or individual field as this status will remain on the list after updates are applied. if you wish to review it later. Items set to Use the Override field to enter a value different than what has been recommended. HINT Use one of the sort or group options to narrow down the item list, then use the check box column to Select All (or use standard Windows click options to select items). Use the Bulk Apply buttons at the top of the item grid to apply the same status to all selected items. REVIEWING NEW ITEMS New Items are those that don t exist in your POS data. They are displayed on the New Items list, and have a slightly different review screen. For each new item, set the status as above. For any Approved items, use the [Edit] button to access and modify any attributes that you would like to change before they are added to your POS system. If you set an item to your POS system., it will be cleared from the list when updates are applied. It will not be added to

7 APPLY UPDATES You may select [Apply Updates] at any time. Changes will be applied to your POS system. Item will be cleared from the review list. Changes will not be applied to your POS system. Item will be cleared from the review list. Approved changes will be applied to your POS system. Item will remain on the list pending review of outstanding changes. Item will remain on the list pending review of all changes. A shelf label will be queued for all items where a Retail Price change has occurred. VIEW RECENT UPDATES As you review each item, the recent updates for that item are displayed in the Recent Updates grid. You may also view the full Recent Updates log by selecting the of the screen. This will display the updates log: button on the bottom left Use the tabs at the top left to select Changed or New items. Sort and Filter options can be used to organize the log as needed. Use the Export to Excel option to create a file which may be ed or printed for further review. To close this view, click the red X at the top right of the screen.