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Page 1: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Cheeky Charlie

Training

Documentation

Cheeky Charlie Ordering Training

11 Introduction

Due to numerous problems with the existing PDT based Four Square Ordering System limited

functionality and difficulty servicing the hardware moving forward a replacement web based ordering

system has been developed for the North Island Four Square Network

This manual serves as a training guide for self-teaching the new tool Every effort has been taken to make

the new application as user friendly and intuitive as possible

The new tool can be accessed via any device connected to the internet including desktop computers

Laptops tablets and smart phones and is not restricted to Foodstuffs managed devices Part of the solution

includes using a Bluetooth scanner paired to your mobile device to scan either product barcodes or shelf

tickets

The latest version of this manual is available within the ordering tool by clicking on the icon

12 Getting Started

Logins will be user specific and will naturally be linked to a store The Login Screen looks as follows

If you are using a tablet obtained through FSNI this will come preinstalled with an icon on the front page

for the website

Handy Hint Save this website to your lsquoFavourites Barrsquo as per the screen shot above if you are using a

Desktop or laptop for easy access Once you have entered the website address use CTRL + D and the

following box will appear Make sure you save the favourite to the lsquoFavourites Barrsquo and give it a useful

name The shortcut will then appear in the tool bar

13 Password Management

Password management will be done by the user with the following functionality from the icon on

the main screen

If you donrsquot meet the password policy you are informed so

When done you get confirmation and can press the back key to go back to your order list logout or book

icon to open promotions

14 Order Overview Screen

- In this view you can show the last 7 days orders 30 days orders or all of your orders In

this example the 7 Days option has been selected and is therefore coloured Yellow

- This is the Promotions Catalogue button Clicking on this will take you to an overview of the

current promotion schedule We will go into more detail with this later in the document

- This is the Logout button

- This is the lsquoNewrsquo order button and is in the bottom right hand corner of the screen

Handy Hint Did you know that more than one person can be working in the same order from two

separate devices at the same time

15 Creating an Order

To create an order simply click on the icon from the front overview screen You will then be

presented with the following view

Enter an Order Name (Optional) to help identify the order better then select the Requested Delivery Date

and then click on the lsquoCreate Orderrsquo bar If required you can change the order name or delivery date later

in the Review Order screen

Note The Requested Delivery Data is used in the calculation of what promotions are going to be current

for that order For example it is a Sunday and you are ordering for your Tuesday Chilled and Frozen

delivery For this order then you need to see next weeks as well as the following weeks specials even

though you are still in the previous week all be it Sunday By Entering in the delivery date the system will

then correctly show next weeks as well as the following (buy in) weeks promotions to you From a price

calculation point of view think of this as the lsquoinvoicing datersquo

ATTENTION This is not an option for you to start changing around your current agreed chilled and

grocery delivery days

16 Building your Order

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 2: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Cheeky Charlie Ordering Training

11 Introduction

Due to numerous problems with the existing PDT based Four Square Ordering System limited

functionality and difficulty servicing the hardware moving forward a replacement web based ordering

system has been developed for the North Island Four Square Network

This manual serves as a training guide for self-teaching the new tool Every effort has been taken to make

the new application as user friendly and intuitive as possible

The new tool can be accessed via any device connected to the internet including desktop computers

Laptops tablets and smart phones and is not restricted to Foodstuffs managed devices Part of the solution

includes using a Bluetooth scanner paired to your mobile device to scan either product barcodes or shelf

tickets

The latest version of this manual is available within the ordering tool by clicking on the icon

12 Getting Started

Logins will be user specific and will naturally be linked to a store The Login Screen looks as follows

If you are using a tablet obtained through FSNI this will come preinstalled with an icon on the front page

for the website

Handy Hint Save this website to your lsquoFavourites Barrsquo as per the screen shot above if you are using a

Desktop or laptop for easy access Once you have entered the website address use CTRL + D and the

following box will appear Make sure you save the favourite to the lsquoFavourites Barrsquo and give it a useful

name The shortcut will then appear in the tool bar

13 Password Management

Password management will be done by the user with the following functionality from the icon on

the main screen

If you donrsquot meet the password policy you are informed so

When done you get confirmation and can press the back key to go back to your order list logout or book

icon to open promotions

14 Order Overview Screen

- In this view you can show the last 7 days orders 30 days orders or all of your orders In

this example the 7 Days option has been selected and is therefore coloured Yellow

- This is the Promotions Catalogue button Clicking on this will take you to an overview of the

current promotion schedule We will go into more detail with this later in the document

- This is the Logout button

- This is the lsquoNewrsquo order button and is in the bottom right hand corner of the screen

