RETAILLINK REPORTS SETUPS MANUAL BY Express
RETAILLINK REPORTS SETUPS MANUAL Express Version Build 4.732 BY Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Index Page 3 5 6 9 15 22 27 31 34 Report Some Things to Consider (Overview) How to Work with Multiple Vendor Numbers Navigating to the Report Template Selection Last 13 Wks Sell Thru Report Weekly Store Detail Inventory Turns Report Lost Sales Report Yearly Sales Summary Replenishment System Reports Note: Retail Link is a trademark of Wal-Mart Inc. Wal-Mart neither suggests the use of, nor endorses any third-party software such as Wisdom Analytics. Wisdom Analytics is a trademark of Open Strategies.biz Inc. Also Note: That several photos in this manual are screenshots from Retail Link and are copyright Wal-Mart Stores Incorporated. This manual Copyright 2010 - 2014 by Open Strategies.biz Inc. Any use or unauthorized reproduction is strictly prohibited. Copyright 2010 – 2014 Open Strategies.biz Page 2 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Overview To Setup Wisdom Analytics On Your Computer… 1. To install Wisdom just click on WisdomSetup.bat. This batch file will install the runtime environment, the SQL Server Local (DB), and of course Wisdom itself. 2. Use this manual to setup your Retail Link account to accommodate Wisdom. 3. Wisdom Requires a copy of Microsoft Excel 20072013 in order to function properly. 4. On First Run - Once Wisdom Analytics is installed and you run it the first time, you will get an “invalid license key error”. Simply click on the “enter valid key” box and copy/paste your license key. Then click “validate”. Wait a few seconds and Wisdom Analytics should be ready to run! 5. On first Run - you will see TEST DATA throughout the system. This data is fictitious and any resemblance to actual data is strictly unintentional. Setup is really a snap and the average user can get going with all of the software and the Retail Link setup in a few hours including the Retail Link part of the setup process. Call us toll free at 800-267-3130, ext 332. Copyright 2010 – 2014 Open Strategies.biz Page 3 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Some Things to Consider – A Word to the Wise IMPORTANT - Please Read You MUST save reports in the format indicated and with the EXACT names given (these are case sensitive!) The POS versus Ship Store Detail Report and the Weekly Store Detail Report are store detail reports and record store transactions by item. So if you sell 50 products to 4,000 stores the resulting report will be 200,000 rows! Good News - Wisdom Analytics has been tested to handle 1,000,000 rows of data, the less you have the faster the program will work.So if you do not need every product’s detail at every store, create a selection to limit the number of rows. Or, you may split the store detail reports and keep them in different directories (see changing vendor numbers in the Wisdom Analytics Quick Start Guide). IMPORTANT ---- if you have more than 98 items we split the Retail Link Report called “Fiscal52wk POS Sales Detail”, into that and “Fiscal 52wk POS Sales Detail2” . (You can split that file into as many as 5 different reports.) There is a Retail Link issue whereby Retail Link will only reliably produce a file that is a certain size. So if this report doesn’t run just keep splitting it. One more thing – There are 2 methods to load store detail information into Wisdom. The standard method (Wisdom uses 52 weeks of store detail information, or weekly load method whereby Wisdom accumulates sales and inventory weekly snapshots.) Please use the reports on pages 10 – 64 and pages 123 – 125 for standard setup unless otherwise instructed. FYI - In the Supported Version of Wisdom Analytics you can stitch Retail Link Reports together if your datasets are too large for Retail Link to produce. We hope you enjoy your experience with Wisdom Analytics. If you have any questions, please call us at (514) 736-5000 x332. Wisdom Analytics is developed by: Copyright 2010 – 2014 Open Strategies.biz Page 4 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 OPEN STRATEGIES.BIZ INC. 8355 Bougainville Street, Montreal, Quebec, H4P 2G5 Copyright 2010 – 2014 Open Strategies.biz Page 5 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 How to Work With Multiple Vendor Numbers Wisdom can work with multiple vendor numbers and has three different scenarios to do so. 1 – Multi-vendor single Retail Link Account Simple Method - There is a “Vendor Number” column on the three sales reports in Wisdom’s core reporting module. You can easily filter by vendor number, or see a consolidated view of the data, or leave the sales data merged, as required. 