Head Office checklist

New retail stores

The Fred Team creates your new retail store prior to live day. As soon as it is done, you can begin your on-boarding process. This checklist will assist you with keeping track of the tasks Head Office needs to complete.

New Retail Store Checklist	Completed
Store Configuration	Go to FredNXT Head Office > Organisations > Retail stores. Store is created by Fred, validate that the data is correct prior to store live day. ABN Statement/Closing Details Maximum difference for Posting (if required) Customer Statements BSB/Account Number Statement Printing Options (if required) Dispense Store Settings	¨
Assigned to Assortment	Go to FredNXT Head Office > Organisations > Retail stores. Create or assign to an assortment (If required)	¨
Assign to Pricing Groups	Go FredNXT Head Office/Organisations/Retail stores. Ensure the store has the correct price group assigned. Update pricing priority (if required).	¨
Store Contact Details	Go to FredNXT Head Office > Organisations > Organisations > Internal organisations. Details are entered when the stores is created by Fred, validate that the data is correct prior to store live day. Store Name Time Zone Manager Address Contact Information	¨
Fred NXT Dispense Settings	Go to FredNXT Head Office > Organisations > Setup/Dispense. These setting are completed with use of the store questionnaire, validate that the details are correct prior to live day. Auto Charge / Script Processing Rules Private Pricing Rules Dispense Store Settings Pharmacy Details Private Fees Account Default Credit Limit Markup % on cost for Discount/Staff Discount (if required)	¨
Workers	Go to FredNXT Head Office > Employees > Workers. Workers are created by Fred, ensure all workers have been created prior to live day.	¨
Create Products	Create products required for the new store. Common reports to use to compare with the Fred NXT Head Office system are: For stores, report names may vary between POS systems. Stock Valuation Shows current stock holdings, costs and retail prices. Item Usage/Movement Ensure items with no SOH are included. 12 months of usage history Stocktake Report This report generally provides a list of the barcodes of each items. See Reporting	¨
Set store Coverage Groups Manage coverage groups (DIEF)	A Coverage group is required for all items at the new store. When a Coverage group is set, a Preferred Vendor and a Coverage group for Master Planning Ordering. If master planning is not being used, set the MANUAL Coverage Group.	¨
Transfers Use the GroupsVendor DIEF template or create vendors manually	To enable stores in your group to transfer to other stores, they must be have a Vendor record and be assigned to the Vendor Transfer Group. Ensure they have been flagged as Active (for Transfer) to ensure an invoice is automatically created when the transfer is created by the store.	¨

New Retail Store Checklist

Completed

Store Configuration

Go to FredNXT Head Office > Organisations > Retail stores.

Store is created by Fred, validate that the data is correct prior to store live day.

ABN
Statement/Closing Details
Maximum difference for Posting (if required)
Customer Statements
BSB/Account Number
Statement Printing Options (if required)
Dispense Store Settings

Assigned to Assortment

Go to FredNXT Head Office > Organisations > Retail stores.

Create or assign to an assortment (If required)

Assign to Pricing Groups

Go FredNXT Head Office/Organisations/Retail stores.

Ensure the store has the correct price group assigned.
Update pricing priority (if required).

Store Contact Details

Go to FredNXT Head Office > Organisations > Organisations > Internal organisations.

Details are entered when the stores is created by Fred, validate that the data is correct prior to store live day.

Store Name
Time Zone
Manager
Address
Contact Information

Fred NXT Dispense Settings

Go to FredNXT Head Office > Organisations > Setup/Dispense.

These setting are completed with use of the store questionnaire, validate that the details are correct prior to live day.

Auto Charge / Script Processing Rules
Private Pricing Rules
Dispense Store Settings
- Pharmacy Details
- Private Fees
- Account Default Credit Limit
- Markup % on cost for Discount/Staff Discount (if required)

Workers

Go to FredNXT Head Office > Employees > Workers.

Workers are created by Fred, ensure all workers have been created prior to live day.

Create Products

Create products required for the new store.

Common reports to use to compare with the Fred NXT Head Office system are:

For stores, report names may vary between POS systems.

Stock Valuation
- Shows current stock holdings, costs and retail prices.
Item Usage/Movement
- Ensure items with no SOH are included.
- 12 months of usage history
Stocktake Report
- This report generally provides a list of the barcodes of each items.

See Reporting

Set store Coverage Groups

Manage coverage groups (DIEF)

A Coverage group is required for all items at the new store.

When a Coverage group is set, a Preferred Vendor and a Coverage group for Master Planning Ordering.

If master planning is not being used, set the MANUAL Coverage Group.

Transfers

Use the GroupsVendor DIEF template or create vendors manually

To enable stores in your group to transfer to other stores, they must be have a Vendor record and be assigned to the Vendor Transfer Group.

Ensure they have been flagged as Active (for Transfer) to ensure an invoice is automatically created when the transfer is created by the store.