Management Interface

The management interface of RemoteBusiness allows management to analyze employee performance, run key reports, and define schedules. The following guides explain how to use the management interface.

General

Logging In
1. Open a web browser.
2. Complete one of the following based on the scenario:
- Access RemoteBusiness from a computer at your business = Access "http://1.1.1.1/login.asp", where "1.1.1.1" is the static private IP address of the computer where you have RemoteBusiness installed.
- Access RemoteBusiness from a remote location = Access "http://2.2.2.2/login.asp", where "2.2.2.2" is the static public IP address of the computer where you have RemoteBusiness installed.
- Access RemoteBusiness from a mobile device = Access "http://2.2.2.2/wap/login.asp", where "2.2.2.2" is the static public IP address of the computer where you have RemoteBusiness installed.
Important: Your mobile device must support Wireless Application Protocol (WAP) in order to access RemoteBusiness.

The Employee Login page displays.
1. Type your Millennium login credentials and click GO/Log In.
The Welcome page displays.
1. Click the Management tab.
The Management page displays.

Clients

Viewing Liability Balances
The Liabilities page allows you to view a client's gift certificate, package, series, and account liability balances.
1. Click the Management tab.
The Management page displays.
1. Click the Clients tab.
2. Click Liabilities.
The Liabilities page displays.
1. Type the client's name in "firstname lastname" format and press Enter.
The client's current liability balances display.
Viewing Purchase History & Formulas
The History and Formulas page allows you to view a client's purchase history and formulas
1. Click the Management tab.
The Management page displays.
1. Click the Clients tab.
2. Click History and Formulas.
The History and Formulas page displays.
1. Type the client's name in "firstname lastname" format and press Enter.
The client's purchase history and formulas display.

Employees

Viewing an Employee Profile
The Employee Information page allows you to view a summary version of an employee's profile that contains basic contact and personal details.
1. Click the Management tab.
The Management page displays.
1. Click the Employees tab.
2. Click Employee Information.
The Employee Information page displays.
1. Type the employee's name in "firstname lastname" format and press Enter.
The employee's profile displays.

Notes:
- Do not define new employee profiles using this page since you can only enter basic details for an employee. Use the Employee Information window in Millennium if you need to define a new employee profile.
- To change the information saved in the employee's profile, click Edit, make changes as necessary, and click Save.
- To delete an employee profile, click Delete and click OK.
Viewing Schedules
The Employee Schedules page allows you to view the schedules for all employees or specific employee classifications.
1. Click the Management tab.
The Management page displays.
1. Click the Employees tab.
2. Click Employee Schedule.
The Employee Schedules page displays with the schedule of every employee for this week.

Notes:
- To view the schedules for a specific employee classification, make a selection in the Classification field.
- To view the schedules for a different week, change the entry in the Week Of: field and click Go, click to move back one week, or click to move forward one week.
Adjusting a Schedule
1. Click the Management tab.
The Management page displays.
1. Click the Employees tab.
2. Click Employee Schedule.
The Employee Schedules page displays with the schedule of every employee for this week.
1. If you want to adjust a schedule in a different week, click or until the correct week displays.
2. Locate the employee's schedule.
3. Click on the day you need to change.
The Schedule Editor displays.
1. Adjust the times and work activities in the Scheduled and Actual sections as necessary.
2. Click Save.
Copying Schedules Forward
To save time defining employee schedules you can copy a weekly schedule forward up to 52 weeks in the future.
1. Click the Management tab.
The Management page displays.
1. Click the Employees tab.
2. Click Employee Schedule.
The Employee Schedules page displays.
1. Scroll down to the bottom of the page and click Copy Week.
The Copy Schedules Forward window displays.
1. In the Copy Schedule forward field, select the number of weeks ahead to copy the schedule forward.
2. In the weeks beginning field, select the week with the schedule that you want to copy forward.
3. In the Copy Forward field, select Every Week to copy the schedule forward every week in the specified date range, or select Every Other Week to copy the schedule forward every other week in the specified date range.
4. In the Employees list, select the employee for whom to copy schedules forward.
5. Select the following options as necessary:
- Do NOT overwrite or delete NON-WORK time (vacations, etc.) = Select if you do not want to overwrite any scheduled "non-work time" work activities.
- Overwrite any previous schedule with new schedule = Select if you want to overwrite any existing schedules for the employee(s).
1. Click Copy Week.
Deleting a Schedule
Important: If the employee is a service provider, make sure they have no appointments booked on the date(s) you are going to delete. If the employee has appointments booked on the date(s) in question, contact the clients affected to rearrange the appointments for a different day or with a different service provider.
1. Click the Management tab.
The Management page displays.
1. Click the Employees tab.
2. Click Employee Schedule.
The Employee Schedules page displays.
1. Scroll down to the bottom of the page and click the Delete Schedules.
The Delete Schedules window displays.
1. In the Delete Schedules Between fields, select a date range in which to delete schedules.
2. In the Employees list, select the employee(s) for whom to delete schedules.
3. Select the following options as necessary:
- Delete non-work time = Select to delete any scheduled vacation or non-work time.
- Also Delete Actual Time if it exists = Select to delete any actual time recorded.
- Also Delete Schedule and leave Appointments if they exist = Select to delete schedules but keep any appointment-related information, such as appointment notes.
1. Click Delete.
Viewing the Appointment Book
The Appointment Book page allows you to view the appointments for all employees or specific employee classifications.
1. Click the Management tab.
The Management page displays.
1. Click the Appointment Book tab.
The Appointment Book page displays with the appointments scheduled today.