2 – Multi-vendor single Retail Link Account Complete Method (up to 3 different vendor numbers supported)Make up to three complete sets of reports in Retail Link. (You can save the reports as another name…) . The second and third sets of reports should be prefaced by the numbers “1” and “2” for example, if you wanted to accommodate 3 vendor numbers,the report “Corporate POS Forecast” would also exist in Retail Link as “1Corporate POS Forecast” and “2Corporate POS Forecast”. Wisdom will then recognize this and put the reports in separate databases. You only need one set of reports in the Wisdom Downloader – a set without prefixes, the software will know to download reports with prefixes automatically. In Wisdom you can toggle between databases. That will allow you to see the data for each vendor number separately. Note: In order to setup the downloader properly, you must check the login box on the first screen of the downloader and setup your login and password for the same account in each of the login spaces provided for 3 vendor numbers or in two login spaces for two vendor numbers. 3 – Multi Vendor with Multiple Retail Link Accounts (up to 3 different accounts supported) Build a set of reports in each Retail Link account. The Downloader has a tab called “Log Ins.” You can define up to three logins and the downloader will sequentially log-in to each account, pull the reports and put them in a different database. In each account the report names must be different. if you wanted to accommodate 3 vendor numbers. The report “Corporate POS Forecast” would also exist as “1Corporate POS Forecast” in the second Retail Link account and “2Corporate POS Forecast” in the third Retail Link Account. Wisdom will then recognize this and put the reports in separate databases. You only need one set of reports in the Wisdom Downloader – a set without prefixes, the software will know to download reports with prefixes automatically.In Wisdom you can toggle between databases. That will allow you to see the data for each vendor number separately. Copyright 2010 – 2014 Open Strategies.biz Page 6 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Note: In order to setup the downloader to work with multiple vendor numbers properly, you must check the login box on the first screen of the downloader and setup your login and password for each account in each of the login spaces provided for. Copyright 2010 – 2014 Open Strategies.biz Page 7 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 1: Navigating to the Report Template Selection -Login -Click the “Sitemap” link -Once inside the Sitemap, click on “Decision Support” Copyright 2010 – 2014 Open Strategies.biz Page 8 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 On the Decision Support page you will find a frame in the bottom left hand of the screen. Inside this frame there is a search box that will allow you to search for a template name. This search box will be used to find the template for each report that you wish to create. You must now follow the steps for the report you wish to create. Copyright 2010 – 2014 Open Strategies.biz Page 9 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 2: Create a Report Each report must be created following the instruction listed below. You’ll notice that the instructions for each report are broken into sections (ex: Items, Columns, Times, Submit). These sections match the creation tabs inside the report builder. Copyright 2010 – 2014 Open Strategies.biz Page 10 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Report Name: Last 13 Wks Sell Thru Report Search For Template: Store Detail Columns: -Expand item information. -Expand supplier information. -Select Vendor Stk Nbr. -Expand Item Information. -Select Prime item Nbr. -Select Prime item desc. -Select Unit cost. -Select Unit retail. -Select MU%. -Select Color desc. -Select Size desc. -Select Item status. -Select Item type. -Expand Department Information. -Select Buyer. -Select Acct Dept Nbr. -Expand Time Selection -Select Time across data across -Select WM Week -Expand Ships -Select Gross Ship Qty -Expand POS -Select POS QTY. Copyright 2010 – 2014 Open Strategies.biz Page 11 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 -Select POS Sales. -Expand MU/MD Scannable Item (SI) -Select SI MUMD QTY. -Select SI Total MUMD $. -Expand Inventory -Expand Store Inventory -Expand Store in transit -Select Curr STR in transit QTY -Expand Store on hand -Select Curr STR on hand QTY -Expand Store in WHSE -Select Curr STR in WHSE QTY -Expand Store on Order -Select Curr STR on order QTY . Copyright 2010 – 2014 Open Strategies.biz Page 12 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Items: -Click ‘Filters’ -From the filters menu, select ‘Vendor Nbr (6-digit)’ -Select ‘is one of’; this will open a frame in the right section of the page. -Enter the vendor number in the textbox in the right section of the page. -Click the ‘and’ button. Copyright 2010 – 2014 Open Strategies.biz Page 13 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Locations: -Select Stores from left hand menu -Expand Store Type Breakdown -Select All Stores Copyright 2010 – 2014 Open Strategies.biz Page 14 