This is the Help page for setting up & managing your micro-markets in AveriGo, so shoppers can use the GrabScanGo app to purchase from those markets.

Log into your AveriGo account using the link that was sent to you by the AveriGo support team – e.g. xyzvending.averigo.com.

CONTENTS

ADD & EDIT PRODUCTS IN INVENTORY

  • Add a Category (of Products)
  • Edit a Category
  • Add a Product to Inventory
  • Edit a Product in Inventory

ADD & EDIT CATALOGS

  • Add a Catalog
  • Duplicate a Catalog
  • Edit a Catalog

ADD & EDIT MARKET LOCATIONS

  • Add a Location
  • Duplicate a Location
  • Edit a Location

TEST MARKET LOCATIONS

  • Set Up Bluetooth Beacon at Location
  • Test Shopping & Purchasing at Location

CREATE, APPROVE, PICK & RECEIVE ORDERS FOR MARKET LOCATIONS

  • Create Order
  • Approve Order
  • Pick Order
  • Receive Order

FIX UPC SCAN FAILURES AT MARKET LOCATIONS

SET UP EMAIL NOTIFICATIONS

  • Set up an Email Notification
  • Edit an Email Notification

SET UP SPECIALS AT MARKET LOCATIONS

  • Set up a Special
  • Edit a Special

ADD & EDIT PRODUCTS IN INVENTORY

Add a Category (of Products)

  • Click “Inventory” —> “Configuration” —> “Product Categories”
  • Click “Create”
  • Enter “Category Name”
    • NOTE: Use an appropriate name – e.g. “Carbonated Beverages”, “Non-carbonated Beverages”, “Energy Drinks”, etc. – since these names are displayed in the GrabScanGo app
  • Add a Category Image by clicking on the pencil icon
  • Enter optional “Description”
  • Check “Enable Front Desk” box if category can ONLY be purchased through Hotel Front Desk Terminal – e.g. beer, wine, etc.
  • Check “Available outside market area” box if category can also be purchased when shopper is not near market – e.g. bulk products that will be delivered to shopper when market is stocked
  • Click “Save”

Edit a Category

  • Click “Inventory” —> “Configuration” —> “Product Categories”
  • Click “Edit”
  • Edit necessary fields
  • Click “Save”

Add a Product to Inventory

  • Click “Inventory” —> “Product Master”
  • Click “Create”
  • Enter “Product Name” (e.g. “Diet Coke Can 12oz”)
    • NOTE: Use an appropriate name – e.g. “Diet Coke Can 12oz”, “Pepsi Bottle 20oz”, etc. – since these names are displayed in the GrabScanGo app & various reports
  • Add a Category Image by clicking on the pencil icon
  • Select “Unit of Measure” (select “Each” as unit of measure)
  • Select “Primary Location”
    • NOTE: If product will be in a new bin location in the warehouse, add the bin location first:
      • Click “Inventory” —> “Bin Locations”
      • Click “Create”
      • Enter “Bin Location” name
      • Enter other relevant bin location info (optional)
      • Click “Save”
  • Select “Product Category” (to which product will be assigned)
  • Select “Taxable Status” (select “Yes” if product is taxable, or “No” if product is non-taxable)
    • NOTE: If a product is marked as taxable when added to inventory, it will automatically be marked as taxable when imported into a catalog or market; However, it can then be changed to non-taxable in each market, if required
  • Add “List Price 1″
    • NOTE: This price will be imported when product is imported to a catalog or market; It can then be changed in catalog or market, if needed
  • Add “Preferred Vendor”, if any
  • Add “Cost”
  • Add UPC(s) by clicking “Add a line” in the “Multiple UPC?” section
  • Add “Micromarket Min” & “Micromarket Max” values, to automatically set default Min & Max values for the product when imported into a catalog or market
  • Click “Save”

Edit a Product in Inventory

  • Click “Inventory” —> “Product Master”
  • Select product to edit
  • Click “Edit”
  • Edit necessary fields
  • Click “Save”

ADD & EDIT CATALOGS

Use catalogs if you are planning to have multiple markets that are fairly similar – similar products, prices, and min and max levels. Once you have created a catalog, you can quickly create a new market by associating the catalog with a market location.

