Following your recent data merge in The Uniform Solution, our team will be confirming all critical system settings and data integrity the day after the merge. However, if you’d like to verify the changes yourself in advance, you can use the following guides to check key areas:
Store Number Selection
After a data merge in The Uniform Solution, it’s important to ensure you’re logged into the correct store. This affects sales, ordering, and other store-specific operations.
1. Confirm Store Login
- After logging in, go to the Home tab.
- Check the store number displayed (e.g., Store 1).
- This store number determines which store’s data you’re interacting with.
2. Impact on Purchase Orders
- When creating a new purchase order, the system defaults to the store you’re logged into.
- You can verify this by checking the store number shown in the purchase order window.
3. Switching Stores
- If you switch to a different store and then create a purchase order, it will reflect the new store’s number.
- Always double-check the store number before performing tasks like ordering or reporting.
Best Practice
- Always verify your store login after a data merge to avoid misrouting orders or accessing incorrect data.
Quick Access Setup
After a data merge in The Uniform Solution, new locations are added to your Quick Access panel to simplify saving files to your local computer.
1. Accessing Quick Access Locations
- Navigate to Reports and generate the desired report (e.g., Sales Report).
- Build the report and create a PDF version.
2. Saving to Local Folders
- When prompted to choose a save location:
- Look under Quick Access in the file explorer.
- You’ll see pinned shortcuts to your local computer folders.
- Select one of these options to ensure the file is saved locally.
Best Practice
- Always use the Quick Access shortcuts created during the data merge to save files directly to your local machine.
Inventory and Stock Levels
After completing a data merge in The Uniform Solution, inventory data is now shared across all connected stores, while stock levels remain store-specific.
1. Shared Inventory Details
- Go to Home > Item Inventory List.
- Inventory items (e.g., Healing Hands) will display:
- Style
- Colors
- Descriptions
These fields are universal across all stores, meaning any changes made will reflect in every store.
2. Store-Specific Stock Levels
- While inventory details are shared, stock levels remain unique to each store.
- Example:
- Store 1 may show stock for item 5038 Navy.
- Store 2 may show zero stock for the same item.
Best Practice
- Be cautious when editing inventory fields—they affect all stores.
- Always verify stock levels per store before making inventory decisions.
Computer and Print Settings
After completing a data merge, it’s essential to verify that key system settings have transferred correctly. This includes computer configurations, credit card terminal details, printer setups, and EDI account numbers.
1. Verify Computer Settings
- Navigate to the Setup tab.
- Select Computer.
- Confirm that all computer settings match the expected configuration.
2. Check Credit Card Terminal Information
- Under the Credit Card section:
- Verify the PIN pad, terminal, and serial number are correct.
- After verifying the Pin Pad – you will want to try to run a test transaction to make sure the pin pad is reacting to the F5-Payment screen.
3. Confirm Printer Settings
- Go to File > Printer.
- Select a printer (e.g., Sales).
- Review and confirm the settings.
- Click Next to cycle through each printer assignment until all are verified.
4. Validate EDI Account Numbers
- Go to List > Vendors.
- Select the appropriate vendor.
- Open the Purchasing tab.
- Ensure the EDI account number is correctly assigned to the corresponding store.
ASN List Behavior
After completing a data merge in The Uniform Solution, it’s important to understand how ASN (Advanced Shipping Notice) records are affected.
1. Accessing the ASN List
- From the Home tab, click on Receive.
- Navigate to the ASN List.
2. Behavior of Existing ASNs
- Any ASNs marked as “Available” in the system prior to the data merge will no longer function.
- These cannot be received or processed moving forward.
3. New ASNs Post-Merge
- All new ASNs retrieved after the data merge will function as expected.
- Continue normal receiving procedures for these records.
Best Practice
- Disregard any pre-merge ASNs listed as “Available.”
- Focus only on newly retrieved ASNs for receiving inventory.