Notes:
- To display the employees not scheduled to work today, deselect Only Include Employee Working on this Day.
- To view the appointments for a specific employee classification, make a selection in the Classification field.
- To view the appointments scheduled on a different day, change the entry in the Date field and click Go, click to move back one day, or click to forward one day.

Analysis

Viewing Goal Attainment
The Employee Goals and Monitoring Station pages allow you to determine whether your employees are achieving their prebooking, sales, productivity, frequency of visit, and retention goals.
1. Click the Management tab.
The Management page displays.
1. Click the Goals tab.
2. Click Employee Goals.
The Employee Goals page displays.
1. Select the employee to analyze and click Go.
The Employee Goals page displays with a comparison of the employee's actual sales against sales goals for each month in the selected year.

Tip: Click to view the employee's performance last year.
1. Click Monitoring Station.
The Monitoring Station page displays.
1. Select an employee or employee classification to analyze and click Go.
The Hours for Sale and Pre-Book tab displays real-time data on the number of hours available for sale, number of appointments that were pre-booked, and the projected sales revenue for today.

Tip: Click or to view performance on previous days or view projections for days in the future.
1. Click the Goals tab.
The Goals tab displays with a real-time analysis of the employee's goal attainment today.

Tip: Click or to view performance on previous days or view projections for days in the future.
Viewing Total Sales
The Total Sales page allows you to view a detailed breakdown of the total sales for all employees combined, including the quantity sold and revenue generated for each item.
1. Click the Management tab.
The Management page displays.
1. Click the Sales tab.
2. Click Total Sales.
The Total Sales page displays.
1. In the Sales From and To fields, select a date range for which to view data.
2. In the Sales Type field, select "ALL".
3. Click GO.
The sales data for the specified date range displays.
Viewing Service Sales
The Employee Service Sales page allows you to view a detailed breakdown of the service sales for your employees.
1. Click the Management tab.
The Management page displays.
1. Click the Sales tab.
2. Click Employee Service Sales.
The Employee Service Sales page displays.
1. In the Employee field, select an employee for which to view data or select "All Employees".
2. In the Service Class field, select a service class for which to view data or select "All Service Classes".
3. In the Year field, select the year for which to view data.
4. Select one of the following options:
- Amounts = Select to display the service sales revenue for each month in the selected year.
- Quantities = Select to display the number of the services sold during each month in the selected year.
1. Select one of the following options:
- Table = Select to view the sales data in a table.
- Graph = Select to view the sales data in a bar chart.
1. Click Calculate.
The sales data for the selected employee(s) displays.

