Inventory and Items
Genius for Retail reporting reference
Genius for Retail reporting is broad. This is the map of which report answers which question. Sales Core reports — start here. Sales reporting metrics — what each figure actually means. Sales by sales rep, location sales versus source sales, changing ...
Items and inventory task reference
Where to find the current step by step guide for each inventory and item task. Genius for Retail inventory is deep, and the vendor documentation is the authority. This page is the map. Items Items overview Creating an item, editing an item, creating ...
Organise item screens and layouts
Item screens, also called Screen Layout Buttons, organise items so staff can find them while taking an order as quickly and intuitively as possible. Where Merchant Portal, under the item management area, in the screen layout tools. How to lay one out ...
Track inventory and set item alerts
Inventory tracking is switched on per location and then managed per item. Enable tracking Enable Inventory Tracking for the location. That gives the location access to the inventory tracking features. Until it is on, item counts are not maintained. ...
Organise categories, subcategories and groups
Genius for Retail has three levels of organisation above the item: category, subcategory and group. Getting this right at install is what makes the till usable and the reporting meaningful. Where Merchant Portal, Items in the left navigation menu, ...
Add and edit items in the item library
The item library is the heart of a retail site. Everything else, layouts, inventory, reporting, hangs off it. Open the library In the Merchant Portal, click Items in the navigation menu on the left, then click Item Library. Add an item Go to Items > ...