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Times: -Select Time Range 1 from left hand menu -Expand By Fuzzy Dates -Select Time Range 1 Last 13 Weeks -Select Time Range 1 Current Week Copyright 2010 – 2014 Open Strategies.biz Page 15 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Submit: -Enter the name of the report: ‘Last 13 Wks Sell Thru Report’ -Leave delivery set to browser. -Select weekly scheduling. -The report is saved in TEXT format. -Select every day of the week. -Enter the expiration date. -Click Save. -Click Run Now Note: This report is saved in Text format. Copyright 2010 – 2014 Open Strategies.biz Page 16 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Report Name: Weekly Store Detail Search For Template: Store Detail Columns: -Expand item information. -Expand supplier information. -Select Vendor Stk Nbr. -Expand Item Information. -Select Prime item Nbr. -Select Prime item desc. -Select Unit cost. -Select Unit retail. -Select MU%. -Select Size desc. -Select Color desc. -Select Item status. -Select Item type. -Expand Department Information. -Select Buyer. -Select Acct Dept Nbr. -Expand Business Unit Information. -Expand Store Information. -Select Store Nbr. -Select Store Name. -Select City. -Select State. -Select Zip Code. -Select Region. -Select District. Copyright 2010 – 2014 Open Strategies.biz Page 17 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 -Select Square Footage. -Select Store Type Description(NEW V1.8!) -Select Street Address. -Select Phone Nbr. -Select Manager First Name. -Select Manager Last Name. -Expand Ships -Select Gross Ship Qty -Expand POS -Select POS QTY. -Select POS Sales. -Expand MU/MD Scannable Item (SI) -Select SI MUMD QTY. -Select SI Total MUMD $. -Expand Inventory -Expand Store Inventory -Expand Store in transit -Select Curr STR in transit QTY -Expand Store on hand -Select Curr STR on hand QTY -Expand Store in WHSE -Select Curr STR in WHSE QTY -Expand Store on Order -Select Curr STR on order QTY -Expand Store on hand -Select Curr traited store/item comb. -Select Curr valid store/item comb. -Expand Time Selection -Select Time across data across -Select WM WK . Copyright 2010 – 2014 Open Strategies.biz Page 18 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Copyright 2010 – 2014 Open Strategies.biz Page 19 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Items: -Click ‘Filters’ -From the filters menu, select ‘Vendor Nbr (6-digit)’ -Select ‘is one of’; this will open a frame in the right section of the page. -Enter the vendor number in the textbox in the right section of the page. -Click the ‘and’ button. Copyright 2010 – 2014 Open Strategies.biz Page 20 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Locations: -Select Stores from left hand menu -Expand Store Type Breakdown -Select All Stores Copyright 2010 – 2014 Open Strategies.biz Page 21 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Times: -Select Time Range 1 from left hand menu -Expand By Fuzzy Dates -Select Time Range 1 Last 4 Weeks -Select Time Range 1 Current Week Copyright 2010 – 2014 Open Strategies.biz Page 22 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Submit: -Enter the name of the report: ‘Weekly Store Detail Report’ -Leave delivery set to browser. -Select weekly scheduling. -Select every day of the week. -Enter the expiration date. -Click Save. -Click Run Now IMPORTANT NOTE: THIS REPORT IS NOW SAVED IN ACCESS FORMAT. Copyright 2010 – 2014 Open Strategies.biz Page 23 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Report Name: Fiscal YTD Inventory Turns Report Search For Template: Company Summary Columns: -Expand item information. -Expand supplier information. -Select Vendor Stk Nbr. -Expand Item Information. -Select Prime item Nbr. -Select Prime item desc. -Select Unit cost. -Select Unit retail. -Select MU%. -Select Color desc. -Select Size desc. -Select Item status. -Select Item type. -Expand Ships -Select Gross Ship Qty -Expand POS -Select POS QTY. -Select POS Sales. -Expand Store Inventory -Select Curr in transit QTY -Select Curr in WHSE QTY -Select Curr on hand QTY -Select Curr on order QTY -Select In stock % -Select Est unit turns -Select Est retail turns -Select Current repl store cnt Copyright 2010 – 2014 Open Strategies.biz Page 24 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 -Select Current instock store cnt -Expand Maintain Margin Measurements -Select Net Maintained Margin % -Select Net Maintained Margin $ -Select Gross Maintained Margin $ -Expand Store Inventory -Select Avg Total Inventory Cost -Asset Efficiency Measures -GMROII Copyright 2010 – 2014 Open Strategies.biz Page 25 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Items: -Click ‘Filters’ -From the filters menu, select ‘Vendor Nbr (6-digit)’ -Select ‘is one of’; this will open a frame in the right section of the page. -Enter the vendor number in the textbox in the right section of the page. -Click the ‘and’ button. Copyright 