Tip: Select the Table or Graph to view the data in a different format.
Viewing Product Sales
The Employee Product Sales page allows you to view a detailed breakdown of the product sales for your employees.
1. Click the Management tab.
The Management page displays.
1. Click the Sales tab.
2. Click Employee Product Sales.
The Employee Product Sales page displays.
1. In the Employee field, select an employee for which to view data or select "All Employees".
2. In the Product Class field, select a product class for which to view data or select "All Product Classes".
3. In the Manufacturer field, select a manufacturer for which to view data or select "All".
4. In the Distributor field, select a distributor for which to view data or select "All".
5. In the Year field, select the year for which to view data.
6. Select one of the following options:
- Amounts = Select to display the product sales revenue for each month in the selected year.
- Quantities = Select to display the number of the products sold during each month in the selected year.
1. Select one of the following options:
- Table = Select to display the sales data in a table.
- Graph = Select to display the sales data in a bar chart.
1. Click Calculate.
The sales data for the selected employee(s) displays.

Tip: Select the Table or Graph to view the data in a different format.
Performing a Top N/Bottom N Analysis (Service Sales)
The Top N Services page allows you to analyze the best and worst selling services. You can also use the Top N Services page to determine the clients that spend the most/least on services and the employees that generate the most/least service revenue.
1. Click the Management tab.
The Management page displays.
1. Click the Sales tab.
2. Click Top N Services.
The Top N Services page displays.
1. Select one of the following options:
- Top N (most sold) = Select to view the best services/clients/employees.
- Bottom N (least sold) = Select to view the worst services/clients/employees.
1. In the Class field, select a service class for which to view data.
2. Select one of the following options to determine the number of results to display:
- Specific Number = Enter the number to display in the Show Top field (e.g. Top 10 or Top 25).
- Specific Percentage = Select % and enter the percentage to display in the Show Top field (e.g. Top 10% or Top 25%).
1. Select one of the following options:
- Services = Select to display data on the best-selling/worst-selling services.
- Clients = Select to display data on the clients who purchased the most/least services.
- Employees = Select to display data on the employees who sold the most/least services.
1. In the Based on Sales Between fields, select a date range for which to view data.
2. Select one of the following options:
- Base Sales on Quantity Sold = Select to sort the data by the number of items sold.
- Base Sales on Amount Sold = Select to sort the data by the sales revenue generated.
1. Select one of the following options:
- Table = Select to display the sales data in a table.
- Graph = Select to display the sales data in a bar chart.
1. Click Go.
The sales analysis displays.
Performing a Top N/Bottom N Analysis (Product Sales)
The Top N Products page allows you to analyze the best and worst selling products. You can also use the Top N Products page to determine the clients that spend the most/least on products and the employees that sell the most/least products.
1. Click the Management tab.
The Management page displays.
1. Click the Sales tab.
2. Click Top N Products.
The Top N Products page displays.
1. Select one of the following options:
- Top N (most sold) = Select to view the best products/clients/employees.
- Bottom N (least sold) = Select to view the worst products/clients/employees.
1. In the Class field, select a product class for which to view data or select "All".
2. In the Manufacturer field, select a manufacturer for which to view data or select "All".
3. In the Distributor field, select a distributor for which to view data or select "All".
4. Select one of the following options to determine the number of results to display:
- Specific Number = Type the number to display in the Show Top field (e.g. Top 10 or Top 25).
- Specific Percentage = Select % and type the percentage to display in the Show Top field (e.g. Top 10% or Top 25%).
1. Select one of the following options:
- Products = Select to display data on the best-selling/worst-selling products.
- Clients = Select to display data on the clients who purchased the most/least products.
- Employees = Select to display data on the employees who sold the most/least products.
1. In the Based on Sales Between fields, select a date range for which to view data.
2. Select one of the following options:
- Base Sales on Quantity Sold = Select to sort the data by the number of products sold.
- Base Sales on Amount Sold = Select to sort the data by the sales revenue generated.
1. Select one of the following options:
- Table = Select to display the sales data in a table.
- Graph = Select to display the sales data in a bar chart.
1. Click Go.
The sales analysis displays.
Viewing an Inventory Listing
The Inventory Listing page displays the current on hand value, model quantity, order point, and suggested order quantity for each product in your inventory.

