APRIL 28–29, 2020 ONLINE

Welcome to Bootcamp!

On behalf of all of us at iQmetrix, let me be the first to say that we’re so glad you’re here! Well, not here here, but you know

what I mean…

Bootcamp started back in 2018 as a way to bring clients of RQ together to learn new strategies, tactics, and tips from the

product experts and apply it to their business. Whether you’re new to RQ, are a seasoned vet, or are just here to watch your

favorite iQers crack inside jokes that only wireless retailers will understand, there’s something at Bootcamp for everyone.

Two years later, it’s still the same great content with the same cool people. The only difference is that this year, for obvious

reasons, we’ve gone completely digital.

COVID-19 has changed so much of the world as we know in such a short span of time. The wireless industry is in the midst of its

own unprecedented change and is undoubtedly in for more changes. While things are feeling a little uncertain, what’s kind of

incredible is the way communities comes together in times like these.

And we’re pretty lucky – we have a great community right here and we’re grateful, now more than ever, for the amazing

relationships we have with each and every one of you. Even though we can’t be physically together, for Bootcamp, work,

gatherings, celebrations, and more, we’re still finding ways to stay connected.

So, before we dive into Bootcamp, I wanted to leave this thought with you:

The pandemic has brought to light the value of staying connected, and this industry is vital to making that happen. I don’t know

about you, but I’ve never been on more phone calls, FaceTimes, or social Zoom chats in my life. I’m checking in more with loved

ones, reaching out to friends, scheduling happy hours, and none of this would be possible if it weren’t for the world of wireless.

The people you’ll mingle with (digitally) today and tomorrow are at the front line of making sure that communities stay

connected during these uncertain times. And we’re all here today to learn from one another and become more efficient, stay

productive, and be ready to continue supporting and connecting our communities when business returns to normal – whatever

that looks like.

We’re so glad you’re here and we hope you enjoy this year’s Bootcamp – our team is so excited to share their knowledge with

you. This year's theme is all about how to improve efficiency and drive success. You're already experts at what you do. These

sessions are designed to help grow that expertise, so that you can be faster and more agile with RQ achieving maximum

productivity with minimum wasted effort. From introductory learnings to an in-depth, hands on dive into specific

functionalities, there's something in here for all levels to push your business forward.

Whether you’re in your Bootcamp best or in your sweats, we’re excited to see you and are grateful we can come together.

See you online!

Stacy Hamer

VP of Client Experience

Bootcamp 2020 Sessions 2

Bootcamp 2020 Sessions

• Cash is King: Fine Tuning Your RQ Setup and Processes

• Categories & Inventory Tree

• Reporting Essentials

• BI Custom KPI Reporting

• Marie Kondo Your RQ

• Price Sheet Theory 101

• Price Sheets in Action

• Performance Groups

• The Product Life Cycle from Start to Finish

• All Things RQmobile

• Understanding General Ledgers

• All Things Discounting

• BI Part 2 of 2: Automating Your KPI Report

• The Employee Cycle: From Punch-In to Pay-Out

• How to go Mobile with RQmobile

• Your Support Questions: Answered!

• Employee Grand Slam

• Inventory Blitz

Bootcamp 2020 Sessions 3

Cash is King: Fine Tuning Your RQ Setup and Processes

Will Kropp & Kendra Korinetz

Handling customer transactions is a tough job, even for the most experienced sales staff. Mistakes happen and unexpected

variances can occur. The key to a successful cash management Is to have sound policies and procedures, perform regular

audits, as well as setting clear expectations with your staff.

Let's go over how to get your processes and setup In top shape so that everything runs as smooth as possible.

The below details are help file links and resources for the content covered in the “Cash is King” Bootcamp session.

Physical Check Audit Info and Resources

PCI: The Payment Card Industry Data Security Standard (PCI DSS) is a set of security standards designed to ensure that all

companies that accept, process, store, or transmit credit card information maintain a secure environment. This is known as

being "PCI Compliant" and must be done for any location accepting credit cards. Failure to do so increases the risk of fraud,

chargebacks, as well as a fee from your Merchant Service Provider.

Being PCI complaint is a requirement from the card industry for any business that accepts payments. If not completed or done

correctly you can be fined per location, per month.

