Items and POS terminals need to be set up to be used by LS Recommend. Settings are available in the LS Recommend Item Links page, the POS Terminal Card, and the Store Card to control which items and POS terminals are in scope.
To set up Items for LS Recommend
To upload and synchronize LS Recommend Items to LS Recommend
To compare Items in LS Central and LS Recommend
Before LS Recommend can perform calculations, the items and POS terminals need to be uploaded to the cloud to be considered. The setup determines the transactional sales history of which items and from which POS terminals will be considered for recommendation calculations.
Based on the Item Scope in LS Recommend Batch, which can be Include or Exclude, you must set up items via LS Recommend Item Links to let LS Recommend know which items are within the scope.
In the LS Recommend Items page you can view and maintain the list of items to be included in the LS Recommend calculation. In this page, you can easily identify the valid LS Recommend items in LS Central and synchronize these items to LS Recommend.
Besides that, you can also use the comparison functionality provided in the page to have an overview of the items that are maintained in LS Recommend, and compare these items with the list of items maintained locally in LS Central.
To set up Items for LS Recommend
To include or exclude certain items or item groups for the recommendation calculation, you can define an LS Recommend Batch with Item Scope set to Include or Exclude and assign its items or item groups via the LS Recommend Item Links accordingly.
- Click the
icon, enter LS Recommend Item Links, and select the relevant link. - Click New to create a new link between Item and Batch.
- Fill in the Batch No. to specify which LS Recommend Batch is to be linked with the item. You can only select an LS Recommend Batch that is Active.
- Fill in the Division Code, Item Category Code, Retail Product Code, or Item No. that needs to be linked to an LS Recommend Batch.
Note: A blocked item is automatically excluded from the recommendation calculation regardless of the Item Scope defined. When an item is blocked on the item level, it will be added automatically to LS Recommend Item, if the batch is assigned with Item Scope Exclude. On the other hand, it will be automatically removed from LS Recommend Item, if the batch is assigned with Item Scope Include.
You can also exclude items from being used for recommendation by using the Block From Recommendation option in Item/Item Status Links. For more information see Item Status - Batch Job.
The settings in Item Status Link are considered when a recommendation request is initiated from the POS terminal. The system checks that the item is not blocked from recommendation in the current store, before adding it to the basket calculation. Similarly, when the recommended items are returned from the cloud, the system checks that the item is not blocked from recommendation, before displaying it on the POS panel or printing it on the slip.
To upload and synchronize LS Recommend Items to LS Recommend
- Click the icon, enter LS Recommend Items, and select the relevant link.
- Click Maintenance - Update only to calculate changes between the current values in setup tables and this table. If there are any changes pending synchronization, the status will be indicated in the Action field, either AddModify or Delete.
- AddModify - An item which has been newly added to a batch.
- Delete - The item is no longer a valid LS Recommend item. It will be removed from LS Recommend upon synchronization.
- If Pending Sync. is selected, it means that there are changes pending to be synchronized with LS Recommend. Click Maintenance - Synchronize only to upload the records with changes (based on the Action field) to LS Recommend.
- Alternatively, click Maintenance - Update and Sync. to calculate changes between the current values in setup tables and this table, then upload the changes to LS Recommend. The Update and Sync. process is not possible, if there are changes which are not uploaded yet.
Note: You can set up a Scheduler job to synchronize the LS Recommend Items automatically. For more information see How to: Schedule Master Data Synchronization.
To compare Items in LS Central and LS Recommend
The LS Recommend Items Compare page provides you with an overview of all the items that are maintained in LS Recommend for all the batches. You can use this page to compare these items with the list of items that are maintained locally in LS Central. This also helps you to easily identify any items that may be out-of-sync between LS Central and LS Recommend.
- Click the icon, enter LS Recommend Items, and select the relevant link.
- Click Maintenance - Compare (Local vs. Cloud). This helps you to compare the LS Recommend items with the LS Central items.
- Items present in LS Recommend but not in LS Central are marked as Not Exist (Local). To delete them from LS Recommend, you can use the Delete Not Exist (Local) action. This deletes the items from LS Recommend. If a Batch No. filter has been selected, then only items belonging to the filtered batch will be deleted from LS Recommend.
- Any items in LS Central which are yet to be synchronized with LS Recommend are marked as Out of Sync. You need to synchronize these items with LS Recommend.
Additionally, you can also resynchronize all the items from LS Central to LS Recommend:
- Click the icon, enter LS Recommend Items, and select the relevant link.
- Click Actions - Maintenance - Clear and Sync. to clear all records in the LS Recommend Item table and upload the changes to LS Recommend. This will delete all the items in all the batches from LS Recommend.
- Click Maintenance - Update only to recalculate the changes and all the items will be updated with the AddModify action in the relevant batches.
- Click Maintenance - Synchronize only to upload the records to LS Recommend. This will add all the items back into LS Recommend.
See also
How to: Set Up POS Terminals for LS Recommend
How to: Set Up LS Recommend Batches