> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omnilinker.pl/llms.txt
> Use this file to discover all available pages before exploring further.

# Manufacturer dashboard setup

> Complete the first-run checklist so the dashboard can measure reseller prices, and give your team the permissions it needs.

The manufacturer dashboard compares what resellers charge for your products with your recommended retail price
(RRP). Before it can show a single figure it needs three things: the price to compare with, where to look for offers,
and which offers are your products. Then a scrape has to run.

Open **Pricing Intelligence** > **Manufacturer Dashboard**. While the market you are viewing has no data yet, the
**Overview** tab shows a setup card instead of figures, and the other tabs are greyed out. The card reads, for example,
"2 of 4 done" and "2 steps until your first verdict", and lists four steps. The first step that is not done is ringed;
each step has a button that takes you to the page where you complete it.

The checklist describes the market you are viewing (or every market, when you choose **All markets**). It
disappears as soon as the first comparable offer is in, and the dashboard shows figures from then on.

## The four steps

<Steps>
  <Step title="Reference price">
    Choose the price level resellers are compared with. The dashboard uses, in this order:

    1. the price level set in the market's **Compared against** field, on the **Markets** page;
    2. otherwise the catalog price level marked **Set as Recommended Retail Price**.

    The step is done once at least one tracked product has a price on that level. It then reads "Resellers are
    compared with the reference price" followed by the level's name. Click **Open Markets** to set the level.

    The reference price must be in the market's currency. Offers priced in another currency are left out of every
    figure. See [Markets and data sources](/pricing-intelligence/markets-and-data-sources) and
    [Price levels](/catalog/price-levels).
  </Step>

  <Step title="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](/pricing-intelligence/markets-and-data-sources).
  </Step>

  <Step title="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](/pricing-intelligence/product-matching).
  </Step>

  <Step title="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.
  </Step>
</Steps>

After the first scrape, the figures appear shortly: Omnilinker starts recalculating the dashboard about 30 seconds
after each scraping run finishes, and checks every hour for anything it missed.

<Tip>
  The **Not authorised** views and cards use the **Authorized Seller** flag on each merchant. Mark the resellers you
  have authorised on the [Merchants](/pricing-intelligence/merchants) page so these views mean something.
</Tip>

### 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](/administration/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.

| Permission                     | What it allows                                                                                                                               |
| ------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Manufacturer Dashboard**     | Open the page, the **Overview** tab and the digest. Every other permission below needs this one.                                             |
| **View Price Violations**      | The **All gaps** tab, and the list of offers that cannot be compared.                                                                        |
| **View Product Performance**   | The **Price map** tab.                                                                                                                       |
| **View Merchant Compliance**   | The reseller record that opens when you click a reseller.                                                                                    |
| **Export Data**                | **Export** on the **All gaps** tab, and **Export evidence** for selected gaps.                                                               |
| **Cases**                      | The **Cases** tab.                                                                                                                           |
| **Manage cases**               | Start cases and add gaps to them, snooze, hand to an account manager, add notes, mark restored products as reviewed, close and reopen cases. |
| **Send messages to resellers** | Preview, send and log messages to resellers.                                                                                                 |
| **Agreed promotions**          | Create agreed promotions. The user also needs **Cases**.                                                                                     |
| **Compliance settings**        | The **Manufacturer compliance** settings tab.                                                                                                |

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.

This happened once per organisation. If you revoke one of these permissions afterwards, it stays revoked. You can
grant **Send messages to resellers** to any role by hand. See [Users and roles](/administration/users-and-roles) and
the [Permissions reference](/administration/permissions).

## Next steps

<CardGroup cols={2}>
  <Card title="Read the dashboard" href="/pricing-intelligence/manufacturer-dashboard/overview">
    What the verdict, the counters and the compliance figure mean.
  </Card>

  <Card title="Set the tolerance and target" href="/pricing-intelligence/manufacturer-dashboard/settings">
    Decide how far from RRP counts as a gap.
  </Card>
</CardGroup>
