Data Backup Policy Backup procedures, ensuring that both data and software are regularly and securely backed-up, are essential to protect against the loss of that data and software and to facilitate a rapid recovery from any IT failure. This policy outlines guidelines for Externis staff on backing up Externis data.  The data backup element of this p...

General Dynamic knowledge base Access to the knowledge base is now dynamic. That is to say that depending on the menu in which you are in the back office, you will be automatically redirected to the right page on the FAQ. Users: number of licenses vs limit In the “Users” menu, you can now view the number of process licenses you are entitled to, and ...

The internal code switch allows you to change the internal code of a product automatically, on a given date. The product sheet remains the same as well as the attached referencing data, only the Current internal code field is modified. Global internal switch codes In the “Codification” block, when the current internal code is entered and a first sav...

The distribution channel is an attribute of the delivery locations. By default, there are two distribution channels: "AFH" and "Retail". Create a distribution channel Click on , then enter the label. You can also enter a default visit duration. If it is not entered, the parameter at the SFA means level will be taken into account. Click on to save th...

The POS type is an attribute of delivery locations. Create a POS type Click on , then fill in the label for the type of PDV. Click on to save the creation. Edit a POS type In the "POS Type" menu, simply click on the POS type to modify. It is then possible to modify the label. Click on to save the changes. Delete a POS type In the "POS Type" menu, si...

The sales plan report allows you to analyze the details of sales plans according to the filters you select. For each store, you can find the details of the products that were included in the sales plan, which products were displayed, which products were ordered and in what quantity. You can also find out if it was not ordered, and for what reasons. ...

Update components Upgraded to the latest versions of .NET 6 (improving performance) and Telerik. eCOS ® Sales Animation: animation hours If times are enabled on the desired Event medium, it is possible to choose the morning start and end times, as well as the afternoon start and end times for the entertainment services. The selected times are also d...

Seasonality is an attribute of delivery locations. Create seasonality Click on , then enter the seasonality label. Click on to save the creation. Modify a seasonality In the "Seasonality" menu, simply click on the seasonality to modify. It is then possible to modify the label. Click on to save the changes. Remove seasonality In the "Seasonality" men...

The quota log allows you to analyze the actions that impacted a quota. To open the details of a quota, click on a quota in the table: It is then possible to consult who created the quota and when, who allocated quota to whom and on what date, as well as the orders which impacted the quota....

GDPR : Current situation of eCOS® platforms and action plan Types of recorded personal information eCOS® users : lastname, firstname, email, username, role, user’s permissions, address. Providers, Logisticians, Contacts Places of delivery: lastname, firstname, phone (x2), fax (x2), email, address, comments. Demonstrators : open field contact. Orderl...

Groupage reporting allows you to analyze actual delivery dates vs. requested delivery dates, quantities delivered vs. requested quantities, and to view proof of delivery. The KPIs located between the filters and the table allow you to know the number of groupings created, delivered, etc. during the period selected in the filters. As well as: Quality...

Right to associate documents To be able to associate documents with an item record, the user must have a role associated with the DOCBO application. To associate documents with a product sheet, open the product sheet, then go to edit mode by clicking on . In the "Associated files" box on the right under "Visual identity" and "Priorities", click on ....

Upload files Go to the “My Watch” menu. It is then possible to view the Watch requests created from the back office to upload documents and photos. For each Watch, the following information is displayed: An action button to provide feedback; The wording of the Watch; The priority level of the Watch (Low, Normal or High); The number of Watch lifts pe...

The “Strata Summary” tab compares the data from the selected period with the selected comparison periods. Click on the “Strata Summary” tab: Example: the main period is 2022. It is compared to the periods 2021 and 2022. The table sums up all the articles referenced on a given stratum, taking into account the inclusiveness of the strata....

Incident Response and Misuse of IT Facilities Policy In the event of a security incident occurring, it is important that all Externis employees are aware of their responsibilities and the procedure by which incidents can be most effectively and efficiently brought to a satisfactory conclusion. The procedures as defined below are best practice within...

In the user settings, it is possible, in the first tab, to consult the account details, and to modify the language: In the second tab it is possible to change the password:...

Browsers The recommended browsers for using eCOS ® Assort are Google Chrome and Mozilla Firefox , in their most recent versions. Internet connection Minimum: 10Mbps Recommendation: Use a wired connection (LAN) Computer configuration Minimum configuration Recommended configuration Processor: 5th Generation Intel Core i3 RAM: 8 GB RAM Screen resolutio...

Password Policy Username and passwords are utilized in Externis to facilitate access to Externis IT resources. They also protect Externis data from access from unauthorized individuals both internally and externally. This policy applies to all Externis employees or Third parties who are issued with usernames and passwords for any Externis IT System ...

When you are in the order cart, click on the “Remember cart” button, then indicate a label to create a draft order: In the “My Orders” menu, if you have saved draft orders, the “Basket Drafts” submenu is accessible. Click on it to access your various drafts. You can then delete a draft using the button or use it using the button . Your shopping cart...

General The “Sign Stratum Synthesis” report offers a traditional visualization of the referencing of a sign in “cemetery of 1” or “cemetery of crosses”. eCOS ® Assort operates by inclusivity (a reference present in a lower stratum will automatically be present in the higher strata), “Sign stratum synthesis” allows the user to see the distribution of...

The "Contact Roles" menu allows you to manage the list of roles present when users create contacts from the front office or the back office. Create a role Click the button , then in the “Details” area, enter the role label before saving. Edit a role Click on the role to modify, then in the "Details" area, modify the label of the role before saving. ...

eCOS ® Sales is developed by adopting a responsive design. That is to say that depending on the device used (phone, tablet or computer), the display will be adapted accordingly by taking into account the number of pixels of width: For your information, you can use the MyDevice.io website to find out your screen resolution....

General The "Evolution of agreements" report allows you to track the movements of the negotiated referencing (Acc) throughout the period on each item for a brand. At each agreement date, a column will be created on the report if and only if at least one referencing modification has been made on the brand concerned. To view reporting information, sel...

MAD tracking allows you to track all MADs, destruction requests, central stock returns and transfers that have been carried out on an ESR. To do this, select an ESR (or all ESRs) in the tree on the left (you can also uncheck users by ESR). The side panel then displays all the MADs, destruction requests, central stock returns and transfers that have ...

Just like quota reporting , the engagement rate report allows you to analyze quota consumption. But the table can contain multiple quotas. Use filters to search quotas by status, means or campaigns. If the "Cumulative" button is active, the quotas of the organization and its child organizations are added together. If the "Cumulative" button is not a...

The "Promotional planning" menu allows you to view the list of promotions in the form of a schedule, and to analyze feedback from the field. Click the button returns to the " Campaign " menu in new campaign creation mode. Use the different filters to view the desired promotions. Clicking on a promotion opens the details pop-up with all the informati...

Appointment subtypes are reasons for visit for eCOS ® SFA. The "CL" (Clientele) types count towards the KPIs, visit frequency and working time, while visits made with the "HC" (Non-Clientele) type do not count towards the KPIs, visit frequency and working time. Each type of visit has subtypes which can be configured. Default subtype There are differ...

The objectives are displayed in the front office in the My objectives menu, and are automatically linked to the Preparations and Closing steps. Create a goal Click the button , then fill in the label and dates of the objective. It is also possible to add a description to the objective. Documents This tab allows you to attach documents to a goal. To ...

