Search for and View an Account

  • Click on the Accounts tab.
  • There are several ways you can look up an account.

Icons:

- Location floor-plan to be displayed as a floor-plan view

- Location floor-plan to be displayed as a icon list view

- All shipments will be shipped to Location address

- All shipments will be shipped to Rep for this location

  • Enter the name or number of the account you wish to view in the search box. System will search all account fields.
  • Click on Find Accounts.
  • System will search all account fields.
  • Click on the Account name to view the account profile and access detailed account information.
    • System Settings, Ship to Address and Outlet Settings all take you to a different area of the Account Profile Settings Page.
  • Click on the postal code link to view the store’s location in Google Maps
  • This only works if an address and postal code is entered on the account.
  • The Rep Name link will bring you to the Rep’s account profile.

Note

  • To list all accounts, click Find Accounts without entering any search terms.
  • In a list of accounts, you can select grey bar below dropdown box to select multiple options.
  • In a Groups dropdown for multiple options you can use expression And or Or
  • Clicking on Export on the Accounts page will export all accounts from RMS.
  • The geolocation icon on the left side of the Account Name signifies that the account has a floor plan. You can go directly to the floor plan by clicking on this icon.
  • A six-bar icon signifies that the account does not have a floor plan. You can access the store in a list view by clicking on this icon.

Account Type Dropdown Menu

  • Click on the Accounts tab
  • From Select Role dropdown menu located at the top left of the page select the User Group you wish to view.
  • Click on Account Name to view the account profile and access detailed account information.
  • Click on Accounts tab
  • Click on any of the Channel Type links below the search box for quick access to those channel accounts.
  • Click on the Account Name to view the account profile and access detailed account information.

Direct To Store (DTS) / Direct To Rep (DTR) Identifier

This identifier specifies where the items should be shipped, either to the store or to the store representative.

  • Click on Accounts.
  • Search / filter for the account(s) you want to view.
  • View the last column on the right side. This should display either an “S” or an “R” in a colored square to determine if it is Direct to Store or Direct to Rep.
  • Click on the letter to change from DTS to DTR and vice versa without entering each account profile.

Display New Stores (NSO)

The system checks for an empty floor plan when filtering through Accounts for NSO locations.

To see empty stores:

  • Click on the Fixtures tab.
  • Click on the Empty Stores button on the top right side of the page.
  • This will open a new window and list all locations without any fixtures assigned to them.
  • You can click on a location name to access its profile and add fixtures to the floor plan.

View and Make Changes in a Channel Type Account

  • Click on the Accounts tab.
  • In Search field enter account name (or any other known information) you are looking for.
  • Click on the title of the account to access the account profile.

Note

  • The address of a Channel Account cannot be edited / changed. This is because the information is generated via CPMS. To make any changes to the address, you will need to fill out an add / change form.
  • The Ship To address is the same as the Store address unless the Ship to Rep radio button is selected. Then the address will the address for the Sales Representative.
  • Be sure to scroll to the bottom of the page to click on the Save button.
  • Changes to the Contact Information segment of the account profile can be made within the profile by a System Administrator or by an internal manager who looks after a set number of stores. The account owner in the Profile tab can also change this info once he or she has logged into the account.
  • System Settings, Store Information, Floor Plan / Preview and Labels are settings that can only be changed by a System Administrator, Power User or internal manager who looks after a set amount of stores.
  • Account owners can change the password whenever they choose. If a password is forgotten, only a System Administrator or Power User can reset it.
  • The Valid From and Valid Until date dropdown menus and the Access radio buttons determine whether an account is pending, active, closed or disabled.
  • If the Deny Access radio button is selected, the store is active and can still receive merchandising elements; however, account owners will not be able to access information from their online store. A store that does not have access to its account will have an “x” marker beside its account name in the account list.
  • A store is active when it has a green marker beside its account name in the account list.
  • A store is pending when it has a blue marker beside its account name in the account list. A pending store is having a Valid From date in the future from the present date.
  • A store is closed when it has a grey marker beside its account name in the account list. A closed store is having a Valid Until date that is equal to or before the present date.
  • The Language dropdown menu under System Settings denotes the language preference for the fixtures of a store. To change the language the online store will communicate in, use the Primary Language dropdown menu under Store Information.
  • The CPMS ID identifies whether the account was created by CPMS or if it is created only within RMS. All Channel Account types should have a CPMS ID. Account users such as System Administrators or Internal Account Managers will not have a CPMS ID.
  • System Alerts allow System Administrators to get email updates on changes made to collateral (Collateral Change) and Brief Submissions. Ensure that the email address is current and up to date.
  • Store Information allows System Administrators to change the Channel, Account Manager and Store Rep; however, these changes should be made in CPMS so that the information will be consistent in both the CPMS database and the RMS database.
  • System Administrators and Store Design Primes upload Floor Plans so that they can populate the store floor plans with fixtures and furniture and so that the merchandising team will be able to properly assign merchandising elements to the store.
  • Labels are used to help categorize stores for easy account searching, collateral allocations and fixture statistics searches. This information is also valuable to help head office better manage the channels and stores.

