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ADMINISTRATION SYSTEM MANUAL Revision 5.3.1

1. Added 2008 03 03 Select from user share v How Do access My User Share Category Information Maximum Quantity Custom Attributes MSF POS Marketing Services Firm Poster Version History Available Categories Selected Categories Solutions Fulfillment Variable Template Copyright 2008 Item Version History Security Information Security Level 1 1 100 Available Groups Version Information Original Name Poster pdf Filesize 0 108 mb w 7200 h 10800 dpi Filetype Adobe PDF Selected Groups Admin General User Custom Attributes Red Text Indicates A Required Field Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 Modification Date 2008 03 03 ITEM MANAGEMENT Administration Manual ITEM PRICING MARKUPS The Item Pricing Screen allows the administrator to add edit or delete pricing and markups for an item Displayed on the screen are pricing ranges which can have as many ranges as needed Pricing is broken down by Unit Cost Imprint Charge Production Charge Mailing Charge and Handling Charge Two additional fields that are customizable are available for the system Editing Pricing e To edit pricing click the Edit button This populates the information into the form below the pricing list which can then be e
2. MM Edit Users Browse Add User Import Users Download User Import Template Export Users Export Users Clicking on the Export Users link allows the administrator to export a spreadsheet of all users on the system The file will be in Excel 97 2003 format for download Navigator Download User Export File Edit Users Add User Import Users Microsoft Excel 255_userExport xls Read Only BEE Gle Edit view Insert Format Tools Data Window Help Adobe PDF a question for hep 2 X Arial 210 Z U E z 45 508 E Export Users 1 Y Reply with Changes End Review ID pee oper INGRESSI ERE C a cte ue n t em ERE TP EE EET e d erm mt I UD ESuffix Namo Middlelnitial Lart Uror ID u u Farruar Company _ 3JabTitle __ ecorrlevel i 100 Shipping Contact Shipping Company Shipping Addrorri Shipping AddrorrZ Shipping Addrorr3 ShippingCity Shipping State SF Lr lou _ level loulevel _ Gurtamer Plur _ at ea _ Ko _ B 3 Pac ean Nordquirt ruppartGrorpanriveralutianr net CurtamerFlurE Ta E Rerpanrive Solutions Inc 112 4 Ave NE Suite 350 St Poterrbura FL John Sanderr jrandorr Rerponrive Solutions Vico Prosidont Foo Rorpanrive Solutions 11124 Avenue St P
3. Security Country United States 2 Address 1234 Main St Address 2 5th Floor Address 3 City Anytown State Florida w Zip Postal Code 33701 Telephone Number 727 555 1212 Ext 111 E Mail Address jsmith acmewidgets com verified Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 GROUPS MANAGEMENT GROUP EDITING There are three kinds of Groups User Groups Contact Groups and Approval Groups Administration Manual User Groups are simply sets of users put together to allow access to certain categories and or items Groups can be departments offices or even different companies Contact groups are sets of users with access to certain sets of Contacts used to deliver orders Approval Groups are sets of users with controls placed on their ordering abilities with other users designated as approvers for that group Groups are listed alphabetically by name in each section From this screen the administrator can add edit activate or inactivate groups Editing Clicking the Edit Groups link lists all of the existing groups Clicking on the Edit button allows the administrator to edit the selected Group s information Adding a Group Clicking on the Add User Group Add Contact Group or Add Approval Group link allows the administrator to add a gr
4. eO Home Profile Administration Logout Search Fitter By Item No Filter Fulfillment Collateral Asset Jit vap Dynamic layout Email Filter By Item Sub Type No Filter Collateral Setup Item Print On Demand Item O order Summary Item Browse Categories Normal Archived Checked Out Obsolete Dot Com PDF Email item Inventory Code Active Marketing Services Firm Poster MSF POS Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ITEM MANAGEMENT ITEM INFORMATION The Main Item Information Screen allows the administrator to edit the primary item information Information that can be edited on this screen is as follows e Item Number SKU The companies unique identifying code for an item Name The item name e Description The description of the item Administration Manual e Keywords Descriptive words separated by commas that enable users to search for an item Microsoft Word PDF and pictures that contain descriptive data are indexed automatically e Expiration A preset date in which the item will be deactivated automatically Clicking on the Calendar button launches the Select date Window e Thumbnail Clicking on the thumbnail displays the Extended Item View e Version History Clicking on the Version History link displays the change history for an item File Upload
5. Default Delivery Method FedEx 2Da Handling Mark upidown 0 Requires Approval dd 2 Active Backend Code Initial Default Cost 0 C Calculate Rates Display Order Incremental Cost 0 FedEx Standard Overnight Service Provider FedEx Shipping Mark upidown 0 zd Delivery Method FedEx Standard Overnight Handling Mark up down 0 Requires Approval Y p Active Backend Code Initial Default Cost 0 O Calculate Rates UPS Ground Service Provider UPS Shipping Mark up down 0 Default i 0 E Requires Approval Delivery Method UPS Ground Handling Mark upidown Active Backend Code Initial Default Cost 0 O Calculate Rates Service Provider Select a Shipper Shipping Mark up down Default C Requires Approval Active V Calculate Rates Display Order Delivery Method lt Handling Mark upidown Backend Code Initial Default Cost Incremental Cost Submit Changes Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250
6. Header Footer Settings r Edit Footer Enter text 444 HTML and CSS are allowed SCRIPT tags are not hrefz http www responsivesolution style color FFFFFF www responsiv E LANDING PAGE SETTINGS Center Module Display Type This function allows you to set the default view of the landing page The landing page shows the categories determined either as Featured indicated in the Category Management or the Newest Number of Center Module Objects to Display This function determined the display of either 3 6 or 9 categories on the display page Style Management Navigator Landing Page Display Center Module Display Type Featured Categories Number of Center Module Objects to Display 3 Header Footer Settings Landing Page Settings Login Page Settings Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 USER MANAGEMENT Administration Manual USER MANAGEMENT Users are listed alphabetically by last name By clicking on the letters at the top of the page users whose first or last name begin with the chosen letter are displayed A search box is also available for finding a specific user From this screen the administrator can add edit activate or inactivate users import a user list or export the users on this site Editing Clicking on the Edit Users link bri
7. Unit Of Measure EACH EA Reorder Point Gty 0 0 Spoilage 0 00 Weight 0 005 Ibs Handling Cost 0 0 Leave at zero for a flat rate Just In Time Inventory Available via JIT Oo JIT Vendor v JIT Minimum Quantity 10 JIT Sameday Markup JIT Nextday Markup Update Fulfillment Information Group User Contact Group Dollar Amount Quantity Amount Number of Days Add Allowance Group None Selected Contact Group None Selected User None Selected Dollar Amount 0 00 Quantity 0 Number of Days 0 Approval User s Add 33 01 727 456 1250 ITEM MANAGEMENT Administration Manual VARIABLE TEMPLATE INFORMATION The Variable Template Screen allows the administrator to edit Variable Template aspects for an item Displayed on the screen is information pertaining to the Function functions of an item A more detailed step by step process for designing and implementing a Variable Template piece can be found in Appendix A Item Available for Collateral Customization Check this box to make this item available for Variable Template e Item Available for VDP Check this box to make this item available for Variable Data e Order Minimum When used as a collateral item this determines the minimum quantity a user can order Leave at zero for no maximum e Order Maximum
