Sign Up and Setup for the Visual Deck

The visual deck is ONLY available to Rental Customers on our Advanced to Ultimate plans. Legacy Support customers will need to Switch to Rental to be able to access the visual deck

You must have at least version Retailer 3.3.2 to use Visual Deck. See How do I update Retailer?

Visual Deck is our new near real-time sales reporting platform! With Visual Deck, you can monitor your store’s sales data from anywhere, without needing to remote into your store. Customize your dashboard tiles to focus on the key metrics that matter most to your business. Additionally, you can now generate weekly and monthly review reports, ensuring you’re always up-to-date on your business performance.

Signing Up for the Visual Deck

1. Go to www.towersystems.com.au and login using your Tower Advantage username and password. 
   
2. Click on Billing.
3. Click on Subscribe to a Plan.
4. Click on the Visual Deck Tile.
5. Select the Visual Deck Plan and complete the checkout process.

Once this is go back to your Tower Systems Dashboard and you should see the new Visual Deck button.

Visual Deck can also be access directly at client-vd.towersystems.au

Visual Deck Setup

Once you have signed up for the visual deck you do not have to do anything to set it up but, it can take up to 24 hours before your data is ready to be viewed inside the visual deck.  

If you can't wait there are steps you can take to make this process a little faster.  Ten minutes after you have completed the signup, on your Main Computer exit and re-enter Retailer.  Then click on Tasks → Weblink Full Sync.  This will initiate your first sync of your sales history and stock data.  This could take up to 3 to 4 hours to complete and process before it is completely visible inside Visual Deck.

Resend Sales to Visual Deck

Retailer uploads sales information to Visual Deck every 30 minutes. There is also an option to re-sync the last 2 years worth of sales to Visual Deck.

From the Main Screen of Retailer, click Tasks → Visual Deck Resend Sales.

After an hour, in Visual Deck, click Actions → Refresh Deck Data to refresh the Visual Deck data/graphs.

This is not required in normal circumstances and should only be used under advice of Tower Support.

Guide to Visual Deck

Across the top of Visual Deck, you can create multiple pages (called a Deck) using the 'New Deck' button.

In the top left corner, click the date range filter button to change the date of data displayed. The default date range can be set below in Account Settings.

To add a new data point to the current page, click 'Add View'.

To customise the current Deck, click Actions → Edit Deck.

To make the current Deck open when first loading Visual Deck, click Actions → Set as Default.

To remove the current Deck, click Actions → Delete Deck. This cannot be undone.

Add a View

Click the 'Add View' button to open the View Library.

Use the drop-down menu on the right hand side to change the current Active Deck.

Click 'Add Active Deck' to add the View to the Active Deck. For select Views, click Edit to customise the View.

Down the left hand side, tick datapoints to filter the View Library.

Create a View

Instead of customising an existing View, you can also Create a View from scratch.

1. From the View Library, click the Create A View button.
   
2. Choose a Report Style and Data Set. Click Next.
   
3. Give your View a name at the top of the page.
4. Under Data:
   
1. Measures
   
2. Dimensions
   
3. Time Dimension
   
4. Filters
5. Under Visualisation:
   
1. Choose a Chart Type
   
2. Configure the Chart Type
   
6. Click Save. 

Available Report Styles and their corresponding Data Sets

Single Data Set

1. ABC Inventory Analysis
   
2. 
   Category
   
3. 
   Customer Credit
   
4. 
   Customer Debtor
   
5. 
   Department
   
6. 
   EOS Total
   
7. 
   Inventory Analysis
   
8. 
   Inventory Item
   
9. 
   Layby Total
   
10. 
    Location
    
11. 
    Product
    
12. 
    Proforma Balance
    
13. 
    Sale
    
14. 
    Sale Item
    
15. 
    Supplier
    
16. 
    Weblink Group
    

Time Series

1. 
   Customer Credit
   
2. Customer Debtor
   
3. EOS Total
   
4. Proforma Balance
   
5. Sale
   
6. Sale Item
   

Trends & Summaries

1. Product
   
2. Products Sell Together
   

My Views

Down the left hand side, click My Views to see a list of your current Views on the Active Deck.

Under Actions, you can:

1. Edit: Select Views can be customised.
2. Add to Deck: Add the View to the Active Deck.
3. Remove from Deck: Remove the View from the Active Deck (can be used to move Views between Decks or temporarily hide a View)
4. Rename: Rename the View
5. Delete: Delete the View from the My Views list. 

Edit a View

Each data point (called a View) can be moved, resized or customised.

To move a View, hover your mouse over the View then click and hold the 4 arrows ✥ symbol in the top left corner. Drag the view to where you would like it.

To resize a View, click and hold the arrow ↘ in the bottom right corner of the View. Drag the view to your preferred size.

To rename a View, click the 3 dots ⋮ in the top corner of the View and click 'Rename Report'.

To remove a View, click the 3 dots ⋮ in the top corner of the View and click 'Remove From Deck'. This cannot be undone.

Some views can be customised. Click the 3 dots ⋮ in the top corner of the View then click 'Edit'.

Graph views will not display all Departments/Categories/Suppliers by default to improve readability. If you would like more datapoints to display, change the 'Amount of data displayed' limit in the Visualisation tab.

Account Settings

In the top right corner, click your Username then click 'Account Settings'.

Click the Preferences tab.

Layout Editable: Toggle this off to prevent changes to your Visual Deck layout

Show Grid: Toggle this to Show or Hide a Grid in the background of your Visual Deck views

Default Date Range: Set the initial date range option to use when loading Visual Deck. We recommend one for the 'Last X days' options

Automatic Emails

In the top right corner, click your Username then click 'Account Settings'.

Click the Preferences tab.

Click the toggle next to 'Receive Marketing' to enable emails.

Next to 'Receive Marketing Variants', select the frequency of emails.

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