RETAILLINK REPORTS SETUPS MANUAL
Express Version
Build 4.732
BY
Wisdom & Wisdom Professional - Setup Guide - Version 4.532
Index
Page
3
5
6
9
15
22
27
31
34
Report
Some Things to Consider (Overview)
How to Work with Multiple Vendor Numbers
Navigating to the Report Template Selection
Last 13 Wks Sell Thru Report
Weekly Store Detail
Inventory Turns Report
Lost Sales Report
Yearly Sales Summary
Replenishment System Reports
Note: Retail Link is a trademark of Wal-Mart Inc. Wal-Mart neither suggests the use
of, nor endorses any third-party software such as Wisdom Analytics. Wisdom
Analytics is a trademark of Open Strategies.biz Inc.
Also Note: That several photos in this manual are screenshots from Retail Link
and are copyright Wal-Mart Stores Incorporated.
This manual Copyright 2010 - 2014 by Open Strategies.biz Inc.
Any use or unauthorized reproduction is strictly prohibited.
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Overview
To Setup Wisdom Analytics On Your Computer…
1. To install Wisdom just click on WisdomSetup.bat.
This batch file will install the runtime environment,
the SQL Server Local (DB), and of course Wisdom
itself.
2. Use this manual to setup your Retail Link account to
accommodate Wisdom.
3. Wisdom Requires a copy of Microsoft Excel 20072013 in order to function properly.
4. On First Run - Once Wisdom Analytics is installed
and you run it the first time, you will get an “invalid
license key error”. Simply click on the “enter valid
key” box and copy/paste your license key. Then click
“validate”. Wait a few seconds and Wisdom
Analytics should be ready to run!
5. On first Run - you will see TEST DATA throughout
the system. This data is fictitious and any
resemblance to actual data is strictly unintentional.
Setup is really a snap and the average user can get
going with all of the software and the Retail Link setup
in a few hours including the Retail Link part of the setup
process.
Call us toll free at 800-267-3130, ext 332.
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Some Things to Consider – A Word to the Wise
IMPORTANT - Please Read
 You MUST save reports in the format indicated and with the
EXACT names given (these are case sensitive!)
 The POS versus Ship Store Detail Report and the Weekly
Store Detail Report are store detail reports and record store
transactions by item. So if you sell 50 products to 4,000
stores the resulting report will be 200,000 rows!
 Good News - Wisdom Analytics has been tested to handle
1,000,000 rows of data, the less you have the faster the
program will work.So if you do not need every product’s detail
at every store, create a selection to limit the number of rows.
Or, you may split the store detail reports and keep them in
different directories (see changing vendor numbers in the
Wisdom Analytics Quick Start Guide).
 IMPORTANT ---- if you have more than 98 items we split the
Retail Link Report called “Fiscal52wk POS Sales Detail”,
into that and “Fiscal 52wk POS Sales Detail2” . (You
can split that file into as many as 5 different reports.)
There is a Retail Link issue whereby Retail Link will
only reliably produce a file that is a certain size. So if
this report doesn’t run just keep splitting it.
 One more thing – There are 2 methods to load store detail
information into Wisdom. The standard method (Wisdom uses
52 weeks of store detail information, or weekly load method
whereby Wisdom accumulates sales and inventory weekly
snapshots.) Please use the reports on pages 10 – 64 and
pages 123 – 125 for standard setup unless otherwise
instructed.
FYI - In the Supported Version of Wisdom Analytics you can stitch Retail Link
Reports together if your datasets are too large for Retail Link to produce.
We hope you enjoy your experience with Wisdom Analytics. If you have any
questions, please call us at (514) 736-5000 x332.
Wisdom Analytics is developed by:
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OPEN STRATEGIES.BIZ INC.
8355 Bougainville Street,
Montreal, Quebec, H4P 2G5
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How to Work With Multiple Vendor Numbers
Wisdom can work with multiple vendor numbers and has
three different scenarios to do so.
1 – Multi-vendor single Retail Link Account Simple Method - There is a
“Vendor Number” column on the three sales reports in Wisdom’s core reporting