8. Contacts Unique ID Company Name Company Contact Active KR Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual EDIT SYSTEM CONTACT The Edit System Contact Screen allows the administrator to edit the contact Contact Settings e Unique ID The unique ID for the contact e Contact Name First Name Contact First Name e Contact Name Last Name Contact Last Name Company Name Contact Company Name e Title Contact Title e Address 1 Contact Address 1 e Address 2 Contact Address 2 e Address 3 Contact Address 3 e City Contact City e State Contact State e Postal Code Contact Postal Code Country Contact Country e Work Phone Contact Work Phone e Email Address Contact Email Address Click the Edit button to modify this contact System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Edit Contact 123456 Address 2 Suite 250 ARN _ Work Phone 888 555 1212 Ext123 Custom Attributes Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manua
9. Responsive Solutions Inc 2009 111 Second Ave St Petersburg FL 33701 727 456 1250 ITEM MANAGEMENT Administration Manual ASSET ASSOCIATIONS The Asset Association Screen allows the administrator to group additional items with the current item for ordering purposes For instance if the item requires the user to order other items at the same time this is where the connections are made Editing Associated Items e To add an item to the association click the check box next to its name Enter a quantity into the box to the right side of the name If there is a question as to the item click on the item name to see the Extended Item Detail Screen Once you are done editing associated items click the Edit button 1 m _ Enter search criteria Item Administration Marketing Services Firm Poster Item Information Pricing Asset Associations Asset Approvals Fulfillment Information Custom Variable YDP Custom Variable 2 Associated Name SKU The ratio can be a decimal to represent half quantities For instance an order of 10 for this item with a ratio of 5 for the associated item would add 5 of the associated item to the order as well B Cat i Previous Orders item Description Item Name Leet Sound Datasheet SKU
10. New files can be uploaded in two ways Via the browser or FTP using username and password Category The selected category in which to display the item can also be edited e Group The selected group in which to display the item can also be edited e Custom Attributes If the administrator has assigned custom item attributes these can be edited for the item gt Um Enter search criteria Item Administration Marketing Services Firm Poster Item Information Pricing Fulfillmentinformation Custom Variable Custom Variable 2 Edit Item General Information Browse Categories Item Number SKU MSF POS Previous Orders Static Post for MSF Description Select Date Window __ Keywords collateral March DM lt 2 Maw LN Secondary Type None Featured Item D 5 Asset Information Expiration Date Marketing Services Firm Poster Popup Information Text Will be displayed when an item is selected Item Description d Original File name Poster pdf Version 1 Version History File Type Adobe PDF Item Size 24in x 36in 7200 x 10800 pixels DPI 300x300 Pages 1 File Location Detailed Item View SKU MSF POS A clickta view File Upload No Quark InDesign allowed here
11. Company Bulletins Edit Currency Edit Shipping Options System Contact at RSI Lite RS Admin iv Other item cost field names for RSI Lite Other1 Other2 Use SKU Auto assignment submit changes Custom User Fields Field Name Field Type Default Values Read Level Write Level Required Active Custom Contact Fields Field Name Field Type Default Values Read Level Write Level Required Custom Item Fields Add New Item Field Field Name Field Type Default Values Read Level Write Level Required Active Custom Order Fields Add New Order Field ive Field Name Field Type Default Values Read Level Write Level Required Act Import from Parent Import Categories from Parent Company Import Custom Item Fields from Parent Company Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual EDIT CUSTOM FIELDS The Edit Custom Fields Screen allows the administrator to add edit custom user and item fields for the system Adding a custom field is identical to editing a field except that the values are blank Editing Custom Field Information e Select the Field Type for the custom field user or item e The field name will be used to identity the field enter the field name here e The Description is a description of the field enter the field description here e Read Access Level
12. 727 456 1250 SYSTEM SETTINGS EDIT SYSTEM APPROVAL USERS Administration Manual The Edit System Approvals Screen allows the administrator to assign approval users for the system Editing System Approval Users e Cost Approval Choose the desired user from the selection box that will receive notifications and approve orders that are needing approval for cost e Quantity Approval Choose the desired user from the selection box that will receive notifications and approve orders that are needing approval for quantity e Content Approval Choose the desired user from the selection box that will receive notifications and approve orders that are needing approval for content Click the Update Approvals button to modify the approval users A 7 Profiles Wizard Settings Approvals Item Reorder Setup tem Groups Setup Contacts Featur Approval Requirements ed Items Approval Type Approval User Content Approval RS Admin Company Bulletins Edit Currency Edit Shipping Options inn in Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual EDIT SYSTEM NOTIFICATIONS The Edit System Reorder Notifications Screen allows the administrator to assign users who will receive reorder notifications when items are running low Reorder
13. THX 1337 Maximum Quantity Custom Attributes Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ITEM MANAGEMENT Administration Manual ITEM FULFILLMENT INFORMATION The Item Fulfillment Screen allows the administrator to edit fulfillment for an item Displayed on the screen is information pertaining to the fulfillment functions of an item Available via fulfillment Check this box to make this item available for fulfillment e Minimum order quantity When used as a fulfillment item this determines the minimum quantity a user can order Leave at zero for no maximum Maximum order quantity When used as a fulfillment item this determines the maximum quantity a user can order before the order requires approval Leave at zero for no maximum e Custom Order Maximum Message Enter the optional message to be displayed when an order is placed for the maximum set or above e Bundle Quantity Enter the increment value if an item should only be able to be ordered in a set increment e Unit Of Measure Enter the unit of measure for an item e Reorder Point Enter the minimum quantity for an item before an alert is sent to the administrators Spoilage A percentage of the quantity ordered that will be calculated for aligning presses or finishing e Weight Enter the measured weight of a single piece This is used
14. The Read Access Level sets the minimum security level for a user to see this field Write Access Level The Write Access Level sets the minimum security level for a user to edit this field e Required Checking this field requires the user to enter or select a value for this field Field Type The Field Type selector determines what type of data the field uses Three types of data are available e Text Used to enter text into the system e Single Select Used when a user should only select one option from a list of values e Multiple Select Used when a user can select many options from a list of values e Values The Values field determines the default data for the field To enter select values enter a line of text and hit return System Settings L LL J Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Item Groups Setup Contacts Featured Items Company Bulletins Edit Currency Edit Shipping Options Edit field Field Information Field Type User Field Name Birthday Description User Birthday Read Access Level Write Access Level Field Data Field Type Values Seperate with a return Data Format Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Sec