Filter

Accounts Filter allows user to perform advanced search for accounts (Channel Outlet type only) and to save search (result). After filter is set and submitted user can export result or Copy accounts ID's that can be used in allocations. To filter accounts:

  • Click on Accounts
  • Click on Filter button (You will see list of previously saved filters/searches)
  • Click on New Filter button on top left
  • Click on Profile Name to expand it and enter Title and description of search
  • Click on provinces section and select desired provinces
  • Click on Channels and select desired channels
  • Click on Labels to expand
  • Click on Add New Filter Group button
  • From pop-up select one or more labels (AND operator will be applied to group)
  • You can click Add New Filter Group button again to add another group. ( OR operator will be applied between Groups)
  • Click Ok at the bottom of Pop-Up to apply and close it
  • Select Fixture(s) - same rules apply
  • Select Zone(s) - same rules apply
  • Click Submit to get results

You can Export results or Copy Stores RMS ID's

Note

  • You can edit Groups by clicking on Group Number
  • You can select multiple Provinces or Channels by clicking on first and dragging mouse over other provinces or channels
  • You can deselect multiple in a same way while holding SHIFT key on a keyboard
  • AND operand is applied in a single group (all criteria must be met in a single group for account to show in a list.)
  • OR operand is applied between groups
  • In a list of Filters you can search for filter by entering keywords for Title, Description, Creator or Date
  • You can Disable (hide) filter from the list by clicking on Disable button
  • Click on Show All Filters to see disabled

View the Floor Plan in a Channel Type Account

  • Click on the Accounts tab.
  • Find and click on the account you are looking for.
  • Click on the Floor Plan button beneath the store information (first row, middle column).
  • There are many options on the floor plan page. You can view the fixtures and the collateral assigned to the fixtures by clicking on the blue fixture icons on the floor plan.
  • The fixture will display the current collateral that should be on display instore. It will also give you the name of the collateral, the SKU, the element type, and the program the collateral belongs to. This information can be used to communicate with head office should the merchandising element be damaged or missing
  • The Guidelines tab displays information regarding the fixture and simple instructions on how to care for the fixture (if guidelines exist).
  • The Sample Photo tab displays a sample image of what the fixture looks like and what the fixture looks like with the collateral in place.
  • Click on the X (top left corner) to exit Preview.

Show All Fixtures

  • While you are still on the floor plan page, click on the Show All Fixtures link.
  • This will open a list of all the fixtures and collateral currently in the store.
  • Clicking on an item in the list will show the fixture and the current collateral that should be on display in stores. It will also give you the name of the collateral, the SKU, the element type, and the program the collateral belongs to. This information can be used to communicate with head office should the merchandising element be damaged or missing
  • If present, the Guidelines tab displays information regarding the fixture and simple instructions on how to care for the fixture.
  • If present, the Sample Photo tab displays a sample image of what the fixture looks like and what the fixture looks like with the collateral in place.