module. You can easily filter by vendor number, or see a consolidated view of the
data, or leave the sales data merged, as required.
2 – Multi-vendor single Retail Link Account Complete Method (up to 3
different vendor numbers supported)Make up to three complete sets of
reports in Retail Link. (You can save the reports as another name…) . The
second and third sets of reports should be prefaced by the numbers “1” and “2”
for example, if you wanted to accommodate 3 vendor numbers,the report
“Corporate POS Forecast” would also exist in Retail Link as “1Corporate POS
Forecast” and “2Corporate POS Forecast”. Wisdom will then recognize this and
put the reports in separate databases. You only need one set of reports in the
Wisdom Downloader – a set without prefixes, the software will know to download
reports with prefixes automatically. In Wisdom you can toggle between
databases. That will allow you to see the data for each vendor number
separately.
Note: In order to setup the downloader properly, you must check the login box on
the first screen of the downloader and setup your login and password for the
same account in each of the login spaces provided for 3 vendor numbers or in
two login spaces for two vendor numbers.
3 – Multi Vendor with Multiple Retail Link Accounts (up to 3 different
accounts supported)
Build a set of reports in each Retail Link account. The Downloader has a tab
called “Log Ins.” You can define up to three logins and the downloader will
sequentially log-in to each account, pull the reports and put them in a different
database. In each account the report names must be different. if you wanted to
accommodate 3 vendor numbers. The report “Corporate POS Forecast” would
also exist as “1Corporate POS Forecast” in the second Retail Link account and
“2Corporate POS Forecast” in the third Retail Link Account. Wisdom will then
recognize this and put the reports in separate databases. You only need one set
of reports in the Wisdom Downloader – a set without prefixes, the software will
know to download reports with prefixes automatically.In Wisdom you can toggle
between databases. That will allow you to see the data for each vendor number
separately.
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Note: In order to setup the downloader to work with multiple vendor numbers
properly, you must check the login box on the first screen of the downloader and
setup your login and password for each account in each of the login spaces
provided for.
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Step 1: Navigating to the Report Template Selection
-Login
-Click the “Sitemap” link
-Once inside the Sitemap, click on “Decision Support”
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On the Decision Support page you will find a frame in the
bottom left hand of the screen. Inside this frame there is a
search box that will allow you to search for a template name.
This search box will be used to find the template for each
report that you wish to create.
You must now follow the steps for the report you wish to
create.
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Step 2: Create a Report
Each report must be created following the instruction listed
below. You’ll notice that the instructions for each report are
broken into sections (ex: Items, Columns, Times, Submit).
These sections match the creation tabs inside the report
builder.
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Report Name: Last 13 Wks Sell Thru Report
Search For Template: Store Detail
Columns:
-Expand item information.
-Expand supplier information.
-Select Vendor Stk Nbr.
-Expand Item Information.
-Select Prime item Nbr.
-Select Prime item desc.
-Select Unit cost.
-Select Unit retail.
-Select MU%.
-Select Color desc.
-Select Size desc.
-Select Item status.
-Select Item type.
-Expand Department Information.
-Select Buyer.
-Select Acct Dept Nbr.
-Expand Time Selection
-Select Time across data across
-Select WM Week
-Expand Ships
-Select Gross Ship Qty
-Expand POS
-Select POS QTY.
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-Select POS Sales.
-Expand MU/MD Scannable Item (SI)
-Select SI MUMD QTY.
-Select SI Total MUMD $.
-Expand Inventory
-Expand Store Inventory
-Expand Store in transit
-Select Curr STR in transit QTY
-Expand Store on hand