15. Variable Items are either Variable Template or Variable Data where select fields can be modified upon ordering As a general rule of thumb consult this chart when creating new items tem Type Hle Delivery Method Fulfillment No file deliver Fulfillment JIT Must have an FTP Destination File delivered will be a single file designated on item info page Variable Template Must have an FTP Destination Files delivered will be full PDF imprint PDF and job ticket rtf Variable Template Fulfillment Needs inventory AND FTP Destination Files delivered will be full PDF imprint PDF and job ticket rtf Variable Data Must have an FTP Destination Files delivered will be imposed PDF and job ticket rtf NOTE Designating an item as Just In Time JIT overrides the Variable Template settings and the file will be delivered as file Items are listed alphabetically by name or ascending by SKU depending on setup From this screen the administrator can add edit activate or inactivate items Adding an Item Clicking on the Add New Item button allows the administrator to add an item to the system Editing Clicking on the Edit button allows the administrator to edit the selected Item s information Activating De activating items Clicking the Active button disables the item in the system Remember a hollow button denotes in active a dot represents active
16. for shipping calculations at checkout A common practice is to weigh a standard bundle 50 100 etc and divide by the amount to get the single piece weight e Handling Cost Enter the optional value if an item incurrs an additional handling cost All changes made to the fulfillment information is submitted by clicking the Update Fulfillment Information button Just In Time Inventory Items designated as JIT are not stored in inventory but printed as ordered with the print ready file being delivered via FTP to the designated location e Available via JIT Check this box to make this item Just In Time e JIT Vendor Select the FTP designation from this drop down list JIT Minimum Quantity This determines the minimum quantity a user can order Leave at zero for no maximum e JIT Sameday Markup Orders designated as Same Day orders can be marked up by percentage or a set dollar value e JIT Nextday Markup Orders designated as Next Day orders can be marked up by percentage or a set dollar value Enter search criteria Item Administration Marketing Services Firm Poster Item Information Pricing AssetAssociations Asset Approvals Fulfillment Information Custom Variable YDP Custom Variable 2 Fulfillment Information Available via fulfillment Minimum order quantity Browse Categories Maximum order quantity Custom Order Maximum Message Bundle Quantity 1
17. to this group The Users IN this group column shows users that are in this group Check marks next to items determine if they are part of the group and a link for each item links to the group approval editor for this item Editing Group Information Groups must be named and be given a Group Access Level A level of 100 will allow all users in this group to have Administrator access Groups may have their own header graphic at the top of the page This will not affect the login page or any other users outside of this group NOTE Users will always see the graphic associated with the HIGHEST level group they are in e To add a user to a group select the user that is to be added from the Users NOT in this group column and click the shift to the right button to add the user to the location e To remove the user from a group select the user that is to be removed from the Users IN this group column and click the shift to the left button to remove the user from the group e Click the Save button to update the group information Editing Group Items Categories or Contacts Adding items categories warehouses and contacts to a group is done by clicking the check box next to its name A Check and Check None button help the administrator make blanket edits e Mark check marks next to the items or item categories that are to belong to the group e Click the Save Items or Save Categories button to update the group items Group Administratio
18. users are listed alphabetically Click the Edit button to modify the email address for the user click the activate deactivate button to remove the user from the reorder users Editing System Reorder Users Reorder User Choose the desired user from the selection box that will receive notifications when a reorder notification is sent e Preferred Email Address Choose the desired email address for the user to receive notifications Click the Add Reorder button to modify the reorder notification users RSI 3e System Settings Main ICC Profiles Wizard Setting D Contacts Featured Items Company Bulletins Edit Currency Edit Shippi Username Email Address RS Admin support responsivesalutions net c Add Reorder Preferred Email Address jhlavacs responsivesolutions net Add Reorder Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS ITEM GROUPS SETUP Administration Manual The Item Groups Setup allows the Administrator to group items together for reporting purposes that might not other be grouped PEARED gt System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Item Group Contacts Featured Items Company Bulletins Edit Currency Edit Shipping item Group Item Group Description Active Edit ttem Group Item Group N
19. FTP 1 Contact Name John Smith Contact Email ismith email com Contact Title Manager FTP Address ftp responsivesolutions net FTP Default Directory dropzone FTP 21 FTP Username original_asset_drop FTP Password Add FTP Destination Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 MAILING LIST MANAGEMENT Administration Manual MAILING LISTS This area allows the Administrator to upload and manage mailing lists for Variable Data objects These lists can be used for Email PURLs or Variable Data Print items The option to opt out users is available as well to manually remove email addresses from the system and be sure they are not contacted again Enter search criteria Administration Mailing List Manager Available Mailing Lists Mailing Add Date Name Browse Categories Biete the list April 11 2008 1 53 the o3 e CASS Certify Quantity Download Active Use PURL select a puri Use Checked Lists Opt Out Email From Lists Upload new list TAB delimited or Excel Format roti p Upload Imprint Import File Copyright 2008 Responsive Solutions Inc UPLOADING LISTS Whenb mailing lists are uploaded they can be in Excel spreadsh
20. John Smith Addresses Telephone Numbers Security Contacts Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 USER MANAGEMENT Administration Manual EDIT CONTACTS The Edit Contact Screen allows the administrator to edit a contact information Information that can be added or edited on this screen is as follows Unique ID A unique identifier for the contact such as an employee number e Contact Name First Name Contact s first name e Contact Name Last Name Contact s last name Company Name Contact s company name if applicable e Title Contact s s job title e Country Contact s country this will drive the available postal codes if any Address Three available fields to allow Suite numbers departments etc City State Postal Code Contact s city state and postal code Telephone Number and Extention Contact s work phone number and extention e Email Contact s email address e Custom Attributes If the administrator has assigned custom contact attributes these can be edited for the contact User Profile Sarah Bernstein r Navigator Add Contact 1029384756 Custom Attributes User Information Unique ID 1029384756 Planogram Emails First Name John Last Name Smith ddresses Company Name Acme Widgets Telephone Numbers Title V P Marketing
21. Name Active Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 CATEGORY MANAGEMENT ADD EDIT CATEGORY Administration Manual The Add and Edit Category Screens allows the administrator to create or adjust categories for the system Adding a category is identical to editing a category except that the values are blank and there are no items selected The category name type access level and items belonging to the category can be edited Check marks next to items determine if they are part of the category Editing Category Information e Edit the category name select a category type and choose a security level e Clicking the check boxes next to the item determine if the item is part of this category Click the Edit This Category button to update the category information Enter search criteria LALLE CEAS 7 search Category Name Fulfillment Category Category Category Image Browse images will display at 36x36 Turn on thumbnails in item list below SKU Category Variable Template Piece VT 01 fme first test the first test Edit This Category Red Text Indicates A Required Field Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 WAREHOUSE MANAGEMENT Administration Manu
