Headset Retailer is a data intelligence tool designed for Retailers who aspire to improve their retail operations toward efficiency and growth. Headset Retailer offers real-time data, trends, and actionable insights for operations, marketing, and inventory management.
 

This tool helps you understand how your products are doing in your retail locations. Through Retailer, you see transaction-level sales data directly from your Point of Sale system. In addition, you will have a view into your inventory, so you can easily see what needs to be reordered, and keep your customers coming back.
 

This quick start guide covers:

• Sign in
• Settings & Profile
• User management
• Vendor Invites
• Quick Tips
• Filters
• Schedule Emails
• Favorites
• Downloading Data
• Help/Support

SIGN IN:

Navigate to https://insights.headset.io/app/public/login to sign in to your Headset account. If you do not have an account, you can reach out directly to Headset for assistance creating one. If for some reason you forgot your password, click on "Forgot Password" to reset it.

After logging in, select RETAILER from the product list.
 

 

SETTINGS & PROFILE:

By clicking on your initials at the bottom left you can access Settings, Headset's Industry Reports, or the option to Sign Out.

 

 

Selecting settings will direct you to your profile page. Here you can manage email preferences and change your password. It also displays your active subscriptions and the number of active user accounts.


 

 

DAILY SUMMARY EMAIL

Any Headset user in our Retailer platform will receive a Daily Retailer Summary email for each store they are added to (see user management below). If a user would like to disable this function, within the settings section of the profile, click Manage Emails. To disable this function, uncheck the box next to ‘Daily Summary Email’.

 

 

ADDING A NEW STORE LOCATION

If your retail footprint has expanded and you’ve opened up new locations, make sure to alert our support team of this. Chat into the support bubble in the bottom right-hand side of the screen, letting them know that you’ve added an additional location, and they will gather the information that they need to get that store connected.

 

USER MANAGEMENT

If you’re a Headset Admin - user management will become an important part of your job. We recommend assigning one person close to your employee onboarding and offboarding process (usually HR or IT) to assist with adding those who will need access, and to promptly remove users who are no longer in your employment. Removing users is vital to protecting your data privacy because users are able to log in, view, and even download or email your retail data until they are removed from the account.




While in the Manage Users section, find the user you wish to remove and select the X to the right.




 

In Retailer, there are three types of users:
 

• Admin: These accounts by default have access to all retail stores owned by this company. They can grant/revoke access to all stores for all managers and users.
• Managers: These accounts are granted access to particular stores by Admins. They can grant/revoke access to the stores that they have access to for other managers and users.
• Users: These accounts are granted access to particular stores by either an Admin or a Manager. They do not have access at all to the manage users' view.

 

 

Read more here on setting user permissions.

 

VENDOR INVITES

As a Retailer, you have the option to connect with your Brands to permit inventory-level data via Headset through our Bridge VMI platform. In the event that one of your Brands would like to connect with your store, a vendor invite will be sent.
 

From the Manage tab on the left, select ‘Vendor Invites’. When a vendor invite is sent, the Vendor name will show up in the list below. As an Admin, you have full authority over accepting or denying this invite.
 

Learn more about accepting vendor invites here.
 

Learn more about Vendor Managed Inventory here.

 

 

QUICK TIPS:
 

Increase Screen Space

• To increase screen space click on the "hamburger" button in the top left corner. This will collapse the menu on the left side of your screen to make room for the dashboard. Click the "hamburger" again to reopen the menu.

 

 

Tooltips

• For additional information on each metric hover over the **?** (where visible). These tooltips provide a brief explanation for each metric.

 

 

 

Search Function

• Use the search bar to quickly navigate to details on a specific account, and search for brands, or products. 

 

 

 

FILTERS:

Filters provide the ability to drill into specific stores, time frames, and account reps. The filters are designed to work from left to right. Once you have selected your desired filters click the RELOAD button to the right.

 

 

Depending on the dashboards you are viewing some filters are required, while others are optional. When filters are required they are denoted by the asterisk (*) to the right of the filter name and are usually highlighted with a red border as well.



 

Use filters like a pro by understanding a few tips & tricks:
 

• Date range filters have a lot of different options and combinations to choose from.
  • ‘is in the last’ - use this to look at the last 30 days or the last few weeks. Once you click on this filter, there are two boxes with drop-down arrows - click the second drop-down to select days, weeks, etc., or complete weeks, complete months, etc. (these selections will only look at the most recent complete period of time, i.e. from Monday to Sunday)
  • ‘is in range’ - use this selection to look at a specific date range. Select the start date first, then the end date. NOTE: the end date selected should be AFTER the actual date the time period ends. i.e. if you want to review the date range of January 1st through 31st, your ‘until’ or ‘end’ date will be February 1st.
     
• Store filter - if you have a handful of stores and want to view them all in one dashboard, using the Store filter, click the ‘is’ dropdown and select ‘is not null’ to easily select them all. Otherwise, individually select the store(s) you’d like to analyze.
   
• Using ‘is’, ‘is not’, and ‘contains’
  • ‘Is’ - use this to select a specific value in the picklist or multiple values together
  • ‘Is not’ - use this to exclude a specific value in the picklist (common for excluding merchandise or other non-cannabis related category items in Inventory reports)
  • ‘Contains’ - use this if you have multiple categories or products containing the same language to quickly pull them all into one report. Contains is case sensitive. i.e. if there are several Pre-Roll categories in your point of sale and you want to pull them all into one report, use the ‘contains’ filter, and in this filter type ‘Pre-Roll’ as it appears in the list.

 

SCHEDULE EMAILS:

This feature allows you to easily send a snapshot of an entire dashboard. Pull up the report you wish to schedule, set the filters accordingly, and run the report. Once data has populated, click on the ellipses in the upper right corner of the screen to schedule the dashboard to be emailed one time or on a recurring basis. Simply choose your desired format (excel zip file, or PDF) and email frequency.

 

 

Easily manage scheduled emails by selecting SCHEDULED EMAILS under MY REPORTS. Here you can quickly see the details for each scheduled email. You can also update the frequency, add or remove recipients, or delete the scheduled email entirely.




 

FAVORITES:

Favorites allow you to quickly access a specific page that you have customized to your liking. Creating a favorite saves you time so you can easily navigate to the pages that are most relevant to you.
 

To create a favorite start by clicking the ribbon icon next to the RUN button. Make sure you've chosen all your filters and run the report before you favorite it, that way, your favorite will save all your selections.  Then name your favorite.




 

If you wish to share this favorite with others, toggle the ‘share favorite’.
 

Once a favorite has been created, you can easily access it in the menu on the left side of the page located under FAVORITES.

 

 

Modifying your favorites can be accomplished by selecting FAVORITES under MY REPORTS.
 

Here you are able to quickly see what filters are applied to each favorite and when it was created. You also have the ability to schedule an email, delete it, or unpin it from your favorites in the menu.




 

DOWNLOADING DATA

There are several options for downloading information from all of our tools. You can download entire dashboards or just specific tables from reports within the system. Read more about how to download data here.
 

HELP/SUPPORT:

If you ever need help or assistance you can contact us via:

• Live Chat while you're using the tool. You will always reach a live representative, and the support department is available Monday - Friday, 7am PST - 5pm PST.

 

 

 

• Emailing Support directly at [email protected]