2010 – 2014 Open Strategies.biz Page 26 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Times: -Select Time Range 1 from left hand menu -Expand By Fuzzy Dates -Select Time Range 1 TY Fiscal Year to Date -Select Time Range 1 Current Week Copyright 2010 – 2014 Open Strategies.biz Page 27 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Submit: -Enter the name of the report: ‘Inventory Turns Report’ -Leave delivery set to browser. -Select weekly scheduling. -Select every day of the week. -Enter the expiration date. -Click Save. -Click Run Now Note: This report is saved in Text format. Copyright 2010 – 2014 Open Strategies.biz Page 28 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Report Name: Lost Sales Search For Template: Lost Sales Analysis Items: -Click ‘Filters’ -From the filters menu, select ‘Vendor Nbr (6-digit)’ -Select ‘is one of’; this will open a frame in the right section of the page. -Enter the vendor number in the textbox in the right section of the page. -Click the ‘and’ button. Copyright 2010 – 2014 Open Strategies.biz Page 29 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Submit: -Enter the name of the report: ‘Lost Sales Report’ -Leave delivery set to browser. -Select weekly scheduling. -Select every day of the week. -Enter the expiration date. -Save as text -Click Save. -Click Run Now THIS REPORT IS SAVED IN TEXT FORMAT Copyright 2010 – 2014 Open Strategies.biz Page 30 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Report Name: Yearly Sales Summary Search For Template: Store Detail Click on “Columns” Expand Item Information Expand Item Information Select Prime Item Number Select Prime Item description Select Size Desc Select Color Desc Expand Supplier Information Select Vendor Stock Nmbr Expand Item Information Expand Item Information SELECT Unit Retail Select Unit Cost Select MU% Expand Ships Select Gross Ship Qty Expand POS Select POS Qty Select POS Sales Expand MU/MD Scanable Item (SI) Select SI MUMD QTY Select SI MUMD $ Copyright 2010 – 2014 Open Strategies.biz Page 31 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Expand Inventory Expand Store Inventory Expand Store In Transit Select Curr In Transit Qty Expand Store On Hand Select Curr On hand Qty Expand Store In Warehouse Select Curr In Warehouse Qty Expand Store On Order Select Curr On Order Qty Expand Store On Hand Select Cur Str Taited/Item Combination Expand Time Selection Select Time Across Data Across Select WM Month CLICK ON “Items:” your work with “Columns” is now done. -Click ‘Filters’ -From the filters menu, select ‘Vendor Nbr (6-digit)’ -Select ‘is one of’; this will open a frame in the right section -Enter the vendor number in the textbox in the right section of the page. -Click the ‘and’ button. Copyright 2010 – 2014 Open Strategies.biz Page 32 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Click on “Locations” your work with “Items” is now done. -Select Stores from left hand menu -Expand Store Type Breakdown -Select All Stores Click on “Times:” your work with “Locations” is now done. -Select Time Range 1 from left hand menu -Expand By Fuzzy Dates -Select Time Range 1 - Last 52 weeks Click on “Submit” your work with “Times” is now done. Report Name: Yearly Sales Summary Submit: -Enter the name of the report: Yearly Sales Summary. -Leave delivery set to browser. -Select weekly scheduling. -Select every day of the week. -Enter the expiration date. -Click Save. -Click Run Now THIS REPORT IS IN “ACCESS” FORMAT Copyright 2010 – 2014 Open Strategies.biz Page 33 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Wisdom Professional Replenishment System Wal-Mart “ALL Store’s” Setup “ WM All Stores Replenishment Report.txt ” (For “ALL” Wal-Mart Stores that Are Not COMP Stores) Please Note – In the Supported Version of Wisdom Express we do have Replenishment Reports for Sam’s Club including Sam’s USA, Mexico, and Puerto Rico. Copyright 2010 – 2014 Open Strategies.biz Page 34 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Wal-Mart – ALL Stores Setups Setup the “WM All Stores Replenishment Report.txt” Step 1 – Setup the Report “Columns” Use the Store Detail Report Template Select Report “Columns” by expanding the column headings as shown Next select the individual columns from the available selection under each column header once it is expanded. The selected columns must be EXACTLY as shown under “selected columns” below. Walmart All Stores Select these column headers, in this order. Note: Sales per Store per Wk may also be under Item Velocity Hist On Hand Qty now under Inventory / Historic On Hand Copyright 2010 – 2014 Open Strategies.biz Page 35 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 2 – Setup the Report Filters under “Items” You may select your items by item number only. o Note - The example shown is for a vendor that ships through McLane DCs rather than WM DCs. Most vendors will simply use all of the items associated