Handy Hint Did you know that more than one person can be working in the same order from two

separate devices at the same time

15 Creating an Order

To create an order simply click on the icon from the front overview screen You will then be

presented with the following view

Enter an Order Name (Optional) to help identify the order better then select the Requested Delivery Date

and then click on the lsquoCreate Orderrsquo bar If required you can change the order name or delivery date later

in the Review Order screen

Note The Requested Delivery Data is used in the calculation of what promotions are going to be current

for that order For example it is a Sunday and you are ordering for your Tuesday Chilled and Frozen

delivery For this order then you need to see next weeks as well as the following weeks specials even

though you are still in the previous week all be it Sunday By Entering in the delivery date the system will

then correctly show next weeks as well as the following (buy in) weeks promotions to you From a price

calculation point of view think of this as the lsquoinvoicing datersquo

ATTENTION This is not an option for you to start changing around your current agreed chilled and

grocery delivery days

16 Building your Order

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 3: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

13 Password Management

Password management will be done by the user with the following functionality from the icon on

the main screen

If you donrsquot meet the password policy you are informed so

When done you get confirmation and can press the back key to go back to your order list logout or book

icon to open promotions

14 Order Overview Screen

- In this view you can show the last 7 days orders 30 days orders or all of your orders In

this example the 7 Days option has been selected and is therefore coloured Yellow

- This is the Promotions Catalogue button Clicking on this will take you to an overview of the

current promotion schedule We will go into more detail with this later in the document

- This is the Logout button

- This is the lsquoNewrsquo order button and is in the bottom right hand corner of the screen

Handy Hint Did you know that more than one person can be working in the same order from two

separate devices at the same time

15 Creating an Order

To create an order simply click on the icon from the front overview screen You will then be

presented with the following view

Enter an Order Name (Optional) to help identify the order better then select the Requested Delivery Date

and then click on the lsquoCreate Orderrsquo bar If required you can change the order name or delivery date later

in the Review Order screen

Note The Requested Delivery Data is used in the calculation of what promotions are going to be current

for that order For example it is a Sunday and you are ordering for your Tuesday Chilled and Frozen

delivery For this order then you need to see next weeks as well as the following weeks specials even

though you are still in the previous week all be it Sunday By Entering in the delivery date the system will

then correctly show next weeks as well as the following (buy in) weeks promotions to you From a price

calculation point of view think of this as the lsquoinvoicing datersquo

ATTENTION This is not an option for you to start changing around your current agreed chilled and

grocery delivery days

16 Building your Order

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 4: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

When done you get confirmation and can press the back key to go back to your order list logout or book

icon to open promotions

14 Order Overview Screen

- In this view you can show the last 7 days orders 30 days orders or all of your orders In

this example the 7 Days option has been selected and is therefore coloured Yellow

- This is the Promotions Catalogue button Clicking on this will take you to an overview of the

current promotion schedule We will go into more detail with this later in the document

- This is the Logout button

- This is the lsquoNewrsquo order button and is in the bottom right hand corner of the screen

Handy Hint Did you know that more than one person can be working in the same order from two

separate devices at the same time

15 Creating an Order

To create an order simply click on the icon from the front overview screen You will then be

presented with the following view

Enter an Order Name (Optional) to help identify the order better then select the Requested Delivery Date

and then click on the lsquoCreate Orderrsquo bar If required you can change the order name or delivery date later

in the Review Order screen

Note The Requested Delivery Data is used in the calculation of what promotions are going to be current

for that order For example it is a Sunday and you are ordering for your Tuesday Chilled and Frozen

delivery For this order then you need to see next weeks as well as the following weeks specials even

though you are still in the previous week all be it Sunday By Entering in the delivery date the system will

then correctly show next weeks as well as the following (buy in) weeks promotions to you From a price

calculation point of view think of this as the lsquoinvoicing datersquo

ATTENTION This is not an option for you to start changing around your current agreed chilled and

grocery delivery days

16 Building your Order

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 5: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

- In this view you can show the last 7 days orders 30 days orders or all of your orders In

this example the 7 Days option has been selected and is therefore coloured Yellow

- This is the Promotions Catalogue button Clicking on this will take you to an overview of the

current promotion schedule We will go into more detail with this later in the document

- This is the Logout button

- This is the lsquoNewrsquo order button and is in the bottom right hand corner of the screen

