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 hovering over the image window & clicking on the pencil icon
• Enter optional “Description”
• Check “Enable Front Desk” box if category contains restricted products that can ONLY be purchased through location’s 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 Product Image by hovering over the image window & 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”

NOTE: If a new product is added to Inventory, it does not automatically get added to a catalog or market. If the market was created using a catalog, add the new product to the catalog – see “Edit a Catalog” in “ADD & EDIT CATALOGS“. If the market was created by adding products directly to the market instead of using a catalog, or the new product is only going to be sold at a single market, add it directly to that market – see “Edit a Market Location” in “ADD & EDIT MARKET LOCATIONS“.

Edit a Product in Inventory

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

UPDATE LOCATION INVENTORY

The inventory at a location can be updated using either this section of the portal, or the AveriGo Inventory app.

• Click “Micro Market Services” —> “Update Location Inventory”
• Select customer from “Customer” dropdown
• Select location from “Micro Market” dropdown
• If selecting a single category to update, select category from “Product Category” dropdown; Else leave blank
• Click “Get Product List”
• Adjust the following fields for the products you would like to update:
  • Actual: Actual current stock level of product
    • NOTE: If the Actual quantity is adjusted down (from the Stock quantity), and the total difference between Stock & Actual is not captured in the Spoiled, Theft & Return fields, then the remaining difference will be automatically assigned to Theft
  • Spoiled: Quantity of product spoiled
  • Theft: Quantity of product stolen or missing
  • Return: Quantity of product to be returned to warehouse
  • Warehouse: Select warehouse from which product is delivered or to which it is returned
  • Click checkbox at the end of the row

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”

SET UP OTHER PAYMENT METHODS

Set up other payment methods for one or more market locations, so users can use the following payment methods for purchases:

• Credit
  • You add complimentary or compensatory “Credit” to individual users’ accounts
  • User selects “Credit” at checkout to pay for purchase, as long as total purchase amount is less than “Credit” balance
• Payroll Deduction
  • Company sends list of employee emails & monthly limit (or specify “no limit”) per employee to you
  • Employee can select “Payroll Deduction” at checkout to pay for purchase
    • If Company has specified monthly limit, purchase amount must be less than remaining “Payroll Deduction” limit
  • You bill Company for purchases made using “Payroll Deduction”
  • Company deducts purchase amounts from respective employees’ paychecks
  • If Company has specified monthly limit, “Payroll Deduction” limit resets to monthly limit on 1st day of the period
• Company Credit
  • Company sends list of employee emails & monthly limit per employee to you
  • Employee can select “Company Credit” at checkout to pay for purchase
    • If Company has specified monthly limit, purchase amount must be less than remaining “Company Credit” limit
  • You bill Company for purchases made using “Company Credit”
  • “Company Credit” balance resets to monthly limit on 1st day of the period

Set up Credit

• Click “Micro Market Services” –> “Other Payment Methods”
• Click “Create”
• Enter “Nickname” for account – e.g. $5 Startup Credit for XYZ Corp Employees
• Select customer from “Bill To Customer” dropdown
  • NOTE: Select the respective customer even if you are going to absorb any purchases made using Credit, so you have a record of where the Credit was used
• Select “Credit” in “Deduction Type” dropdown
• Enter “Credit Limit” – e.g. 5
• Select market locations where Credit can be used in “Micro Market” dropdown
• Add users:
  1. In bulk:
     • Click “Import Users”
     • Click “Upload your file”
     • Select file & upload
       • NOTE: Download import template “GrabScanGo Other Payment Method Import – Template.xlsx” HERE
       • NOTE: First Name, Last Name & Email field are required; Phone & Employee ID are optional
     • Click “Import”
  2. One at a time:
     • Click “Add a line” & enter the following info for each user:
       • First Name (required)
       • Last Name (required)
       • Email (required)
       • Employee ID
• Click “Save”
• NOTE: To disable entire Credit account, check “Disable Credit” box
• NOTE: To disable Credit for a particular user, turn the “Disable User” switch on
• IMPORTANT: In order to be able to use Credit at authorized markets, a user MUST sign up with the same email address as the one imported or added

