The Merchandiser mobile application is designed to receive tasks for visits and to mark the fact that the visit was completed by the merchandiser.
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Menu
At the bottom there is a panel for switching to the Summary, Visits, Exchange, Help and Help screens:
Summary
When you enter the application, the Summary screen opens, which displays the current tasks for the merchandiser.
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title | For more information on the Summary screen ... |
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The Summary screen displays information on the current status of tasks assigned to the merchandiser. Not completed visits. Selecting this line will open a list of unfinished visits for the entire period. No visits completed today. Selecting this line will open a list of outstanding visits for today. Expired. Selecting this line will open a list of overdue visits. You must upload the report. The total amount of data to be uploaded is displayed. Selecting this line will open the "Exchange" page.
Below is a map of outlets where you need to complete tasks today. The number inside the point is the number of tasks in the outlet Colors of points - the status of the task at the point of sale (Black - Plan, Orange - In progress, Green - Completed, Red - Canceled) Added point of current location (Blue dot with the letter "I") When you click on a point below, the full address point of salewill appear.
If there are no outstanding visits for the current day, a corresponding message is displayed.
To update the information on the summary screen, you must run the update command:
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Visits
The Visits screen displays a list of visits and their status
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Designation | Visit status |
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| Visit pending | | The visit is in progress | | Visits completed, but not all data on it was uploaded to the server | | Visit completed and all data uploaded to server | | Visit canceled |
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Visitor Filter
Visits can be filtered by date and status.
To refresh the list of visits should just pull it from the top down.
To complete a visit: How to make a visit in the mobile application Merchandiser
Also possible How to see the contents of an ongoing or completed visit?.
Exchange
The Exchange page displays
Help
Help screens
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title | Automatic data deletion |
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Visits are automatically deleted from the mobile application as they are completed or canceled by the Supervisor. Also, visits are automatically canceled if they were not completed more than 7 days from the planned date of execution. |
Become a customer
When entering the system, the user can click the “Become a customer OPEN” button.
In this case, the user can fill out a short questionnaire.