Handy Hint Did you know that more than one person can be working in the same order from two

separate devices at the same time

15 Creating an Order

To create an order simply click on the icon from the front overview screen You will then be

presented with the following view

Enter an Order Name (Optional) to help identify the order better then select the Requested Delivery Date

and then click on the lsquoCreate Orderrsquo bar If required you can change the order name or delivery date later

in the Review Order screen

Note The Requested Delivery Data is used in the calculation of what promotions are going to be current

for that order For example it is a Sunday and you are ordering for your Tuesday Chilled and Frozen

delivery For this order then you need to see next weeks as well as the following weeks specials even

though you are still in the previous week all be it Sunday By Entering in the delivery date the system will

then correctly show next weeks as well as the following (buy in) weeks promotions to you From a price

calculation point of view think of this as the lsquoinvoicing datersquo

ATTENTION This is not an option for you to start changing around your current agreed chilled and

grocery delivery days

16 Building your Order

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 6: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

You are now ready to start building your order To start simply enter in either the product barcode or

Foodstuffs Product number into the field below ndash The cursor naturally sits here This entry will ideally be

done with your Bluetooth scanner

Once the product has been entered the system will present you with the following information

On this screen you can now see if the product is on promotion or not and what the corresponding GPrsquos

are You can also see the Bulk and Repack configurations for the Product

- In this Example the product has not previously been ordered but if it had then the last

purchase date and quantity would be displayed To check further history of the product then click on the

lsquoItem Historyrsquo button to see a history of the last 3 orders The cursor defaults to the lsquoBulkrsquo field so enter

the quantity of Bulk units required or move down to the lsquoRepackrsquo field This can be done using the lsquoTabrsquo

button on your keyboard or tapping in this field if you are using a tablet or smart phone

When you enter a quantity it calculates the estimated cost based on either the bulk or repack quantity you

have entered In this example we want to purchase 1 bulk As the item is on promotion the cost is 326 per

unit ndash as we are purchasing a bulk that is 6 units so the cost is calculated and shown as 6 $326 = $1956

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 7: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Handy Hint If you decide that you donrsquot actually want this product anymore simply scan the next

product with your scanner

- To complete this step and add the item to your order either hit the lsquoEnterrsquo key on your

keyboard or click on the lsquoAdd To Orderrsquo button

The screen will now return to the order entry screen but notice that the 1 Bulk of Pams Jelly Snakes has

been added to the screen to show you the last 6 things that you have ordered

Handy Hint The system will now tell you if the product is DC supplied or not

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 8: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Once you have completed your ordering or at any time you like you can click on the Review Order bar to

see an overview of what has been ordered

17 Review Order

At any stage when you click on the lsquoReview Orderrsquo Screen you will see a summary of what has been

added to the order so far

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 9: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Your Order can be sorted on any of the columns by simply clicking on that column header

The Traffic Light system Works as follows

GREEN - Product IS on Special

AMBER - Product IS on Special BUT it is its last week so should this be an investment buy

RED - Product is NOT on Special but will be coming on special soon

WHITE - Product is NOT on Special now or in the near future

Promo Data Column Abbreviations

N - Not on Promotion no forward visibility of any promotional activity

F - Future Promotion

ES - Ending Soon

Y - On Promotion

Handy Hint Click on the lsquoBulkrsquo or lsquoRepackrsquo Column to sort all of the Bulks or Repacks together for easy

checking to make sure you havenrsquot accidently ordered a Bulk instead of a Repack Another way to check

for order errors is to sort on the Estimated Cost Column from highest line cost to lowest This can

potentially pick up keying errors

18 Review Order ndash Cost Information

The system will provide you with an estimated cost of the order In the Order Review Screen click on the

lsquoEstimated Costrsquo column heading

- Indicates that the list is sorted on the Estimated cost column in an lsquoDescendingrsquo

order Click the column heading again

- Indicates that the column is now sorted in an lsquoAscendingrsquo order

Note The data can only be sorted on one column as a time

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 10: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

In the example below I have sorted the order based on lsquoEstimated Costrsquo in a lsquoDescendingrsquo Order

At the bottom of the screen the system gives us how many items we are ordering along with the cost of the

order which is helpful for cash flow management

Note that we are potentially going to spend $14280 on Mororsquos ndash I thought I was only ordering 1 box so

something is wrong here If I then look at the BulkRepack columns I can see that I have ordered a Bulk

which in this case is a shipper which is not what I wanted We will amend this order in the following step

Handy Hint At this point if you want to go back and enter more items into the order simply click on the

lsquoBackrsquo button on the top left hand side of the screen

19 Order Review ndash Changes

In the Order Review screen we are able to make any changes required In the previous section we noticed

that we had ordered a Bulk of Moros as opposed to one Repack To amend this click on the pencil

icon next to the line you want to change

The following box appears on the screen where you can change the order from say 1 Bulk to 1 Repack as

has been done in this example Once you are happy with your changes then simply click on the lsquoUpdatersquo

