The four steps
1
Reference price
Choose the price level resellers are compared with. The dashboard uses, in this order:
- the price level set in the market’s Compared against field, on the Markets page;
- otherwise the catalog price level marked Set as Recommended Retail Price.
2
Where to look
Add at least one data source and assign it to the market. The step lists the sources that watch the market, for
example “2 sources are watching this scope.” Click Add a data source to open Data Sources with the add
dialog open. See Markets and data sources.
3
Matching
Review the match suggestions for your tracked products. The step shows “N of M products matched” and, when some
are still unmatched, “The other N are ignored until you review them.” It is done when you track at least one
product and no suggestion waits for review. Click Review matches to open
Product matching.
4
First scrape
A scraping run of the market’s data sources has to complete. Until then the step shows the next scheduled run, or
“No run is scheduled.” Click Run it in Data Sources to start or schedule a run.
Optional: set your organisation’s time zone
The dashboard counts days (the period, the trend, contact due dates) in your organisation’s time zone. When none is set it uses UTC and says so under the page title: “Dates are in UTC: your organisation has no time zone set.” Set the time zone in Settings.Permissions
The dashboard has its own permissions under Pricing Intelligence > Manufacturer Dashboard in the role editor. Each tab and action needs the permission shown here. A tab you have no permission for is not shown.
Two actions also need Pricing Intelligence > Merchant > Update, because they change the address that
messages go to:
- editing a reseller’s contact details in the reseller record (together with Manage cases);
- ticking Save it on the reseller record for next time when you type an address in the message dialog.
What existing roles received
When the case, promotion and settings permissions were introduced, Omnilinker granted them once to every role that could already open the dashboard:- Cases, Manage cases, Agreed promotions and Compliance settings went to every role with Manufacturer Dashboard;
- Send messages to resellers went only to those roles that also had Merchant > Update. Sending e-mail to an outside address follows the power to edit resellers.
Next steps
Read the dashboard
What the verdict, the counters and the compliance figure mean.
Set the tolerance and target
Decide how far from RRP counts as a gap.