22. When used as a collateral item this determines the maximum quantity a user can order before the order requires approval Leave at zero for no maximum e Preview Resolution Displays the current current resolution for item preview e Select Production Vendor Select the FTP Destination for the print ready file created for this item Template Information Displays a thumbnail and template information e Current Template File Allows the Administrator to download the Quark or InDesign template file e Template File To upload a new template file click the browse button and select the new template file for this item User Guide File To upload a new guide file click the browse button and select the new guide file for this item A User Guide File is used to direct a user on how a template should be completed Instructions highlighted fields and company rules can be included This file is usually a PDF document e Assigned ICC Profile Displays the current ICC profile for this item e Minimum Upload DPI Sets the minimum DPI for this item All changes made to the collateral information is submitted by clicking the Add Edit button Enter search criteria Item Administration Variable Template Piece Item Information Pricing Asset Associations Asset Approvals Fulfillment Information Custom Variable YDP Custom Variable 2 Collateral Information s an D
23. _ Template Information Browse Browse Categories Previous Orders Document Version Quark 7 0 Document Width 8 5 inches Document Height 11 inches Document Length 1 page s Residential Sol tione Realty Current Template File Download Template Define Customization Template File or Multi Upload Archive Browse our Upload Results User Guide File Global Upload Image Properties Assigned ICC Profile Profiles Available Minimum Upload DPI 72 DP opyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ITEM MANAGEMENT Administration Manual DEFINE CUSTOMIZATION SETTINGS The customization screen allows the user to set the variables for the customized piece Displayed on the screen are the variable fields pulled trom the assigned tagged text file A more detailed step by step process for designing and implementing a Variable Template piece can be found in Appendix A All changes made to the collateral information is submitted by clicking the Submit Customization button Global Settings Define Variable Groups Customizable Areas Name house photo Main Information Width 270 pixels 3 75 inches Height 137 499 pixels 1 31 inches piplay Name Editing Group None Selected Visible Required Allow Upload Allow Cropping Category Assignments Assignm
24. al WAREHOUSE ADMINISTRATION The Warehouse Admin allows the Administrator to manage inventory and orders from a centralized location The Main List displays the available warehouse names and locations as well as allows the administrator to edit them Editing A Warehouse e To modify the existing warehouses click on the Edit button Activating De activating Warehouses Clicking the Active button disables the warehouse in the system this warehouse can no longer be used for orders although history for the deacti vated warehouse is retained Remember a hollow button denotes in active a dot represents active RSI i OOA 2 gt oS oe Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items RSI Lite Warehouses Warehouse Name Warehouse Location Active Browse Categories em Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 WAREHOUSE MANAGEMENT Administration Manual ADD EDIT WAREHOUSE The Add and Edit Warehouse screen allows the Administrator to create or update warehouse for inventory Warehouse Settings e Warehouse The designated name of the warehouse e Warehouse Location The physical location of the warehouse e Warehouse Contact The individual to be contacted regarding this warehouse e Warehouse Contact Email Email addres
25. ame a bunch of random items In item Group D P x e A Y Group Description Edit Group Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS EDIT SYSTEM CONTACTS Administration Manual Contacts are listed alphabetically by name By clicking on the letters at the top of the page contacts whose name begin with the chosen letter are displayed A search box is also available for finding a specific contact From this screen the administrator can add edit activate or inactivate contacts Adding Contact Clicking on the Add New Contact button allows the administrator to add a contact to the system Editing Clicking on the Edit button allows the administrator to edit the selected contact information Activating De activating contacts Clicking the Active button disables the contact in the system this contact can no longer be used for shipping although history for the deactivated contact is retained Remember a hollow button denotes in active a dot represents active RSI Moosi 2 System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Item Groups Setup Contacts Featured Items Company Bulletins Edit Currency Edit Shipping Options Search
26. ated on the far left column The selection can also be designated as requiring approval and whether or not to display the rates Options can be activated and deactivated The Display order dictates the way the list of options are displayed from lowest to highest The options can be selected from the dropdown menu in the center column In the case of UPS and FedEx the secondary dropdown menu will be populated with all of the available options The right column allows the administrator to mark up or down the option cost as well as add an initial default cost and an incremental cost Percentage Mark up down is based on 100 of the returned cost i e a 20 markup would be listed as 120 a 25 markdown would be 75 When shipping options are added or edited implement them by clicking Submit Changes System Settings Main ICC Profiles Wizard Settings Approvals tem Reorder Setup Item Groups Setup Contacts Featured Items Compan Shipping Methods Setup FedEx Ground Service Provider FedEx Shipping Mark up down 0 9 Default C Requires Approval v Active 0 Calculate Rates Display Order Bulletins Edit Currency Edit Shipping Options Delivery Method FedEx Ground Handling 96 Mark upidown 0 Backend Code Initial Default Cost 0 Incremental Cast 0 FedEx 2 Day Service Provider FedEx Shipping Mark up down 0
27. ders ORDER HISTORY DETAIL The Order History Detail screen shows the Administrator the full order detail as well as allowing the packing slip to be printed if needed R od Bee vool e Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items Order Number 021900000001 Ordered by RS Admin on Apr 11 2008 amp 1 05 am Shipping Address Browse Categories RSI Administrator Responsive Solutions Inc 111 2nd Ave NE Suite 350 St Petersburg FL 33701 United States 1727456 1250 item Details Name Unit Price Order Quantity Extended Price Ship Status Order Charge USD 0 00 Tracking Info Total USD 20 29 Tracking Info Marketing Services Firm Poster Shipped Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 WAREHOUSE MANAGEMENT Administration Manual MANAGE INVENTORY The Order History screen allows the Administrator to view all inventoried items and their current levels Enter search criteria LOQOUT TEM Warehouses Order Processing Order History Manage Inventory Manage Items Inventory Management Inventory Code item Name Reorder Point Quantity On Hand Current Pending Quantity Available MSF POS Marketing Services Firm Poster pd 7999950 7999150 Copyright 2008 Responsive Solutions Inc Browse Categories EDIT INVENTORY The Edit In
28. dited e To delete a price range click the Delete button e To add a range complete the required fields using only numbers in the pricing fields Click the add button to finish Editing Markups Discounts Markups and discounts are listed below the pricing matrix These can only be applied to groups of users e add a markup or discount choose if it will be a percentage or a dollar amount applied the total price Click the positive or negative radio button to choose if the value will be a markup or discount To finish click the Add button e o delete a markup or discount click the Delete button SS mr p ee E Enter search criteria Item Administration Marketing Services Firm Poster Item Information Pricing Asset Associations Asset Approvals Fulfillment Information Custom Variable VDP Custom Variable 2 Range U Imprint Production Mailing Handling Total Cost Reprint Cost Only External Handling Cost nit o am saw mox wam _ se see momo wow wm For sw mw omo www www Browse Categories Previous Orders Add pricing Range Min 0 0 Markup Discount Dollar Adjustment Add group markup discount Group Admin