Quotas allow you to restrict the quantities that can be ordered by a user for one or more products. Concepts The assigned quota is the quota that has been assigned to an organization. Retained quota is the quota that an organization has retained. For example, 100 quotas were assigned to a DR. He redistributed 40 of them. So he retained 60 quotas. Qu...

Browser Make sure you are using the latest version of the browser you are using and a standard version, i.e. one not customized by the IT department. Android On Android devices, document preview is not possible due to a technical limitation by Google. Network connection To use online mode and synchronize data quickly, make sure you have a stable and...

The edit menu allows you to modify the editorials by application: Administration Back office Contact Front office Assort PSP Service provider portal SalesFO Front office Sales Edit an editorial In the "Edit" menu, click on the editorial to modify. It is then possible to customize the selected editorial with text, formatting, tables, images and links...

The "File validation" menu allows you to validate or reject documents submitted by users who are not validators of a file. Select documents using the checkboxes in the table, then use the action buttons to accept or reject them. Click on to record acceptances/rejections. It is also possible to download the documents before validating them. A .zip fi...

The "Arbitration" menu allows you to arbitrate a service if the user responsible for the order and/or the service provider has made a report. It is possible to filter according to the organization of the person responsible for the order, the service provider or a period. Clicking on an order line opens the order details and you can view the findings...

The "Activities" menu allows you to manage the list of activities available for the Merch process, by medium. Create an activity Click on , then enter the label of the activity and the means to which it is linked. Distribution assistance It is also possible to add combinations to recommend the number of items, number of workers and number of hours w...

The Promotions Sales Plan menu allows you to create different sales plans (which are then configured in the Template Configuration or Companies menu). We advise you to contact the support service (with an example of the sales plan you want) in order to edit the sales plans....

Login To connect to the eCOS ® Blue Eagle suite applications, go to the link: https://m.ecos2.externis.com Enter the username, password and customer code (i.e. the name of the platform). Then click on “LOGIN”. Once logged in, the user is redirected to the user portal . Auto login If auto-login is enabled on your platform (to be configured with the s...

The back office home page consists of several widgets: If an action is to be performed, the widget is orange . If no action is to be performed, the widget is green . Clicking on the number displayed by the widget takes you to the associated menu. Click the button to refresh the home and widget data. Configure widgets Use the button to configure whic...

The delegation log allows you to see which user has logged into another user's account via delegation or the "Log in as" feature. If a line has neither a start date nor an end date, it means that it is a connection with the "Connect as" function. The start and end dates correspond to the start and end dates of the delegation set up on the target use...

to be completed To control data visibility, the eCOS ® ORU system allows you to set permissions and restrictions based on organization, role or user. So there are two systems: permissive and restrictive. The permissive system (default) By default, the user has access to all data. To prevent a user from seeing a product, you must manually change thei...

View an article sheet To view an item sheet, click on the line of the desired item. The item sheet is then displayed in view mode: All information about the product is displayed in blocks: Details : label, reference, format, category, specifications, description and type and reference products. Coding : EAN and EAN dates, EAN inno/definitive switch,...

Browsers The recommended browsers for using eCOS ® Assort are Google Chrome and Mozilla Firefox , in their most recent versions. Internet connection Minimum: 10Mbps Recommendation: Use a wired connection (LAN) Computer configuration Minimum configuration Recommended configuration Processor: Intel Core i3 5th Generation RAM: 8 GB RAM Screen resolutio...

Product catalogs are the list of products that are available for direct ordering according to the brand selected by the user. Create a catalog Click , then enter a label and indicate which brands this catalog will be linked to. Signs A brand can only be linked to one catalog. Products Click on to select the products you want to add to the catalog in...

General The “Category Deviations & Developments” reporting allows you to compare the deviations and developments in referencing of one or more brands/circuits according to a chosen category level. To view reporting information, select at least: A period or flash; A period or flash of comparison; One or more signs or one or more circuits; A compa...

General “What’s new in the application” pop-up During an update, a “What's new in the application” pop-up tells you what new features have been added. You can find it at any time by clicking on Point of sale comment You can now edit the POS comment in the “My Customers” menu or in the POS details pop-up. Filter PDV by departments In the “My customer...

Order Report: Adding Columns For the Merch process, the "Arrival Time" column has been added. For Merch, Event and Rent processes, the "Comment" column has been added. Activity report/visit history: table report In the Activity Report or in the visit history, when the user clicks on the icon of a visit, this opens a pop-up with the statement in tabl...

Create a service provider To create a service provider, click on the button , then in the “Details” area, fill in all the mandatory information ( not forgetting the process field ). Restrictions You can apply restrictions on organizations or brands. For example, a service provider linked only to organizations in Corsica, or a service provider only f...

Change DN/DV weights and number of stores To modify the DN/DV weights and the number of stores, select the store or circuit context in the list (by default, the store context is selected) (1). Depending on your choice, the table displays either the brands and sub-brands, or the circuits (2). Click on a sign or circuit, then select a period (3). In t...

Price per sign Items In the product sheets, you can now enter the price 1, price 2 and price 3 fields for the brand in the contextual information. Import It is possible to integrate the tariff 1, tariff 2 and tariff 3 data into the brand via the Import menu. Simulation, SEO, warehouses & reporting The fields rate 1, rate 2 and rate 3 have been a...

General presentation Synchronization & online/offline mode A synchronization is launched as soon as the user connects to eCOS ®. It allows the necessary data to be loaded onto the browser if the connection is lost and the application goes offline (delivery location, orders, visits, important documents, etc.). Unable to synchronize? eCOS ® attemp...

Silverlight version discontinued Following the discontinuation of the Silverlight version of eCOS ®, the button to access it has been removed from the portal. Rent Graphic design In a rent product sheet, the “Graphic design” tab allows you to create different graphic designs, which can then be selected when creating an order. Order without end date ...

Create a logistician To create a logistician, click on the button , then in the “Details” area, fill in all the mandatory information. Kind Remember to select the correct type for the logistician among the 3 available: Logistician: to be used for POS products; PF Logistician: to be used for finished products and direct ordering (allows to be linked ...

This reporting allows you to display all the LACs of material, animation, merch and rent orders (one tab per process) according to the filters you select. Limit If your search, after applying the filters, exceeds 60,000 lines, the table will not be displayed but eCOS ® you can download an Excel file. Status of LACs Click on a LAC status to open the ...

Create a mechanic Click the button , then in the “Details” section, enter the label (mandatory) and a description (optional). In the "List" tab, click on the button , then enter the label (required) and a description (optional). For example : Click on to save the creation. Modify a promotion mechanic Click on the mechanic to modify, then in the "Det...

Evaluate a service The evaluation allows you to give a qualitative rating to an animation, merch or rental service. To evaluate a service, go to either the “Order tracking” menu or the “Report/Evaluation” menu, then click on an order number to open the detail pop-up. Fill in the “Evaluation” section to qualify the service: One star corresponds to th...

By connecting to the eCOS ® Assort application, you are directed to the home page composed of dashboards. They allow you to view management data. They provide general indicators on the achievement of your objectives and the speed of logistics activation. They are customizable by user: it is possible to create as many dashboards as desired, then move...

Internet Use Policy The Internet is recognized as an important communication and research tool for Externis network users. This policy details standards for the secure use of Internet facilities for Externis purposes. Conditions Governing use of Externis Internet Facilities All users must adhere to the following when using Externis facilities to con...

