Knowledge Base

Retail Express

Franchise Connect - Franchisee Configuration

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Franchise Connect brings all of your Franchisee's Retail Express data into a single location for high level reporting. In order for this to occur smoothly, configuration is required at both the Franchiser (Head Office) and the Franchisee level.

At a Franchisee level, the following must be confirmed in Retail Express:

All Outlets must have an assigned Country
Countries cannot have a Currency Multiplier of 0 (zero)
Consolidated Packages - Individual components of Packages must have a Retail Price > $0
All suppliers must have a name
There are no more than 4 Custom Product Attributes

View the details below to assist in checking your settings:

Confirm all Outlets are assigned a Country

Check Countries have been created

Navigate to Settings > Locations / Outlets > Countries
Ensure a Country has been created for each Country that you trade in.

For more information on Countries, please see Countries

Check the Countries are assigned to the Outlets

Navigate to Settings > Locations / Outlets > Outlets
Ensure each Outlet listed has a Country assigned
To edit/update an Outlet click the edit (pencil) icon next to the Outlet
The Outlet information will populate into the top section of the page
Select a Country
Click Save

For more information on Outlets, please see Outlets

Confirm all Suppliers have a name

If any suppliers have no name, they will not be able to sync to Franchise Connect.

Navigate to Settings > Suppliers
Ensure each Supplier listed has a Name (the supplier name cannot be blank)
To edit/update an Supplier click the edit (pencil) icon next to the Supplier
The Supplier information will populate into the top section of the page
Enter a name
Click Save

For more information on Suppliers, please see Manage your Suppliers

Confirm each Country has a valid Currency conversion

Important: The Currency Multiplier must not be set to 0 (zero). The Currency Multiplier Exchange Rate is applied to your data at the time of import into Franchise Connect; you will need to ensure this value is configured correctly.

Navigate to Settings > Locations / Outlets > Countries
Ensure each Country has a valid Currency Multiplier

For more information on Countries, please see Countries

Confirm Package component Retail Pricing

While Packages themselves will not synchronise through Franchise Connect, the sales of the Packages will still be synchronised for reporting purposes.

📋 Note: Package products and stock levels are not synchronised through Franchise Connect, but sales of Packages are.

Exploding (non-consolidated) Packages: Synchronised as they appear in Retail Express, due to the fact they are exploded to a Product or line-by-line level upon adding to a sale.
Consolidated Packages: exploded during the synchronisation (including discounts applied according to POS logic).
Tip: For this reason components of consolidated Packages must have a Retail Price > $0 (see Exporting the Report section below for details on how to check this).

To report on your Packages use the Package Details Report.

Navigate to Reports > Stock Reports > Package Details Report
When viewing the details of the Packages, the far right column displays a tickbox indicating if the Product is treated as Individual Products.

Exporting the report:

Alternatively, you may find it easier to export the report and target the components (or child products) that need to have Retail Prices entered.

From the results click Flat Export
Once exported into Excel review the ChildPricePOS column
Ensure that all values are greater than $0.00

For more information on Packages, please see: Packages

Custom Product Attributes

A maximum of four Custom Product Attributes are synchronised from Franchise Connect, so there cannot be more than 4 in use at the Franchisee member level (as you can only have a maximum of 8 Custom Attributes in use in a database).

The default attributes in Retail Express are:

Size
Colour
Season
Brand

To check if you have any Custom Attributes in use:

Log into Retail Express
Navigate to Settings > Product Attributes
Your Attributes will be displayed

For detailed information refer to the Franchise Connect ? Custom Product Attributes article.

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