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Showing articles from Retailer tag

Price Bands Analysis

_**Price Bands Analysis**_ This dashboard is meant to help you zoom out and observe your pricing strategy at a high level. By looking at your pricing strategy at this level, you can better determine if changes need to be made. ### _**Filters**_ **Store Name** - Filters which stores you are looking at. If you’d lik…

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 on t…

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:** 1. **[Log in][1] to Headset** 2. **Go to Bridge > Manage > Manage Accounts** 3. **Click on the "Invite" tab** 4. **Click on "Invite Account"** 5. **Enter your Retail Partner's Store Name and select the location name from…

Impact Analysis - Post Promotion

_**Impact Analysis **_ **Your go-to tool for A/B testing. ** **How to use this report? ** The Impact Analysis tool is modeled off of Facebook's open source forecasting procedure called Prophet, which has extensive documentation [here][1]. The tool works by creating a predictive sales trend and comparing that predic…

Re-Order Report

## **Reorder Report ** This report takes the guesswork out of your ordering process, providing you with data-driven reorder suggestions on products that you need to replenish. The reorder report uses specific calculations to determine a suggested order for each product that is low in stock. **_Underlying Logic_** …

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 millio…

Setting User Permissions - Store Access

Permissions allows you to limit which users have access to which store’s data. When access to a store is revoked, that store will no longer show in that user’s overview, in the filters, or anywhere else in Retailer. There are three roles: * Admin: These accounts by default have access to all retail stores owned by …

Downloading Data

There are several options for downloading information from all of our tools. You can download entire dashboards or just specific tables from reports within the system. _**How To Download An Entire Dashboard**_ On each report in the upper right corner of the page, you'll find vertical ellipses. Click on those to down…

Leafly Partnership - Syncing Your Live Menu via BioTrack

# _**Menu sync setup and functionality:**_ Headset has partnered with Leafly to provide live menus for BioTrack users. We act as the middleman to pass your BioTrack data through to Leafly for a live, synced menu. # _**Synced Items Overview**_ Once set up, you will be able to sync the following items. Items that **w…

Daily Summary Emails

Headset provides a Daily Summary email for each store location you have connected. This email arrives early each morning and provides a snapshot of the store's performance for the day prior. The Daily Summary Emails will only go out to people who are users of the platform. If you have someone in upper management that…

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