List All Elements

  • While you are still on the floor plan page, click on the List All Elements link.
  • This will open a new page displaying a list of all collateral currently in stores.
  • This list is the same as the Show All Fixtures list except that it does not contain any images.
  • The collateral list tells you the name of the collateral, SKU, element type, fixture, zone, language and the program the collateral belongs to. This information can be used to communicate with head office should the merchandising element be damaged or missing.

View Build Plan

  • While you are still on the floor plan page, click on the View Build Plan link.
  • This will open a new page displaying a floor plan with fixtures and a reference table with all fixtures and their zones.

Replicate Store

Since most of same concept stores have the same fixtures, you can quickly populate a new store with fixtures by cloning an existing (similar) store.

  • Find the source store and click on its name.
  • Click on Fixtures button.
  • On the Store Fixture List page, click on Copy Items.
  • Find a new (empty) store you want to copy fixtures to.
  • Click on the Fixtures button.
  • Click on Paste Here.
  • All items from the source store will be copied to the new store. Items will keep their original positions, rotations, etc.
  • You can now go to the floor plan view and make necessary adjustments to the floor plan / fixtures.

Note

  • You can replicate another store with the same floor plan by going to the Store Fixtures page and clicking Paste Here. The system remembers the last store items copied.

View the Fixtures in a Channel Type Account

  • Click on the Accounts tab.
  • Find the account and click on the name.
  • Click on the Fixtures button beneath the store information (second row, middle column).
  • The Fixtures tab displays a list of all the fixtures that are currently in a store. It will show the date that the fixture was first placed in the store and when the fixture expires. An expired fixture means that the company no longer supports it.
  • The Fixtures tab will also give you the fixture ID, fixture name, zone the fixture belongs to and language of the fixture. (English fixtures take English collateral elements and French fixtures will take French elements).
  • Clicking on a fixture name will open fixture settings for that floor plan, with fixture rendering and current content.

Kit List by Floor Plan

  • Clicking the Export button when viewing the floor plan gives you a kit list for all the merchandising elements assigned to the channel outlet for the most current program.
  • Click on the Accounts tab.
  • Click on the Floor Plan button beneath the store information (first row, middle column).
  • Click on the Export button located on the top right corner of the page.
  • This will prompt you to save a file and open it in Microsoft Excel.

Note

  • This is tied to the Time Shift / Preview feature. If the Time Shift / Preview feature is activated and a date is set sometime in the past or future, when you click on the Export button, it will provide a kit list for the active program on the date you have selected.

  • Kits pulled from the floor plan will not include extra merchandise.

  • If there are NSO stores, the allocations must be re-saved before pulling the list.

View the Collateral for a Channel Type Account

  • Click on the Accounts tab.
  • Find your account and click on the name
  • Click on the Collateral button on the Account Profile page (first row, top right).
  • The Collateral tab provides a timeline of what programs are currently running. The name of the program is listed on the left, the launch and end dates are listed in the middle and a visual chart of the current time relative to the duration of the program is shown on the left. The blue market shows where the program is currently active
  • Below the timeline, there is a list of collateral elements. These elements are for new programs that will launch in the next few days. You can match up the elements shipped to your store with the collateral elements displayed here.

Delivery Instruction Dropdown

  • The delivery instructions are created under Entities Instructions and selected for use in Channel Account Profile. When delivery instructions are selected, the information will also be displayed on the kit list.

Assigning Delivery Instructions to a Channel Outlet

  • Under the Accounts tab, search / filter for the account you wish to assign special delivery instructions to.
  • Click on account name
  • Click on Outlet Settings button
  • From Delivery Instructions select the appropriate delivery instructions from the dropdown menu.
  • Click on Save to save changes or Cancel to exit without saving changes.

Initial Audit

The initial audit feature is aimed mostly at new store openings or adding stores to the system. This allows stores to set their own labels, floor plans, complete initial surveys and confirm their address. This is set on a per-store basis.

To enable an audit for a store:

  • Find the account you want to enable an audit for.
  • Click on account name
  • Click on Outlet Settings button
  • Under Audit, change Disabled to Enabled.

The store will not be able to see their home page until they complete the audit.

Note

  • The audit survey is only configurable by the RMS team. Please let us know your survey questions before you push any audit.