Online Help Updates

Version 57- December 4, 2014

SBT Business Rules

 

Version 56- October 15, 2013

Find, Display, and Report Shrink

Review Shrink by Store window

 

Version 55- July 15, 2013

Sample ACS Shrink Change and Status Reports

Sample OSLI Shrink Change and Status Reports

 

Version 54 - May 14, 2013

Sample OSLI Shrink Report

 

Version 53 - January 31, 2013

SBT Tasks for Vendors – Daily, Weekly Monthly, Quarterly

 

Version 52 - January 31, 2013

Support

 

Version 51 - November 1, 2012

Overview - Counts

 

Version 50 - March 20, 2012

Review In-Store Stock Position

Review In-Store Stock Position - Quick Steps

 

Version 49 - February 21, 2012

Settle Shrink for Subordinate Business Units

 

Version 48 - January 24, 2012

Sample Sales Invoice (CSV Format)

 

Version 47 - September 20, 2011

SBT Business Rules

 

Version 46 - May 27, 2011

Settle All Results

 

Version 45 - December 7, 2010

Sample Count Error Report

 

Version 44 - July 1, 2009

Review In-Store Stock Position

Review Counts for a Retailer / Store

Review Shrink for a specific location

Note:  Minor fix to Version 44 on May 4, 2010.  

 

Version 43 - February 16, 2009

Advanced Commerce Support

 

Version 42 - December 16, 2008

More detail about Full, Partial, and Snapshot Counts.

Was Add a Count.  

 

Version 41 - September 4, 2008

Future Deliveries cannot be posted online.  Deliveries posted via batch (AS2, FTP) can be dated up to 7 days after today’s date.  For example, if today is September 1, future deliveries can be posted for dates up to and including September 8.  Deliveries dated September 9 will be rejected.

 

Version 40 - June 24, 2008

Column headings added to online CSV report, similar to RTF.

 

Version 39 - May 5, 2008

Added reference to RTF.

New online format.

Added reference to RTF.

 

Version 38 - April 22, 2008

Manage Beginning Inventory (was View Beginning Inventory)

View, Update, Add a Beginning Inventory.

Manage Counts (renamed View BI to Manage BI)

Add Count for Initial Inventory (removed)

 

Version 37 - April 8, 2008

Review Shrink by Store Window

Find and Display Shrink (RTF no longer available)

Overview - Shrink and Shrink Settlement  

Sample Shrink Summary Report

Sample Shrink Item/Group Level Report

Sample Shrink Sharing Preview Report

Sample Store Shrink by Item Report

Sample ACS Shrink Report

Sample OSLI Shrink Report

Updates for new % Shrink Calculation options.

 

Version 36 - December 18, 2007

Steps to get help.  Feedback/Support link.

 

Version 35 - September 25, 2007

Data visibility restrictions based on trading partnership.  CFS 36100

 

Version 34 - September 6, 2007

Better detail under "Best Practices."

 

Version 33 - July 23, 2007

Corrected typo.

 

Version 32 - April 3, 2007

Renamed from Add a Partial Count

Sample Snapshot Count Shrink Report

Route IDs can now be assigned to line items.  Partial counts return to the screen.  (Different from Snapshot Counts.)

Route IDs can now be assigned to line items.  

About Full, Partial, and Snapshot counts.

 

Version 31 - February 27, 2007

Manage Counts

View a Count

View Count Errors as Owner

View Count Errors as Partner

The Review Shrink by Store window

Find, Display, and Report Shrink

 

Version 30 - January 23, 2007

Better defined steps.

Better defined steps.

 

Version 29 - January 9, 2007

Renamed option.  (From prior turn).

New Invoice Service Fee Total field added to end of record.

 

Version 28 - October 31, 2006

Updated to reflect longer retention for Sales, Deliveries, and Counts.

Report topics.  Change all instances of "Delivery Type" Chainlink to File Registry.

 

Version 27 - July 18, 2006

New Count Date From / To search fields.  

New Count Date From / To search fields.  

Removed Document / Distribution List set up.  Can now be found in the Administration help.

 

Version 26 - February 28, 2006

New Level of Count Qty field, added to simplify entering multi-tiered items.  

 

Version 25 - December 13, 2005

Changes made to shrink reports and windows.  Contact Park City Group AC Documentation for more information.  CR 1728.

Segment field added.

 

Version 24 - October 25, 2005

 

Version 23 - September 30, 2005

 

Version 22 - September 13, 2005

Add a Count

Update a Count

 

Version 21 - July 19, 2005

New report to replace Book Inventory and Extended Book Inventory reports.  Based on "perpetual inventory" configuration.  Sample.

This report is being replaced by the In-Store Stock Position Report.  Because of this, the link name to open the Book Inventory Report has changed.

This report is being replaced by the In-Store Stock Position Report.  Because of this, the link name to open the Book Inventory Report has changed.

No longer available to Retailers or most Suppliers.  Can be scheduled only.  

