How to Save Documents Locally from Cloud Hosted Retailer

How to Save Documents Locally from Cloud Hosted Retailer

For customers who have Retailer hosted in the cloud by Tower Systems, you can follow these steps to save reports and documents from Retailer directly to your computer.
  1. When opening Retailer, make sure all tickboxes are ticked in the Remote App Security Warning screen.
    1. In particular, the 'Drives' tickbox
  2. In Retailer, open the Save As dialogue box. The steps for this can vary depending on the area of Retailer you're using.
    1. From a Report Preview, click the PDF or Export buttons if available. Alternatively, click the Print button, tick Print to File and then click the 3 dots [...] button in the bottom right corner
    2. Click Send To → CSV File.
    3. Click a Yellow Folder Icon in Retailer to open the File Selection window
  3. Down the left-hand side, click Quick Access. The icon will look like one of the following screenshots:
     
  • Open the \\tsclient\c folder
  • This takes you to the Local PC. You can then navigate to the folder you wish to save to.
    1. We recommend creating a New Folder in the \\tsclient\c folder called Retailer and saving to this folder.
    2. You can then access this folder on your local PC by opening This PC, opening the Windows (C:) drive and then opening the Retailer folder
    Notes
    If \\tsclient\c is not listed in Quick Access, make sure the Drives resource is ticked in the Remote App Security Warning when opening Retailer