This reporting allows you to display all LACs for direct and return orders (one tab per order type), grouped by order number, according to the filters you select. Limit If your search, after applying the filters, exceeds 60,000 lines, the table will not be displayed but eCOS ® you can download an Excel file. Manage direct order validations and cance...

Creation of place When creating a place, the reference and the company name are now mandatory. Switch quota When creating or editing a quota, if the switch date is entered, the switch level becomes mandatory, and vice versa. Extension/early resumption filters & after-sales service In the LAC Monitoring and resource orders reports, the extension/...

KPI SFA Custom KPIs You can now create a custom KPI from a standard KPI. The calculation rule remains that of the standard KPI, but you can target the organizations concerned by this custom KPI, as well as stores (via clusters) and products (thanks to categories, classifications and specificities). You can then choose to use your custom KPIs in a po...

Watches are requests for feedback from the field to headquarters. They can include images, documents and a comment. Each Watch created will have a Watch folder associated with it. Create a watch Click the button and fill in the fields: Label ; Date ; Campaign period (period when the Watch will be visible in the front office); Priority ; Max document...

Companies In the companies menu, in order to configure the direct order, it is now possible to indicate the currency, the free (and whether it is in value, quantity or weight) and whether it must be reached when ordering. It is also possible to indicate whether it is possible to order free products and whether the T&Cs will be inserted at the sa...

The "Number of stores" fields show the number of stores by Obj, Acc, Att or Nv Acc on the Roadmap, the Warehouse menu and the reports. The "Number of stores" fields are available in column management only if data is available. The number of stores per stratum must be entered in the back office in the Stores or DN/DV menu. Calculation In the various ...

Highlights bring together one or more campaigns. Create a highlight Click the button , then fill in the highlight label before saving. Edit a highlight Click on the highlight you want to edit, then edit the highlight label before saving. Delete a highlight Click on the highlight to delete, then on the button to then confirm the deletion....

The “Roadmap” menu also allows you to manage circuit objectives by product. To view reporting information, select, at a minimum, a period, a circuit and a category. When a circuit is selected, the “Roadmap” menu allows you to view the overall information, circuit and circuit/period. List of articles Only published products, with a reference prioriti...

This reporting allows you to analyze prospects and changes in location type according to the filters you select (organizations, brands and circuits). The “Old Type” and “New” columns allow you to analyze what the original type of the location was and what type it was changed to. You can also find out when the change was made using the “Creation Date...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Watch step allows you to respond to a request for feedback from headquarters. To respond to a watch, unfold the watch, then indicate, if necessary, a category, a classification and a comment. Then click on to download document...

The "WATCH File" menu allows you to view the uploads made on a Watch. Several action buttons are also available: Download: after selecting one or more documents, allows you to download the documents (a .zip file is created and available in the notifications); Manage folders: to make the Watch available in a classic folder....

Means are subcategories of eCOS ® processes that allow products to be classified and a set of management rules specific to the means to be applied to them. Creation of means To create a new method, contact the support service. Info Allows you to modify the parameters of the medium that will be applied to all associated products, orders and managemen...

General The “Evolution of brand strata” reporting allows you to view movements by stratum on one or more brands. To view reporting information, select at least: A screening date; One sign or several signs; One or more category(ies). The “Evolution of brand strata” reporting allows you to view global, brand and brand/period information. Color code Wh...

The Position visits reporting allows you to analyze the geolocation of users per visit according to the filters you select (brands, organizations, start and end date or only bypasses). Whether for the start or end of the visit, you can see if geolocation was active, if the user's position was correct in relation to the store (according to the config...

Disaster Recovery Policy The disaster recovery procedures in this policy apply to IT Services and all Externis Users who are responsible for systems or for a collection of data held either remotely on a server or on the hard disk of a computer. Disaster Recovery Plan/Procedures Externis network relies on the Microsoft AZURE Cloud Services. Externis ...

Agenda reporting allows you to analyze working and travel times by user and day according to the filters you select (organizations, roles, start and end date). For a user, regarding a day, you can thus analyze the estimated driving times and distances as well as the planned working time and have ratios between the visit time and the driving time. Yo...

The API log allows you to analyze external API consumption by user/day/API. In the "API" filter, you can find the API consumption for the current month vs the maximum limit: This data is also displayed in the graph: Table Features Fonctionnalités des tableaux et menus Filtres des menus Chaque reporting du back-office possède des filtres situés au-d ...

If you create an order while offline, or an order is in error, they will be indicated by the icon in the My Orders menu: The “Pending Orders” menu contains all the orders created while offline. They will be automatically synchronized when you are online. In this menu, you can delete or return to the cart the different orders. The “Orders in error” m...

The synchronization log allows you to view the date of the last connection to the eCOS ® Sales front office and the number of days since the last connection. In the filters, select a number of days, so that users who have not been logged in for X days are in red. Table Features Fonctionnalités des tableaux et menus Filtres des menus Chaque reporting...

The EDI log allows you to view the EDI logs of the direct order, and to launch the EDIs manually. Select an EDI from the list and a period using the buttons or calendars (maximum 7 days between start and end date), then filter. Click on the status to view the log detail in the Details tab: In the Files tab, you can find and download the different fi...

General All menus: reset filters In the column settings, the new “Reset filters” button allows you to remove all the filters you have made on the different columns: Import: mandatory classification If your platform uses classifications, it is now mandatory to enter a classification when modifying/creating products via the Imports menu. Import: expor...

Associated front office release. Rent : Coupling rules Rent orders are grouped if they concern the same product, same delivery location and same delivery date. In the Means menu, for rent means, you can now choose to group orders if they have the same delivery location and delivery date, when the order is created from the front office. That is, when...

The "Visit stages" menu allows you to configure the order of the stages of a visit according to a combination. Default Steps The first two steps of a visit are necessarily "Point of sale situation" and "Preparation", while the last two are necessarily "Analyze" and "Closure". Create a visit workflow Click the button and indicate a Distribution Chann...

The 'Priorities' menu, accessible from the 'Articles' menu by clicking on the button , allows you to create priorities, and export them to Excel to then import the data. The period displayed corresponds to the period selected in the 'Articles' menu. Create a prioritization The 'Add Prioritization' button allows you to create a new prioritization. By...

The visit frequency reporting allows you to analyze visit frequencies and objectives by user and store according to the filters you select. By default, only stores that have had at least one visit, are attached to a cluster, and have a visit objective (either at the cluster level or directly at the POS) are displayed. To display stores that have not...

When you create an innovation product, it has no sell out or sell in data. But the Simulation module of eCOS Assort allows you to manage these cases in different ways: Integrate dummy data via the import menu The import menu allows you to import sell out data (at the store or at the circuit) and/or fictitious sell in data. This data is only used for...

The activity bar allows you to analyze all visits placed or made by users following the filters you select. Each visit corresponds to a line. This way, you can analyze who is responsible for the visit, on which point of sale it was placed, the planned and actual start and end dates/times, as well as the visit times for each company and the overall K...

General Export template In the "Import Type" field, select what you want to export. For “List of articles”, you can add the columns you want and remove some (some remain mandatory) in the table. For sell out, sell in and Panel to circuits, select a date, and indicate whether it is real or fictitious data. In the calendar, the days circled in blue ar...

Order units are useful in direct ordering. Set up the list of order units from the back office, then attach them to the different products directly in the eCOS ® Assort item sheets. Create a command unit Click on , then fill in the label. Click on to save the creation. Edit a distribution channel In the "Control Units" menu, simply click on the cont...