29. diting Conversion Wizard Settings e Wizard Name The display name for the wiazrd e DPI The desired Dots Per Inch for the image use only numbers in this field e Format The image format for the output image Jpeg Gif or Tiff are available e Color Scale The color scale for the output image Gray scale RGB or CMYK are available e CC Profile If an ICC Profile will be applied select the profile name from the select menu e Width The desired width for the output image e Height The desired height for the output image e Compression The desired compression for the output image Note compression only applies to Jpeg images e Minimum Access Level The designated level required for conversion e Allow Cropping This activates deactivates the cropping option for images Click the Add button to add this conversion wizard RSI RO vood System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Item Groups Setup Contacts Featured Items Com Wizard Name Details DPI 150 any Bulletins Edit Currency Edit Shipping Options JPEG Hi Res DPI 300 DPI 300 Format JPEG Cropping Allowed Add new Wizard Wizard Name TIFF Hi Res 300 Format Color Scale ICC Profile Height Compression Minimum Access Level Allow Cropping Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701
30. eet or tab delimited format The file must be closed before it is uploaded The option to keep the list private is also available RSI is Sool Enter search criteria Administration Mailing List Information LLL List willbe used for 2 Mailing List Name Mailing List Alpha The first of many lists Browse Categories Mailing List Description Save Mailing List Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 REPORTING Administration Manual REPORT MANAGEMENT Reports are listed based on the system modules that are being used From this screen the administrator can select the start date and end date an other parameters for a report Once you have selected the desired reporting values click the generate report button Some Examples of Report Types e Report By User Displays orders for individual users for a given time period Report By Displays orders that contain the selected item e Report By Groups Displays all orders for selected group for a given time period e Inventory Report Displays current item quantities Fulfillment module required for this report e Shipped Orders Report Displays orders based on when they were shipped outlines items contained within the order Fulfillment module required for this repo
31. ents Edit Links External References Name name Main Information Width 540 pixels 7 5 inches Height 15 448 pixels 0 23 inches DspyName SS Editing Group None Selected Visible Required tem Assignments Edit Links External References Name house_info Main Information Width 254 pixels 3 53 inches Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 CATEGORY MANAGEMENT Administration Manual CATEGORY ADMINISTRATION Categories are listed alphabetically by name and with subcategories nested underneath From this screen the administrator can add edit activate or inactivate categories Adding a Category Clicking on the Add New Top Level Category button allows the administrator to add a new top level category to the system To add a sub category to an existing category click create sub category next to the category name Editing Clicking on the Edit button allows the administrator to edit the selected Category s information Activating De activating categories Clicking the Active button disables the category in the system Remember a hollow button denotes in active a dot represents active Caution When deactivating a category remember items that are a part of this category may not be visible to a user in some item views x Home Profile Administration Y Logout Add Level Catego Category
32. esignated as Shipping default Billing if different than Shipping and Customization if using the auto populate feature of DYNAMIC LAYOUT Editor User Profile Sarah Bernstein Navigator User Information Emails Addresses Telephone Numbers Security Contacts Add Address Billing Address Customization Address Responsive Solutions Inc RSI HQ PENA B ame Sarah Bernstein Sarah Bernstein 111 Second Avenue North East 111 2nd Ave NE Company Suite Three Hundred Fifty Suite 1000 Name Saint Petersburg FL 33701 St Petersburg FL 33701 Country United States United States United States Address Edit Deactivate Edit Deactivate Address 2 Address 3 r Shipping Address Shipping Address EHE ity RSI Home Office _ RSI State Select 51 Sarah Bernstein Sarah Bernstein 1048 19th Ave 111 2nd Ave Zip Postal St Petersburg FL 33704 Suite 350 Code United States St Pe de 33701 Shipping v United States Edit Deactivate Reset Save Edit Deactivate Reset Responsive Solutions Inc 2009 1 111 Second Ave NE St Petersburg FL 33701 727 456 1250 USER MANAGEMENT Administration Manual USER PHONE NUMBERS The Telephone Numbers screen allows the administrator to add or edit phone numbers for a user A list of current phone numbe
33. etorrburg FL E Grog Shambn qrhambo rorponrivorolutionr ce Rerponrive Solutions Ine V P Salor and Marketing Moo Rorpanrive Solutions Ine 11124 Ave N Suite 350 St Potorrburg FL E Miche Spurqenn rpurqenn Fidelity Offrot Incorporated Prorident To Fidelity Offrot Incarporated 120TForrlerrlane Narhvillo Spani 00 Responsive Solutions Inc 2009 111 Second Ave St Petersburg FL 33701 727 456 1250 USER MANAGEMENT USER INFORMATION The Main User Information Screen allows the administrator to add a new user or edit the primary user information Information that can be added or edited on this screen is as follows Username The user s primary email address which is used for authentication into the system Company Derived from the company and cannot be changed e Salutation Mr Mrs Dr etc e First Name User s first name e Middle Initial User s middle initial e Last Name User s last name Job Title User s job title e Work Email User s email address if not used for the User Name e Password User s password Confirm Password Makes sure the entered password does not contain typos Also displayed on this screen is the creation date last edit date and last login date for the user Administration Manual e Language When the Languages feature is active this determines what language the site will appear in for this user when
34. gh Images that are not in these dimensions will be expanded or contracted to fit in that space The Login Page Text is displayed under the user ID and password boxes Additional styles and HTML can be used to further customize the look and feel of the login page it is recommended that these moditications only be done by someone with a strong knowledge of HTML and Cascading Style Sheets Style Management Navigator Edit Login Page Login Page Graphic Graphic must be in PNG format 760 pixels wide 450 pixels high Header Footer Settings Login Page Text Landing Page Settings This optional text will appear at the bottom of the login screen HTML and CSS are allowed HEADER FOOTER SETTINGS Edit Header This function allows you to set the default header logo for the site This image must be 350px by 85px in PNG JPEG or GIF format Images that are not in these dimensions will be expanded or contracted to fit in that space Edit Footer This function allows you to adjust the footer of the site with customized text It also allows minor modifications to be made to the site using HTML and CSS it is recommended that these modifications only be done by someone with a strong knowledge of HTML and Cascading Style Sheets Style Management Navigator Edit Header Header Image Image must be 350px by 85 in PNG JPEG or GIF format Current header image Login Page Settings
