MANAGE REPORTING PERIODS (I.E., SEASONS)

The Season Setup feature enables retailers to create a custom reporting period to analyze supplier, SKU, class, or grid performance in conjunction with Sales Analysis, Best Sellers, Grid Analysis, etc.

This document is a resource for retailers to understand how to:
Create a Season
Edit a Season
Delete a Season

 


CREATE A SEASON
Follow the steps below to create a custom reporting period.

1. In the RICS Back Office, go to Setup :: Manage Store :: Seasons Setup

2. To select a store, enter or search for the store number in the Store Number field

3. Enter the reporting period name in the Description field

4. Use the Start Month and Start Day dropdown menus to select the reporting period’s start date

5. Click Add

6. Repeat Steps 3-5 to add reporting periods for the remaining calendar year



Note: A reporting period will automatically end at 11:59 PM the day before the next period’s start date.

5. Click Save

 

 

EDIT A SEASON
Follow the steps below to edit a custom reporting period.

1. In the RICS Back Office, go to Setup :: Manage Store :: Seasons Setup

2. To select a store, enter or search for the store number in the Store Number field

Note: After the store is selected, all existing reporting periods will display.

3. Locate and click Edit next to the reporting period to be edited

4. As needed, edit the reporting period Description and/or Start Date

5. Click Update

Note: The reporting period Description and Start Date fields will update on the Seasons list but the edits will not save until Step 6.

6. Click Save

 


DELETE A SEASON
Follow the steps below to delete a custom reporting period.

1. In the RICS Back Office, go to Setup :: Manage Store :: Seasons Setup

2. To select a store, enter or search for the store number in the Store Number field

Note: After the store is selected, all existing reporting periods will display.

3. Locate and click Delete next to the reporting period to be deleted

Note: The reporting period will be removed from the Seasons list but the edit will not save until Step 4.

4. Click Save

 

 

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