Lead management In the "Location Type" menu, configure which roles have access to prospects, as well as which roles can change a prospect's location type using the In the SFA medium, configure whether the validation workflow for changing the location type is enabled or not. In the Roles menu, "Permissions" tab, configure whether users have the right...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The sales plan summarizes all the products, by category, which are absent or out of stock compared to the record of the current visit. The displayed price includes either the price noted during the reading step if there is one, or...

Create a period To create a period, click on . In the "Details" area, fill in the mandatory fields (Label, start date and end date), as well as the previous period (optional). If you have entered a previous period, use the “Copy DN/DV weights from previous period?” button to avoid having to enter the DN/DV weights of your brands and circuits in the ...

Products: list of products You can now add or remove columns in the product list, change the width of the columns and change their order. All changes are automatically saved. Product sheets The choice of a location type and orderable/non-orderable has become mandatory. For Material products, the entire category hierarchy is displayed. For kits, the ...

Departments allow you to classify products (Material, Event, Merch and Rent) according to a hierarchy different from categories. A product can be linked to several departments. By selecting a department, the attached products are displayed. It is then possible to click on the product name to modify the product. Create a ray To create a new level 1 d...

Apply for early resumption/extension Early resumption/extension allows you to change the end date of a rent service by bringing forward or pushing back the original resumption date. To create an early recovery/extension request, go to the “Order Tracking” menu, then click on an order number to open the detail pop-up. In the action buttons, click on ...

Manage folder tree To create a new folder at the root, click the button without having selected a folder. To create a subfolder, right-click on the parent folder, then click "Add subfolder". It is possible to modify the attachment of folders using drag and drop: To delete a folder, select the desired folder and then click before confirming the delet...

eCOS ® Sales Animation: animation hours If the times are enabled on the desired Event medium, it is possible to choose the morning start and end times, as well as the afternoon start and end times for the entertainment services: Hours are also displayed in the order details pop-up: Active Quotas Widget The widget is now no longer limited to the 10 q...

General “What’s new in the application” pop-up During an update, a “What's new in the application” pop-up tells you what new features have been added. You can find it at any time by clicking on Welcome The homepage has been completely reworked to add new widgets. Organizations Added “Expand All” and “Collapse All” buttons. Clicking on an organizatio...

Associated back office release. General Improved data synchronization Data synchronization has been improved and secured so that users can no longer perform actions without the necessary data. Additionally, icons have been added if a visit is waiting to be synced, or if there is a sync error. Example if the visit was closed offline and is waiting to...

Make a customer service request The after-sales service request allows you to ask the service provider to repair or replace a piece of furniture in place at a point of sale. To create a customer service request, go to the “Order tracking” menu, then click on an order number to open the detail pop-up. In the action buttons, click on “Customer service...

The Order Templates menu allows you to create different purchase orders (which are then configured in the Template Configuration or Companies menu). We advise you to contact the support service (with an example of the sales plan you want) in order to edit the sales plans....

In eCOS ® Sales and Doc, classifications allow you to classify products or folders according to business needs. You can create classifications and set multiple values on a classification. They create visibility restrictions on products and folders. Create a classification Click the button , then enter the classification label in the details area. In...

The “DN/DV Evolution” reporting allows you to view the evolution of referencing data (Obj, Acc and Att) as well as Panel and CRM data in DN or DV over time, and volume and value data from sell out and sell in. To view reporting information, select at least: A start date; An end date; One or more signs/one or more circuits; One or more category(ies);...

Associated front office release. General Statement templates: mandatory information to be recorded Previously, if a field was checked as mandatory, it was necessary to provide a context (product and/or brand) for it to be mandatory in the front office. Now, if a field is checked as mandatory and you do not provide any context, it will be mandatory f...

Following the discontinuation of Silverlight Editorial The Silverlight edits have been removed, and the “Administration” edit is now used for the back-office. Users The Crowdsourcing and Agenda processes are now hidden. Role: FO menu management Menu management for the Sales front office has been removed. Now, if a user has access to the Doc process,...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence In this step, you can find the potential of the point of sale (€201,567), as well as the amount of returns made (€120), and other indicators. By default, the indicators are calculated from the last 6 months, but it is also possibl...

The "Promotional Units" menu allows you to manage the promotional units that are available when a user creates a promotional product in eCOS ® Assort. Create a promotional unit Click the button , then fill in the promotional unit label before saving. Edit a promotional unit Click on the promotional unit to edit, then edit the promotional unit label ...

Warehouses List of articles The Warehouses menu now displays all products in your item database. Multi-brand You can now select multiple stores in the warehouses menu. Multi-period You can now select a period and comparison periods in the warehouses menu. But only data from current and future periods remains editable. Input assistance The Warehouses...

The “Flashing evolution” reporting allows you to visualize the evolution of the DN and DV through the flashing carried out over time. To view reporting information, select at least: A start date; An end date; A sign or a circuit; One or more category(ies); A value for comparison. The “Flashing evolution” report allows you to view global and brand or...

Lead management If the user has access to the "Prospect" location type, it is possible to create a prospect from the "My clients" or "My calendar" menu (1). Depending on the permissions, it is then possible to modify/delete a prospect, or change its location type (2). Management of entered addresses/overnight stays If the user has access to the "Add...

The transfer of a piece of furniture allows you to transfer a piece of furniture from one point of sale to another directly. To create a transfer request, go to the “Order Tracking” menu, then click on an order number to open the detail pop-up. In the action buttons, click on “Transfer”: This will create a new LAC and redirect you to the order cart....

Menu filters Each eCOS ® Assort menu has filters located above each menu table: (Open state) It is possible to close the filter bar by clicking on the blue arrow. This allows you to save space to display more rows of the table: (Closed state) The required fields to apply filters and display the table differ for each menu and are indicated to the use...

The "Evaluations" menu allows you to analyze the evaluations given by users after an animation, merch or rent service. It is possible to filter the evaluations according to the organization of the person responsible for the order, by date of service or service provider. Clicking on the order ID opens the pop-up with details of the evaluation carried...

Summary : General presentation Manage your schedule & routing Shared agenda & delegation Manage your schedule There are two ways to fill your diary: By dragging and dropping a PDV from Pre-planning or My PDV to the desired time slot; By clicking directly on the desired time slot. You can place a visit at least at the time of day, or in the p...

Summary : General presentation of the home page eCOS ® Sales Widgets eCOS ® SFA Widgets eCOS ® Doc Widgets The eCOS ® Sales home screen includes various widgets that can be configured by the user. It is possible to manage which widgets are displayed or not by pressing the widget management button located at the top right (only on computer). In the p...

If one of your users leaves the company, do not delete the user record and the organization. You can simply rename them (to “Vacant” for example). Once a new person has been recruited, you will then be ableto change the organization label as well as the user details ( first name, last name, email address and home address ). The new user will then re...

Attributes are fields that can be created to complete information on the platform. It is possible to create attributes on the item sheet, on the order form, for delivery locations or the product statement. There are several types of fields: Integer Decimal number Monetary Text Yes/no Date Single selection list Multiple selection list For the last tw...

The circuit is an attribute of the delivery locations for eCOS ® Sales, or a set of brands for eCOS ® Assort. By default, there are the circuits: "HM", "SM" and "HM/SM". Create a circuit Click on , then enter a label. Then select the signs attached to this circuit, and move them from the left panel to the right panel using the button Click on to sav...

