Purpose

This article walks through how to review and address flagged transactions within the 365Ops app. 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.

The app can be downloaded via the App Store or Google Play Store.
 

Future Release Notice

Overview

See below for a tour of the planogram functionality, found in the Flagged Transactions section.

Process

Login and Select Org/Location(s)

1. Open the 365Ops app and log in with ADM credentials.

   
2. At the bottom of the Dashboard, there is a navigation bar to reach different sections. Tap the filter icon to open up the Organization and Location selection page.
   
3. Ensure the correct Organization and Location(s) are selected from the dropdowns, then tap Done to confirm.
   
4. Transaction Issues to Review will display towards the top of the Dashboard. Alternatively, tap the label icon on the toolbar to reach the Transaction Issues to Review page.
   

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, tap any of those categories or tap the Get started button to go through all of them in order. It is highly recommended to use the Get started button to queue them all up for easier navigation.

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).
 

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.

Tap the No planogram section to continue.

The top will show identifying info: affected device, location, last restock images, number of devices affected. 

Tap Device details to see Smart Store and Cabinet Configuration.

Tap the caret next to Device details to also show Last sale, Last restock, and Last planogram.

 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. Tap on the applicable cabinet to build out the planogram for (if not already selected).
    
2. Tap the magnifying glass icon to bring up product search.
    
3. Search for and select a product to add to the planogram.
    
4. Tap on the applicable slot(s) to add the product to.
    
5. Once a product is in a slot, tap the checkbox on the desired slot if needed to bring up options to:
   1. Edit image
   2. Insert slot
   3. Remove (product from slot)
       
6. At the bottom are cancellation buttons to undo the last action or cancel changes made if needed:
   1. Tap the left arrow button to undo the last action.
   2. Tap the Cancel changes button to cancel changes made.
       
7. When finished, tap the Send transactions for review button to send all held up transactions back with a single planogram update. A confirmation popup will appear; tap Send to confirm. 

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. 

Tap the Products missing from planogram section to continue.

The top will show identifying info: affected device, location, last restock images, number of devices affected. 

Tap Device details to see Smart Store and Cabinet Configuration.

Tap the caret next to Device details to also show Last sale, Last restock, and Last planogram.

Below are the products and the planogram layout. 
 

 To add products missing from the planogram:

1. Tap on the applicable cabinet to build out the planogram for (if not already selected).
    
2. Tap the magnifying glass icon to bring up product search:
   1.  With Missing in planogram toggled on, it will show the suggested products to add to the planogram. If the suggested product does not apply, tap the Remove suggestion button to remove the product from the suggestions list.. 
   2. Alternatively, toggle Search products to search through the full applicable product listing.
       
3. Select a product to add to the planogram.
    
4. Tap on the applicable slot(s) to add the product to.
    
5. Once a product is in a slot, tap the checkbox on the desired slot if needed to bring up options to:
   1. Edit image
   2. Insert slot
   3. Remove (product from slot)
       
6. At the bottom are cancellation buttons to undo the last action or cancel changes made if needed:
   1. Tap the left arrow button to undo the last action.
   2. Tap the Cancel changes button to cancel changes made.
       
7. Tap Save planogram to save changes to the planogram.
    
8. Once the products missing from planogram have all been resolved, either by adding them to the planogram or removing the suggestion, tap the Finish button to move to the next issue in the queue.

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).

Tap the Review and Build Carts section to review.

The top will show identifying info. for the unauthorized unlock: affected device, location, last restock images, number of devices affected. 

Tap Device details to see Smart Store and Cabinet Configuration.

Tap the caret next to Device details to also show Last sale, Last restock, and 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

With the Review transaction tab toggled on:

• 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, tap the Build cart button to start building out the cart. The product listings will appear with a search bar above to search products. Tap 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.

  
• If needed, switch the toggle to Comment 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. Tap 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, while notifying the Operator of which products are currently missing from the planogram.
   2. The Search products toggle will show all products and which products are already in the planogram with the number of slots filled.
       
3.  Tap a product to add it to the planogram.
    
4. Tap on the applicable slot(s) to add the product to.
    
5. Once a product is in a slot, tap the checkbox on the desired slot if needed to bring up options to:
   1. Edit image
   2. Insert slot
   3. Remove (product from slot)
       
6. At the bottom are cancellation buttons to undo the last action or cancel changes made if needed:
   1. Tap the left arrow button to undo the last action.
   2. Tap the Cancel changes button to cancel changes made.
       
7. Tap Save planogram to save changes to the 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.
Tap the desired confirmation button to: 

• Save for later - revisit the queue at a later time.
   
• Don't charge - will resolve the transaction without charging the consumer.
   
• Charge customer - will charge for the transaction, including any applicable pricing, promotions or tax.

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. 

Tap 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, location, last restock images, number of devices affected. 

Tap Device details to see Smart Store and Cabinet Configuration.

Tap the caret next to Device details to also show Last sale, Last restock, and Last planogram.

The Videos to review section shows the videos to review with date, time, and associated transaction number. An indicator will appear to show which have already been watched.
Tap the desired video to watch it and review, then watch the rest if desired.

After reviewing the video(s), tap Acknowledge all and next to confirm that the transaction was actually an authorized unlock.
 

Chat Support

Tap the chat icon in the upper-right for Chat support.