Configuring the Data Management Controls Tab

On the Data Management Controls tab, you configure the item and category data for the master store on the Data Management Controls tab. This entails managing the administrative tasks associated with assigning new items to sales categories, and synchronizing changes and new additions between the master store and the Aloha Insight data warehouse. For example, you synchronize your Aloha Insight data warehouse with data maintained at the master store level each time store data is imported.

To configure the data management controls:

1.

Select the store to designate as the master store from the Master Store drop-down list. The ‘Master Store’ setting specifies the store that takes precedence when importing data, meaning Aloha Insight reports and Drilldown Viewer use the item IDs, names, and sales categories from the master store. You can add new category and item data for individual stores, but master store data overrides categories and items specified by other stores if the IDs are the same. If an item does not exist at the master store, but does at another, Aloha Insight still imports the item.

2.	Click Yes to confirm your selection.

3.	Select the method of category synchronization. You select whether the category data polls from the stores and imports into the data warehouse, or if you will maintain all reporting categories through Category wizard.

If you select ‘Retrieve Category Information from Stores,’ you import category data as it polls from the store into the data warehouse. Select either ‘Get all Category Information’ or ‘Get only Sales Categories.’ ‘Get all Category Information’ imports all category data, and you are unable to change category settings that are set by the store sites. ‘Get only Sales Categories’ imports only the sales categories from the store sites, and you are able to import sales category settings for newly added items. However, you can maintain reporting categories through Category wizard.

If you select ‘All Categories Specified Through Category Wizard,’ you specify that you want to use all category information through Aloha Insight Category wizard, rather than reading the information from the store. By selecting this option, store category data will not affect Aloha Insight reports. If you select this option, you must specify a default sales category to which Aloha Insight will assign newly added store items.

4.	Click Save.