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 11: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

button Similarly you could also click on the lsquoDeletersquo button to delete this item from the order completely

We can now see that the Moro order has been updated in the main Order Review Screen and it has

dropped back down to third in the list based on its new value of $3570

110 Sending an Order

Once an order has been built and reviewed then to send it through to the DC simply click on the lsquoSend

Orderrsquo button

You will then be prompted with a warning box in case you have pushed the button in error

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 12: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Simply click on the lsquoYesrsquo button to send the order or lsquoNorsquo to return back to the order review screen

111 Printing an order

If you are reviewing a large order you may find it difficult to remember which product are up to in the

large list You can print out an order to assist you with that To print out an order you firstly need to save

that There are 2 buttons in the Review Order screen ndash PDF and CSV

Use the PDF option to print the list and use the CSV option to download the data to a spreadsheet

112 Item History

When in the order entry screen on the right hand side is an button This gives the buyer a

more comprehensive buying history of the particular product as opposed to just the last time is was

purchased that appears on the front buying screen Once you have reviewed the data simply click on the

lsquoOKrsquo button to return to the buying screen

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 13: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

113 Future Promotions

When in the order entry screen on the right hand side is another button will display if there are future

promotions for the selected product This will display all the future promotions that we are aware of for

this product

The Future Promos button will be either Red or Green

Green indicates that the buy-in period for the new promotion starts immediately after any current

promotion finishes ndash Investment buying may therefore not be necessary

Red indicates there is a gap between the current promotion finishing and the new one starting ndash So this is

your flag to consider making an investment buy

Pressing this button displays any current promotion as well as any future ones to allow you to compare

between them

Handy Hint Pricing for future promotions is only finalised 2 weeks before the promotion starts so be

aware the cost andor promotion price may change closer to the promotion start date

114 Promotional Schedule

At all times within the ordering tool in the top header section is the lsquoPromotional Schedulersquo button

This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

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This button gives you a view of the current promotional programme in a table format within the

application as per the screen shot below

Along the top of the report are the following selection filters

End Date This Week Next Week

Advertised Advertised Non-Advertised

Department Bakery Beer etchellip

Supplier DC Direct Supplier

GPSavings Top 50 GP Top 25 GP Top 50 Customer Savings Top 25 Customer Savings

Handy Hint These filters work on an lsquoANDrsquo basis So if you select more than one filter it will be for

example lsquoThis Weekrsquo AND lsquoAdvertisedrsquo AND lsquoBeerrsquo

The resulting data can then be either printed or downloaded to a spreadsheet Use the PDF option to print

the list and use the CSV option to download the data to a spreadsheet

115 Order Deletion

If you need to delete an entire order then this is possible in the order overview screen Simply click on

the icon and you will be presented with the following option

116 Copy Order

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 15: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

If you want to copy an entire order including quantities you can do that from the Review Order screen

You can copy an order that is still in progress or one that has been sent

The copy order function is accessible through the Review Order screen for an order

Click on the icon and you will see the option to copy the current order

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 16: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Selecting this will copy the order ndash a message will show at the bottom of the page indicating the order has

been copied

The copied order is created with the same name as the order it was copied from and will show in the Order

List page

You can then select the order by clicking on that and by pressing the Review Order button on the next

page go into the order to update that

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 17: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Within the Review Order page you can then update the name of the order and enter a delivery date

Handy Hint The copied order is created with no Delivery Date so you will need to enter that to show the

correct promotion status and cost of each item in the order

You can then use the pencil icon on each line to update the quantities as needed

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 18: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

To delete an item from the order use the pencil icon then select Delete

117 Templates Overview

Templates are a feature in the system to assist stores to build orders quickly for commonly ordered items

Templates are a list of products with no quantities assigned to them The screenshot below is a sample

template

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 19: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

A store can have many templates and when creating an order you have the option to add one or more of

those templates to your order

118 Simple or Extended mode

Templates are an advanced function some stores may not wish to use those To hide or show those

advanced functions Cheeky Charlie has 2 modes ndash Simple or Extended Extended mode includes

templates and Simple mode does not

To switch between Simple or Extended mode use the cog icon on any screen

When you press that if you are in Simple mode you have the option to switch to Enhanced

If you are already in Extended mode you have the option to switch to Simple mode

119 Create a template

Templates are effectively a type of order with zero quantities for each item

Templates can be created in 2 ways

1 Create a template from new

2 Create a template from an existing order

Create a template from new Ensure you are in Extended mode (see above)

