Purpose
The purpose of this document is to show you a comparison of the functionality in SmartHQ with the equivalent functionality in ADM.
SmartHQ to ADM
SmartHQ |
SmartHQ Feature |
ADM Equivalent |
Administration |
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Manage Locations |
A list of sites.
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1. Click the Location tab to see all locations. 2. Click on a location to see its devices and location information. |
Manage Web Users |
A list of web users.
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1. Click Admin. 2. Click Users and Roles. You can manage and create web users from this screen. |
Manage Kiosk Users |
A list of kiosk users.
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1. Click Admin. 2. Click Users and Roles. 3. Create account and generate a PIN to use on the kiosk. You can manage and create kiosk users from this screen. |
Kiosk Sync Log |
A list of events.
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Click the image of a bell in the upper right corner. |
Manage Reason Codes |
A list of reason codes.
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1. Click Admin. 2. Click Reason Code. |
Manage Notifications |
Notifications by site –
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Click the mail image in the upper, right corner. |
365 Help Documents |
Help and support material. |
Click the Help link at top, right to go to the HelpCenter. |
Customer Service |
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Customer Transactions |
A list of individual customer totaled transactions.
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1. Click Admin. 2. Click Consumer Search. 3. Click on a consumer account to get details on their transactions. Use the red Action button to export the list of consumers you found in your search. |
Customer Information |
A list of customers.
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1. Click Admin. 2. Click Consumer Search. Note: An ID, name, or email is NOT required when searching. |
Credit Transaction Log |
A list of credit card transactions.
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1. Click Reports. 2. Select or search Credit Transaction from the drop-down menu. |
Account Funding Summary |
Displays aggregate funding by location and date.
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1. Click Reports. 2. Select or search Account Funding from the drop-down menu. |
Cancel Report |
Contains canceled transactions by location and date.
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1. Click Reports. 2. Select or search Cancel Report from the drop-down menu. 3. Click cancelled transaction to view an image of the transaction. |
Transactions |
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Sold Detail |
Transactions displayed by site, date, and payment method.
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1. Click Reports. 2. Select or search Sold Details from the drop-down menu. |
Sold Summary |
Sales displayed by category, date, location, and total per product.
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1. Click Reports. 2. Select or search Product Sales from the drop-down menu. 3. Set the parameters. 4. Run the report. 5. Export it. |
Sold Totals Summary |
Displays aggregate sales totals by site and date.
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1. Click Reports. 2. Select or search Daily Sales Summary from the drop-down menu. |
Sold Item COGS |
COGS displayed by item.
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1. Click Reports. 2. Select or search Sold Item COGS from the drop-down menu. |
Cash In Summary |
Total report of cash received by site and date.
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1. Click Reports. 2. Select or search Cash Audit from drop-down menu. |
Cash In Detail |
Transactional report of cash received by site and date.
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1. Click Reports. 2. Select or search Cash Audit from the drop-down menu. |
Cash In Kiosk Report |
Cash out report by site and date.
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1. Click Reports. 2. Select or search Cashout Log from the drop-down menu. |
Financial Summary |
Displays financial breakdown totals.
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1. Click Reports. 2. Select or search Financial Summary from the drop-down menu. |
Sales Analysis |
Displays sales totals by product.
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1. Click Reports. 2. Select or search Product Sales from the drop-down menu. |
Promotion Analysis |
Displays promotion activity by location and date.
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1. Click Reports. 2. Select or search Promotion Analysis from the drop-down menu. |
Financial |
Shows site specific financials.
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1. Click Reports. 2. Select or search Financial Canned Report from the drop-down menu. |
Transaction |
Shows transactional totals.
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1. Click Reports. 2. Select or search Transaction Canned Report from the drop-down menu. |
Account |
Shows the total of accounts by site and activity range, quantity and total funds.
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1. Click Admin. 2. Click Consumer. Note: ID, name, or email is NOT required when searching. |
Product |
Displays sales by product.
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1. Click Reports. 2. Select or search Product Canned Report from the drop-down menu. |
Manage Items |
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Manage SKU |
Used for product management.
o add an item o export an item o import a template o make tax adjustments |
1. Click Product. 2. Click Global Product. 3. Click on the desired product. 4. Adjust as needed. Note: This is also available at the location level. 1. Click Location. 2. Scroll down the Location Summary page and click the Product tab. |
Add New SKU |
Same as “Manage SKU” except this option displays a blank entry screen for an individual product. |
1. Click Product. 2. Click Global Product. 3. Click Create New button in the top, right. 4. Enter the item information. |
SKU Quick Edit |
You can make mass edits to a product.
o Click Edit. o Make adjustments. o Click Save. |
1. Click site from the Locations tab, scroll to the bottom. 2. Click Products. You can do price, pars, and pick action from this screen. |
Manage Promotions |
You can manage, add or deactivate promotions by site. |
1. Click Admin. 2. Click Promotions. 3. Click Manage Existing or click Create New to implement. Promotions available for this product are:
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Inventory Management |
You can adjust quantities on hand by location.
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1. Click the site from the Locations tab. 2. Scroll to bottom and click Inventory. |
Inventory |
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Pick List |
Used for picklist management.
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1. Click Products. 2. Click Pick Lists. 3. Choose a location(s) on the left. 4. Click Refresh. 5. Click Push to Inventory when you are ready to update inventory. |
Inventory Analysis |
Displays inventory totals.
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1. Click Reports. 2. Select or search Inventory Analysis from the drop-down menu. |
Inventory Summary |
Same as “Inventory Analysis” but without the Item Type column in the report.
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1. Click Reports. 2. Select or search Inventory Value Summary from the drop-down menu. |
Entry Summary |
You can add items to a market.
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1. Click Reports. 2. Select or search Entry Summary from the drop-down menu. |
Delete Summary |
You can remove items from a market.
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1. Click Reports. 2. Select or search Delete Summary from the drop-down menu. |
Variance Analysis |
Displays a Variance report.
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1. Click Reports. 2. Select or search Inventory Variance from the drop-down menu. |
Home Screen / Dashboard |
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Online/Offline |
Status arrow shows if a device is online or offline. |
Click Locations. The Devices column will show offline or online statuses. |
Location List |
List is sortable. |
Click Locations. The Location column will show all sites in that organization. |
Sales |
Displays the current daily sales. |
Click Locations. The Daily Revenue column will show all sites in that organization. |
Transaction Count |
Displays the transaction count. |
Click Locations. The Daily Transactions column will show all sites in that organization. |