ADM Basic Training Descriptions

There are two general ADM trainings to choose from (ADM Basic Training and ADM Dining + Basic Training) These trainings are designed to cover the basic functionality that most operators will make use of. These sessions are a great introduction into ADM to get upskilled quickly. See below for the topics that will be discussed.

ADM Basic Training

Checking connectivity status of kiosks
- Reviewing connectivity history data
- Determining if a kiosk is offline or online
- Ability to reboot kiosk remotely from ADM
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360062940373

Setting up offline notifications
- How to setup alerts for if the kiosk goes offline
- How to setup alerts for no sales at a location
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360038455853-ADM-Dashboards-and-Notifications-Guide
Review of Location Summary page
- Overview of editable fields within this page
- How to sync up a kiosk
Review of what GMA is/365pay app
- Different ways customers can pay using GMA
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360011033014-365Pay-App-Operator-Guide

Product management at location level and global level (When not using a separate integration that manages products)
- Learn the difference between Global products and Location specific products
- How to edit product information
- How to do price adjustments
- How to extend products to locations
- How to create new products
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017604114-ADM-How-to-Add-Edit-or-Extend-a-Product
Global product changes
- Learn how to edit multiple products across multiple locations at the same time.
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017588213-ADM-Global-Product-Change-Operator-Guide

Inventory management and picklists
- Learn how to take physical inventories
- How to setup Mins/Maxes
- How to generate a picklist to see how much product is needed.
- Learn how to view current on-hand quantities of products.
- Learn the 2 different methods in which you can update inventory (Mobile inventory or ADM only)
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360034907654-ADM-Pick-List-Overview-1-2021

365mobileinventory review
- Overview of mobile inventory website
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360011098713-Mobile-Inventory-Guide
Menus
- Learn how to setup a menu that will appear on the kiosk screen.
- Learn the various menu types and when to use.
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360033670553-ADM-Setting-Up-Menus-Item-Buttons
Reports/Top most used reports
- A review of the most commonly used reports that covers financial data/consumer data/inventory data
- Learn how to schedule reports
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360055590994-ADM-Reports
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360038668774-ADM-Report-Retrieval-Redesign-11-2019

Setting up tax rates
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360044518913-ADM-Tax-Mapping-and-Creating-Tax-Rates

Creating product categories
- Learn how to categorize products to make filtering data in ADM easier
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017765233-ADM-How-to-Add-a-Category

Creating reason codes for inventory
- Learn how to create reason codes for removing and adding product to inventory
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360012277773-ADM-How-to-Create-Reason-Codes
Creating ADM user accounts
- Learn how to create ADM accounts for anyone that needs access to ADM
- Learn how to set permissions and create custom permissions
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360041915473-ADM-How-to-Create-User-Accounts
Viewing Consumer information/how to add bulk funds
- Learn how to provide refunds to consumer accounts
- Learn how to bulk add funds to consumer accounts
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017867113-ADM-Consumer-Management
Promotions and Home commercials
- Learn about the 3 different promotions ADM offers and how to use them in your market
- Learn how to place home commercials on your kiosk to promote products.
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360026457834-ADM-Promotions
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017765633-ADM-How-to-Add-a-Home-Commercial

ADM Dining + Basic Training

Includes all information from the ADM Basic Training.
Modifiers – ReadyTouch/Dining only
- Learn how to give your consumers the ability to customize an order through the use of modifiers
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360052228193-ADM-ReadyTouch-365Dining-Create-and-Link-Modifiers

Order Ahead Features – ReadyTouch/Dining only
- Learn how to adjust order ahead settings and manage your kitchen
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360048036493-365Dining-Order-Ahead-Operator-Guide
Creating Staff accounts – ReadyTouch Only
- Learn how to create cashier accounts
- HC Link https://help.365retailmarkets.com/hc/en-us/articles/360017606074-ADM-How-to-Create-a-Staff-Account

Lockers
- Learn how to manage lockers within ADM
- Learn the process flow for when customers place an order and choose the lockers as a pick up location
- How to view locker statuses and adjust accordingly
- HC Link https://help.365retailmarkets.com/hc/en-us/sections/1500002747662-Lockers

AMS Basic Training Topics

The AMS basic training provides new and existing operators the fundamentals needed to manage their micro markets. Below are the topics that will be discussed.