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 20: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Press the button as you would to create an order

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 21: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

An option will display to create as a Template

Tick this box give the order a name and press the Create Order button Donrsquot worry about changing the

delivery date as that will not be used in the template

You are then taken to a screen where you can start adding items to the template by either scanning

barcodes or entering product codes

You can tell you are in a template as the Review Order button has been replaced by the Review Template

button

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 22: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

When you enter or scan a product code you have the option to add that to the template

When you press the Add to Template button you are taken back to the previous screen ready to add the

next item to the template Continue until your template is built

Create a template from an existing order Choose an existing order If it is an order that has not been sent yet select Review Order If the order has

been sent you will automatically be taken to the Review Order screen

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 23: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

From the Cog on the menu select Copy as Template

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 24: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

A confirmation message will show at the bottom of the page to indicate the order has been copied as a

template

Go back to the order list page and select the Templates tab

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 25: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

That will show all the templates for your store The order you have just copied will be there with the same

name

Select that newly created template and then press the Review Template button to allow you to update the

name of the template

Within here as required you can delete individual items out of the template by using the rubbish bin icon

120 Editing templates

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 26: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Templates can be edited to change the name add items or delete items You can also delete a template

entirely

To change a template name from the Review screen update the name

To delete items from a template from the Review screen press the rubbish bin icon

To add additional items to a template follow the instructions above for Create a Template From New

To delete a template from within the Review screen press the cog

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 27: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

From the options select Delete Order that will prompt you to confirm to delete then choose yes and the

template will be deleted

121 Create and update an order using templates

Ensure you are in Extended mode

From the Order List screen press the button to create an order

Enter the order name and update the delivery date as usual

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 28: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Under the delivery date there is the Order Template list which shows all templates created for the store

Clicking on this displays the list of templates

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 29: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

You can select one or more of those templates and the items from each template will be added to the order

when created Select the templates required and press the Create Order button

The order will be created and you will be taken to the screen so you can add additional items to that order

by scanning as usual

You can review the items from the template that were added by using the Review Order button

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 30: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

That displays all items in the order All the items that were added from templates will show as having zero

quantities

You can then use the pencil icon on the right of each line to update the quantites as required

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 31: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Handy Hint You donrsquot need to delete items from the template that you donrsquot need in the order When you

send the order any items with a quantity of zero will automatically be deleted from the order

To allow you to easily identify what items in your order have zero quantities a button is displayed called

Filter Zero Qty This button only appears if you have any items with zero quantities in your order

When you press that only those items with zero quantities are displayed

At the bottom of the page it will tell you how many items you currently have filtered from the total order

When you have pressed the Filter button that button will also change to say Show All Pressing that then

displays all items in the order whether they have zero quantities or not

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 32: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Cheeky Charlie Stocktake Training

21 Introduction

Stocktake functionality has been built into Cheeky Charlie to assist stores in the process of stocktaking

This allows stores to create multiple stocktakes so if you want to perform stocktakes more than just an

annual stocktake you can

The stocktake tool works by using information either from your ticket printing store scan or scanning of

individual barcodes The system populates cost information from POS along with department information

from Cheeky Charlie for hosted products

You need to enter the quantity counted in your stocktake for each product and the system produces a

report summarising costs by department

The stocktake functionality is optional to use ndash you may use it or not to suit your individual requirements

The latest version of this manual is available within the Cheeky Charlie by clicking on the icon

22 Create a Stocktake

Creating a stocktake is done by using the cog icon from any screen in Cheeky Charlie

From the options available choose Stocktake

This brings up a screen where you can create a new stocktake or open an existing one

Create a new Stocktake by clicking the green + button in the bottom right hand corner of the screen

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 33: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

This displays the screen where you can name your stocktake and add products to it

23 Name Stocktake

In the screen enter a name for your stocktake You can have multiple stocktakes so name your stocktake in

a way that it you can identify between them

Handy Hint Create your stocktake name with a date eg ldquoMarch 31 2017 full stocktakerdquo or ldquoTobacco

monthly June 2016rdquo

24 Populate Stocktake ndash Populate From Store Scan

There are multiple ways you can populate your stocktake

You can populate your stocktake with details from your ticket printing store scan That function is

accessed through the red Populate Stocked Products That takes 1-2 minutes to run after you press that

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 34: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

button

Please note that you can only use this button when you have first created the stocktake before you add any

other product into it The reason for that is the last thing you need is to accidentally press that button and

add the same products part way through the stocktake process when you have already added the same

items previously

Pressing this button not only adds the products from your store scan it also takes the current price from