Create a Catalog (of Products)

  • Click “Inventory” —> “Product Catalog”
  • Click “Create”
  • Enter “Product Catalog Name”
  • Select “Micro Market” in “Catalog Type” dropdown
  • Add one or more categories by clicking “Category” dropdown, selecting categories, and clicking “Add”
  • Add one or more products by clicking “Products” dropdown, selecting products, and clicking “Add”
  • Edit Unit of Measure, Price, Min & Max for each product, if needed
    • NOTE: If catalog has more than 40 products, click on “1-40” field & change “40” to max number of products (e.g. “256”) to view all products on a single screen
  • Click “Save”

Duplicate a Catalog

Duplicate a catalog if you want to use an existing catalog as a starting point for a new one. For example, you can duplicate a 2-cooler/2-shelf catalog to create a starting point for a 3-cooler/3-shelf one, and then add products to it.

  • Click “Inventory” —> “Product Catalog”
  • Select catalog to duplicate
  • Click “Action” –> “Duplicate”
  • Edit name of new catalog in “Product Catalog Name”
    • NOTE: Use a different name for the new catalog
  • Click “Save”

Edit a Catalog

  • Click “Inventory” —> “Product Catalog”
  • Select catalog to edit
  • Click “Edit”
  • Add one or more categories by clicking “Category” dropdown, selecting categories, and clicking “Add”
  • Add one or more products by clicking “Products” dropdown, selecting products, and clicking “Add”
  • Edit Unit of Measure, Price, Min & Max for each product, if needed
    • NOTE: If catalog has more than 40 products, click on “1-40” field & change “40” to max number of products (e.g. “256”) to view all products on a single screen 
  • Click “Save”

ADD & EDIT MARKET LOCATIONS

Add a Market Location

If the market location is for a new customer, add the customer first:

  • Click “Customer Care” —> “Customers”
  • Click “Create”
  • Enter “Name”
  • Enter “Zip” to automatically populate “City”, “State” & “County”
  • Enter “Street”
  • Click “Save”

Once the customer is added to the list of customers:

  • Click “Inventory” —> “Locations”
  • Click “Create”
  • Enter “Location Name” (e.g. “Acme Corporation Break Room”)
  • Add a Location Image by clicking on the pencil icon
  • Select “Micro Market” in “Location Type” dropdown
  • Enter “Zip” to automatically populate “City”, “State” & “County”
  • Enter “Street”
  • Select customer from “Customer Details” dropdown
  • Click “Products” tab
  • Import one or more products by clicking “Products” dropdown, selecting products, and clicking “Add”
  • Import one or more catalogs by clicking “Product Catalog” dropdown, selecting catalog(s), and clicking “Add Catalog Products” (located below the table of products
  • Edit Taxable Status, Selling Price, Subsidy, Min & Max for each product, if needed
    • NOTE: If location has more than 40 products, click on “1-40” field & change “40” to max number of products (e.g. “256”) to view all products on a single screen
  • Click “Save”
  • Once location is set up, send an email to support@averigo.com with the below info, to have “Beacon Settings” configured:
    • Operator Name
    • Location Name

Duplicate a Market Location

Duplicate a location if you want the new location to have the same (or similar) products, prices, taxable status, min, max, etc. as an existing location AND will be for the same customer as the original location. Of course, once you have duplicated the existing location to create a new one, you can always edit the new location’s products, prices, taxable status, subsidies, min, max, etc.

  • Click “Inventory” —> “Locations”
  • Select location to duplicate
  • Click “Action” –> “Duplicate”
  • Edit “Location Name”
  • Add a Location Image by clicking on the pencil icon
  • Enter “Zip” to automatically populate “City”, “State” & “County”
  • Enter “Street”
  • Click “Save”

Edit a Market Location

  • Click “Inventory” —> “Locations”
  • Select location to edit
  • Click “Edit”
  • Import one or more products by clicking “Products” dropdown, selecting products, and clicking “Add”
  • Import one or more catalogs by clicking “Product Catalog” dropdown, selecting catalog(s), and clicking “Add Catalog Products” (located below the table of products
  • Edit Taxable Status, Selling Price, Subsidy, Min & Max for each product, if needed
    • NOTE: If location has more than 40 products, click on “1-40” field & change “40” to max number of products (e.g. “256”) to view all products on a single screen
  • Click “Save”

TEST MARKET LOCATIONS

Set Up Bluetooth Beacon at Market Location

  • Plug beacon (plus charger) into electric outlet
  • Open GrabScanGo app & check whether the market is displayed on the Home screen
    • If market is not displayed, contact support@averigo.com

Test Shopping & Purchasing at Market Location

  • Scan all products at market using the GrabScanGo app before opening it up to shoppers
  • Click “Scan”, then “Cancel” each time
    • Note the ones that didn’t scan, and then fix the issue(s) in AveriGo – issues could be that product is not in inventory or not in market, no/wrong UPC code, etc.
  • Purchase at least 1 product at market to ensure that payment processing is properly enabled for that market
  • NOTE: When new products are added to market, scan them at market, and fix any scan failures