Set up Payroll Deduction

• Click “Micro Market Services” –> “Other Payment Methods”
• Click “Create”
• Enter “Nickname” for account – e.g. Payroll Deduction for XYZ Corp Employees
• Select customer from “Bill To Customer” dropdown
• Select “Payroll Deduction” in “Deduction Type” dropdown
• Enter “Credit Limit” if the amount that each user can use within a period is going to be capped; Else, check the “Allow Unlimited Spending” box
• Select market locations where Credit can be used in “Micro Market” dropdown
• If you entered a Credit Limit, select period for which the limit will apply in the “Date Configuration” dropdown – if you checked the “Allow Unlimited Spending” box, ignore this field:
  • Daily, if Credit Limit is a daily limit
  • Day of Week
    • Select “1 Week” in “Period Length”, if Credit Limit will apply for a 1-week period
    • Select “2 Week” in “Period Length”, if Credit Limit will apply for a 2-week period
    • Select “Payroll Starts On” date, from which the 1-week or 2-week period starts
  • Day of Month
    • Select “1st – Last Day of Month”, if Credit Limit will apply for entire month
    • Select “(1-15th) and (16th-Last Day of Month)”, if Credit Limit will apply for the first 15 days of the month, and again for the remainder of the month
• Add users:
  1. In bulk:
     • Click “Import Users”
     • Click “Upload your file”
     • Select file & upload
       • NOTE: Download import template “GrabScanGo Other Payment Method Import – Template.xlsx” HERE
       • NOTE: First Name, Last Name & Email field are required; Phone & Employee ID are optional
     • Click “Import”
  2. One at a time:
     • Click “Add a line” & enter the following info for each user:
       • First Name (required)
       • Last Name (required)
       • Email (required)
       • Employee ID
• Click “Save”
• NOTE: To disable entire Payroll Deduction account, check “Disable Account” box
• NOTE: To disable Credit for a single user, turn the “Disable User” switch on for that user
• IMPORTANT: In order to be able to use Payroll Deduction at authorized markets, a user MUST sign up with the same email address as the one imported or added

Set up Company Credit

• Click “Micro Market Services” –> “Other Payment Methods”
• Click “Create”
• Enter “Nickname” for account – e.g. Payroll Deduction for XYZ Corp Employees
• Select customer from “Bill To Customer” dropdown
• Select “Company Credit” in “Deduction Type” dropdown
• Enter “Credit Limit” if the amount that each user can use within a period is going to be capped; Else, check the “Allow Unlimited Spending” box
• Select market locations where Credit can be used in “Micro Market” dropdown
• If you entered a Credit Limit, select period for which the limit will apply in the “Date Configuration” dropdown – if you checked the “Allow Unlimited Spending” box, ignore this field:
  • Daily, if Credit Limit is a daily limit
  • Day of Week
    • Select “1 Week” in “Period Length”, if Credit Limit will apply for a 1-week period
    • Select “2 Week” in “Period Length”, if Credit Limit will apply for a 2-week period
    • Select “Payroll Starts On” date, from which the 1-week or 2-week period starts
  • Day of Month
    • Select “1st – Last Day of Month”, if Credit Limit will apply for entire month
    • Select “(1-15th) and (16th-Last Day of Month)”, if Credit Limit will apply for the first 15 days of the month, and again for the remainder of the month
• If you want to roll users’ remaining limits from one period to the next, check the “Enable Rollover” box
• Add users:
  1. In bulk:
     • Click “Import Users”
     • Click “Upload your file”
     • Select file & upload
       • NOTE: Download import template “GrabScanGo Other Payment Method Import – Template.xlsx” HERE
       • NOTE: First Name, Last Name & Email field are required; Phone & Employee ID are optional
     • Click “Import”
  2. One at a time:
     • Click “Add a line” & enter the following info for each user:
       • First Name (required)
       • Last Name (required)
       • Email (required)
       • Employee ID
• Click “Save”
• NOTE: To disable entire Company Credit account, check “Disable Company Credit” box
• NOTE: To disable Credit for a single user, turn the “Disable User” switch on for that user
• IMPORTANT: In order to be able to use Company Credit at authorized markets, a user MUST sign up with the same email address as the one imported or added