Signing up to Retailer Roam Version 2

Signing up to Retailer Roam Version 2

We have officially released Roam Version 2.  This version differs from the previous version in that it is a web only application and not based on an App from the app store meaning there is nothing to install and you can access it from anywhere, a PC, tablet or smartphone.  

Make sure you have updated Retailer to the latest version before following the below instructions. See Installing Retailer Updates

To sign up for Roam please follow the following steps:
  1. Go to www.towersystems.com.au and sign in using your username and password. 
  2. Click on Billing.
  3. Scroll down the list and click on the button to Sign up for Roam.
  4. Choose your Plan from the list and complete the checkout. 
  5. Contact Tower Support to activate your account
Once your roam plan is active, you will see the Retailer Roam icon as shown below after logging into the Tower Website.




Setup API Key

  1. Click the Retailer Roam icon on the Tower Website Dashboard or login to Retailer Roam HERE
  2. Down the left hand side, click Settings
  3. Down the left hand side, under Integrations, click API Keys
  4. Click Generate API Key
  5. Enter a name for the API Key, eg TWC. Click Continue
  6. Copy the generated API Key
  7. Open Tower Web Connect by clicking the Tower Web Connect button on the website dashboard above or clicking HERE
  8. Under My Connections, click the RoamV2 connection
  9. Scroll down and paste the API Key generated above into the API Key box
  10. Click Save at the top of the page

Setup Product Criteria in Retailer

  1. From the Main Screen of Retailer, click Tasks -> Weblink Full Sync
  2. Wait 10 minutes.
  3. From the Main Screen of Retailer, click Stock Maintenance -> Group Management.
  4. Down the left hand side, click Roam 23. (If you previous used Roam V1, you will also have an option called Roam. Do not use this. Use Roam 23)
  5. In this screen, you can define which Stock Items you wish to sync to Roam. This can be done per stock item, by Department, Category, Supplier or Stock Items with a particular Stock Tag
    1. Click the Add button to add a Criteria line. Click Add again to add multiple criteria lines.
    2. Click and Drag the criteria boxes (Webstore, Department, Category, Supplier, Tag) into the line to add.
    3. Drag multiple criteria into the same line to combine requirements. ie Only Products with Department = Toys and Supplier = Lego
    4. Drag criteria into different lines to setup multiple criteria. Stock Items that match either criteria will be uploaded to Roam. ie. Products with Department = Toys or Department = Gifts
    5. A simple way to include all stock items is to setup 2x criteria lines, one with Webstore=Yes and one with Webstore=No. Increasing the number of products syncing to Roam increases the time for syncs to process
    6. Generally it is recommended to use a Department or a Tag to sync Stock Items to Roam
  6. Once you have added the required criteria, click Save and then Close. Retailer will then begin a sync to Roam. Depending on the criteria setup, this can take some time

Setup Staff in Retailer

Staff are automatically exported from Retailer to Roam. If you have not setup Staff in Retailer, see HERE

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