The promotion report allows you to analyze multiple promotions in a single report. Click the button from the “Activated Promotion” column to access the analysis pop-up for a specific promotion. Table Features Table and Menu Features Menu filters Each back office reporting has filters located above the table of ea... Menu filters Each back office rep...

The “SFA Referencing” menu allows you to consult the referencing of products by brand which is integrated into eCOS ® SFA. Nota bene The SFA reference is not necessarily equal to the reference entered on eCOS ® Assort. The eCOS ® Assort reference is copied to the SFA reference at regular intervals, and different for each customer. To display the ref...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Analysis step allows you to analyze the KPIs included in the SPS or outside the SPS, as well as the KPIs by category or specificity. It is also possible to see the list of products out of stock or missing during the last visit...

Modify an order It is possible to modify an animation, merch or rent order if you are within the modification deadline, i.e. X days (modification deadline of the service provider) before the service date, and if the order has not been transmitted to the service provider. It is not possible to modify a direct or Material order. If the service provide...

Mandatory statement and photos When a category does not contain any products, before and after photos are no longer mandatory if they had been set. Bug fixes : The returns catalog was not displaying correctly; The state of the button to view external calendars is now saved....

Visits KPI reporting allows you to analyze visits KPIs according to the KPI, filters and report data you select. Select the base period (required) as well as a comparison period (optional), a KPI (standard or custom) and report data (i.e. which columns will be displayed for analysis). When you perform groupings, the data displayed are averages. For ...

Delivery location The "Delivery location" menu allows you to create, modify and delete all types of delivery locations. It is possible to filter delivery locations by location type or organization: Or use the table filters: Create a delivery location Click on the icon In the "Details" area, enter the mandatory information (Reference, label, company ...

The unreferenced locations log allows you to highlight delivery locations that have no associated reference. After selecting the desired filters, the table, thanks to the "Error" column, allows you to know the reason: The place has no associated strata (globally or by brand); The point of sale sign does not have an SFA reference. Click on the locati...

SFA: contextual fields The information from the contextual fields (brand, brand/period, circuit, circuit/period) is now displayed in the details of a product during the survey, on the sales plan or the order form. Visit/multi-company In the tour, the company filter now only contains companies to which the user is linked. Direct Orders Widget The new...

The "Watch validation" menu allows you to validate or reject watches sent by users who are not validators. Select Watches using the checkboxes in the table, then use the action buttons to accept or decline them. Then click on to record acceptances/rejections. It is also possible to download the Watches before validating them. A .zip file will then b...

Summary : General presentation Manage your schedule & routing Shared agenda & delegation Calendar sharing Thanks to the button it is possible to consult the agenda of hierarchically attached users (for example, a DR will be able to automatically consult the agenda of his CS and promoters) or of users whose agenda has been shared (for example...

Managing visit synchronization If for some reason it is not possible to synchronize a visit, eCOS ® is no longer blocked. The visit will be kept in the browser cache and an indicator will indicate that the synchronization of this visit has failed: The unsynchronized visit then appears in the visit basket: As a last resort, it is possible to delete t...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Deviation tab allows you to see the number of products that have left or entered (by categories and specificities) in the store's assortment compared to the last visit. Clicking on one of the numbers gives you a list of produc...

When you create a new category, you must add it to the organization, role, or user restrictions. For example, the following categories exist: CATEGORY A CATEGORY B CATEGORY C The organizations are therefore attached to these 3 categories. If you create a new category “CATEGORY D”, it is not automatically attached. You must therefore go to the organi...

This reporting allows you to analyze the weight and turnover ordered/delivered by company and categories, according to the filters you select. Select at least one company and one base period to display the data: Table Features Table and Menu Features Menu filters Each back office reporting has filters located above the table of ea... Menu filters Ea...

Choose the products List of products To place an order, go to the “My orders” menu, then “Product catalog”. By default, all material, animation, merch and rent products are displayed under the All tab. Products are sorted by last modification date. A border frames each product with the general eCOS ® color code. It allows you to know which process t...

Consult the organizations To view an organization, use the organization tree on the left of the screen. You can also expand or collapse all your organizations using the buttons or use the search bar to quickly find an organization. Click on the label of an organization to open its detailed file and thus be able to modify it. Edit an organization Onc...

SFA Promotions pop-up: published products The promotions pop-up contains a “Published” column to know which products are published or not. Product catalog: concept of stock for finished products In the Product Catalog, the “In stock” concept has been removed for finished products. Customer sheet In the customer files, the delivery days and logistics...

Delivery location group is an attribute of delivery locations. Create a delivery location group Click on , then enter the label for the delivery location group. Click on to save the creation. Edit a delivery location group In the "delivery location group" menu, simply click on the delivery location group to modify. It is then possible to modify the ...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Point of Sale Status tab allows you to analyze, compared to the previous visit, the KPIs included in the SPS or outside the SPS, as well as the KPIs by category or specificity. It is also possible to see the list of products o...

The "Objective planning" menu allows you to view the list of objectives in the form of a schedule, and to modify their prioritization. By clicking on an objective, it is possible to modify its prioritization using the buttons then saving....

General Roadmap: period filter The "Period" and "Comparison periods" filters are replaced by a single filter allowing you to select the period (current or future) and the comparison periods. NB: The maximum period parameter is only taken into account for comparison periods. Import: case sensitivity To make importing data easier, the import menu is n...

KPI Management For each KPI, indicate whether it is enabled or not (1). Then set the P0. If the P0 is not set, the "Year Start Date" option (global to the entire platform) is taken into account (2). Finally, indicate the tolerance percentage (3). If the target is 95 and the tolerance is 5%, the KPI will be red between 0 and 90 , orange between 90 an...

Associated back-office release. Shopping Cart: Duplicate Order Warning When creating an order, and depending on the back office settings, you may be warned that the order appears to be a duplicate. Logout and SSO If you use SSO to log in to eCOS ®, you will now be redirected to your personalized login page after a logout or application update. Sales...

Stop Silverlight Following the discontinuation of the Silverlight version of eCOS ®, the button to access it has been removed from the portal. Rent Graphic design If the selected product is attached to graphic skins, you can select a graphic skin when creating the order. Order without end date If the option is enabled on the medium, it is now possib...

Delegation When a user accesses another user's account via delegation, the Home menu is now present. Survey: photos of the shelves When a user takes a photo in the statement, the photos are renamed [Company name]_[Category]_[BEFORE or AFTER]_[Date].[Extension]. Synchronization with Outlook If enabled, you can synchronize your eCOS ® and Outlook cale...

This menu aims to monitor supplies in the warehouses of the different brands. To display warehouse data, you must first select one or more periods, one or more brands and a category. Signs Only brands with at least one attached warehouse are displayed in the menu. For each item, the following data can be viewed and modified: First supply : correspon...

Create a category To create a new level 1 category, right-click on "Select All", then on "New": Enter the name of the category, then click "OK": To create a category of another level, right-click on the top category, then click "New". Fill in the name of the category, then click "OK". Click on to save the creation. Edit a category In the "Categories...

Externis network relies on the Microsoft AZURE Cloud Services. Externis is a partner of Microsoft and use the Azure Cloud Services to host web sites, databases, and data. Specific documentation on the MS Azure Services may be requested to the Externis IT Services. ecos2.externis.com is the production URL to eCOS® access....