-Select Curr STR on hand QTY
-Expand Store in WHSE
-Select Curr STR in WHSE QTY
-Expand Store on Order
-Select Curr STR on order QTY
.
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Items:
-Click ‘Filters’
-From the filters menu, select ‘Vendor Nbr (6-digit)’
-Select ‘is one of’; this will open a frame in the right section
of the page.
-Enter the vendor number in the textbox in the right section
of the page.
-Click the ‘and’ button.
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Locations:
-Select Stores from left hand menu
-Expand Store Type Breakdown
-Select All Stores
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Times:
-Select Time Range 1 from left hand menu
-Expand By Fuzzy Dates
-Select Time Range 1 Last 13 Weeks
-Select Time Range 1 Current Week
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Submit:
-Enter the name of the report: ‘Last 13 Wks Sell Thru Report’
-Leave delivery set to browser.
-Select weekly scheduling.
-The report is saved in TEXT format.
-Select every day of the week.
-Enter the expiration date.
-Click Save.
-Click Run Now
Note: This report is saved in Text format.
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Report Name: Weekly Store Detail
Search For Template: Store Detail
Columns:
-Expand item information.
-Expand supplier information.
-Select Vendor Stk Nbr.
-Expand Item Information.
-Select Prime item Nbr.
-Select Prime item desc.
-Select Unit cost.
-Select Unit retail.
-Select MU%.
-Select Size desc.
-Select Color desc.
-Select Item status.
-Select Item type.
-Expand Department Information.
-Select Buyer.
-Select Acct Dept Nbr.
-Expand Business Unit Information.
-Expand Store Information.
-Select Store Nbr.
-Select Store Name.
-Select City.
-Select State.
-Select Zip Code.
-Select Region.
-Select District.
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-Select Square Footage.
-Select Store Type Description(NEW V1.8!)
-Select Street Address.
-Select Phone Nbr.
-Select Manager First Name.
-Select Manager Last Name.
-Expand Ships
-Select Gross Ship Qty
-Expand POS
-Select POS QTY.
-Select POS Sales.
-Expand MU/MD Scannable Item (SI)
-Select SI MUMD QTY.
-Select SI Total MUMD $.
-Expand Inventory
-Expand Store Inventory
-Expand Store in transit
-Select Curr STR in transit QTY
-Expand Store on hand
-Select Curr STR on hand QTY
-Expand Store in WHSE
-Select Curr STR in WHSE QTY
-Expand Store on Order
-Select Curr STR on order QTY
-Expand Store on hand
-Select Curr traited store/item comb.
-Select Curr valid store/item comb.
-Expand Time Selection
-Select Time across data across
-Select WM WK
.
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Items:
-Click ‘Filters’
-From the filters menu, select ‘Vendor Nbr (6-digit)’
-Select ‘is one of’; this will open a frame in the right section
of the page.
-Enter the vendor number in the textbox in the right section
of the page.
-Click the ‘and’ button.
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Locations:
-Select Stores from left hand menu
-Expand Store Type Breakdown
-Select All Stores
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Times:
-Select Time Range 1 from left hand menu
-Expand By Fuzzy Dates
-Select Time Range 1 Last 4 Weeks
-Select Time Range 1 Current Week
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Submit:
-Enter the name of the report: ‘Weekly Store Detail Report’
-Leave delivery set to browser.
-Select weekly scheduling.
-Select every day of the week.
-Enter the expiration date.
-Click Save.
-Click Run Now
IMPORTANT NOTE:
 THIS REPORT IS NOW SAVED IN ACCESS
FORMAT.
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Report Name: Fiscal YTD Inventory Turns Report
Search For Template: Company Summary
Columns:
-Expand item information.
-Expand supplier information.
-Select Vendor Stk Nbr.
-Expand Item Information.
-Select Prime item Nbr.
-Select Prime item desc.
-Select Unit cost.
-Select Unit retail.
-Select MU%.
-Select Color desc.
-Select Size desc.
-Select Item status.
-Select Item type.
-Expand Ships
-Select Gross Ship Qty
-Expand POS
-Select POS QTY.
-Select POS Sales.
-Expand Store Inventory
-Select Curr in transit QTY
-Select Curr in WHSE QTY
-Select Curr on hand QTY
-Select Curr on order QTY
-Select In stock %
-Select Est unit turns
-Select Est retail turns
-Select Current repl store cnt
