As an admin, to set the revenue types for Outlets, please follow the below steps:
1. Log into Admin site and click Admin.
2. Select Maintenance.
3. On the Maintenance page, click Maintenance drop down and select Outlet.
4. Click Search button to get the list of outlets.
5. Click the green arrow in front of the outlet that you wish to set revenue type. The will move the outlet to the right under the selected items section.
6. Click Standards tab and Valid Rev Types for Forecasting drop down. Then select only the Rev Types that you wish to set up for an outlet and click Save.
Notes:
- Only selected Revenue Types will be showed on REV drop down on the Deal Profile when an outlet is selected as shown in the below screen shot.
- While the dropdown will tell you how many Revenue Types are currently selected (either by count or by ALL) if you were to add or remove a Revenue Type, the count will not update until the Outlet is selected again after being saved, but the selection will occur. This is a limitation in the Admin’s UI functionality and not a bug.
Handling for Proposal Integrations
This is ONLY for the WOMS integration for right now. Future proposal integrations are planned, but as of 7/15/2021 WOMS is the only integration supported.
As an Admin, to set Revenue Type for Outlet for Proposal Integrations, please follow the below steps:
1. Log into Admin site, click Admin and select Settings.
2. Click Integrations tab.
3. Scroll down until you find the Proposal Integration Mapping pod. Our goal here is to tell the integration which Revenue Type to use when an Outlet is imported via the proposal integration since most proposal integrations do not send Revenue Types.
Default Revenue Type For UnMapped Outlets – This is the Revenue Type that will use if an Outlet comes from the proposal integration that is not yet configured. It’s a great catch all and enables you to not have to configure every Outlet as outlined below.
For all other Outlets that need a specific Revenue Type, click on the Maintain Outlet Revenue Type Mapping button.
Here you can select the Outlet and Revenue Type combinations that you wish to use and then click “+” to add it. Finalize by clicking Save. If you forget to click “+” and only click Save, the result in the combination will not be added.
If you attempt to create a combination for an Outlet that already exists, you will receive an error message. Because this is an automated workflow, we cannot offer choices and as such each Outlet can only be related to one Revenue Type for this integration.
