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Headset Training Resources - Retailer, Bridge and Insights
Headset has several options for training and continuing education on our tools. First, we have our Live Training sessions called Headset Hangouts. Headset Hangouts are open to anyone and are hosted live so you have the opportunity to interact with the host of the meeting, as well as, other industry professionals …
Sending Invites to Connect to Dispensary Partners in Bridge
Do you want to add a new store to your Bridge subscription? To do this you can: * Log in to Headset * G o to Bridge > Manage > Manage Accounts * C lick on "Invite Account" in the upper right corner of the screen * A window will pop up to allow you to enter the Retail store info to invite : …
Bridge Marketing - Promotion Analysis (Customer Counts, Products, and Stores)
Promotion Analysis (Customer Counts, Products, and Stores) What is the Promotion Analysis module? Utilize these three dashboards to analyze how well a campaign did by comparing store groups to one another or by comparing product groups to one another. Why would you want this? To get a true, data-supported, answer…
How Is Product Price Calculated?
Product pricing is the price the customer pays at the dispensary. The price reported will always be reflective of the net price. This means after discounts were applied but before tax. Because discounts are included here, the average item price you see may be below what the list price of the product actually is, depe…
Managing Favorites in Bridge
Favorites allow you to quickly access a specific page that you have customized to your liking. Creating a favorite saves you time so you can easily navigate to the pages that are most relevant to you. To create a favorite start by clicking the ribbon icon next to the RUN button. Then name your favorite. C…
Data Export For Bridge
The data export feature allows you to easily export data based on date range, date granularity, store, and account rep(s). This provides you with the ability to export and manipulate the data in Excel or another spreadsheet application. We also offer the ability to export data from any dashboard as well. There…
Impact Analysis For Bridge
The Impact Analysis report is used to evaluate past performances for promotions or vendor days. Use this tool to determine how successful or unsuccessful the event was based on up to 2 years of historical sales data, which is pulled from the retail POS system. Setting Up an Impact Analysis Report: * Navigate…
How Do I Connect With My Vendors?
Do you want to reduce the number of phone calls from suppliers, to ask about their inventory? Here's how to let them check their levels remotely. What is VMI? Vendor Managed Inventory (VMI) is very common in the inventory management world. Costco, Walmart, and other big-box stores save hundreds of millions of doll…
Inactive SKUs - Removing products you don't want to see from reporting
So, you have a product that is displaying in Bridge and it's no longer being produced or it's a sample. How do you prevent that from impacting your Bridge metrics? Simple. Update the product status. Setting a product to "Inactive" or "Sample" will remove that product from projections and calculations. To view, all…
Inventory Dashboard - Bridge
This dashboard allows you to view inventory metrics for a specific store location during a specific period of time. Some questions you can answer: * Are inventory levels healthy? * Are specific SKUs over/understocked? * How many days until an item is out of stock? * Lost potential revenue for the store? Inve…
