Pull in category structure changes from your Point of Sale to Retail Toolkit.
Resync Catalog Structure
If a change is made to the category structure in your Point of Sale, follow these steps to update those changes within Retail Toolkit.
- In Retail Toolkit, click the Gear Icon in the top right corner then select Categories.
- Press the "Import Categories" button at the top of the page.
- For any line that says "Missing Report Mapping" , the mapping for that category needs to be updated.
- Press the Pencil Icon and select the correct category from the "Report Mapping" drop down list.
- Press the floppy disk icon to save this setting.
- Repeat for each category that says "Missing Report Mapping."
Update Existing Categories
Categories and subcategories may be color-coded to signify the following:
- Excluded from inventory reports: This category has been excluded from being included in the Open to Buy Report. To adjust this, press the Pencil Icon for the category then select / deselect the "Exclude in Inventory Reports" box then press the floppy disk icon to save the change.
- Deleted in Data Source: This category is no longer found in the Point of Sale. The Trash Can icon can be pressed to delete this category in Retail Toolkit or the Pencil Icon can be pressed to adjust the mapping of this category. Press the floppy disk icon to save any changes.
- Excluded from inventory reports and deleted in data source: This category is no longer found in the Point of Sale and it is being hidden on the Open to Buy report. The Trash Can icon can be pressed to delete this category in Retail Toolkit or the Pencil Icon can be pressed to adjust the mapping of this category. Press the floppy disk icon to save any changes.
Generate a New Open to Buy Report
To see the category changes in the Open to Buy Report:
- Navigate to Inventory > Power Tools > Import OTB Report.
- Select the appropriate location or "Whole Store" from the location drop down.
- Adjust the description if needed.
- Press the "Import" button.