The "Campaigns" menu allows you to create campaigns concerning advertising and promotional means and/or promotional campaigns. Create an advertising and promotional campaign Click the button , then enter the campaign label, as well as the campaign and in-store operation dates. You can also enter a description and link the campaign to a highlight . P...

The EAN switch allows you to change the EAN of a product automatically, on a given date. The product sheet remains the same as well as the attached referencing data, only the current EAN field is modified. Global EAN Switch In the “Codification” block, when the current EAN is entered and a first save takes place, the “Future EAN” and “Future EAN Dat...

Reportings The long list of reports under the "Analysis" menu gives way to a page summarizing all the reports by theme: Direct Order Widgets The back office home screen features widgets summarizing the number of direct orders to be transmitted or awaiting validation. Direct orders KPI It is possible to enter objectives by organization and category f...

General The “DN & DV circuits” reporting allows you to compare the reference data (Obj, Acc, Att, Obj circuit) and the panel & CRM data at the circuit level, and go down to the level of the brands making up a circuit. To view reporting information, select at least: A period or flash; One or more signs/one or more circuits; One or more catego...

Choose the products List of products To create a return, go to the “My orders” menu, then “Product returns”. In the filters, select a company in the “Classifications” area as well as a delivery location. The products are sorted according to the order entered in the catalog configured in the back office. By default, the view is in thumbnail mode. To ...

Manage SEO The “Referencing” menu allows you to manage the referencing of products by brand. To display the data attached to a brand, you must first select at least a period, a brand and a category. List of articles Only published products, with a reference prioritization and which are not in "Deletion" status are displayed in this menu. If the Asso...

General Refreshing the application On Android, the back button and the pull down action no longer refresh the app, and therefore no longer redirect to the login portal. Order: drafts After adding products to the cart, you can create a draft and give it a name. A new menu then appears in “My orders” to create orders from a draft. Drafts remain availa...

The Objectives menu allows you to view the different objectives (which are not linked to KPIs) in chronological form. Use the filters to refine the promotions displayed according to brands, highlights or categories. The list of objectives appears by brand. The objectives are prioritized according to their degree of importance (1 being the most impor...

General Access to online help Find a new quick access button to online help at the bottom left of your screen. The search bar allows you to quickly find an answer to your questions, while the “Online Help” button (1) redirects you to the online help. You can also access our JIRA ticketing tool directly from the “Contact Us” button (2). DN/DV: automa...

Summary : General presentation Manage your schedule & routing Shared agenda & delegation 1. Filters allow you to filter the Preplanning (3) and My POS (2) lists. It is possible to filter by brand, circuit, type of location, group and channel. It is also possible to filter POS that have not reached a KPI using the “KPI not reached” filter, PO...

The Deferred to process menu allows you to cancel or postpone the delivery of orders that are in "Deferred" status (following an order on replenishment stock) and which should have been transmitted (i.e. whose delivery date - the logistics deadline is less than the current date). Select commands using the check boxes in the table, then use the butto...

Email Use Policy E-mail is recognized as an important communication tool for Externis users. This document details standards for the secure use of Internet facilities. Conditions governing use of Externis E-mail facilities All users must adhere to the following when using Externis E-mail facilities: Users are expected to act ethically and responsibl...

The “ESR Stock” menu allows you to monitor and analyze the stock of the different ESRs. To do this, select an ESR (or all ESRs) in the tree on the left (you can also uncheck users by ESR). The side panel then displays all the stocks concerning the selected ESRs (by default, sold-out products are not displayed). Use filters to refine lines by product...

The drive log allows you to track the movements that have taken place on an ESR. To do this, choose a period or start/end dates in the filters, then click on an ESR. The side panel then displays all the orders (from the central warehouse to the ESR), the destruction requests and the central stock return that were made for the selected ESR. Table Fea...

Network Security Policy The Externis IT network consists of an interconnection of networked devices. These include computers, printer’s network cables and other networking equipment. Externis depends heavily upon its IT network for research, development and administrative activities. It is essential that the stability, integrity and security of the ...

Auto login Enjoy a simplified login experience, without having to re-enter your credentials every time you use our app. To activate this feature, your eCOS ® administrator simply needs to contact the support service....

Classifications For users attached to the SFA process, it is possible to attach a product to a classification in order to use multi-company. If the company is configured in the back office, then the attachment of a product to a classification is mandatory. Roadmap: number of stores The "Number of stores" columns are now available when comparison per...

In the “Roadmap” menu, after displaying the table, select one or more product(s) using the check marks to the left of the table, then click on (visible if permission is enabled for the user role). A new pop-up is displayed: On the first line, the number of products affected by the copy is indicated. The “Signs” filter contains the signs for which th...

Create a questionnaire Click the button , then fill in the label, publication period and publication. You can also fill in a description. Questions There are 11 different question types. To create a question, drag the type you are interested in from left to right. Once the question is added, click on it to open the "Question Details": Enter the ques...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence In this step, you can find the potential of the point of sale (€201,567), as well as the turnover achieved (€1,972.62), and other indicators. By default, the indicators are calculated from the last 6 months, but it is also possibl...

The "Product" menu allows you to manage advertising and promotional products (material, merch, animation and rent). The screen shows the different means and the associated process, as well as the number of products attached to the different means. The filter allows you to search for a product via its reference or its label. After clicking on a metho...

Clusters are groups of delivery locations created based on delivery location criteria. They allow you to manage SFA KPIs. Below the cluster list, a graph shows the number of delivery locations per cluster, as well as the number of locations without clusters. After clicking on a cluster, it is possible to modify the label, as well as the criteria. A ...

New features of tables It is now possible to sort multiple columns without holding the CTRL key. The first click on a column header sorts ascending, the second click sorts descending, the third click cancels the sort. In reports 1 and 3, after unfolding the columns, the Excel export will contain grouped columns allowing them to be folded/unfolded in...

The "Furniture Types" menu allows you to create linear furniture that is available in the lineometer or additional product layout furniture. Create a piece of furniture Click the button Then enter a label, the width (in cm), the number of shelves and whether it is a “Default”, “Floor” or “Product” piece of furniture before saving. The “Default” type...

The Purge menu allows you to analyze the remaining space available for documents, and delete documents. Remaining place The pie chart at the top left of the menu lets you know how much space is left available for files. Below, the storage occupied by the documents is indicated in Mb, as well as the storage limit. Delete files After selecting a folde...

Preparation for visit Visit preparation is performed when the scheduled visit start time is more than 30 minutes away. It allows you to access the Point of Sale Location and Preparation steps in order to have all the necessary information about the store and prepare the visit before execution. Start a tour It is possible to start a tour 30 minutes b...

View files/documents To view files, go to “My Documents”, then “Folders”. Different tabs are then available: All: allows you to view the complete tree structure of files and documents; Document: list of documents accessible online to the user; Recent: list of documents that have been added in the last 15 days; Subscriptions: list of documents that a...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence General presentation Products are grouped by category. Each category is represented in a fold-out area. The category stratum is indicated in front of the category label, as well as the number of products contained in this category...

The Product Analysis reporting allows you to analyze the KPIs of up to 5 products. For each product, you obtain the location of the visit as well as the various elements noted on the product (DN, presence/absence/out of stock, whether it was in picking, how many facings, the store price noted, the quality of implantation and all the additional field...