35. ils Name Unit Price Order Quantity Shipped Quantity Extended Price Backordered ET NNNM ees mwona S Es Si ES Total 112 85 Asset Management Links Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual SYSTEM INFO From this screen the administrator can select the contact person for the system and add custom accounting fields Editing system contact and custom accounting fields Using the pull down menu select the user that should be contacted if anything needs to be reported to about the system There are two custom accounting fields that can be modified for the system leave these blank if there are no custom accounting fields To edit these items click the submit changes button Custom Fields Custom user and item fields are listed for the system Displayed is the Edit button Field Name Field Type Default Value Read Level Write Level Required and the activate deactivate button Editing Custom fields To edit a custom field click the Edit button next to the Field Name To add a new custom field click the Add New Field button RSI 150 System Settings Main ICC Profiles Wizard Settings Approvals Reorder Setup Last Updated Groups Setup Contacts Featured Items
36. is for the full application ist users edit user information edit email addresses EMAIL MANAGEMENT GROUPS MANAGEMENT manage CSS edit group header edit group categories PURLS MANAGEMENT ITEMS MANAGEMENT design PURL PURL questions CATEGORY MANAGEMENT list categories edit category items Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ADMINISTRATION Administration Manual OVERVIEW cont ADMINISTRATION SYSTEM AT A GLANCE cont REPORTING list reports SYSTEM SETTINGS generate report add edit fields ICC profiles WAREHOUSE MANAGEMENT wizard settings add edit location order processing item reorder setup edit shipping options print packing slip add inventory location adjust inventory STOREFRONT MANAGEMENT landing page display FTP DESTINATION MANAGEMENT edit FTP destination add FTP destination Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ADMINISTRATION ADMINISTRATION CONCEPTS ADMINISTRATION PULL DOWN MENU Administration Manual All administration functions are accessible from the Administration tab on the menu bar This tab can be seen only by the administrators with access levels of 99 or 100 CUSTOMER vMRC Categories L
37. is is new shipment New Quantity e Edit This Location Transfer Inventory from Western Quadrant Location Name Western Quadrant Current Inventory 7999150 Transfer New Location Los Angeles Beachfront j Q Transfer Inventory Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 FTP DESTINATION MANAGEMENT Administration Manual FTP DESTINATIONS This area allows the Administrator to add and edit the FTP Destinations for file delivery As noted in the Item Management section only JIT and VT items use the FTP delivery method It is important to note that these FTP Destinations must be created before any JIT or VT items can be created a sod RSI is e FTP Destination Administration FTP Destinations FTP Destinations FTP Destination Name Contact Active Add a new FTP destination Copyright 2008 Responsive Solutions Inc ADD EDIT FTP DESTINATIONS This screen allows the Administrator to create the FTP Destination used for JIT and VT items The critical information is the FTP address the FTP Default Directory the FTP Port usually 21 and the FTP Username and Password When all data has been entered click Add FTP Destination RSI 165658 FTP Destination Administration Add FTP Destination Add FTP Destination FTP Destination Name
38. l EDIT CURRENCIES If currencies are being used this screen is where they can be adjusted and activated inactivated for conversion purposes gt System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Item Groups Setup Contacts Featured Items Company Bulletins Edit Currency Edit Sh Currency Name Currency Exchange Active few gt www seame Jwmmbas RO Re m em o woe m SSS m wmm ibe Currency Name Currency Code Currency Merchant Code Currency Exchange Rate Currency Mark Up Currency HTML Code Currency HTML Rendered Currency Decimal Places Add Currency Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual EDIT SHIPPING OPTIONS Shipping options are configured from this screen An important thing to note is that for real time shipping quotes from UPS and FedEx items must have a weight associated with them for the calculation to occur otherwise the option will not appear at checkout Each shipping option must have a display name loc
39. listed an icon designating the type of email address Home Office Mobile the Edit button and an activate de activate button e To add an email complete the email address in the form to the right choose the type of email address Home Office Mobile and click Save To edit an email click the Edit link This displays the email information into the form to the right which can then be edited e To activate de activate an email click the link below the icon to change it s status User Profile Sarah Bernstein Add email Address sarah homemail com Navigator _ p sarah phonemail com i Office email User Information d 3 Office email Email Address Emails Edit Deactivate Edit Deactivate Addresses sbernstein responsivesolutions com Telephone Numbers Security Contacts Edit Activate USER ADDRESSES The Addresses screen allows the administrator to add or edit addresses for a user A list of current addresses is listed with an Edit link and a Deactivate link e To add an address complete the address fields to the right and click the Save button To edit an address click the Edit link This displays the address information into the form to the right which can then be edited e To deactivate an address click the Deactivate link under the address to deactivate it e Addresses can be d
40. lso displayed The NOT in this group column lists groups that the user does not belong to The IN this group column shows groups that the user belongs to e Editing the security level is as simple as entering a number between 1 and 100 into the access level box Caution setting this to 99 or 100 gives the user administration rights so use care in adjusting the security settings e add the user to a new group select the group that is to be added from the NOT in this group column and click the shift to the right button to add the user to the group e To remove the user from a group select the group that is to be removed from the IN this group column and click the shift to the left button to remove the user from the group e Adding a user to the Warehouse Admin grants the user complete rights to inventory and order control e Adding a user to the System Admin grants the user complete rights to System Admin page and allows them to make changes to the site This is NOT recomended for anyone other than the designated System Administrator e Click the Save button to commit the changes made to the user security settings User Profile Sarah Bernstein r Navigator Security Settings Sarah Bernstein User Information Warehouse Administrator MM Access Level 1 Os ystem Administrator Emails Not in this group In this group Addresses ACE Authorized Approvers Administrators Health Ca
41. n ACE Navigator Edit Group ACE Edit Groups Group Name ACE Add User Grou Group Access Level A d User Group Group Description Add Contact Group Add Approval Group Change Group Header Graphic L Browse The dimensions should be at least 200 pixels wide and must be 55 pixels tall in GIF PNG or JPG format Users NOT in this group Users IN this group Admin John Miner Emily Approver John Miner Emily Byford Phil sham greg Levy Jeff Shambo Greg Nordquist Sean Quinn Susan Quinn lt lt Sanders John 55 Sarpa Mark Shambo Gregory Testing John Edit Group Admin Users Red Text Indicates A Required Field r Items Visible to ACE Categories Visible to ACE eatery Name mite Name Item Number E 0 Asset Management o 0000001111111TEST 0000001111111TEST 12 18 Folders 12 18 Folders o ACE Flyer ACE F01 ACE Postcard ACE PO1 o Brochure Pic 1 Brochure Pic 1 E Brochure Pic 2 Brochure Pic 2 Sta Dyn Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ITEM MANAGEMENT Administration Manual ITEM ADDING AND EDITING Items are anything that is ordered from the system The primary Item types are Static and Variable Static Items can be inventoried or Just In Time which means they are printed as they are ordered
