The Merchandiser mobile application is designed to receive tasks for visits and to mark the fact that the visit was completed by the merchandiser.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.
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:
Visits
The Visits screen displays a list of visits and their status
Статусы визита
Designation | Visit status |
|---|---|
 | 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 |
Visitor Filter
Visits can be filtered by date and status.
Чтобы обновить список визитов надо просто потянуть его сверху вниз.
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
Automatic data deletion
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 an Open Client” button.
In this case, the user can fill out a short questionnaire.