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-Select Current instock store cnt
-Expand Maintain Margin Measurements
-Select Net Maintained Margin %
-Select Net Maintained Margin $
-Select Gross Maintained Margin $
-Expand Store Inventory
-Select Avg Total Inventory Cost
-Asset Efficiency Measures
-GMROII
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Items:
-Click ‘Filters’
-From the filters menu, select ‘Vendor Nbr (6-digit)’
-Select ‘is one of’; this will open a frame in the right section
of the page.
-Enter the vendor number in the textbox in the right section
of the page.
-Click the ‘and’ button.
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Times:
-Select Time Range 1 from left hand menu
-Expand By Fuzzy Dates
-Select Time Range 1 TY Fiscal Year to Date
-Select Time Range 1 Current Week
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Submit:
-Enter the name of the report: ‘Inventory Turns Report’
-Leave delivery set to browser.
-Select weekly scheduling.
-Select every day of the week.
-Enter the expiration date.
-Click Save.
-Click Run Now
Note: This report is saved in Text format.
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Report Name: Lost Sales
Search For Template: Lost Sales Analysis
Items:
-Click ‘Filters’
-From the filters menu, select ‘Vendor Nbr (6-digit)’
-Select ‘is one of’; this will open a frame in the right section
of the page.
-Enter the vendor number in the textbox in the right section
of the page.
-Click the ‘and’ button.
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Submit:
-Enter the name of the report: ‘Lost Sales Report’
-Leave delivery set to browser.
-Select weekly scheduling.
-Select every day of the week.
-Enter the expiration date.
-Save as text
-Click Save.
-Click Run Now
THIS REPORT IS SAVED IN TEXT FORMAT
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Report Name: Yearly Sales Summary
Search For Template: Store Detail
Click on “Columns”
Expand Item Information
Expand Item Information
Select Prime Item Number
Select Prime Item description
Select Size Desc
Select Color Desc
Expand Supplier Information
Select Vendor Stock Nmbr
Expand Item Information
Expand Item Information
SELECT Unit Retail
Select Unit Cost
Select MU%
Expand Ships
Select Gross Ship Qty
Expand POS
Select POS Qty
Select POS Sales
Expand MU/MD Scanable Item (SI)
Select SI MUMD QTY
Select SI MUMD $
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Expand Inventory
Expand Store Inventory
Expand Store In Transit
Select Curr In Transit Qty
Expand Store On Hand
Select Curr On hand Qty
Expand Store In Warehouse
Select Curr In Warehouse Qty
Expand Store On Order
Select Curr On Order Qty
Expand Store On Hand
Select Cur Str Taited/Item Combination
Expand Time Selection
Select Time Across Data Across
Select WM Month
CLICK ON “Items:” your work with “Columns” is now
done.
-Click ‘Filters’
-From the filters menu, select ‘Vendor Nbr (6-digit)’
-Select ‘is one of’; this will open a frame in the right section
-Enter the vendor number in the textbox in the right section
of the page.
-Click the ‘and’ button.
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Click on “Locations” your work with “Items” is now
done.
-Select Stores from left hand menu
-Expand Store Type Breakdown
-Select All Stores
Click on “Times:” your work with “Locations” is now
done.
-Select Time Range 1 from left hand menu
-Expand By Fuzzy Dates
-Select Time Range 1 - Last 52 weeks
Click on “Submit” your work with “Times” is now done.
Report Name: Yearly Sales Summary
Submit:
-Enter the name of the report: Yearly Sales Summary.
-Leave delivery set to browser.
-Select weekly scheduling.
-Select every day of the week.
-Enter the expiration date.
-Click Save.
-Click Run Now
THIS REPORT IS IN “ACCESS” FORMAT
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Wisdom Professional
Replenishment System
Wal-Mart “ALL Store’s” Setup
“
WM All Stores Replenishment Report.txt
”
(For “ALL” Wal-Mart Stores that Are Not COMP Stores)
Please Note – In the Supported Version of Wisdom Express we do have
Replenishment Reports for Sam’s Club including Sam’s USA, Mexico, and Puerto
Rico.
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Wal-Mart – ALL Stores Setups
Setup the “WM All Stores Replenishment Report.txt”
Step 1 – Setup the Report “Columns”