POS along with the associated department for any host supported products

You can update the Dept field for any item by selecting from the pull-down list The quantity and price can

also be updated

Filters exist for Dept Quantity and Price

Dept lets you select from any department and you can also select the blank line from the pull-down list to

select those items with a blank department

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 35: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Quantity lets you select from either All items or those with a blank quantity (identifying items you still

need to update for your stocktake)

Price also lets you select from All items or those with a blank price (identifying items you still need to

update for your stocktake)

In addition to updating Dept Quantity and Price fields in the stocktake you can also scan additional items

You access that by pressing the green Scan Items button

That brings up the following screen

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 36: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

If you want to return to the list of all items in the stocktake press the Back button

25 Populate Stocktake ndash Populate By Scanning Barcodes

This function allows you to scan the barcodes of products to add them to your stocktake When you scan

each item the system retrieves details of the product from POS and returns the description and price

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 37: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Scan in a barcode That will populate the description from POS of that product

Then type in the quantity and press the Add button

That will add this item to the bottom of the stocktake list The screen will be updated to show what you

have just added and will blank out the details to allow you to enter another item

Continue scanning and adding quantities until you have completed your scan of products for your

stocktake

When you have finished press the Back button

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 38: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

That will take you to a list of all the items in the stocktake along with department and price information

Note that if a product is not host supported the Department details will be blank You will need to update

that by using the drop down option on each line

26 Stocktake Report

Use the Show Report button to produce a stocktake report

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 39: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

The Stocktake report is split into 2 parts The first summarises the costs by Department

The second part of the report has a single line for each barcode Where the store scan has multiple

instances of the same product those are summarised into a single line

Pressing the PDF button will save a PDF version of the top half (summary by Department) of the report

The CSV button will save a Microsoft Excel version of the lower half of the report

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 40: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

When in the report you can press the Edit button to update existing items before generating the report

again The Scan More Items button allows you to scan additional items to include in the report

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 41: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

New Ticket Printing Solution

31 New Ticket Printer - Useful Tips Before You Start

Make sure you have

Enough space printer lids open to the left and paper doors open to the right

Able to connect to network switches via Ethernet cable

Promo ticket printer uses white paper ndash has white circle sticker inside lid

Promo ticket printer uses yellow paper ndash has yellow circle sticker inside lid

- Ticket printer with lid opened

Different network switches are assigned to UNI and LNI stores

For UNI

- Cisco network switch port 20

For LNI

A variation of network switches have been assigned to LNI stores User may plug the printers into any port

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 42: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

on the switches If you have any questions send us an email at ticket4squarekiwi

32 Unbox

In the boxes you should have

1048576 One shelf ticket printer with roll of white paper inside

1048576 One promo ticket printer with roll of yellow paper inside

1048576 Extra roll of white paper

1048576 Extra roll of yellow paper

1048576 2x Power cable

1048576 2x Paper tray

1048576 2x Ethernet cables (or network power plug)

1048576 New ticket printing solution starter kit

Things that you DO NOT need

CD

USB cable

33 Setting Up Your Printers

Step 1 Plug the Ethernet cable into the underside of both printers and into one of your storersquos assigned ports

Please only use the two assigned ports

How to find your storersquos assigned ports

1 Will be on a sheet included in this starter pack Please keep this information

2 If you canrsquot find it send us an email at ticket4squarekiwi

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 43: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

- Port for Ethernet connection is located below the printer

- The other end of the Ethernet cable connects to the port on the Cisco network switch

Step 2 Plug power cable into the back of each printer and a power socket

Step 3 The paper rolls may have moved Feed paper through the machine and centre the paper roll by using the

two blue stabilisers

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 44: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

- Make sure the two sets of blue stabilisers are pushed close together in order to keep the paper roll in place

Step 4 Turn the printer on (switch is on right hand side of printer)

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 45: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Step 5 To test out your new printer please log in to the Cheeky Charlie Portal

End set up Visit Cheeky Charlie for a walkthrough on how to print tickets

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 46: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Cheeky Charlie Ticket Printing Training

41 Scan items (scan your store)

This function is used to initially scan your store That scanned information is used for 2 purposes

1 To understand what products are stocked in-store so you can filter tickets to print out on only

those ones you have stocked

2 To understand the location of products so that when tickets are printed out they are in the correct

order for your store

The scan items function is accessed through the printer icon in the menu bar

Select the Scan Items option

The scan items screen is shown below

Location details are Aisle Bay Shelf and Slot

To scan an item select the Barcode field and scan the barcode of a product

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 47: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

