Here are full **How-To Guides** for Eebz RRM, organized by feature area based on everything I've explored in the app:
---
# Eebz RRM — Complete How-To Guide
Eebz RRM (Retailer Relationship Management) is a platform for tracking product availability, pricing, rankings, and retail channel performance across multiple retailers.
---
## 1. Navigating the App
The left sidebar contains the main navigation icons (top to bottom):
- **Dashboard** (grid icon) — your customisable KPI overview
- **Retailers / Channels** (store icon) — manage and view retailer accounts
- **Products** (box/cube icon) — manage your product catalogue
- **Contacts** (people icon) — partner & contact management *(Coming Soon)*
- **Price Lists / SKU Lists** (coin icon) — manage SKU groups
- **Reports / Playground** (table icon with arrow) — build and view reports
The **top search bar** lets you quickly find any product, retailer, or record across the platform.
Your **user menu** (top-right, your name) gives access to Settings, Support, and Log out.
---
## 2. Dashboard
The Dashboard is your personalised homepage showing real-time KPI widgets.
### How to Add a Widget
1. Navigate to the Dashboard (first sidebar icon).
2. Click the **"+" button** in the bottom-left corner.
3. A widget picker panel opens with the following categories:
- **KPI:** Availability, Average Price, Average Rating, Rank, SRP Variance, Reviews Count, Perfect Page Score
- **Product:** Availability, Pricing, Rank, Dynamic Pricing
- **Retailer:** Share of Shelf, Market Share of Shelf, Top Five, Top Ten, Store Availability, Brand Store Coverage, Product Store Coverage, Market Retailer Search Rank, Search Term Heat Map
- **RRM:** Promotions, Todos
- **Advanced:** Global Reseller, Reports
4. Click any widget to add it to your Dashboard.
5. Click the **"×"** button to close the picker.
### How to Configure a Widget
1. Hover over a widget card — a **settings (gear)** icon and **download** icon appear.
2. Click the gear icon to configure the widget's filters, date range, or SKU list.
---
## 3. Retailers (Channels)
### How to View Your Retailers
1. Click the **store icon** in the left sidebar.
2. You'll see a list of your tracked retailers (e.g. Amazon UK, Argos, Currys UK, John Lewis).
3. Each row shows: importance rating (stars), retailer logo, name, owner, parent company, territory, and retailer type (e.g. Single-listing marketplace, Category, Specialist, Department).
### How to Filter Retailers
- Toggle between **My Channel** and **All Channels** using the tabs at the top.
- Click the **filter icon** (funnel, top-right) to add column filters.
- Click the **import/export** icon to download your retailer list.
### How to View a Retailer's Details
1. Click a retailer name in the list.
2. You'll see the detail panel on the left (logo, type, owner, territory, URL, parent, related resellers) and a tabbed content area on the right:
#### Overview Tab
- Shows **Availability** and **Share of Shelf** charts broken down by category (e.g. Air Fryers, Combi Drills, Gaming Headphones).
- Each donut chart shows the number of listings and brand distribution.
#### Listing Tab
- Shows all products listed by this retailer.
- Toggle between **My Products** and **All Products**.
- Columns include: PLP Rank, Product name (with image), Price, and Availability.
- Use **+ Add** to add a product/SKU to this retailer's tracked list.
- Use the **PerfectPage** sub-tab to check content compliance scores.
#### Markets Tab
- Shows the product categories (markets) tracked for this retailer, organised in a hierarchical tree (e.g. Coffee Machines → Automatic, Semi-automatic).
- Toggle **Category view** for an alternate display.
#### Stores Tab
- Lists physical or digital store locations (e.g. "Online") with store number, address, notes, share, and format.
#### RRM Tab
- Displays Retailer Relationship Management notes and actions, grouped by date.
- Each entry can have a priority label (e.g. "High").
- Click **Add** to create a new RRM action or note.
- Use **Filter** to narrow down by type or date.
---
## 4. Products
### How to View Your Product Catalogue
1. Click the **cube/box icon** in the left sidebar.
2. The **Our Products** tab shows your full catalogue with: image, product name, market (category icon), brand logo, ranging status, lifecycle stage, and lifecycle date.
### How to View Competitor Products
1. Click the **Competitor Products** tab at the top.
2. Use the filter icon to search by industry and name.
### How to Add a New Product
1. Click the **Add Products** tab.
2. Use the search bar to find a product.
3. Click **Create** to create a new product record, or **Track** to start tracking an existing one.
### How to View a Product's Details
1. Click any product name in the list.
2. The product detail view opens with a left panel (image, brand, name, lifecycle info, product specs) and a right SKU panel.
#### Overview Tab
- Shows **Availability** and **Assortment** data across retailers.
- Left panel includes: Assortment Strategy (e.g. AAA), Lifecycle date, Owner, Visibility (Public/Private), and Specifications (Connectivity, Form, Noise Cancelling, Sound, etc.).
#### Listing Tab (NEW)
- Shows all retailer listings for this product (or all SKUs).