42. ngs the administrator to the list of all users on the system Clicking on the Edit button allows the administra tor to edit the selected user s information Adding User Clicking on the Add User link allows the administrator to add a user to the system Activating De activating users Clicking the Active button enables or disables the user in the system When inactive this user can no longer login or place any orders although history for the inactivated user is retained Remember a hollow button denotes inactive a dot represents active Navigator View all users by Letter ALLABCDEFGHIJKLMNOPORSTUVWKYZ Search C search Users 1 Edit Users Add User Active Iingort Users level low lowlevel Edit Nordquist Sean support responsivesolutions net Export Users Sanders John jsanders Shambo Greg gshambo responsivesolutions com Spurgeon Micheal spurgeon User Spanish spanishuser Import Users Clicking on the Import Users link allows the administrator to upload a list of users The file must be in Excel 97 2003 format A template is availabe for download to create an upload template that will contain all of the available fields Navigator Upload Users Excel 97 2003 Workbook
43. ogos Images amp Assets Corporate Logo amp Photography Music Video amp Presentation Brochures Data Sheets Marketing Solutions i Images i Direct Mail Seasonal i Print amp Web Communications i Point of Purchase Mew Arrivals Mewsletters Promotion amp Merchandise i Promotional Giveaways Corporate Merchandise Corporate Apparel Stationery amp Forms i Dynamic Templates Logos Images amp Assets Brochures Data Sheets Home My O rders Profile Marketing Solutions Ed i r Newsletters Promotion amp Merchandise4 Stationery amp Forms The remaining sections of this document will describe the various administration functions Responsive Solutions Inc 2009 m Administration Log Out User Management Groups Management tem Management Category Management Warehouse Management b Production Management b Discounts Management FTP Destination Management gt Mailing List Management Style Management PURL Management Email Management Order Approval Reporting System Settings 111 Second Ave NE St Petersburg FL 33701 727 456 1250 STYLE MANAGEMENT Administration Manual LOGIN PAGE SETTINGS The Login Page Settings control the login page of the site The main graphic must be in PNG format 760 pixels wide 450 pixels hi
44. ond Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual ICC PROFILES ICC Profiles for the system are listed alphabetically Clicking the Edit button edits the profile clicking the Delete button removes the ICC Profile Adding a ICC Profile is identical to editing a profile except that the values are blank Editing ICC Profile e Profile Name Used to display the name of the profile in the pull down menus and reporting e Description Used to describe the ICC Profile e CC Profile File Click the Browse button to find and upload the desired ICC Profile Click the Add ICC Profile button to add edit the profile RSU IEE System Settings Main ICC Profiles Wizard Settings Approvals Item Reorder Setup Add ICC Profile Profile Name Description ICC Color Profile File Browse Add ICC Profile Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 SYSTEM SETTINGS Administration Manual EDIT CONVERSION WIZARD SETTINGS The Edit Conversion Settings Screen allows the administrator to add edit asset conversion settings for the system Adding a conversion setting is identical to editing a setting except that the values are blank Conversion settings are listed alphabetically and Edit button Wizard Name and active de active button are listed E
45. oup to the system Activating De activating groups Clicking the Active button disables the group in the system Remember a hollow button denotes in active a dot represents active Caution When deactivating a group remember users who are a part of this group lose the access privileges granted to this group Group Administration Navigator 4 User Groups cess Level Add User Group ACE 1 Add Contact Group Administrators 10 Add Approval Group Authorized Approvers 99 Blanks USA 1 Demo Group 1 Health Care 1 NuGraphics 1 O Omni Hotels 1 Peake 100 Progressive Solutions Puffin 1 Responsive Solutions Demo 1 Testing 1 Warehouse Managers 99 Contact Groups Retail Group 10 Approval Groups Group Name cess Level Active Authorized Approval Users 1 Responsive Solutions Inc 2009 111 Second Ave St Petersburg FL 33701 727 456 1250 EDIT GROUP Administration Manual EDIT GROUP The Edit Group Screen allows the administrator to adjust groups for the system Adding a group is identical to editing a group except that the values are blank and there are no users in the Users IN this group column Both User and Contact Groups function the exact same way The group name description items and users belonging to the group can be edited The Users NOT in this group column lists users that do not belong
46. re Blanks USA Demo Group Security General Users JohnsByrne Contacts Omni Hotels Peake Progressive Solutions Puffin Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 USER MANAGEMENT Administration Manual USER CONTACTS Contacts are listed alphabetically by last name By clicking on the letters at the top of the page contacts whose first or last name begin with the chosen letter are displayed A search box is also available for finding a specific contact From this screen the administrator can add edit activate or inactivate contacts Adding Contact Clicking on the Add New Contact button allows the administrator to add a contact to the user s profile Editing Clicking on the Edit button allows the administrator user to edit the selected contact s information Activating De activating Contacts Clicking the Active button enables or disables the contact in the user profile When inactive this contact will not appear as an option for shipping or on searches although history for the inactivated user is retained Remember a hollow button denotes inactive a dot represents active User Profile Sarah Bernstein Navigator 4 Contact Administration ism Inte PESE View all contacts by letter ALLABCDEFGHIJKLMNOPORSTUVMWXYZ Company Name Company Contact Active Email smars 1029384756 Acme Widgets
47. rs is listed an icon designating the type of phone number Home Office Mobile Fax the Edit link and an activate de activate link e To add a phone number select the and complete the Prefix Area Code Phone Number and Extension or enter the International telephone number if applicable Then click the Save button To edit a phone number click the Edit link This displays the phone number information into the form to the right of the phone list which can then be edited e To activate de activate a phone number click the link under the number to change its status User Profile Sarah Bernstein Navigator 1 227 456 1250 1 404 452 8181 Add Telephone Number Office Telephone v User Information us i Prefix smars Edit Deactivate Edit Deactivate rea Code Telephone r1 727 450 1260 5 Number C Extension Security g lt International Contacts Edit Deactivate Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 USER MANAGEMENT Administration Manual USER SECURITY The Security creen allows the administrator to adjust security settings for a user The access level of the user can be adjusted at any time by an administrator a value between 1 and 100 is required for this field Group select boxes are a
48. rt Reports may vary depending on modules chosen and data required Customized reports are available RSI Administration Reporting 15 Home Profile Y Administration Logout Order Number User Start Date End Date Group Name Start Date End Date Status User Start Date End Date Item Start Date End Date Report by Order Generate Report Report by user All Users January i 2006 April 14 2008 All Groups Generate Report Report by Groups v January e i 2008 fe April 14 2008 Generate Report Report By Cost Center All Users v January 1 m 2008 April 14 2008 Report by Item None Selected 1 2008 April wl 14 2008 Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 REPORTING Administration Manual SAMPLE REPORT Reports are displayed with the option look at line items download as tab delimited files or download as Microsoft Excel spreadsheets This example is Report by User It shows the Order Number the User who the order was shipped to the Order Date and the current status Note Reports display different data based on the