Steps adjusted due to Count Date field being moved to top.

Removed.

Updated for Buyback changes.

Only Supplier / Retailer SBT agreements set to "Manually Add Count for Initial Inventory," the "Quantity" option, can use this to set a Buyback.  Agreements configured to "Automatically set a Zero Buyback" cannot use this feature.

Added Park City Group Administrator options.

Settle a Shrink Result

About "Reviewing" Shrink (Non-Perpetual Inventory only)

Review a Shrink Result (Non-Perpetual Inventory only

More notes on Settling Shrink (Perpetual Inventory)

Notes on Reviewing Shrink (Non-Perpetual Inventory only)

The Review Shrink by Store window

Displaying SBT Business Rules

Overview - Store Counts

Add a Count (Non-caching and Perpetual Inventory)

Update a Count (Non-caching & Perpetual Inventory)

 

Version 20 - May 3, 2005

Updated Sort By option for Size.

Updated Sort By option for Size.

View the Distribution Lists to which a person is assigned

View, Add, or Delete the people assigned to a Distribution List

View when a Document Schedule will run next

View the Documents associated with a Document Schedule

Assign a Document Schedule to a Distribution List

Unassign a Document Schedule from a Distribution List

Add a Distribution List

Update a Distribution List - Change a list's name

Delete a Distribution List

Granting Authority to Manage Distribution Lists

 

Version 19 - March 8, 2005

Updated to make it more applicable to retailers.  Copy placed in retailer's online help.

The report lists shrink at the store level only.  Item-level details are not available.

Note:  Only one store at a time can be displayed online.

Tool sets a Beginning Inventory date for new or updated stores.

 

Version 18 - January 25, 2005

Review errors for counts received in batch.  "Owner" refers to data source.

Review errors for counts received in batch.  "Partner" refers to data source.

Added Combined Count info.

 

Version 17 - November 9, 2004

 

Version 16 - September 28, 2004

 

Version 15 - June 29, 2004

Add a Count (Post Conversion only)

Update a Count (Post Conversion only)

 

Version 14 - May 18, 2004

Added note about normal download requirement for attachments over 2MB.

 

Version 13 - March 16, 2004

Review Shrink by Store window

Find, Display, and Report  Shrink

Review a Shrink Result

Sample Shrink Reports

 

Version 12 - February 10, 2004

viaLink guidelines for suppliers.

 

Version 11 - January 13, 2004

Added new "Count Error" processing rules.

 

Version 10 - December 16, 2003

Pre / Post Reporting-System Conversion changes

 

Version 9 - November 11, 2003

Updated before/after sales, deliveries to include Before Sales, After Deliveries.

New link is simply a path to Review Book Inventory and Review Extended Book Inventory.  Done to enhance data caching within viaLink, increasing system speed and performance.

Added error codes SBT-2065 and 2066.

Note:  Deleted code pages 05/11/2004.  See clearLink's online help for code listings.

 

Version 8 - October 7, 2003

Added new error codes and messages.

Note:  Deleted code pages 05/11/2004.  See clearLink's online help for code listings.

 

Version 7 - August 26, 2003, Version 7.1 September 9, 2003

Shrink must be settled within 35 days of the final Count Date submitted.

 

Buyback must be set before a count can be posted for a store.

 

Changed before/after sales, deliveries options.

 

Version 6 - July 15, 2003

List of common SBT errors and their resolutions.  Sorted in alphabetical order by message.

 

Version 5 - March 18, 2003

Updated with Show Change from Previous Full Count.

 

Version 4 - December 10, 2002

 

Version 3 - November 12, 2002

Most shrink reports summarize at the store level. This report summarizes shrink at the item level for all stores settled in the date range and trading partnership.

Added Route ID data field and SKU sort option.

Added Route ID as a search field.  Minor navigability changes.

Added SKU sort option. Updated sample reports.

Added Route ID data field and SKU sort option.

Added Route ID data field and SKU sort option. Updated sample forms.

Added Route ID and View By options.

Added Route ID data field and SKU sort option.

Added Sort By options.

Added Route ID field, UPC and SKU columns to sample report.

 

Version 2 - April 25, 2002

This tool provides an extended report of online book inventory (sales/deliveries), and can be based on individual Stores, Store Groups and Group Lists, and SBT Item Groups.  Use this report to see how well items are selling, and if additional deliveries should be made.

Scan based trading (SBT) item groups provide an easy way to base your reports and settlements on "types" of items rather than individual items.   Items of a type are grouped and given a group name based on your business needs..   See also, About SBT Item Groups.

viaLink provides the ability to group a set of stores for use in Extended Book Inventory reporting. For example, stores x, y, and z, located in the northern U.S., can be grouped as the "North Region."  Stores d, e, and f in Dallas, TX can be grouped as "Dallas Stores." Groups are named to fit your needs, and can include almost any viaLink scan based trading (SBT) store with whom you are matched.  

See also, About Store Groups and Store Group Lists.