If you have ever attempted PCI Compliance, you know that it is no easy task. Wireless retailers require robust systems that not

only meet their PCI DSS obligations, but also help to reduce risks and simplify operational and compliance costs. There are 160

complex questions you will need to answer for the SAQ-C assessment, ranging from technical, network, operational and

physical device questions and requirements.

If you would like to learn about reducing the number of questions you have to answer for PCI, we encourage you to reach out

to our Merchant Services Team.

If you would like to learn more, be sure to setup a time to chat with our Merchant Services Team by

emailing MerchantServices@iqmetrix.com.

Cash Management

Single Drawer

This section includes the single drawer policy setup

details, cash-in, close drawer, and cash out.

Multi Drawer

This section includes the multi drawer policy setup details,

cash-in, close drawer and cash out

Cash Skim

Drawer Audit: Single and Multi-details

Manual Entry: This section goes over setup

If you have any questions, please reach out to our Support

team for assistance.

Integrated Payments

This section covers Unified Payments setup.

Reconciliation

This is the main section for all reconciliation details.

Cash Out Reconciliation

Payments Reconciliation

This link includes the payment reconciliation processes

some dealers use. Depending on your payment provider,

your portal link will be different, but the method/process

described is similar.

Cash Management Security Settings

Manual Payment Processing Security Settings

Bootcamp 2020 Sessions 4

(CASH IS KING CONTINUED)

Manual Payments

It can be tempting to ignore the prompts from the terminal or POS when performing manual payments. When I worked in

retail, I was often tempted to skip past the annoying prompts of the pin pad, beeping at me to enter a client's expiration date,

zip code, etc.

However, since working behind the scenes in the payment world, I have come to learn that your business is often charged more

for transactions with incomplete information. It's important to make sure that your sales reps know not to rush to complete a

sale, that it’s better to take their time conducting transactions properly, otherwise they may drive up backend costs for you.

Audit Suggestions for Your Payment Devices

How to Identify a Tampered Device

1. Terminal Size

Pay attention to changes in the thickness of your payment device. Skimmers are placed over top of terminals and are therefore

slightly larger than the device itself, so you’ll know your machine has been tampered with if it appears larger than usual.

2. Chip Reader Depth

Untampered devices should only allow enough depth for the card’s chip to be inserted into the device, not ¾ of the card.

3. Device Backlighting

Devices are designed with button backlighting and light-up functionality when the terminal is in use. If the buttons aren’t

lighting up or you don’t see a green LED light, then chances are you’re being skimmed!

Tips to Ensure Device Safety

1. Occasionally put a sticker on your terminal to ensure the device has not been switched or tampered with.

2. Always double check to make sure that your device is secure or is locked to its stand.

Bootcamp 2020 Sessions 5

Categories & Inventory Tree

Jami Cudmore & Ash Kaur

Proper organization of categories for your Inventory Tree is crucial to inventory management. When you have a more thorough

understanding of the categories available to you, you’ll have the power and efficiency of smooth and effortless reporting.

After the Presentation: Homework

Rate your Categories: 0 1 2 3 4 5 6 7 8 9 10

Rate your Inventory Tree: 0 1 2 3 4 5 6 7 8 9 10

Are they scored the same? If not, which scored better?

Take what you need from our “How do I fix them?” and apply it to your Categories & Inventory Tree to get

tens across the board!

1. Create your new Categories in the following order:

• Parent Categories

• Child Categories

• Grandchild Categories

2. Move your SKUs to their new Category homes:

• Use the appropriate Product Master List to do so in mass (Regular, Non-stocked, Vendor)

3. Once you have cleared all products, delete (or disable) in the following order:

• Old Grandchild Categories

• Old Child Categories

• Old Parent Categories

Inventory Tree Layout

• Common verbiage

• Example Inventory Trees

o A good example

o A not-so good example

• Inspiration for your Inventory Tree

Category Setup

• What are Categories and the

different types

• Creating a new Category

o What’s permanent and

what’s not?

o Category default tabs

Advantages to Reporting

• Inventory related reports

• Sales by Reports

• Master Lists & Import Wizards

• Streamlining the Report Console

Bootcamp 2020 Sessions 6

Reporting Essentials

Michele Wyatt & Jessica Hamer

We’re going over the RQ reporting essentials! From where to start, how to set up, how to progress, and how to set up your daily favorites, our team has the necessities covered. Find the report you need and let’s get started!