- Sub-tabs: **My Channel**, **All Channel**, **PerfectPage**.
- Columns: Market Rank (the PLP rank badge), retailer logo, SKU name, price (with price change arrows), and availability (cart icon — filled = in stock).
- Use **+ Add** to add a new listing/channel.
#### DAM Tab (Digital Asset Management)
- Shows all product images associated with each SKU variant.
- Images are grouped by SKU (e.g. "Apple AirPods Max (2024) Blue").
- Each image shows an AI-generated crop indicator (the sparkle ✦ icon).
- Click **+ Add file** to upload new assets to a specific variant.
#### RRM Tab
- Lists all retailer relationship actions and notes related to this product.
- Grouped by date.
- Click **Add** to create a new action.
- Use **Filter** to narrow by type.
### How to Work with SKUs (right panel)
- The right panel shows all SKUs (variants) for the selected product.
- Each SKU shows: style/variant name, GTIN, alternative GTIN, MPN, alternative MPN, Packaging type, and Notes.
- Below the SKU details are territory/region tabs: you can add regions (Americas, APAC, Asia, ANZ, AMEA, LATAM, EMEA, Europe, Nordics, Benelux, GSA, Middle East, UKI, ALL).
- Use the icons (globe, list, table, arrows) to view SKU data in different formats.
---
## 5. Price Lists / SKU Lists
SKU Lists let you group products for reporting and filtering.
### How to View SKU Lists
1. Click the **coin icon** in the left sidebar.
2. You'll see a list of named SKU groups (e.g. "Eebz - Default Pricing", "FR Competitor Headset Pricing org", "majority pricing"), each with a creation date.
### How to Create a New SKU List
1. Click **+ Add** (top-right).
2. Name the list and save it.
### How to Search SKU Lists
- Use the search bar at the top of the list to filter by name.
---
## 6. Reports Playground
The Reports Playground lets you build and view custom data tables crossing products, retailers, and KPIs.
### How to View a Report
1. Click the **table icon** in the left sidebar.
2. Select **Playground** from the dropdown.
3. You'll see a list of saved reports (e.g. "Eebz - Default Availability", "FR Competitor Headset Pricing local").
4. Click a report name to open it.
5. The report renders as a cross-tab table with:
- Rows: Territories and Retailers
- Columns: Product/SKU names
- Cells: Data values (e.g. availability cart icons, prices)
6. Use the **settings (gear)** icon to edit the report configuration.
7. Use the **download** icon to export the report.
8. Use the **email** icon to send the report.
### How to Create a New Report
1. On the Reports Playground list page, click **Add**.
2. Configure rows, columns, and the KPI metric to display.
### Playground V2 (Beta)
- Click the **table icon** and select **Playground V2 Beta** for an updated report-building experience.
---
## 7. Settings
Access Settings from the **user menu** (top-right → Settings).
### Your RRM Actions
- **Created by you** — view all actions/notes you've logged
- **Assigned to you** — view all actions assigned to your account
### Your Preferences
- **General → Profile:** Update your name, email, date/number format, and organisation.
- **General → Connected Email:** *(Coming Soon)*
- **Notifications:** Configure what alerts you receive.
### Organisation Settings
- **General → Profile:** Set your organisation name and default currency.
- **General → Branding:** Upload your logo and set brand colours for reports.
- **General → Export API:** Set up API export credentials.
- **General → Import API:** Set up API import credentials.
- **Coverage:** Define which markets and territories your organisation tracks.
- **Users:** Manage team members and their access.
- **KPIs → Price & Availability:** Configure:
- *Display Product Lifecycle* — which lifecycle stages appear in reports
- *Target Availability* — your target stock % (e.g. 80%)
- *Price Change Notification* — alert threshold for price variance vs. last extract
- *Target SRP Variance* — flag prices outside a % range of SRP
- *Price Exceptions* — ignore extreme price outliers in reports
- **KPIs → PerfectPage:** Configure content scoring thresholds.
- **KPIs → Dynamic Pricing:** Set up dynamic pricing rules.
- **Subscriptions & Billing:** Manage your plan and payment details.
---
## 8. Search
The global **search bar** (top-centre) lets you search across all records — products, retailers, and SKU lists — from anywhere in the app. Just start typing to see instant results.
---
## 9. Tips & Best Practices
- Use **SKU Lists** to pre-group products before building Dashboard widgets or Reports — this makes filtering much faster.
- The **PerfectPage** sub-tab on both Retailer > Listing and Product > Listing views checks whether your product content (images, titles, descriptions) meets retailer standards.
- **RRM actions** can be logged against both individual retailers and individual products — use them to track conversations, compliance issues, or follow-up tasks.
- The **DAM tab** is the central place to manage product images per SKU; make sure each SKU has the correct assets uploaded before checking PerfectPage scores.
- Use the **Lifecycle** field on products to control which items appear in availability and pricing reports (only items in active lifecycle stages are shown by default, configurable in KPI settings).