Please Note:

You need a username and password to access the Avanti Help Center, please contact support at support@avantimarkets.com for assistance.

Training Topics

AMS Dashboard
- Organization daily and weekly sales data
- Kiosk online/offline indicator
- Market inventory tracking tool
- Individual market financials
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360045181872-Navigating-the-AMS-Dashboard
Kiosk Connectivity
- View dashboard Kiosk offline indicator
- Review kiosk record including online/offline activity graph
- Ability to reboot and send full syncs to kiosks remotely in AMS
- Setting up Offline Notification
- Kiosk Network Requirements - https://avantimarkets.zendesk.com/hc/en-us/articles/360042339111-Network-Requirements-Documentation-1-92
Setting up offline notifications and contact us consumer requests
- Avanti support can setup any individual within your organization to receive these notifications.
- Email: suppot@avantimarkets.com to activate your team members
Customer and location creation
- How to create a customer record
- How to create/edit a location record
- Location record functions
- Deploy and un-deploy kiosks from one location to another
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360045181832-Creating-a-Customer-or-Location-in-AMS
Market User management
- How to create a market user account
- How to edit consumer balances and review historical transactions
- How to add bulk funds to consumer accounts
- How to disable or stale market user accounts
- HC Link for Stale Market Users - https://avantimarkets.zendesk.com/hc/en-us/articles/360042338271-Stale-Market-Users-

Product Management at location and global level (When not using a 3^rd party VDI integration)
- How to create and extend products to locations
- How to edit products for using various methods
- How to use the legacy bulk update and location pricing import tool
- Planograms
- HC Link
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360042635151-AMS-Planograms-Overview-and-Deep-Dive

Global Product Replacement Tool
- Learn how this tool can replace like products across multiple markets
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360052484552-Global-Product-Replacement-Rules-Engine
Taxes and Bottle Deposits
- How to create tax and deposit categories
- How to Create tax and deposit rates
- How to map tax & deposits for each market location
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360048540671-Taxes
Creating Product Categories
- How to create product categories
Inventory Management
- How route service schedules are related to restocks
- How to generate a restock list
- How to push individual products
- Avanti Inventory adjustment descriptions
- How to perform inventory at the kiosk
- How to Inventory market using the INV web portal https://inv.mykioskworld.com
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360043139591-Adjusting-Inventory-Using-AMS
Report Center
- AMS report descriptions
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360045677111-AMS-Reports
Promotions, Coupons, and Commercial Management
- Learn how to create various types of promotions
- How to create guest pass and recharge coupons
- How to create commercial playlist campaigns
- How to create an email campaign
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360042628271-AMS-Campaign-Promotions
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360045787351-How-to-Create-Coupons-in-AMS
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/360052775851-Commercial-Playlists-Webinar
- HC Link https://avantimarkets.zendesk.com/hc/en-us/articles/5704161895828-Email-Campaigns-User-Guide

Lightspeed Basic Training Topics

The Lightspeed basic training will go over the basics of the Lightspeed system to allow operators to get up and running using the system as quick as possible.

Training Topics

Stuck In Picking
Procedure for Picking (both Mobile and Lights)
Programming Lights due to map changes (if more than 5 lights)- https://help.365retailmarkets.com/hc/en-us/articles/4416892145943-Lightspeed-Pick-Line-LayoutProgramming-Lights
Mapping for Mobile- https://help.365retailmarkets.com/hc/en-us/articles/4416900131351-LightspeedMobile-App-Mapping-for-Mobile
Adding users on the admin page-

Please see the following article for a list of all articles related to Lightspeed https://help.365retailmarkets.com/hc/en-us/articles/4414770111255-Master-Article-

Reporting
Settings
Processes
LightSpeed Administration Page (Full Training) *