Greater Than, Less Than (< >)

Use < > in almost any report to narrow down your search or

help you find specific data.

Grouping

Grouping allows you to drag a couple of columns above

the header bar, which in turn will separate the report

based on the grouping selection.

Star Your Favorite Reports

Use the Star to add reports to your Favorites and the report

you need will always be handy.

Dashboards

View in-depth information at a glance with these easy-to-

take-action visual reports.

Right Click

Right clicking on a header bar of reports will give you a list of

all columns in case the report is too wide. This will also allow

you to uncheck specific columns if you don’t need to see

them. Such a handy tool!

myRQ

Stay connected while away from the office with custom

reporting and dashboards! iQmetrix is waiving the fees for

myRQ from now until July 2020.

Payment Integration Transaction by Date

What it does: This report is available to anyone using integrated payments and allows you to view all payment integration

transactions in a selected time period for selected locations, districts, regions, or the whole company.

Why it’s important: You’ll find important details around payments, such as invoice number, customer authorization type,

card type, merchant number, terminal ID, and more. You can also cancel payments right from the report and check for

orphaned payments!

Sales by Product (formerly known as Product Detail)

What is does: This report allows you to see a detailed history of products sold.

Why it’s important: You get all the details of product sales you want to see, from the invoice, product SKU, tracking number,

and product name. You can also view this information in multiple ways such as sorting by location or employee or looking for

profits or losses. This report should especially be your first choice if you need to investigate taxes, coupons, or cost.

Regular Product Master List

What it does: This report allows you to view and edit attributes of your regular products, all from one place.

Why it’s important: It’s a quick and simple way to make bulk edits, and the import/export feature allows you to easily

manipulate the floor price for any product in real-time.

Min/Max Pricing Adjustment

What it does: This report is one of the most interesting, flexible, and insightful tools available to Inventory Managers,

particularly the Min/Max Calculator. The Min/Max calculator allows you to leverage your historical data to determine how

much or little you should have in stock.

Bootcamp 2020 Sessions 7

(REPORTING ESSENTIALS CONTINUED)

Why it’s important: By filtering your previous years or months sales information, RQ will automatically calculate and give you

full details of how you should be handling your inventory. This can save you so much time when it comes to inventory ordering

and removes guesswork from the process.

Commission Detail

What it does: This report shows the commission by invoice and product details.

Why it’s important: Sales associates can see the breakdown of their commission and understand the calculation.

Multi-level Pricing

What it does: This report allows you to manage discount groups.

Why it’s important: It sets standards across your locations for discounts to staff, family, or specials groups. You can quickly

make changes to any discount group.

Sales by Product — Run by Product

What it does: This report gives you a full breakdown by product to get a full Net profit details.

Why it’s important: When run by product, this report allows you to see the full history of the product from when it was

received to when it left your store.

Bootcamp 2020 Sessions 8

BI Custom KPI Reporting

Jonathon Levinson & Jonathan Graef

Business Intelligence, or BI, is a tool that can help you track and analyze the key metrics within your business. You can even

visualize your metrics to help your employees make actionable decisions.

Below, you’ll find a few of the calculations we use in the BI Custom KPI Reporting presentation that can help you with your own

KPI reporting.

Becoming a Custom BI Developer

• Check out the Data Dictionary

• Use the Date Single Clean & Date Range Calendar Clean templates

• Download Microsoft 2016 locally & connect (remotely)

o Server information: https://bireporting.iqmetrix.net/ReportServer_[Databasename]

o Username: [RQ Username]@[DatabaseName]

o Password: [RQ Password]

Dataset Calculated: Member Examples

Performance Group MTD Quantity ([Performance Groups Name].&[10], [Measures].[MTD Quantity]) Performance Group MTD Trend ([Performance Groups Name].&[10], [Measures].[ Monthly Trending Quantity]) Report Item MDX Functions IIF – Checks to see if something is true or not and proceeds appropriately IIF (<condition>, <then branch>, <else branch>) Example: When opportunities is null, then show me nothing, or else give me the accessory profit per opportunity amount IIF ( [Measures].[Opportunities] = null, null, [Measures].[Accessory Profit] / [Measures].[Opportunities] )

