Help Center

Add a New Class

Sarah Barr
Sarah Barr
  • Updated

Adding a new class to your Retail Orbit account is a simple process, and we’re here to help every step of the way. Whether you're expanding your assortment or refining your reporting structure, follow the steps below to ensure a smooth setup.


✅ Step-by-Step Instructions

1. Add the Class to Your Point of Sale (POS) System

Before we can pull data, the class must exist in your POS.


2. Create a Support Ticket in Retail Orbit

Submit a request through our Support Center:
🔗 How to Create a Support Ticket

 

In your ticket, please include the following details:

  • Retail Orbit Class Code and Class Name you would like to add

  • Service Type (e.g., OTB, analytics only, etc.)
    🔗 Learn more about class service types

  • Whether this class should be added to all locations or specific stores only

  • Indicate whether this is a:

    • New class going forward (no history needed)

    • Or if historical data should be pulled


3. If This is a Brand New Class, Please Provide:

  • Estimated Annual Sales Volume

  • Initial Markup (IMU)

  • Target Turn

This information allows us to build the most accurate plan from the start.


💲 Important Note on Fees

For any new OTB (Open-to-Buy) class added, there is a one-time $50 charge per class, per location or 3 for $100.


🔄 What Happens Next?

Once we receive your request:

  • Our team will review the information

  • We’ll follow up with any questions and confirm once the class is added

  • Your plan will be updated accordingly


💬 Need Help?

If you’re unsure about how to code the class or what service type applies, reach out to us! We’re happy to assist.

📧 Contact: support@retailorbit.com

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