Use the Store Detail Report Template
Select Report “Columns” by expanding the column headings as shown
Next select the individual columns from the available selection under
each column header once it is expanded.
The selected columns must be EXACTLY as shown under “selected
columns” below.
Walmart All Stores
Select these column headers, in this order.
Note: Sales per Store per Wk may also be under Item Velocity
Hist On Hand Qty now under Inventory / Historic On Hand
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Step 2 – Setup the Report Filters under “Items”




You may select your items by item number only.
o Note - The example shown is for a vendor that ships through
McLane DCs rather than WM DCs.
Most vendors will simply use all of the items associated with their 6-digit
vendor number.
In order to capture all activity for selected items, the request is made
for Item Numbers OR UPC numbers. (as above)
If you ship through WM DCs, request your items as you normally would in
any other Retail Link query.
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Step 2 – Setup the Report Filters under “Items” (Cont’d)
(This step is done only if you sell through McClain’s)
Otherwise see Step 3.
For MCL DC vendors only,

“All Links Rollup” must also be selected within the Item selection tab.
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Step 3 – Choose Your Store Locations
 Select Store Type “All Stores.”
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Step 4 – Select a “Time” Range


For Time Range 1, Select Fuzzy Date = TY Fiscal Year To Date.
For Time Range 2, Select Fuzzy Date = Last Year Totals.
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Step 5 – Save Your Report



On Submit page, set Format = Text.
Name your report exactly as shown in the title box.
Schedule the report to run weekly on Saturday or Sunday to be sure it
will be ready for you on Monday morning. Running the report on Mondays
puts you in queue with millions of other requests from around the world.
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Wisdom Professional
Replenishment System
Wal-Mart “COMP Store’s” Setup
“
WM All Stores Replenishment Report.txt
”
(For “COMP” Wal-Mart Stores that Are Not ALL Stores)
Please Note – In the Supported Version of Wisdom Express we do have
Replenishment Reports for Sam’s Club including Sam’s USA, Mexico, and Puerto
Rico.
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Wal-Mart – Comp Stores Setup
Setup the “WMComp Stores Replenishment Report.txt”
Step 1 – Setup the Report “Columns”




Use the Store Detail Report Template
Select Report “Columns” by expanding the column headings as shown
Next select the individual columns from the available selection under
each column header once it is expanded.
The selected columns must be EXACTLY as shown under “selected
columns” below.
Walmart All Stores
Select these column headers, in this order.
Note: Sales per Store per Wk may also be under Item Velocity
Hist On Hand Qty now under Inventory / Historic On Hand
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Step 2 – Setup the Report Filters under “Items”




You may select your items by item number only.
o Note - The example shown is for a vendor that ships through
McLane DCs rather than WM DCs.
Most vendors will simply use all of the items associated with their 6-digit
vendor number.
In order to capture all activity for selected items, the request is made
for Item Numbers OR UPC numbers. (as above)
If you ship through WM DCs, request your items as you normally would in
any other Retail Link query.
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Step 2 – Setup the Report Filters under “Items” (Cont’d)
(This step is done only if you sell through McClain’s)
Otherwise see Step 3.
For MCL DC vendors only,

“All Links Rollup” must also be selected within the Item selection tab.
You may select your items by item number only. The example shown is for a
vendor that ships through McLane DCs rather than WM DCs. In order to capture
all activity, the request is made for Item Numbers OR UPC numbers. If you ship
through WM DCs, request your items as you normally would in any other Retail
Link query.
For MCL DC vendors, “All Links Rollup” must also be selected within the Item
selection tab.
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Step 3 – Choose Your Store Locations

Select Store Type “Curr Comp Stores.”
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Step 4 – Select a “Time” Range
www.gmail.com


For Time Range 1, Select Fuzzy Date = TY Fiscal Year To Date.
For Time Range 2, Select Fuzzy Date = Last Year Totals.
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Step 5 – Save Your Report



On Submit page, set Format = Text.
Name your report exactly as shown in the title box.
Schedule the report to run weekly on Saturday or Sunday to be sure it
will be ready for you on Monday morning. Running the report on Mondays
puts you in queue with millions of other requests from around the world.
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Notes:
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