Subscription Calculated: Member Examples

These two fields will be required when setting up your data-driven subscription. You will need an email to know where to send the report and the unique location to filter the report properly. Store Manager Email (Member Property) [Regions And Stores].[Store Name].Properties( "Store Manager Email" ) Store Unique Name [Regions And Stores].[Store Name].currentmember.uniquename

Bootcamp 2020 Sessions 9

Marie Kondo Your RQ

Brett Verot & Jessica Hamer

We have coined our own Method off Marie Kondo called: RQclean. A system of simplifying and organizing your RQ database!

Use the below checklist in conjunction with our session.

Bootcamp 2020 Sessions 10

Price Sheet Theory 101

Missy Brown & Kim Callaway

The Carrier Pricing Sheet (or Carrier Price Sheet) in RQ is the driving force behind the Phone Activation Wizard (PAW) that is

used to sell your phones. It helps you set each phone price at the point of sale and also track any carrier rebate.

You can access your price sheet in two ways:

1. Right click on tools menu > Update Carrier Pricing Sheet

2. Inventory> Tools menu> New Carrier Pricing sheet; or Update Carrier pricing sheet

There are four different tabs that make up the RQ price sheet:

1.General Details

This section allows you to modify and track details such as Name, Applicable Locations, Promotions, and Price Sheet Availability.

It also allows you to track the associated Vendor Account (note: you are only able to have one active price sheet per associated

vendor).

2. Carrier Terms:

The Carrier Terms Tab is the Term of the agreement. Our terms are linked to Vendor Rebate Products to track our:

• Equipment Rebates — Capture our Equipment Rebates under Retail Price & Equipment Rebates

• Commission SKUs — Capture our Rate Plan Rebates

How to do a Term Setup:

Inventory> Tools> Price Sheet Term Setup

How to do an Equipment Rebate/Commission SKU Setup:

Inventory> Tools> New Product, Non-stocked Product

• Serialized

• Enforce tracking # length of 10

• Tracking # Prompt: Enter Customer 10-digit mobile #

• Default Price/ Rebate: $0.00

Set to “hide” on invoice from the pricing tab if you don’t want this SKU to print on receipts

3. Retail Price & Equipment Rebates Tab:

This is where we can specify which phones can be sold on which terms. This tab will have two columns for each term:

1. Retail Price: This tracks the selling price of the phone at the point of sale based on each term

2. Equipment Rebate: This tracks any equipment or device subsidies received from your carrier

a. The Equipment Rebate SKU pulls from the “Equipment Rebate” column in the Terms tab of the price sheet

Bootcamp 2020 Sessions 11

(PRICE SHEET THEORY CONTINUED)

Note: Each Carrier has different rules on how this tab is filled out. If you are not sure which values to input, you can reach out to

your Client Manager for assistance.

4. Rate Plan Rebates Tab:

The Rate Plan rebate tab allows us to specify which rate plans can be sold with which terms and lets us track the expected

commission.

The Commission columns within this tab populate based on the Commission SKUs linked to our Terms in the Carrier Terms tab

of the price sheet.

Rate Plans:

Rate Plans are created as non-serialized, non-stocked products with a default price of $0.00.They can be created from

Inventory> New Product> Non-stocked Product; or you can use “Create Similar” to copy from an existing rate plan.

Bootcamp 2020 Sessions 12

Price Sheets in Action

Teresa VanderVeen & Ash Kaur

This micro session will explore reconciliation in action—how it works and the different price sheet promotions available.

Vendor Rebates is where part of the purchase price is returned by the seller to the buyer. It’s money back from the:

• Carrier

• Vendor

• Manufacturer

At the end of the month, we have to reconcile where all of our funds are coming from and if we aren’t properly tracking, things

can get tricky. That’s where the Price Sheet comes in handy. It’s used to track and reconcile receivables.

Finance Wizard is the tool that tracks the money for the financed device as well as offsets the selling price of the phone so you

can appropriately collect taxes, and your profitability. The SKUs tied to each section of the Finance wizard set up is key to

understand because each different type of SKU does a different function in RQ.