After bringing up the “Roadmap” menu table, select the products on which you want to make the same changes using the check boxes to the left of the table, then click the button : The input help pop-up is displayed. Enter the data to be modified in the relevant fields: In this example, the 7 products selected for AUCHAN in 2022 will have a first stor...

eCOS ® Sales is regularly updated to provide new features or correct anomalies. When you log in, if a new update is available, it will be automatically downloaded and installed. A pop will alert you of the actions in progress. Simply wait for the download to complete and log back in. If you are already logged in, you can click on the version number ...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Promos stage allows: to indicate the negotiated quantities when the promotion is in negotiation period; note the volumes at the point of sale when the promotion is in store. The button takes the user back to the promo schedule...

Track material, merch, animation and rent orders To track material, merch, animation and rent orders, go to “Order Tracking”. By default, the “All” tab shows commands for all processes. Switch tabs to view different information in the table. Use the different filters (the “Status” filter is only available after selecting a process in the tabs) and/o...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The questionnaire step allows you to answer questions set by the administrator. It is possible to have multiple surveys, and each survey can contain multiple questions. In front of each survey, a color code is available: Red : Non...

It is possible to schedule deliveries to delivery locations by creating waves. For example, a wave every Wednesday on the boxes will allow shipments to be pooled to reduce logistics costs. Create a wave Click on , then enter a label in the “Details” area. Dates Enter the dates of the different waves: By selecting a date and then clicking on “Add”: B...

Companies are useful for multi-company platforms, or to manage direct ordering. Create a company To create a company, click on . In the "Details" section, fill in the required fields. Info Indicate which ERP logistician is attached to your company as well as the currency. Enter the postage, postage type (value, weight or quantity) and whether it is ...

Calculation details Sell out Current turnover: (sum of sales values since the start of the simulation) + If DV Current Strata > 0, (average of sales values since the start of the simulation / panel period x number of days between the last date of last value data and the date of movement of the product), otherwise 0 + (average of sales values foll...

This reporting allows you to display all delivery locations/points of sale according to the filters you select (organizations, type of location, brands, distribution channel and circuits). Limit If your search, after applying the filters, exceeds 60,000 rows, the table will not be displayed. Use the button to add the organizations to the table, then...

INTRODUCTION Externis Group has an obligation to abide by all French legislation and relevant legislation of the European Community. All users of the Externis Group Information Systems must ensure that they are fully aware of and understand any of the relevant legislation, which applies to IT systems or data, assigned to them.  This Guideline is not...

General Access to online help Find a new quick access button to online help at the bottom left of your screen.The search bar allows you to quickly find an answer to your questions, while the “Online Help” button (1) redirects you to the online help. You can also access our JIRA ticketing tool directly from the “Contact Us” button (2). Search bar The...

General View & Share System The view system has been completely reworked, allowing us to add a long-awaited feature: view sharing. Easily share your view with users or roles so everyone has the same view of a menu. The owner of the view remains the only person able to modify it. But users to whom it is shared can save it to their account and the...

General The “Sign Compilation” reporting allows you to compare one or more signs based on referencing information (Obj, Acc, Att) and Panel and CRM data. To view reporting information, select at least: A period or flash; One or more signs; One or more category(ies). The “Sign Compilation” reporting allows you to view global, sign and sign/period inf...

The inventory journal allows you to analyze the inventory status of process material products. It is possible to filter products by categories or logistician (by default, the first logistician created in the platform is selected): You can also enable alerts (and change the number of days which is 180 by default). This will highlight in red the produ...

Location types group together locations of the same type and with the same rules. There are 6 default delivery location types on eCOS ®: Address entered Store Residence ESR BOX Overnight stays Prospects Create a delivery location type Click on the icon Enter a label (which will be visible in the rest of the application) and a reference (used for dat...

Remote Access Policy The purpose of this policy is to define standards for connecting to the Externis Network from a Computer or other device located outside of the Externis network. This policy is designed to minimize the potential exposure to Externis from risks associated with remote access connections by ensuring only secure methods are used to ...

This reporting allows you to analyze the investments made by material, animation, merch and rent orders. Select at least one base period and report data (i.e. the analysis axis): Selecting a comparison period allows you to compare one period to another. The “Ratio vs total investment” corresponds to the investment of a point of sale/the total invest...

Choose the products List of products To place a direct order, go to the “My orders” menu, then “Product catalog”. In the filters, select a company in the “Classifications” area as well as a delivery location. The products are sorted according to the order entered in the catalog configured in the back office . By default, the view is in thumbnail mod...

Create a sign To create a sign, click on the button . In the “Details” area, enter the name of the brand (mandatory) and its code (optional). If this is a brand, do not select a parent brand. If this is a sub-brand, select the parent brand to which it will be attached. Attachment to a parent brand Once the brand has been created, it is no longer pos...

Software Security Policy Software is widely used by Externis to process, manipulate and store data owned by Externis. It is essential that all software meet minimum-security standards to ensure the integrity and security of Externis data. This policy applies to all Externis employees or third parties who purchase or develop software that is used on ...

Create a role To create a role, click the button , then enter a label (mandatory, this is the name you give to the role. It is used in all screens) and a description (optional). Finally, click on the button to save the creation. Users After the first backup, no user is attached to the newly created role. But on another role, it is possible to find t...

The agreement copy allows you to copy the data from the "Nv acc" column of a brand to one or more other brands, quickly creating a new agreement. To do this: 1/ After selecting a brand, an agreement and applying the filters, select the products concerned, then click on "Copy agreement" : 2/ The agreement management pop-up opens. Enter the wording of...

SEO Copy of agreement It is now possible to copy Nv Acc data from one brand to another brand in the same agreement . It is also possible to copy the Nv Acc data from a parent brand to its daughter brands. Associate a stratum with categories In the back office, you can associate categories with a stratum: If a stratum is not associated with any categ...

The "LAC Tracking" allows you to view orders and export them to Excel, and to delete a distribution or modify its delivery dates. View orders Use the filter section to refine your search. More filters can be displayed by clicking on . Then click on to display the selection in table form. The button allows you to export the table of each process to E...

The Sales Plan Templates menu allows you to create different sales plans (which are then configured in the Template Configuration or Companies menu) and to manage the list of “Not orderable” reasons. Non-orderable management When editing a sales plan in the front office, users can indicate whether the product is not orderable, and why it is not orde...

The “Template configuration” menu allows you to configure a statement template and a sales plan according to a distribution circuit / type of delivery location / circuit combination. Create a setting Select at least one distribution channel and one location type (the circuit is optional) then click on Duplicates If the combination distribution circu...

The “Actual vs. Negotiated Diffusion” reporting allows you to compare negotiated listings (Acc) with the diffusion levels observed by the Panel and the CRM. To view reporting information, select at least: A sign; One or more category(ies). The “Sign compilation” reporting allows you to view global information, sign and sign/period, as well as global...

Accept/Reject an order To accept/refuse a material, animation, merch or rent order (direct orders must be managed from the back office), go to either the “Order tracking” menu or the “Order validation” menu, then click on an order number to open the detail pop-up. In the action buttons, click “Accept” or “Reject”: In the following pop-up, you can pu...

Install eCOS ® on iOS (Safari) Enter the link https://m.ecos2.externis.com on the browser; Open the iOS share menu ; Select “On Home Screen”; It is possible to change the name of the shortcut; Press “Add”. Install eCOS ® on Android (Chrome): Enter the link https://m.ecos2.externis.com on the browser; Open the browser settings menu; Select “Add to Ho...