49. s of warehouse contact e Warehouse ZIP Code Postal ZIP Code for warehouse This is required for backend shipping integration e Warehouse IP Address IP Address for warehouse system Click the Edit Warehouse button to modify this warehouse Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items RSI Lite Edit Warehouse RSI Warehouse Name Rg Browse Categories Warehouse Location Warehouse Contact Sean Nordquist Warehouse Contact Email sunport responsivesolutions net Warehouse Zipcode 33701 Warehouse IP Address 198 192 0 1 Edit Warehouse RSI Locations Location Name Physical Location Row Column Bin Western Quadrant 22 Copyright 2008 Responsive Solutions Inc ADD EDIT WAREHOUSE LOCATION The Add and Edit Location screen allows the Administrator to create very specific locations for inventory SOO Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items Edit Location Warehouse Location Name ester Quadrant Browse Categories Previous Orders Building Department Fulfillment 24b Sort Order 9999 c ho Edit This Location Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE S
50. selected report and parameters RS 15056558 Administration 7 Return to Reports Orders for All Users Show orders placed between January 1 2008 April iv 14 2008 Order Date Status Order Number User Shipped To 021900000003 RS Admin RSI Administrator Responsive Solutions Inc 11 Apr 2008 01 06 Awaiting Shipment 021900000002 RS Admin RSI Administrator Responsive Solutions Inc 11 Apr 2008 01 05 Awaiting Shipment 021800000001 RS Admin RSI Administrator Responsive Solutions Inc 11 Apr 2008 01 05 Shipped View Report As Tab Delimited File View Report As Microsoft Excel Spreadsheet Copyright 2008 Responsive Solutions Inc Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 REPORTING Administration Manual ORDER DETAIL The individual order detail displays all of the information about an order including shipping pricing and the items ordered P NEEDS IE Boos Administration Order Detail Order Number 021900000003 Ordered by RS Admin on Apr 11 2008 01 06 am Shipping Address Billing Address RSI Administrator RSI Administrator Responsive Solutions Inc Responsive Solutions Inc 111 2nd Ave NE 111 2nd Ave NE Suite 350 Suite 350 St Petersburg FL 33701 St Petersburg FL 33701 United States Item Deta
51. shipping selections adjust the order quantities line item ship items void the order or mark it as shipped The Packing Slip can be n from this page as well gt Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items Order Detail Order Number 021900000003 Ordered by RS Admin on Apr 11 2008 1 06 Shipping Address Edit RSI Administrator Responsive Solutions Inc 111 2nd Ave NE Suite 350 St Petersburg FL 33701 Browse Categories Previous Orders item Name Unit Price IE Leet Sound Datasheet 1337 USD 0 10 E Marketing Services Firm Poster MSF POS USD 0 13 USD 100 00 EH Order Charge 9503 25 3 25 USD 3 25 Total USD 112 85 Void This Order Mark Shipped Print Packing Slip Copyright 2008 Responsive Solutions Inc WAREHOUSE MANAGEMENT Administration Manual ORDER HISTORY The Order History screen allows the Administrator to view all past orders and see the details of each R Sil 153 Boos Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items RSI Lite Shipped Orders Order Number Shipped To Order Date Ship Status Notes Hag O 021900000001 RSI Administrator Responsive Solutions Inc 11 Apr 08 01 05 Shipped 0 Copyright 2008 Responsive Solutions Inc Browse Categories Previous Or
52. t Petersburg FL 33701 727 456 1250 WAREHOUSE MANAGEMENT Administration Manual ORDER PROCESSING The Order Processing Screen allows the administrator to view at a glance all open orders that have not yet been shipped Order numbers shipping recipients order date shipping status and any shipping notes are displayed From this page the Administrator can click on an order number to view the details or multiple order numbers can be selected and the packing slips for all can be printed at once If a third party U S Postal Service software is used the postal information for the orders can be uploaded RSI RO vood Enter search criteria c Hone e Pe V 999 Warehouses Order Processing Order History Manage Inventory Manage Items RSI Lite Pending Orders Export Order Number Shipped To Order Date Ship Status Notes Hag 021900000003 RSI Administrator Responsive Solutions Inc 11 Apr 08 01 06 Awaiting Shipment EE 021900000002 RSI Administrator Responsive Solutions Inc 11 Apr 08 01 05 Awaiting Shipment Upload USPS costs and Tracking Information Exported File Upload USPS Data Browse Categories Previous Orders Print Packing Slips Select Orders to Print 021900000003 Print Packing Slips Copyright 2008 Responsive Solutions Inc ORDER DETAIL The Order Detail Screen allows the administrator to look at the details of a single order adjust the
53. that mean business RESPONSIVESO U TONS sous 989 Revision 5 3 1 ADMINISTRATION SYSTEM MANUAL ADMINISTRATION Administration Manual INTRODUCTION The purpose of this document is to provide information relative to the RSI administration system manual The document will cover areas from establishing users items and categories to reporting and system settings TABLE OF CONTENTS ADMINISTRATION OVERVIEW AND CONCEPTS OVERVIEW Administration System at a Glance ADMINISTRATION CONCEPTS ADMINISTRATION FUNCTIONS STYLE MANAGEMENT USER MANAGEMENT GROUP MANAGEMENT ITEM MANAGEMENT CATEGORY MANAGEMENT WAREHOUSE MANAGEMENT DISCOUNTS MANAGEMENT FTP DESTINATION MANAGEMENT MAILING LIST MANAGEMENT PURL MANAGEMENT EMAIL MANAGEMENT ORDER APPROVAL REPORTING SYSTEM SETTINGS APPENDIX A CREATING VARIABLE TEMPLATE ITEMS END USER MANUAL B CREATING EMAIL ITEMS END USER MANUAL C CREATING PURLS END USER MANUAL Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 ADMINISTRATION Administration Manual OVERVIEW ADMINISTRATION SYSTEM AT A GLANCE The following system flow chart provides an overview of the administration system Each of the major functions Item Management etc are shown along with their sub functions These areas will be described in more detail including screen shots in the remainder of this document While the screenshots depict RSI Lite the functionality displayed
54. they log in e Measurements Determines if measurements are in U S Standard or Metric e Currency When the Currency feature is active this determines what currency the costs will appear in for this user when they log in e Custom Attributes If the administrator has assigned custom user attributes these can be edited for the user Navigator User Information Emails Addresses Telephone Numbers Security Contacts User Profile Sarah Bernstein User Information User Name Company Salutation First Name Middle Initial Last Name Job Title Work Email Password Confirm Password Create Date Last Edit Date Last Login Date Red Text indicates a required field sbernstein Responsive Solutions E Sarah Bernstein C alna ales sarah phonemail com Site Preferences Language Measurements Currency Custom Attributes Cost Center Employee ID English EN Standard US Dollars US wv November 21 2008 December 8 2008 6 03 pm Responsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 Administration Manual USER MANAGEMENT USER EMAIL ADDRESSES The Emails screen allows the administrator to add or edit additional emails for a user A list of current email addresses is
55. ventory Item Screen screen allows the Administrator to add and adjust inventory levels for an item across all warehouse locations E TERI om Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items Edit Inventory Item Inventory Code MSF POS Item Description Static Post for MSF Inventory Locations Warehouse Los Angeles California Location Name Physical Location Quantity Warehouse Prescott Arizona Location Name Physical Location Quantity Warehouse RSI RSI 4 Location Name Physical Location Quantity Western Quadrant Row A Column 22 Bin A6 7999950 Adjust Allocated Quantity Total Available Copyright 2008 Responsive Solutions Inc OResponsive Solutions Inc 2009 111 Second Ave NE St Petersburg FL 33701 727 456 1250 WAREHOUSE MANAGEMENT Administration Manual EDIT INVENTORY At the warehouse level the Edit Inventory Item Screen screen allows the Administrator to adjust and add inventory to the existing location or transfer inventory between locations and warehouses Enter search criteria Warehouses Order Processing Order History Manage Inventory Manage Items Item Name Marketing Services Firm Poster Edit Western Quadrant 1 Browse Categories Location Name Western Quadrant Current Inventory 7999150 eo Adjust Quantity O o Check if th

ADMINISTRATION SYSTEM MANUAL Revision 5.3.1

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