Finance Wizard is made up from a combination of:

• Financing Rebate SKU and the Vendor Rebate SKU (Required)

o You need to configure both. This will enable you to track the amount that the dealer financed the device

with the carrier. The dealer gets paid back on the commission statement.

• Financed Amount SKU and the Non-stocked Product (Required)

o You need to configure both. This reduces the RQ invoice by the financed amount to collect taxes. For

instance, iPhone XR has a selling price of $1,200. In the Financed Amount, leave $0 due for the phone on

the invoice. If you do not use this flow, your profit and loss is imbalanced in RQ.

• Store Fee SKU and the Non-stocked Product (Optional; based off business needs)

o You need to configure both. These charge an in-store fee that is collected by your business for processing a

financed transaction

• Vendor Fee SKU and the Vendor Rebate SKU (Optional; based off business needs)

o You need to configure both

o Can be a Flat Rate or a Percentage of the financed fee

o Fee is charged to you as the Retailer on you commission statement and requires reconciliation to verify

correct charge.

o Fee does not impact the customer

Bootcamp 2020 Sessions 13

(PRICE SHEETS IN ACTION CONTINUED)

Price Sheet Promotions:

This is a way to setup discounts or track extra compensation on devices that:

1. Receive money back from a Carrier, Vendor, or Manufacturer

2. Reduce the price of a device when certain criteria are met

3. Combination of 1 & 2 together

• Setup needs:

o Vendor & Vendor Account setup (to track commission)

o Vendor Rebate Product

• Criteria that can be set includes:

o Specific Phones

o Specific Term Types

o Specific Terms

o Specific Price Plans

o Specific Add ons

Features (Data Storage) — Must be tied as compatible to rate plans

Accessories — Must be tied as compatible on the Devices

o Combinations of the above

Bootcamp 2020 Sessions 14

Performance Groups

Missy Brown & Jonathon Levinson

Key Performance Indicators (KPIs) are important to every wireless retailer because they provide access and insight to your daily

metrics and help inform important business decisions. In RQ, you can use Performance Groups to get targeted visibility on

performance and productivity out in the field.

Performance Groups allow us to create a custom group of products or categories. We can then use the efficient out-of-box

reporting to help pull out insights and guide us in our decision-making.

Common Examples of Groupings

• Accessories • New activations • Upgrades • Insurance

How to Setup

1. Head to the Reporting Console 2. Click on the Performance Targets 3. Choose Performance Group Setup

Hot Tip: We recommend using “By Category” when assigning products

Performance Group Utilization

Attachment Rates

Attachment rate for two metrics? We have got you covered! RQ can calculate two Performance Groups like Performance Group 1 / Performance Group 2 Head to the Settings Console and search for Attachment Rate Setup. Typical Attachment Rate Examples

• Accessory = Accessory Units Sold / Total Boxes • Insurance = AppleCare Plans Sold / iPhone Units Sold

Hot Tip: Ensure the name of the Attachment Rate is explicit

Periods

These periods are the date range that your targets will belong to. Head over to the Performance Group Targets menu again and

click Periods.

Hot Tip: Build your periods in advance

Targets

Setup is all done, time to enter the targets. Head to the

Performance Group menu and click New Performance Group

Targets. Select your period and start filling out the screen.

Remember:

• Use Mass Update Tools

• You can Import and Export

Reporting

Be sure you check out all the Performance Group

Reporting, especially the Performance Group Summary

Report. Remember to check the other tabs.

Hot Tip: Lock widgets to the Home Console in Role Management

Bootcamp 2020 Sessions 15

The Product Life Cycle from Start to Finish

Michele Wyatt & Josh Kerr

This session covers the product cycle. Let’s see how products grow from infancy, to adulthood, and all the way to retirement.

Types of Products

Serialized Regular Products:

These are your high-cost, physical

products that you want to associate a

serialized number with to track each

individual unit’s entire history in RQ.

Think: phones or high-end accessories.

Non-Serialized Regular Product:

A physical product that has a lower cost

since tracking is not a per-item basis.

Think of your low-cost accessories.

Non-stock Products:

This is a non-physical product that you

sell on a regular basis and can be

serialized or not. This would be things

like rate plans or warranty packages.

Non-revenue Products:

Any product you create will not affect

Gross profit on sales. This is great for

charity type products.

