Manage outlets / counterparties
Management of points of sale \ contractors
3.1. The structure of the point of sale \ contractors management subsystemThe subsystem for managing points of sale \ contractors consists of:
- from the list of points of sale \ contractors;
- from coverage of points of sale \ contractors on the map;
- from the list of dynamic attributes of points of sale;
- from the list of attribute groups;
- systems for sending messages to a group of points of sale \ contractors of the mobile component of the system
- from an operation for the prompt transfer of the entire database from one “Position” to another “Position”
3.2. List of points of saleThis menu displays points of sale \ counterparties (Fig. 3.1). The list displays the static details of points of sale by which you can filter and sort the list. We remind you that filters work according to the logical AND rule – filter conditions are combined. Thus, if you set mutually exclusive values in the filter, then the list will be empty. For example, if you create two filters, “Region is equal to Kiev” and “Region is equal to Zaporizhzhya”, the result will be an empty list, since one point cannot belong to several regions..
Each point has a specific status in the system. Point statuses can be as follows: 0 – working (uploaded to the PDA) – the point of sale is uploaded to the mobile component of the system and can be used to collect information; 1 – working (not uploaded to the PDA) – the point of sales is displayed in the WEB interface, but is not uploaded to the mobile component. The status is used for points of sale that need to be stored in the database, but information on them is rarely collected. If it is necessary to collect information at such points, they need to change the status to “working (uploaded to the PDA)”; 2 – new – this status is set for points of sale entered as new in the mobile component of the system. The supervisor must check the correctness of entering the details at this point of sale and change its status to “working (uploaded to the PDA)” for further work; 3 – deleted – this status is assigned to a point of sale, if it is necessary to exclude it from the list of points. A point of sale with this status will not be displayed in the list of points, but such points can be viewed if you force the selection of points with the “deleted” status in the filter; 4 – error – this status is intended for the selection of points for which the details are not correctly entered or the details of which need to be clarified. A point of sale with the status “error” is not uploaded to users of the mobile component. The WEB-interface of the system allows you to view and edit the details of points of sale (Fig. 3.2).
All details of the point of sale can be changed by users of the WEB interface with the roles Administrator, Coordinator, National Manager, Division Manager, Supervisor. The history of changes in the details of the point of sale can be viewed using the “History” button, which is located at the bottom of the point of sale card (Fig. 3.3). You can bind messages to each point of sale. Messages appear on the he user`s mobile component when opening the corresponding point of sale. A message can be sent to a point of sale using the “Messages” button (Fig. 3.3). All details of points of sale can be changed and these changes will be reflected in the mobile component of the system. The list of points of sale can be exported to Excel. To do this, use the “Download in Excel format” button.
3.3. List of points of sale on the map (Coverage)The location of points of sale can be viewed visually on the map. To do this, use the section called “Points of sale (Coverage)”.
Using similar filters, which are also present in the section “Points of sale”, you can select and display points of sale on the map in accordance with their coordinates. By clicking on the marker of the point of sale displayed on the map, you can see the initial information about the point of sale – its name, code, type, address, the position of which employee it is attached to and its status. When you click on the Name of the point of sale, detailed information about it opens in a new window. Note. The coordinates of the points of sale are set in one of the following options: * automatically, , using the Google Maps system to which information about the point of sale is sent, or rather the component addresses: name of the settlement, street type, street name, house number. With this method, the coordinate appears on the map in the case of grammatically correct spelling of all components of the address and the presence of such an address in the Google Maps system. Checking for coordinates and adding new ones occurs automatically every 00:00:01. * manually, through the WEB interface, using the “Coordinates” field in the card of each point of sale * manually, through the PDA. Selecting the necessary point of sale from the list of Contractors, go to its card and click on “Coordinates” in the upper left corner or swipe (after scrolling across the entire width of the screen) from right to left, go to the map display, where we set the coordinate of this point of sale, holding it on the map where it is located.
3.4. Point of sale AttributesFor points of sale, you can create an unlimited number of additional details (attributes) (Fig. 3.4). You can make a new attribute using the “Create” button. The name and type are specified for the new attribute. After saving, it becomes available for filling at all point of sales\contractors
Attributes of points of sale may not be available for editing by users of the mobile component. To do this, the attribute “Change to PDA” is set in the attribute description card (Fig. 3.5). If it is necessary to prohibit the editing of this attribute to users of the mobile component, the value of the “Change to PDA” field is set to “No”.
3.5. Attribute groupThis list is set for grouping attributes in the card of the point of sale \ contractor.
3.6. Sending messages to a group of points of saleThe menu item “Sending messages to a group of points of sale” allows the user to send one message to several points of sale at the same time (Fig. 3.6). This feature may be needed if you need to remind the user of the mobile component of the system that some action needs to be performed at several retail points of sale of a certain type or in a certain city (hold a training, pick up documents, place a poster, etc.). To send a message to a group of points of sale, you must perform the following steps:
- enter the message text;
- indicate the duration of the message;
- select a region and a city – messages will be sent to points of sale of selected regions and cities;
- select the type of points of sale to which messages will be sent;
- save the message using the “Save” button.