When you scan this it looks up that barcode from your POS system and displays the description of the

scanned product It then automatically moves the slot number to the next number

TIP ndash all items that are scanned are marked as being stocked When you delete an item (shown later) this

marks them as being no longer stocked

If you scan a product that the system cannot identify you can still add it as part of your scan If that

happens a message in red will display stating that it failed to add the product Press the + button next to

that message to add the product The system will then retrieve the description of that product from your

POS next time it synchronises

Every time you add a product to a location it displays a message confirming what has been added

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 48: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

When you have finished scanning a shelf you can update the shelf number to the next number ndash that will

automatically change the slot number back to 1

When you have finished scanning an Aisle you can update the Aisle number to the next number ndash that will

automatically change the bay shelf and slot numbers back to 1

TIP ndash you can have the same product in multiple locations within a store

42 How to print Shelf tickets (for the first time)

The Item Details function is used to maintain details of the products within your store once you have

completed your store scan You can add new items delete items or update the location from one position

to another You can also print individual shelf tickets

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 49: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

This function is accessed through the print icon in the menu

The Item Details screen displays all products scanned for a store sorted by the location within the store

This screen has a floating menu bar Functions that are available within that menu bar are Insert Update

Delete or Print

421 Insert New

This function allows you to insert a new product into the correct location for the store Press the Insert

New button

When pressed it displays the fields for location

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 50: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Update the aisle bay shelf and slot number for the location for the new product then enter the barcode

That inserts the product into the specified location

Press the Insert New button to hide the location details again A message is also displayed indicating the

product has been added

TIP ndash if there is an existing products on that shelf anything later than the slot you have inserted this into

have their numbers increased by one Eg if you insert an item into slot 4 on a shelf the item that was in

slot 4 is moved to slot 5 the item that was in slot 5 moved to slot 6 etc

Other functions are available when you have one or more products selected in the check boxes on the left

422 Update

This function allows you to change the location for a product To perform this you must have just one

product selected Select the product you want to change the location for and press the Update button

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 51: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

The current location for that product is displayed

Update these details with the new location required for the product and press the Update Selected button

A message will flash up on the bottom right of the screen and the product will be updated to the new

location

TIP ndash the system automatically adjusts the locations of the other items on the shelf where the product was

moved from and where it was moved to Items after its original location have their slot number reduced by

one and items after the new slot number where it was moved to have their slot numbers increased by one

423 Delete Selected

This allows you to select one or more products and delete those This is an important maintenance tasks to

perform when you are no longer stocking a product as a deleted product will be marked as no longer

stocked for ticket printing purposes

Selecting can be done in several ways

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 52: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

You can manually select one or more check boxes for items that you want to delete

You can also select an entire Bay by pressing any one of the Bay numbers on the screen

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 53: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Similarly you can select an entire Aisle by pressing an Aisle number

Pressing the Delete Selected button will then delete all the selected items

A message will display to confirm the selected items have been deleted

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 54: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

424 Print Selected

This function allows you to print out a new shelf ticket for a product When printed this uses the current

pricing from your POS for that ticket

Printing your store tickets by aisle and bay Select the aisle and bay you want to filter by and select Search

Select the items by either selecting the checkboxes on the left OR by selecting the bay number in the list

(highlighted)

Select Print Selected

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 55: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

425 Print My Store

This function allows you to print out shelf tickets for your entire store

When pressed this creates tickets with a type of Shelf into your ticket printing queue

426 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the

products in the store and their location

The information that is displayed in these files is the same information as shown on the screen as well as

the barcode for the product

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 56: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

The PDF data looks like this

The CSV data looks like this

43 Design Tickets

This function allows you to print custom tickets You can print Shelf Promotion or Multi-buy tickets

The Design tickets function is accessed through the print icon in the menu

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 57: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Use the template box to select the type of ticket you want to print

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 58: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

431 Shelf ticket

Select the Shelf ticket template

Enter the details for Barcode Description Size Dollars and Cents A preview of the ticket will display

and the system will default in the value for the current week of the year into the template

Press the Print Ticket button and the ticket will be printed in the standard shelf ticket format

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 59: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

432 Promotion Ticket

Select the Promo template and enter the details needed In addition to the fields from the shelf ticket an

End Date can be entered for the promotion ticket

TIP ndash you may also print out smaller version of Promo tickets by selecting the Promo Small Template

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 60: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

433 Multi-buy Promotion ticket

This is a ticket that allows you to enter 2 lines of custom text

44 Price Integrity

This is a function that allows you to perform price integrity checks using your tabletscanner

The barcodes for the shelf tickets are comprised of 2 parts ndash the product barcode and the price printed on

the ticket

The Price Integrity function allows you to scan those shelf tickets compares the price from that ticket to

the price in POS and displays the result

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 61: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