Warranty Products:

A physical product, like a phone, that

you offer to customers getting warranty

and need a temporary product. RQ has

full reporting around loaner phones.

Bundle Products:

This allows you to combine multiple

products for one specific cost

associated to it. You can also have

negative quantities - great for bundling

accessories in sales.

General Product Details

1. Map, map, map! Use the catalog to map those products!

2. Ensure products live in the right categories, think about how your staff and other members need to view it, and use

this category both in everyday sales and reporting.

3. Remember the proper way to bring in quantities:

a. Count sheet: This pulls the most updated cost and allows you to change at time of receiving.

b. Starting inventory Count import: This allows you to mass bring in cost and quantities for new products only.

Any products that have historical data will not be able to be brought in.

Adolescence Stage/Adult Stage

1. Min and Max Adjustment Report: This report will allow you to set you Min (the minimum quantity you should always

have in stock) and your Max (the max amount you should keep on hand). This will help in the process of auto-

ordering.

2. Auto Transfer Reports: This allows you to use to Min and Max numbers to move inventory around easily based on

which locations your products are performing best at.

3. FIFO: Always sell old inventory first. Check the Aged Serialized Status report to see who’s following it.

Retirement Stage

1. Refund products to non-sellable to more easily

handle them. You can easily generate adjustments

using the Non-sellable Product Adjustments

report.

2. Check your stale inventory on a regular basis and disable

and remove products you don’t need as this causes

cluttering in your inventory. In addition, consider

recycling programs with your local repair shops or

environmental groups!

Bootcamp 2020 Sessions 16

All Things RQmobile

Kelly Jardine, Missy Brown, & Kirstie Brooks

Mastering the Sales Experience

This session explores how to master the mobile sales experience on

RQmobile, a solution that gives reps the ability to complete a

transaction without being constrained to a desk.

Sales Console

The Sales Console is the hub of our Sales Experience. From this screen,

sales associates are able to initiate New Sales and Orders, check

Customer Sales history, Gift Card Balances, and use the Serial # status

picker to ensure the product being sold is following First in, First Out

rules.

View Support File

Inventory & Count Sheets

Using RQmobile for counts allows users to freely perform their

inventory count without being constrained to a desk or requiring

additional hardware as the scan can be performed using only the iPad.

When performing a count on the iPad, ensure you have your volume

turned on to utilize RQmobile’s smart beep functionality. A successful

scan is indicated by a high beep. If a product scan is unsuccessful, there

will be a low beep to notify the user of the dreaded mis-scan.

View Support File

Widgets – User Profile Tab

As of version 2.42, Widgets have been added to RQmobile, giving reps

the ability to track their Commissions, performance, and more through

RQmobile. The data displayed in these widgets is the same information

accessible in RQ.

View Support File

Bootcamp 2020 Sessions 17

Understanding General Ledgers

Darcy Summers & Michele Wyatt

G/Ls touch all aspects of your business, from your products, payment type, and manufacturers, and they’re impacted when you

make products, receive inventory, do RMAs, or make sales. Basically, they are the foundation or building blocks of your

business within RQ.

Top Reports to Investigate G/Ls

1. Sales by Product: This report will often show you a clean breakdown to cross compare your G/Ls to showing you

which products where sold with selling price and tax details.

2. Product Masters Lists: These lists are great if you want to see if there is an error amongst your G/Ls associated to

products. You can easily run the report and use the mass-editing options within the report to change the G/Ls of any

products.

3. G/L Activity Report: This report will show you all you need to know about G/Ls and what they are impacting within

your business.

4. Tax collected report: Although we don't touch on this report too much in our presentation, it’s vital for any business

that has to deal with taxes in tax season. You can run with or without vendor rebates, which comes into play

depending on your business. Gross Charges within this report will be your gross sales and services for your taxes,

which include the non-taxable charges and taxable charges.

a. Why are gross charges higher than net sales within this report? This comes down to bill pays or non-

revenue product SKUs, as they do not affect net sales or gross profit, but you can tax these SKUs.

b. Why are my non-taxable charges a negative? This is because more carriers are moving to a financing model

of business. However, when RQ looks at financing, it creates negative charges because of the way it reduces

the value on the invoice,. You can run the B Product Details Report to see if there was any financing SKUs

associated to a sale to offset and reconcile these balances.

