Retail Pro Integration Layer (RIL)
The initial load of data into the Prism HQ server must come from an Oracle 12c database, either Retail Pro 9 or RIL. RIL serves as a transition from Retail Pro 9 as retailers move to Prism. RIL has a similar look and feel to Retail Pro 9; however, as features and functionality are added to Prism, the corresponding features are scheduled to be removed from RIL. In this way, users are encouraged to use Prism whenever possible, but will still have a GUI available for features that aren't yet available in Prism.
The RIL Management application provides Prism users with an interface for working with the RIL Oracle database. Using RIL Management, you can:
- Verify that data is being replicated correctly from Prism to the RIL Oracle database.
- Add/edit/inactivate most record types (e.g. inventory, customers, employees)
- Perform certain tasks that are not yet available in Prism (e.g adding loyalty levels and programs)
RIL Conversion Tool
The RIL Conversion tool (RILConv.exe) prepares a Retail Pro 9 system for upgrade to RIL. The tool cleans up your ECM and Retail Pro 9 files, folders and registry keys and performs other tasks that enable you to install RIL Management and RIL Communications. You can run the tool at the Prism HQ server, or at a store (or POA) server. After running the RILConv.exe tool, install RIL Management and RIL Communication as part of the Prism install for 220.127.116.117 (or above).
For information about the RIL Conversion tool, select Tools > RIL Conversion Tool on the Prism documentation side menu.
Launch Prism Management
Right-click the RIL Management icon on the desktop and select "Run as Administrator".
The RIL Management home screen is displayed. The top menu of the home screen provides access to the main program areas: Merchandise, Purchasing, Transfers, Sales, X/Z-Out, Customer Mgmt, Employee Mgmt, Tools and Options. The side menu of the home screen has buttons to access preferences, Log On/Out and Exit.
RIL/Prism Gap List
Whenever possible, users should add, edit, or delete records in Prism; however, some tasks and features are currently only available via RIL Management, including:
Fee Types must be defined in RIL Management in Options > System Preferences > [Subsidiary] > Local Preferences > Point of Sale > General > Fees/Shipment.
Regions and Districts
Regions and Districts and associated features like Regional Inventory are currently unavailable in Prism. Regions and Districts are defined in RIL Management > Options > Global Preferences > Regions
Auto Utilities (Auto Min/Max, Auto PO, Auto TO)
RIL includes several utilities that can be used to automate certain merchandise tasks:
|Auto Min/Max||Retail Pro allows you to calculate and assign minimum (Min) and maximum (Max) quantities for your inventory items. The Min/Max quantities that you assign help determine when you have too little or too much merchandise on hand. Retail Pro then uses the Min/Max quantities to automatically reorder and re-stock merchandise based on your selections in the Auto PO and Best Replenishment modules|
|Auto PO||The Auto PO feature lets you automatically create purchase orders to restock merchandise. Orders can be created based on your Min/Max levels for each item, the quantities needed to fill pending Sales and Transfer Orders, or both. All POs generated are for a single vendor.|
|Auto TO||The Auto TO Wizard can be used to selectively redistribute merchandise that is on hand in any store or in a central warehouse.|
|Best Replenishment||The Best Replenishment Wizard uses the settings you enter to determine whether merchandise needs to be ordered or if it can be transferred from existing stock at other stores. The wizard then helps you generate the appropriate order documents (transfer orders or purchase orders).|
System ID (SID) Generation Method
In RIL, you can configure the system to automatically generate System IDs (SIDs) for new inventory items. SIDs are used to unique identify items in the database. You can have RIL generate a SID based on the UPC, the ALU, or a system-generated valued.
RIL includes an area for defining commissions levels and percentages. You can then assign a commission level (with its associated percentage) to an employee. Defining/assigning/tracking of commissions is not available in Prism. (Note: You can assign an activity percentage for up to five associate per item or transaction in Prism, and the activity percentages can be used to calculate commissions; however, you are not able to define and assign specific commission levels in Prism.)
High Security on Receipts, Vouchers, Memos, etc.
When using High Security, a security dialog is displayed after a transaction is completed (whether put on Hold or Updated). You must enter your user name and password in order to start a new document. In RIL Management > Options > System Preferences > [Subsidiary] > Local Preferences > Employees > Security, you can select which document types will require this high security login.
Sales targets are sales goals that enable management to compare sales performance for subsidiaries, stores, and employees. Sales Targets are defined at the Subsidiary level, and then can be distributed among regions, districts, stores, departments, and employees. Sales Targets are currently only available in RIL in Employee Mgmt > Sales Targets.
Sales Orders in Prism vs. RIL
In Prism, only customer orders and layaway orders are available. Special orders, Company Registry and Store Registry orders are not available. In addition, the various options for automatically recording a sale are not available in Prism. The Record Sale options are defined in RIL Management > Options > System Preferences > Point of Sale > Sales Orders > Options.
Grid Scales, New Style Grids, Style Grid Editing
Certain features related to style grids are not available in Prism, including the ability to define grid scales, to assign a grid scale to items and editing style grids.
PI - Update Inventory
Physical Inventory files must be sent to RIL and updated in the RIL > Merchandise > Inventory > Physical Inventory area.
The Sublocation inventory management feature enables you to subdivide a single store inventory into smaller "sublocations." The sublocations can be physical (e.g. aisle-row-bin) or logical (out-on-loan).
When using Trade Discounts, the vendor's assigned Trade Discount % is applied to the Vendor List Cost to determine the Order Cost for the item. Trade Discounts are currently not available in Prism.
Customer Binning and Scoring
Customer binning and scoring gives you a clearer picture of your customers and the frequency and amount of their purchases. A bin run is a group of bins. When you create a bin run, you decide how many bins you want to divide your customers into, and what metrics you want to use for dividing them. For example, you can group customers according to their total sales and/or margin amounts, the variety of items they purchase, or their total sales or return transactions.
Customer Security Levels
In RIL, you can apply separate security levels for individual customer fields. This gives you fine-grained control when it comes to allowing employees to modify customer information.
You can do most tasks related to loyalty in Prism; however, a few key tasks can only be done in RIL currently. You must define loyalty levels and add/modify loyalty programs in RIL.
Features for database maintenance are only available in RIL's Technician's Toolkit (e.g. Tuning, Reindexing, Data Files, Control Files, Archive Log File Management, Customer Merge and the Backup/Recovery UI
Accounting Link enables retailers to send accounting data from the source database to an accounting package (e.g. BusinessWorks).