Important: Discontinued products do not display on the Inventory Listing page even if their on hand value is greater than zero.
1. Click the Management tab.
The Management page displays.
1. Click the Inventory tab.
2. Click Inventory Listing.
The Inventory Listing page displays.
1. In the Manufacturer field, select a manufacturer for which to view data or leave the field blank to view data for all manufacturers.
2. In the Distributor field, select a distributor for which to view data or leave the field blank to view data for all distributors.
3. In the Product Class field, select a product class for which to view data or leave the field blank to view data for all product classes.
4. (Optional) Deselect Low Inventory to display details for all products.
Tip: If you select Low Inventory, only products with a low on hand count display.
1. Select one of the following options:
- Retail and Professional Supplies = Select to display data for retail items and professional supplies.
- Retail Only = Select to only display data for retail items.
- Professional Supplies Only = Select to only display data for professional supplies.
1. Click Go.
A list of products matching the specified criteria displays.
Viewing Product Sales & On Hand Counts
The Average Sales and Product On Hand page allows you to view the average sales per week and stocking levels for each product line and product class.
1. Click the Management tab.
The Management page displays.
1. Click the Inventory tab.
2. Click Average Sales and Products On-Hand.
The Average Sales and Products On-Hand page displays.
1. In the Manufacturer field, select a manufacturer for which to view data or leave the field blank to view data for all manufacturers.
2. In the Distributor field, select a distributor for which to view data or leave the field blank to view data for all distributors.
3. In the Product Class field, select a product class for which to view data or leave the field blank to view data for all product classes.
4. (Optional) Select Include only products sold within the last 3 months to display products sold during the last three months only.
5. Click Go.
A list of products matching the specified criteria displays.
Viewing the Activity Log
The Activity Log page displays details for every button clicked, option selected, and page accessed by each employee in RemoteBusiness. This allows you to monitor an employee's actions and make sure they are only trying to use the functions to which they have access.
1. Click the Management tab.
The Management page displays.
1. Click the Activity Log tab.
The Activity Log page displays.
1. In the From and To fields, select a data range for which to view activity.
2. In the Employee field, select an employee for which to view activity or leave the field blank to view the activity for all employees.
3. (Optional) In the Search field, type a keyword to narrow down the list of actions that displays.
Example: If you want to display the employees that deleted a record, type "delete" in the Search field.
1. Click Go.
A list of activity for the selected date range and employee(s) displays.

Tip: If False displays in the Access OK column next to an action, the employee attempted to access a feature to which they do not have access.
Running a Report
The Reports page allows you to run Millennium reports. When you run a report, you can view the report in RemoteBusiness (HTML) or export the report for use in Adobe Acrobat (PDF), Microsoft Excel (XLS), or Microsoft Word (WORD).

Important: You must install Adobe Acrobat and Microsoft Office on the local machine before you can export a report in PDF, EXCEL, or WORD format.

The following guide explains how to run the MR085: Sales Summary report as an example of how to run a report in RemoteBusiness.
1. Click the Management tab.
The Management page displays.
1. Click the Report tab.
The Reports page displays.
1. Select "REGISTER" in the Report Category field.
2. Select "MR085: Sales Summary" in the Report Selection field.
3. Click Run Report.
The Report Options window displays.
1. Select "HTML" in the Return Report as field.
2. Select a date range for which to view data in the From Date/Time fields.
3. Click Run.
A print preview displays.
1. Review the report.
2. Click Print to print a hard copy of the report.

Instant Messaging

Sending an Instant Message
The Send Message page allows you to send an instant message to another Millennium or RemoteBusiness user.
1. Click the Management tab.
The Management page displays.
1. Click the IM tab.
2. Click Send Message.
The Send Message page displays.
1. In the To field, select a recipient for the message.
2. In the Subject field, type a title for the message.
3. In the Text field, type the message.
4. (Optional) Select Private if you want to indicate to the recipient that the message is confidential.
5. Click Go.
Tip: If the recipient is not currently using Millennium or RemoteBusiness, they will receive the message the next time that they log in.
Viewing Your Instant Message Inbox
1. Click the Management tab.
The Management page displays.
1. Click the IM tab.
2. Click My Messages.
The My Messages page displays with a list of unread instant messages.

Note: The My Messages page only displays unread messages.
1. Click Open next to the message you want to read.
The message displays.