5. Tax Details Report: This report can be run to see taxable and non-taxable sales. This will allow you to see all of your

non-taxable product SKUs within a date range. You will also be able to cross compare for those nontaxable items.

Debits and Credits in the G/L World

Below is a simple guide to help you as you dive even further into your G/Ls:

Bootcamp 2020 Sessions 18

All Things Discounting

Will Kropp & Darcy Summers

Discounting is useful to help move slow-moving inventory and make space for better selling products. It’s also a tool to

incentivize customers to buy more than they otherwise would.

Here’s what we’ll cover in our presentation as well as some quick links to setups and examples for you to use in conjunction

with our session:

Manual Discounting and setup

• Discountable Flag

• Floor Pricing

• Below Paw Pricing

• Regular Product Master List

• Discount Code Setup and Tracking

• Manager Override Setup

• myRQ: Manager Override Code Setup

Coupons

• Coupon Discounting Types, Setup, and Criteria

• Serialized/non-serialized

Price Sheet Promotions/PSP Discounting (Setup)

Multi-level Pricing (Setup and Reporting)

• Settings - Sales

• Reports - Utilities

• Reports – Utilities - Customer Master List

• Security Settings

Discount Summary Report

Coupon Summary Report

Manager Override Report

Sales by Product Report

Bootcamp 2020 Sessions 19

BI Part 2 of 2: Automating Your KPI Report

Jonathon Levinson & Jonathan Graef

Having your metrics in an easy-to-use table is great, but what about creating a visual representation that you can share with

your managers? That is exactly what we’ll cover in this session. Plus, these reports get sent automatically to the right people—

even if roles change.

Keep it Simple:

• Group your KPIs • Use charts and indicators appropriately • Save your subscription dataset in your report

Bootcamp 2020 Sessions 20

The Employee Cycle: From Punch-In to Pay-Out

Jami Cudmore & Josh Kerr

Ready to start working your employee processes into RQ? This session will cover everything in the employee cycle, from hiring,

scheduling, how to punch in and out, and payout!

• New Employee Setup in RQ

o Let’s get started with the required fields and extra fields for your new employee. We’ll go over what these

fields impact in RQ

o Consider your new employee’s responsibilities and the security role assigned to them.

• Hub

o What is Hub? How does this web portal relate to a new employee?

o When a new user is created in RQ, what does that mean in Hub?

o Creating manager overrides

• Bulk Import and Management Tools

o Employee Import Wizard

o Employee Master List

o Employee Assignment Tool

o Employee Transfer Master List

• Operations and Role Management

o Setting your employees up for success with Operations tools

o Managing employee role settings

• Scheduling

o Store schedule and Time and Attendance setup

o Intranet: Availability and RTOs

o Time off Ledger Import

o H/R Scheduling

o Helpful Widgets

o Shiftlab

• Payout

o Revise Punches

o Time and Attendance Report

o Manager Time Sheet Approval

o Force Punch In & Auto Punch Out

o Calculating payroll from Commission and Time and Attendance

Bootcamp 2020 Sessions 21

How to go Mobile with RQmobile

Kelly Jardine & Brett Verot

We know that the move from desktop to mobile is a hard one. We’re going to share the tips and trends we've learned on how the industry is changing to mobile, as well as go over how to get started with RQmobile.

How to Start:

First things first, reach out to your Client Manager! We have an entire Client Experience Team who has your back and is ready

to help you go mobile!

Your Client Manager will supply you with links to help files that contain more information covering all the topics, below.

Step 1: Hardware

Remember, you do not have to go out and buy new hardware on day one. Once you decide to go full mobile, you will need to

review the hardware that is preventing you from this.

Required Hardware — an iPad: The minimum version requirement is iOS 10. Most iPads should work with RQmobile as long as

the operating system is current. The recommended iPads are listed below:

• Apple iPad Mini 4

• Apple iPad (5th Generation)

• Apple iPad (6th Generation)

• Apple iPad Pro

• Apple iPad Air

• Apple iPad Air 2

Optional (recommended) Hardware:

• Bluetooth Barcode scanners; but the Camera on the iPad works.

• Payment devices; but you can use our Shared Terminal Service with current RQ Devices.

