Purpose

This article walks through how to review and address flagged transactions within the Vision Hub site. The Flagged Transaction section allows Operators to view flagged transactions, correct them against the planogram where appropriate, and send them to our system for review.
 

Pre-Live Notice

Process

1. Log in to the Vision Hub site with ADM credentials.
    
2. From the Dashboard, the transaction issues to review section will show up in the upper part of the page. Alternatively, select Transaction Issues on the left-hand side of the screen to go straight to that section.
   

Transaction Issues to Review

The Transaction Issues to Review section shows the number of flagged transaction issues that need attention within the Org and selected location(s), and sorts them by reason: Planograms Needing Updates, Review and Build Carts, and Unauthorized unlock.

To review the transactions, select any of those categories or select the Get started button to go through all of them in order.

Planograms Needing Updates

Planograms needing updates shows transactions that are flagged, because a planogram needs to be updated (i.e., no planogram, products missing from planogram).

Select a planogram issue to review.
 

No Planogram

Transactions flagged as No planogram are held transactions that cannot be reviewed against a device planogram, because one did not exist at the time of transaction. Build and save the planogram here so held transactions can return to review.

The top will show identifying info. (affected device with its location, last sale, last restock, last planogram, last restock images).
Below are the products and the planogram layout. Products will be listed out and can be searched for with the search bar. 

To build out the planogram:

1. Drag and drop products onto the planogram to add them to the appropriate slot(s).
   
2. Select the checkmark(s) on the desired slots, then select the Swap or Remove button to swap products or remove them from the planogram. Once changes have been made to the planogram, there are also buttons to Undo last action, Cancel changes, or Save planogram.
   1. To update the product image, select the product and a popup will appear to drag and drop or upload the image.
      
3. Once the planogram is updated and ready for review, select Send transactions for review. This sends all held up transactions back with a single planogram update. (Alternatively, select Save for later to save planogram updates made thus far and come back to it later.)
   

Products Missing from Planogram

For transactions flagged as products missing from planogram: items seen in the cabinet that are not in the planogram will be shown here to add to the planogram. Fill slots by dragging from the sidebar or selecting a product. 

The top will show identifying info. (affected device with its location, last sale, last restock, last planogram, last restock images).

Below are the products and the planogram layout. Products will be listed out and can be filtered by toggling:

• Search products: See all products and search for particular ones.
  
• Suggested products: See suggested products and remove them from the suggested list if the recommendation is not correct for the active planogram.
  

 To add products missing from the planogram:

1. Select the desired product(s) and drag and drop them onto the planogram to add them to the appropriate slot(s).
   
2. Select the checkmark(s) on the desired slots, then select the Swap or Remove button to swap products or remove them from the planogram. Once changes have been made to the planogram, there are also buttons to Undo last action, Cancel changes, or Save planogram.
   1. To update the product image, select the product and a popup will appear to drag and drop or upload the image.
      
3. Once the planogram is updated as desired, select Move on to next device. (Alternatively, select Save for later to save planogram updates made thus far and come back to it later.)
   

Review and Build Carts

Review and build carts shows transactions that are flagged due to a Cart issue (i.e., item cannot be determined, item not in planogram or product catalog, possible theft/fraud).

Select the Review and Build Carts section to review.

The top will show identifying info. (affected device with location, last sale, last restock, last planogram).

Below the identifying info., there are 2 tabs to work within:

• Review transaction: Search the product catalog to build and charge the correct cart. Once the customer is charged, the cart can no longer be edited.
   
• Planogram: Review the cart against the planogram. If an item is missing from the planogram, please add it.
   

Step 1 - Review Transaction and Build the Cart

•  On the right-hand side, a video player will display, showing a video of the transaction in question. The video must be watched before building out the cart.
   
• In the Review transaction tab with Build cart toggled on, the product listings will appear on the left-hand side with a search bar above to search products. Select the plus sign next to the desired products to add them to the cart. Plus and minus buttons will appear after adding to adjust quantity.
  
   
• Switch the toggle to Comment to  to resolve the transaction by adding a note instead of charging items.
  

Step 2 - Review the Cart Against the Planogram and Amend the Planogram if Needed

Once the cart has been built out, the next step is to review the cart against the planogram, and if there are any missing items, add them to the planogram accordingly. 

To do this:

1. Select the Planogram tab.
    
2. Products will display under the Cart and Search product toggles:
   1. The Cart toggle will show the products that were added to the cart under the Review transaction section, as well as products added to the cart but are currently missing from the planogram, and how many slots are already filled with those products. 
      
   2. The Search products toggle will show all products and which products are already in the planogram with the number of slots filled.
      
3.  Select the desired product(s) and drag and drop them onto the planogram to add them to the appropriate slot(s).
    
4. Select the checkmark(s) on the desired slots, then select the Swap or Remove button to swap products or remove them from the planogram. Once changes have been made to the planogram, there are also buttons to Undo last action, Cancel changes, or Save planogram.
   

Step 3 - Confirm Changes

Once the cart and planogram have been built out as desired, there are 3 confirmation buttons at the bottom. These buttons appear in either tab.
Select the desired confirmation button to: Save for later, Don't charge, or Charge customer.

Unauthorized Unlock 

Unauthorized unlock shows transactions that are flagged due to a Restocker video incident, where a Restocker appears to have used a payment method, such as a credit card, rather than the approved restock/unlock process. 

Select the Unauthorized unlock section to review. This will show videos which show a non-compliant restock action for the device. 

The top will show identifying info. for the unauthorized unlock (affected device with location, last sale, last restock, last planogram). 

The Videos to review section shows the videos to review with date, time, and associated transaction number. 
Select the desired video to watch it and review, then watch the rest if desired.

After reviewing the video(s), select Save for later to review later, or Acknowledge all and move on to next device to confirm that the transaction was actually an authorized unlock.

Overview

See below for a tour of Vision Hub functionality, which includes flagged transactions.