The Price Integrity function is accessed through the print icon in the menu

The screen looks like the one below The only action you can perform is to scan a shelf ticket barcode

The results are then displayed below

Possible results are

OK ndash the POS price matches the shelf price

New ticket printed ndash the POS price is different from the shelf price A new shelf ticket will

automatically be printed

On Promotion ndash As this product is currently on promotion the price in POS is the promotion

price not the current shelf price Therefore the system cannot perform price integrity check on

that shelf ticket

Not Found in POS ndashthe product scanned was not found in POS This indicates that the product

barcode cannot be found in POS The product should then be added into POS

45 Price Integrity History

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 62: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Whenever the price integrity function is used it creates a record in the Price Integrity History report

The Price Integrity History function is accessed through the print icon in the menu

The screen looks like the one below

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 63: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

In this report you can specify Start and End dates for previous price integrity checks

451 PDF and CSV

These functions allow you to produce a PDF file for printing or a Microsoft Excel CSV file of all the price

integrity checks and their results

Sample PDF

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 64: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Sample CSV

46 Print Weekly Tickets

The Print Tickets function allows you to print tickets that have been created by Foodstuffs for either

shelf tickets or promotions

The information from your Store Scan is used to help filter these tickets to only show which products you

stock Then then you can select those tickets to print

The Print Tickets function is accessed through the print icon in the menu

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 65: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

The screen looks like the one below

Tickets are classified into 2 groups ndash Promotion and Shelf These are further classified into sub-groups

Shelf tickets include

Promotion tickets include

You can select the type of tickets through the Type filter

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 66: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

In addition to the types shown above you can select All Shelf tickets or All promotion tickets

Other filters are available to help you select tickets to print

All the filters are additive ndash the work together ndash If you select a date and a stocked status of yes it will

show you all those tickets created on that date that also are stocked

Filters available are

Date ndash this is the date the tickets have been created on

Stocked ndashthis is whether the products are stocked or not in your store

Options for Stocked are Yes No and All

Aisle ndash you can choose to print tickets one aisle at a time if you wish to

Bay ndash you can choose to print tickets one bay at a time if you wish to

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 67: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Type ndash this is as shown previously for the various types of shelf and promotion tickets

Printed ndash this allows you to select tickets that have been printed not been printed or all

Department ndash this allows you to select tickets by Department

Please note that currently Department is not displayed for Promotion tickets only Shelf Tickets

Promo Week ndash this is the Foodstuffs standard week indicator for the week that the promotion is starting

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 68: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

461 Printing tickets

When you have filtered to find the tickets you want to print you can you the Select All function which

will select all those tickets

When you press that button the description will change to Deselect All allowing you to unselect

everything if you decide you donrsquot want to print those tickets ndash otherwise press the Print Selected button

When the tickets are printed they are sorted by the location within your store (Aisle Bay Shelf and Slot)

and once printed the printed status for those tickets updates to Yes

TIP - to sort tickets by aisle and bay select the column heading For example press on lsquoAisle Bayrsquo

462 Promotion Tickets

Quantity Promotion tickets are different from shelf tickets in that there can be multiple products relating to a single

promotion By default for a promotion ticket the system will display the quantity of each ticket to be the

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 69: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

total number of variants for that promotion

You can update this quantity prior to printing if you want a different number of tickets than that default

TIP ndash currently the system does not calculate the quantity of tickets to be the number of variants that you

have stocked ndash it is the total possible number of variants possible so you may have some leftover tickets

when placing them on the shelves

Ticket size Promotion tickets have 2 sizes ndash standard and small Small is intended for those shelves with not much

height (eg spices) The default is standard for all tickets but it can be updated to be small as required

Ticket price Advertised promotions cannot have their ticket price changed as the advertised price must be honoured

Prior to printing tickets the price for non-advertised tickets can be updated to match any changes the store

makes to the promo RRP

Note that the system only allows you to update the price on those non-advertised promotion tickets

463 Printing Next Weekrsquos Promotions

Select one of four options

All Next Week Shows shelf changes as well as all promotions for next week

Circular Shows all stocked item advertised promotions for next week

Non Advertised Shows all stocked item non-advertised promotions for next week

Shelf Tickets Shows all stocked item shelf changes (price changes product updates)

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print

Page 70: Cheeky Charlie Training Documentation · 2020. 8. 4. · Cheeky Charlie Ordering Training 1.1 Introduction Due to numerous problems with the existing PDT based Four Square Ordering

Select Stocked gt Yes

Select tickets you would like to print and select Print Selected to print