Quota reporting allows you to analyze quota consumption. Use the filters to search for a quota by status, means or campaigns. If the "Cumulative" button is active, the quotas of the organization and its child organizations are added together. If the "Cumulative" button is not active, only the quotas attached to the organization are displayed. By cli...

Create a simulation In the “Simulation” filter, select “New simulation”. In the pop-up: Label: name of the simulation; Start date: start of the simulation; End date: end of the simulation; Diffusion coefficient: allows the different calculations to be weighted (the coefficient is repeated on each product line); Take into account data: real (only rea...

Create a warehouse To create a warehouse, click on . In the "Details" area, enter the label (mandatory), the warehouse code (optional) and the number of stores (optional). In the "Sign" tab, enter the signs that are attached to the selected warehouse by moving them to the table on the right. You can also change the attachment of warehouses to brands...

Calculator allows you to create custom columns that include a calculation. Create a column Click the button located in the menu filters or on the button in the column settings: The Calculator pop-up opens. The first tab allows you to create a column: Enter the name of the column that will be created; Use the calculator and fields on the right to cre...

Malware/Virus and Spam and Phishing Policy. Computer malware can impact productivity, incur financial costs and can result in the compromise or loss of data and reputation.  Viruses can originate from a range of sources, spread rapidly, and require a comprehensive approach to ensure the risk they pose is effectively managed. This comprehensive appro...

General presentation The My Customers menu allows a user to view all the delivery locations that are attached to them, or that are attached to hierarchically lower organizations (for example, a CS only sees its delivery locations, while a DR will see all the delivery locations of the CSs that are attached to them), and to view the data. By default, ...

Create a user To create a user, click on . In the "Details" section, fill in the required fields (name, first name, email address, language and username). It is also possible to enter the user's password or send them an invitation email by clicking on E-mail The user's email must be unique. That is, no two users can have the same email address. Acce...

This reporting allows you to analyze the KPIs linked to direct orders according to the filters you select (brands and categories). Select a base period or even a comparison period, as well as a KPI from the list and report data (i.e. the analysis axis): This way you can analyze the value of the KPI and compare it to the objective. The “%achieved” co...

The questionnaires report allows you to analyze the responses to questions asked during visits. To analyze a questionnaire, click on the button to unfold it (1) and access the list of questions that compose it. Then use the check box (2) to see the answers to the question in the table at the bottom of the page (3): You can collapse any of the tables...

In the “Roadmap” menu, after displaying the table, select one or more product(s) using the check marks to the left of the table, then click on (visible if permission is enabled for user role). A new pop-up appears: On the first line, the number of products affected by the copy is indicated. The “Circuits” filter contains all the circuits on the plat...

Summary : General presentation of the home page eCOS ® Sales Widgets eCOS ® SFA Widgets eCOS ® Doc Widgets Editorial Internal editorial, the content of which is managed by headquarters or a DR to disseminate the latest information. The Global Edit tab corresponds to the editorial available to all field users, while the Edit tab corresponds to an edi...

Flashing allows you to take a photo at a date of the reference data. For a product in a store, the data saved for Obj, Acc and Att are: The name of the stratum(s); The DN weights of the stratum(s); The DV weights of the stratum(s); The comment. This allows you to consult the referencing on a given date. Even if the label or the DN/DV weights of the ...

The BO order allows you to place orders for one or more users on different products. Manage Orders In the "In Progress" tab, you will find orders that are in "Draft" or "To be generated" status. It is then possible to continue the order, cancel it or duplicate it. In the "Completed" tab, you will find the orders that have been generated. It is possi...

Summary : Location of the point of sale Preparation Statement Sales plan Quiz Promos Watch Orders Returns Analysis Fence The Current Visit Comment tab allows you to enter a comment that will be displayed in the header of the next visit. It is also possible to indicate whether a contact was encountered during the visit to the POS , then selecting the...

The excluded days correspond to public holidays and make it possible to not authorize the delivery of orders or the provision of services, and to prohibit the placing of CL type visits for SFA, for the configured days. Setting the days Click the button , a pop-up opens: It is then possible, for each day of the week, to indicate whether it is a worki...

Synchronization with Outlook works in both directions: eCOS ® to Outlook: a new calendar is automatically created in Outlook and is named eCOS -[Platform name]-[Identifier] Outlook to eCOS ®: Events from your Outlook calendar can be displayed in the eCOS ® calendar Enable Outlook synchronization In the front office, go to your account settings, then...

The Fax Log allows you to more accurately track the status of FAXes that are sent for Event and Merch process orders. To open the details of a fax, click on a line: It is then possible to consult the status of the FAX by stages (creation, sending, reception, failure), and to download the FAX by clicking on the button...

General presentation The promo plan allows you to view the different promotions in chronological order. Use the filters to refine the promotions displayed according to brands, highlights or categories. Clicking on the promotion label opens the details pop-up and gives you access to the description, the different dates and the products that make it u...

Simulation Simulate your assortment plans in sell in or sell out to analyze the impact on value, volume, profitability, DN and DV. Create multiple scenarios and then compare them to determine the best hypothesis. Then analyze the impact of the different scenarios on a circuit using reporting 3. Import EAN/Future customer code It is possible to impor...

Summary : General presentation of the home page eCOS ® Sales Widgets eCOS ® SFA Widgets eCOS ® Doc Widgets Editorial Internal editorial, the content of which is managed by headquarters or a DR to disseminate the latest information. The Global Edit tab corresponds to the editorial available to all field users, while the Edit tab corresponds to an edi...

eCOS Data Backup eCOS applications are hosted on the Microsoft Azure Cloud in France and customer data is stored in dedicated databases. The backup policies are implemented using Microsoft Azure services: Azure SQL Built-in automated backups, Azure SQL Point in Time Restore, Azure Backup and Azure Recovery Vault. All backup data is stored using Geo-...

Direct order Direct ordering allows you to order finished products from eCOS ®. In the product catalog, after choosing a company and a point of sale, it is possible to add finished products (paid or free) to the cart. It is also possible to create returns/destructions for products in a point of sale. Direct order tracking allows you to track the pro...

The "Survey Templates" menu allows you to configure different types of surveys which are then part of a combination in the template configurations . Create a visit report configuration Click the button then enter a label. Product information Slide from left to right the information about the products that users will be able to view in the front offi...

Menu filters Each back office reporting has filters located above the table of each menu: Open state It is possible to close the filter bar by clicking on the black arrow . This saves space to display more rows of the table: (Closed state) By default, the 'Apply' button is grayed out. It becomes active when the necessary fields are filled in. The 'C...

The Detailed KPI Analysis reporting allows you to analyze the KPIs Holding Rate, Linear Share and Breakage Rate (as well as personalized KPIs based on these KPIs) by taking into account the most detailed data for each (unlike the Visit KPI reporting which takes as its source the KPIs calculated at the survey category level). The store data is that o...

Summary : General presentation of the home page eCOS ® Sales Widgets eCOS ® SFA Widgets eCOS ® Doc Widgets My perimeter If there are visits on the selected day, the widget displays the user's home as well as the points of sale that are planned for the day. If there are no visits on the selected day, the widget displays the entire user perimeter. Rep...

Flashing allows you to take a photo on a date of the reference data ( more information ). The flashing schedule allows you to set in advance on which dates the flashes will be automatically carried out. Create a flash To create a flash, click on . In the “Details” area, enter the flash label. In the "Dates" tab, add a new date by clicking on , selec...