Retail Back Office: Enterprise - Item Configuration

Retail Back Office: Enterprise - Item Configuration


Navigation: Sign into the Back Office. On the left-side Navigation Panel, click Enterprise. Then click Item Configuration.

Item Configuration allows you to transfer data from one Store to other Stores to eliminate duplicate definition of the same entity for different Stores - like Retail Items, Tax, etc.

  1. Select the Store(s) where the data will be exported from.


  2. Select the Store where data will be imported to. The Store By dropdown is for narrowing your options (like Group, State, City, Zip). The Selected [Store(s), Group(s), etc.] dropdown is for making your selection based upon the Store By selection. Also, you can set the dropdown to the whole list of Stores under your Enterprise.


  3. Select the data you want to transfer by sliding the corresponding toggle to the right (On). Click Select All to slide all toggles on.
    1. If Retail Items is toggled on, select whether to Transfer All Retail Items.

      1. If All Retail Items is set to No, Select specific Retail Item(s) from the Select Retail Items dropdown.



  4. Select the method of Data Transfer.
    1. Transfer Only New Data – Transfers just the data that currently doesn’t exist at the importing Store(s).
    2. Transfer New Data and Update Existing Data – Transfers data that currently doesn’t exist at the importing Store(s) and updates the values of any currently existing data as needed.
    3. Update Existing Data – Just updates the values of any currently existing data as needed.
    4. Transfer With Inventory Mappings – A full transfer is conducted, including inventory data.


  5. When ready to conduct the transfer, click Run at the top right. The logo with a spinning circle appears while the transfer is running. When the Transfer is complete, the logo will disappear and the confirmation banner 'Data Transfer operation is successfully completed' appears at the top right.