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Retail Toolkit

Retail Toolkit

Use RTK to level up your store's performance

Application

Add A New User

Connect Retail Toolkit to Ascend POS

Add Store Location Information in RTK

Add A Subscription Payment Source

KPI Definitions

Users, Roles, and Permissions

Retail Toolkit Account Setup

Connect Retail Toolkit to Lightspeed POS

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Sales

Refresh Sales Data in Retail Toolkit

Set Sales and Margin Goals

Create a Category Sales Report

Traffic

Traffic Hardware

Troubleshoot Your Traffic Hardware

Set Store Hours in Retail Toolkit

Inventory

Import a New Open-to-Buy Report

Import Categories from Point of Sale

Open-to-Buy Forecast Overwrites

Open-to-Buy Settings: Trending Tab

Open-to-Buy Settings: General Tab

Open-to-Buy Settings: OTB tab

Open-to-Buy Settings: Scheduled Emails

Open-to-Buy Settings: Min/Max Tab

Inventory: Advanced Settings

Open-to-Buy Settings: Advanced Tabs

Inventory: Mix and Min/Max Scores

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Staffing

Staff & Payroll Setup

Set Up Departments for Staff

Set Up Employees

Setting Up RTK Staff & Payroll

Customers

The Customer Profile Page

Customer Lookup and Sorting

Create a Customer Segment

Campaigns

Craft an Email Marketing Strategy

Manage Email Unsubscribes

Campaigns FAQs

Add Images to Emails

Promotional and Transactional Email Campaigns

Ensure Customers are Subscribed to Your Emails in Lightspeed

Create an Email Marketing Campaign

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Rewards

Create a Special Offer Campaign

Set Up and Launch Your Rewards Program

P2 Program

P2 Frequently Asked Questions

P2 Program Metric and KPI Definitions