Introduction to OpSuite

Transcription

1 Introduction to OpSuite Overview OpSuite is a cloud based, centralised management, reporting and analytics application for the Retail Industry. OpSuite allows you to manage your entire enterprise from a single application. Manage inventory, purchasing, customer relationships, suppliers, employees, cashiers, sales reps, sales tax, promotions programs, and virtually every other aspect of your business in real-time. All of your point of sale registers, mobile devices, web stores, and warehouses are connected with state of the art communication software to keep all of your critical data moving throughout the company in real-time. Your corporate employees, store managers, regional managers, buyers, and business planners will have a single source for all of the information they need to make key business decisions, allowing you, and them to spend more time building business, and less time chasing data. OpSuite is accessed through a secure connection with most web browsers, so you can have your entire business at your fingertips no matter where you are.

2 Logging In to OpSuite Once setup on OpSuite you will be provided with a login URL (web address) similar to the following: Enter this address into your web browser (Internet Explorer version 7 or higher) and then bookmark the login page for future access (In Internet Explorer, Press CTRL+D, It will be added to Favorites). The login screen requires a username and password. Complete username and password field with the information you were provided for login. They will be similar in structure to the below example: Username: testuser@opsuite.com Password: Testing55! Note: The first password you get will be a temporary password. The system will require you to change it to a new password that only you know. Also note your password must be a minimum of 7 digits long, contain at least one capital letter, at least one number and at least one special character (!,#,@,, etc.). A Note About Web Browsers All web browsers are NOT alike. Because different companies create the various available web browsers, and each company has different ideas about how a web browser should perform, there are wide variances in how each browser works, and in turn, how each browser interacts with different web pages, and web applications. Below is a list of the web browsers that have been tested with OpSuite v3.0, and the basic notes you should know about each. Microsoft Internet Explorer (IE) 7 Tested. Microsoft Internet Explorer (IE) 8 or 9 Recommended. NOTE: Regardless of the browser you choose, it is important to always keep up to date with the latest release of Silverlight. To find out if you have the latest release, go to the following link and it will be automatically detected, and if you have an older version, you can update from the resulting screen: Started/Install/Default.aspx Opsuite can be opened in more than one browser, if a browser is simply closed by clicking on the arrow then all the remaining browsers that are using Opsuite will remain active. When logging out of Opsuite on one browser by clicking on the logout button any other active Opsuite browser sessions will also be logged out.

3 OpSuite will inform the user and disable app when it detects that connectivity to the Opsuite services is not available. The following message will be displayed. Oops, Lost connection ; Click on the Retry button, when connectivity has been restored the were back screen will be displayed ; The following message is displayed when Opsuite has not been used for a while; When the app goes offline, or session times out due to inactivity, then the user is logged out but the position in the application is maintained and they can log back in without losing their position in the application and the data they might have entered.

4

5 Welcome Screen When you complete the login process, the first screen you will see is the Welcome Screen. The Welcome Screen provides you the latest Opsuite Tweets and latest Opsuite news or system status notes on this page. From here you have access to the rest of the system via the OpSuite Menu Bar to the left. OpSuite Navigation Overview OpSuite Menu Bar The OpSuite Menu Bar consists of seven button icons, each of which represents a functional grouping of records or tasks. By using your mouse to move your cursor over the top of any of the button icons, you will see a description of the button pop up. Starting from the top, these buttons are: HOME The Home button icon takes you to the Welcome screen. ANALYSIS The Analysis button icon takes you to the Dashboard (KPI) screen where you can view various graphs, gauges, and charts related to sales, margin, and average transaction and also takes you to the Standard and Active Reports available within OpSuite. There are dozens of reports available to choose from. INVENTORY The Inventory button icon gives you the option to go to: Items, Matrix Items, Promotions, Bounce Back Coupons, Price Matrices, Quantity Discounts, Item Data Management and Item Location Data Management and Pricing.

6 PURCHASING The Purchasing button icon gives you the option to go to: Purchase Orders, Inventory Transfers and Goods Received, Invoice Matching and Distribution. Rewards The Rewards button icon gives you the option to go to Customer Rewards. RELATIONSHIPS The Relationships button icon gives you the option to go to: Customers, Customer Data Management, Suppliers, Supplier Data Management, Users and Community. ADMIN The Admin button icon gives you the option to go to: Departments and Categories, Department Data Management, Category Data Management, Tenders, Sales Tax (Tax Group and Tax Rule), Reason Codes, Account Types and Shipping Carriers, Attributes, Exchange Rates, Registers, Item Messages and Schedules. SETUP The Setup button icon takes you to the Company Setup, Item Label Setup, Real Time Integrator, Locations, Locations Groups, Field Audit and Default Values. When you click one of the button icons, a pop out menu appears with the various record or transaction options available. Next to each option you can choose what you want to do: LOOKUP, NEW, or EDIT (depending on the record type). Below is an example of the pop out menu (e.g. click Relationships). Here is what happens when you chose each option: LOOKUP This option takes you to the record lookup screen for the respective record type. From the lookup screen you can search and filter the data to find the particular record for which you are looking. You can also view, edit, print, copy and even create a new record from here. NEW This option creates a new, blank record for the respective record type.

7 NEW / EDIT This option is only available on the Department / Category record type, and brings up the Department / Category record listing where you can edit and existing, or create a new Department or Category. Function Buttons As you navigate through the various screens within OpSuite, there are several places where Function Buttons appear at the top right of the screen (Lookup Screens, Record Screens, Sub Window Screens, etc.). These buttons allow you to perform specific tasks. Below are examples of the Function Buttons and a short description of what they do: The standard Function Button Bar (above) appears on many of the records throughout the system. You will note that some of these will be disabled on certain records, and in some cases, they may not appear at all. In these cases only the applicable Functional Buttons are shown or are enabled for ease of use. Taking these from the Right, moving to the left, below is a brief explanation of each: HELP The Help Function Button displays help in the screen on the right hand side. SAVE and CANCEL The Save and Cancel Function Buttons appear at the top right of most screens. Cancel will negate any changes made on the record and return you to the main record, or lookup screen, depending on where you are in the system. Save will save any changes made on the record and you will see a Record Saved Successfully bar pop up briefly to confirm the save. In general, the system stays on the record after save. You can then navigate to another area of the application, or continue working on the record. SEARCH The Search Function Button takes you back to the Lookup Screen for the respective record type. So, if you are in a customer record, clicking Search at the top of the screen will take you to the Customer Lookup Screen. DELETE The Delete Functional Button allows you to remove a record from the database, but ONLY if that record has not been attached to a location or had any transactional history. In the case where the record has been attached to a location, or had transactional history created, you will be given the option to make the record Inactive instead. This is in order to prevent data loss and incorrect removal of records. COPY The Copy Functional Button creates a new record for the respective record type with all of the base information from the originating record except for fields that must be unique (Code, ID, SKU, etc.). You can then modify the fields that you need to change, and fill in any blanks to create a new record quick and easy. NEW The New Function Button appears on most Lookup and Record Screens. It is used to create a new blank record for the respective record type. You must complete all of the required fields on the record (indicated in Bold) before saving. PRINT The Print Function Button prints the information on the current record. SAVE & SCHEDULE The Save and Schedule button will save and schedule any changes made if a schedule has been set up in Schedule Setup. The Logged in Users name will be displayed as a link e.g. Admin@companyname.co.uk Clicking on the link will display the User screen where details can be edited/updated depending on permissions.

8 Home Screen The Home Button Icon takes you to the Home Welcome screen.