with their 6-digit vendor number. In order to capture all activity for selected items, the request is made for Item Numbers OR UPC numbers. (as above) If you ship through WM DCs, request your items as you normally would in any other Retail Link query. Copyright 2010 – 2014 Open Strategies.biz Page 36 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 2 – Setup the Report Filters under “Items” (Cont’d) (This step is done only if you sell through McClain’s) Otherwise see Step 3. For MCL DC vendors only, “All Links Rollup” must also be selected within the Item selection tab. Copyright 2010 – 2014 Open Strategies.biz Page 37 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 3 – Choose Your Store Locations Select Store Type “All Stores.” Copyright 2010 – 2014 Open Strategies.biz Page 38 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 4 – Select a “Time” Range For Time Range 1, Select Fuzzy Date = TY Fiscal Year To Date. For Time Range 2, Select Fuzzy Date = Last Year Totals. Copyright 2010 – 2014 Open Strategies.biz Page 39 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 5 – Save Your Report On Submit page, set Format = Text. Name your report exactly as shown in the title box. Schedule the report to run weekly on Saturday or Sunday to be sure it will be ready for you on Monday morning. Running the report on Mondays puts you in queue with millions of other requests from around the world. Copyright 2010 – 2014 Open Strategies.biz Page 40 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Wisdom Professional Replenishment System Wal-Mart “COMP Store’s” Setup “ WM All Stores Replenishment Report.txt ” (For “COMP” Wal-Mart Stores that Are Not ALL Stores) Please Note – In the Supported Version of Wisdom Express we do have Replenishment Reports for Sam’s Club including Sam’s USA, Mexico, and Puerto Rico. Copyright 2010 – 2014 Open Strategies.biz Page 41 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Wal-Mart – Comp Stores Setup Setup the “WMComp Stores Replenishment Report.txt” Step 1 – Setup the Report “Columns” Use the Store Detail Report Template Select Report “Columns” by expanding the column headings as shown Next select the individual columns from the available selection under each column header once it is expanded. The selected columns must be EXACTLY as shown under “selected columns” below. Walmart All Stores Select these column headers, in this order. Note: Sales per Store per Wk may also be under Item Velocity Hist On Hand Qty now under Inventory / Historic On Hand Copyright 2010 – 2014 Open Strategies.biz Page 42 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 2 – Setup the Report Filters under “Items” You may select your items by item number only. o Note - The example shown is for a vendor that ships through McLane DCs rather than WM DCs. Most vendors will simply use all of the items associated with their 6-digit vendor number. In order to capture all activity for selected items, the request is made for Item Numbers OR UPC numbers. (as above) If you ship through WM DCs, request your items as you normally would in any other Retail Link query. Copyright 2010 – 2014 Open Strategies.biz Page 43 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 2 – Setup the Report Filters under “Items” (Cont’d) (This step is done only if you sell through McClain’s) Otherwise see Step 3. For MCL DC vendors only, “All Links Rollup” must also be selected within the Item selection tab. You may select your items by item number only. The example shown is for a vendor that ships through McLane DCs rather than WM DCs. In order to capture all activity, the request is made for Item Numbers OR UPC numbers. If you ship through WM DCs, request your items as you normally would in any other Retail Link query. For MCL DC vendors, “All Links Rollup” must also be selected within the Item selection tab. Copyright 2010 – 2014 Open Strategies.biz Page 44 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 3 – Choose Your Store Locations Select Store Type “Curr Comp Stores.” Copyright 2010 – 2014 Open Strategies.biz Page 45 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 4 – Select a “Time” Range www.gmail.com For Time Range 1, Select Fuzzy Date = TY Fiscal Year To Date. For Time Range 2, Select Fuzzy Date = Last Year Totals. Copyright 2010 – 2014 Open Strategies.biz Page 46 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Step 5 – Save Your Report On Submit page, set Format = Text. Name your report exactly as shown in the title box. Schedule the report to run weekly on Saturday or Sunday to be sure it will be ready for you on Monday morning. Running the report on Mondays puts you in queue with millions of other requests from around the world. Copyright 2010 – 2014 Open Strategies.biz Page 47 Wisdom & Wisdom Professional - Setup Guide - Version 4.532 Notes: Copyright 2010 – 2014 Open Strategies.biz Page 48
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