CREATE, APPROVE, PICK & RECEIVE ORDERS FOR MARKET LOCATIONS

Create an Order

  • Click “Micro Market Services” —> “Store Orders”
  • Click “Create”
  • Select “Source Warehouse”
  • Select “Customer”
  • Select “Micro Market”
  • Select “Category”, if creating order for a single category
  • Select “Order Date”, “Promise Date”, “Picking User” to select employee who will pick the order, Route, Owner (all optional)
  • Adjust “Ordered Quantity”, if necessary
  • Click “Save”

Approve an Order

  • Click “Micro Market Services” —> “Store Orders”
  • Select order to approve
  • Click “Approve”

Pick an Order

  • Click “Micro Market Services” —> “Store Orders”
  • Select order to pick
  • Click “Edit”
  • Click “Operations” tab
  • Adjust “Picking Quantity”, if necessary
  • Click “Pick”

Receive an Order

  • Click “Micro Market Services” —> “Store Orders”
  • Select order to receive
  • Click “Edit”
  • Click “Picking Operations” tab
  • Adjust “Received Qty”, if necessary
  • Click “Receive”

FIX UPC SCAN FAILURES AT MARKET LOCATIONS

A UPC scan failure will occur if:

  • Product has not been added to market in system (common)
  • Product has incorrect or missing UPC in system (common)
  • Product has not been added to inventory in system (rare)
  • Shopper has scanned a product you do not carry – scanned a product that he/she purchased elsewhere or scanned a random barcode label (very rare)

Steps to fix it:

  • Check UPC & image (if shopper used GrabScanGo app) in email that was sent by support@averigo.com with subject “Warning : Barcode Scan failed – UPC not found” to identify product
  • Click “Locations” & select location to check if product is in market
    • If product is not in market, add it to market
    • If product is already in market, check whether it has missing UPC (from failure email), and if it does not:
      • Click “Inventory” —> “Product Master”
      • Select product to check
      • Click “Edit”
      • Correct any incorrect UPCs, or add new UPC in “Multiple UPCs?” section
      • Click “Save”

3 STEPS TO ELIMINATE UPC SCAN FAILURES AFTER ADDING A NEW PRODUCT:

  • Did you add Product to Inventory?
  • Did you add UPC(s) for Product?
  • Did you add Product to Catalog(s) & Market(s)?

SET UP EMAIL NOTIFICATIONS

You can set up email notifications, so that one or more members of your team will receive an email whenever 1) a shopper sends feedback, 2) a failed UPC scan occurs, or 3) the AveriGo Inventory app is used to reconcile inventory at a market.

Set up an Email Notification

  • Click “Micro Market Services” –> “Email Notifications”
  • Click “Create”
  • Select email type to set up – Shopper Feedback, Barcode Scan Failure, Inventory Report
  • Click “Add a line” to add one or more recipients
    • NOTE: Only “Email” is a required field, the rest are optional
  • Click “Save”

Edit an Email Notification

  • Click “Micro Market Services” –> “Email Notifications”
  • Select email type from list
  • Click “Edit”
  • Delete, edit or add recipients
  • Click “Save”

SET UP SPECIALS AT MARKET LOCATIONS

Set up specials at market locations, to promote sales of one or more products.

Set up a Special

  • Click “Micro Market Services” –> “Specials”
  • Click “Create”
  • Select “Start Date” & “Stop Date” of special
  • Enter “Start Time” & “Stop Time” of special in 24-hour time format (00:00 to 24:00)
    • NOTE: You can set up an all-day special by entering “00:00” for “Start Time” & “24:00” for “Stop Time”, or set up a special for a specific time slot in the day by entering the respective “Start Time” & “Stop Time” of that time slot
  • Select “Discount %”, if product(s) are being discounted
  • Select “Customer” & “Micro Market”, to select one or more customers & markets
  • Select “Category”, if you are going to only promote product(s) in specific categories
  • Check “Send Notification” box, enter “Notification Title” & add Notification Image, if you would like to notify all shoppers who have previously used the selected market(s) about the special
  • Enter “Banner Text”, which will be displayed on Home screen of GrabScanGo app
  • Click “Add a line” to add specific product(s), or click “Add All Products” to add all products
  • Click “Save”

Edit a Special

  • Click “Micro Market Services” –> “Specials”
  • Select special to edit
  • Click “Edit”
  • Edit necessary fields
  • Click “Save”