• Air Print printers; strongly recommended because the experience to go open RQ to print the invoice would not be

good.

Step 2: Software

• Apple Business Account

• Strong W-Fi

• Platform MDM: Optional; if you have one already from your Carrier, you could easily build off it.

• Test Flight: Beta Option: An Apple App that allows you to test a version a week in advance.

Step 3: Launch

• Location Rollout options: Pilot Door, Pilot Doors, pull off the Band-Aid and full roll out.

• Security: Make sure Hub Permissions are ready!

• Training: Internal Training, iQmetrix Training, RQmobile Training Environment

Bootcamp 2020 Sessions 22

Your Support Questions: Answered!

Jessica Hamer & Jami Cudmore

Got a question about RQ that you've always wanted to ask us? This session is just for you. We’ve gathered all of your most-

asked questions from the Support Community and we’re answering them in one live session!

Questions About RQ?

Depending on how urgently you need assistance, or what method works best for you:

Step 1: Check the help files at support.iqmetrix.com.

Step 2: Can’t find the answer? Send an email to Support@iQmetrix.com to create a ticket.

Step 3: Join a chat in the bottom right of the helpfiles site.

Step 4: Call in to 1.888.888.8170

Additional Questions:

Top 3 things you learned:

Presentation Highlights

Bootcamp 2020 Sessions 23

Employee Grand Slam

Kim Callaway & Brett Verot

This session is designed to cover everything employee related in RQ. From cash management to call backs and offboarding,

we're covering all the bases.

Securities

• Check out those Admins—who has it?

• Help File for All Securities

• Important Security Screens to check on:

• Cash Management: New Cash in (Forcing Calculator)

• Cash Management: Close Out Drawer (Forcing Calculator)

• Inventory: Purchase Order Console (remember, they will have to use the scan anywhere function)

Activities

• Setting up Activities for employees — Settings > Employee Activity Type Setup

• Managing Activities — Operations > iQmanager

• Configuring Modules on Operations Console

Call Backs

• Setting up Call Backs — Settings > Call Back Setup

o Determine how many days the call back will display

o Add in the categories or products you want the call back to be added for the call back to be triggered

• Managing Call Backs — Operations > iQmanager

• Report — Call Back Report

Off Boarding

• Employee Console

o Disable

o Locked

o Admin -> Employment Details

• Employment Transfer Master list — Reports -> Employee Transfer Master List

o Transfer assigned Activities from one employee to another

Green Eye will now be seen in Modules

Bootcamp 2020 Sessions 24

Inventory Blitz

Teresa VanderVeen & Josh Kerr

For this session, we’ll cover inventory basics and go over scenarios for each, including the Min/Max auto order and transfer,

count sheets, SKU setup, stock balancing, and transfer requests. We’ll also cover forecasting and BI for our more advanced RQ

users!

Category Structure

• Keep it simple

• Think about reporting needs in the future

• Your sales team will live and die by this, so less is more

Vendor Attributes

• Mapping Vendors helps transform your business with add-on products in the future

• Store complete details for ease of management

• Un-check “Disable Tracking Number Prompt;” this saves your sales team time checking in POs

• Vendor numbers by location:

o Can be a number

o Combination of number, zip code

o Store address

o Using any of the above pulls through to the Purchase Order Detail report

Min/Max:

• Sets store inventory levels to that assist with managing stock levels

o Start with your best-selling products and work through your least selling.

o Tip: Open date range before you search; this will show you what you had Min/Max set at, and you can

check to see how well your thresholds are doing

• Unlocks Auto Ordering and Transfer In/Out

• Assists with stock balancing

• To effectively use Min/Max to Auto Order process, you need to:

o Manage Open/Partially Received Purchase Orders

o Manage Open Transfers

o Conduct regular inventory counts

Stock Balancing:

• Auto Order Report—helps identify overstock

• Transfer Request Module—helps communicate store-to-

store moves

o Store to Corporate process needed

o Set a consistent day to process requests for the

stores

o Follow process on requests

• Can help save thousands of dollars by moving

inventory vs. buying new

• Reduces the amount of obsolescence

• How to handle and process RMA’s and non-

sellable Inventory

• Forecasting inventory

APRIL 28–29, 2020 ONLINE

THANK YOU FORATTENDING!