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 management rules.
Material Settings
| Validation - Deadline (d) | Indicates the number of days before the shipping date that an email reminder will be sent to validating users. |
| Mandatory attachment | Yes = attachment 1 will be mandatory to finalize the order No = attachments are not required to complete the order |
Merch Settings
| Allow comment | Allows to display the comment field when ordering |
| Validation - Deadline (d) | Indicates the number of days before the shipping date that an email reminder will be sent to validating users. |
| Mandatory attachment | Yes = attachment 1 will be mandatory to finalize the order No = attachments are not required to complete the order |
| Contact | Yes = it is mandatory to provide a store contact when ordering No = it is not mandatory, but possible, to provide a store contact when ordering |
| Subdivision | Choice of number of minutes (15, 30 or full hours) |
| Category Level | Choice of categories that will be displayed in the order form |
| Distribution assistance | Allows you to activate the distribution assistance |
| Assessment | Allows you to enable the evaluation |
| Observation | Allows you to activate the report |
Event Parameters
| Allow comment | Allows to display the comment field when ordering |
| Validation - Deadline (d) | Indicates the number of days before the shipping date that an email reminder will be sent to validating users. |
| Mandatory attachment | Yes = attachment 1 will be mandatory to finalize the order No = attachments are not required to complete the order |
| Contact | Yes = it is mandatory to provide a store contact when ordering No = it is not mandatory, but possible, to provide a store contact when ordering |
| Unit | Unit of performance of services. The figure provided will allocate as many quotas for a service |
| Category Level | Choice of categories that will be displayed in the order form |
| Hours of service | Allows you to display and enter service hours when ordering |
| Assessment | Enables evaluation |
| Observation | Allows you to activate the report |
Rent Settings
| Allow comment | Allows to display the comment field when ordering |
| Validation - Deadline (d) | Indicates the number of days before the shipping date that an email reminder will be sent to validating users. |
| Mandatory attachment | Yes = attachment 1 will be mandatory to finalize the order No = attachments are not required to complete the order |
| Contact | Yes = it is mandatory to provide a store contact when ordering No = it is not mandatory, but possible, to provide a store contact when ordering |
| Serial number | Allows you to activate serial numbers (which will be sent by service providers) |
| Category Level | Choice of categories that will be displayed in the order form |
| Product price | Allows you to apply a price to the product |
| Period rate | Allows you to apply a rate to the rental period (number of days) ( to be configured on the service provider ) |
| Delivery rate | Allows you to apply a delivery rate ( to be configured on the service provider ) |
| Resumption rate | Allows you to apply a recovery rate ( to be configured on the service provider ) |
| Extension/early resumption | Allows you to enable early extension/resumption |
| Long term rental | Allows you to create requests without an end date |
| Enable transfer between POS | Allows you to transfer a piece of furniture from one point of sale to another |
| Group the covers/extensions | LAC rents that have the same grouping number will have the same date when requesting an extension/early resumption |
| Assessment | Enables evaluation |
| Observation | Allows you to activate the report |
SFA Settings
| Visiting position | Enables or disables geolocation functions |
| KPI 1 | Choice of KPI #1 in the “My customers” menu of the front office or in the “Delivery locations” menu of the back office. |
| KPI 2 | Choice of KPI #2 in the “My customers” menu of the front office or in the “Delivery locations” menu of the back office. |
| KPI 3 | Choice of KPI #3 in the “My customers” menu of the front office or in the “Delivery locations” menu of the back office. |
| Salesforce | URL link to your Salesforce app. Enables the icon in the user portal when a URL is entered |
| Store stratum change validation | Enables validation for store stratum changes |
| Store period | Promo planning > default number of days for the "Store period" bar |
| Negotiation period. | Promo planning > default number of days for the "Negotiation period" bar |
| Legislation - Time between two visits (in min) | Minimum time between two visits in minutes |
| Legislation - Morning start time 1 | Early morning availability |
| Legislation - End time morning 1 | End of morning availability |
| Legislation - Start time afternoon 1 | Early afternoon availability |
| Legislation - End time afternoon 1 | End of afternoon availability |
| Legislation - Maximum working time over 24 hours | Maximum number of visiting hours in a day |
| Legislation - Mandatory rest time | Number of hours of compulsory rest between the last visit of D and the first visit of D+1 in number of hours |
| Legislation - Calculation method 2 | Cumulative (sum of visit durations) or amplitude (number of hours between the start of the first visit and the end of the last visit) |
| Legislation - Default visit duration (in minutes) | Default duration of a visit in minutes The default duration of a visit can be refined by distribution channel |
| Allow only one visit in progress | No = user can start multiple visits to different stores Yes = user can only have one current visit |
| Routing - Active | Enables routing calculation on users' calendar |
| Routing - Towards 1st appointment | Enables the calculation of the routing between the starting point (home or overnight stay) and the first appointment |
| Routing - After the last appointment | Enables the calculation of the routing between the last appointment and the arrival point (home or overnight stay) |
| Routing - Allowed margin (min) | Adds a tolerance margin to the maximum number of working hours over 24 hours |
| Visit counter - Blocking | If the target number of visits is reached, it is no longer possible to place visits on the POS |
| Validation of change of location type | Enables validation of location type changes for prospects |
| An "OUT" product goes into "PICKING" | If a product was present or out of stock at the previous check, and it is no longer in the POS assortment during the new visit, it is automatically kept as picking. |
1 = Start/End times:
By default, the front office calendar is grayed out. The white slots are set using the Morning start time/Morning end time/Afternoon start time/Afternoon end time settings.
2 = Working time (cumulative or amplitude):
Service providers/logisticians
Allows you to attach service providers (entertainment, merchandising or furniture rental) or logisticians to the method. Once the service providers/logistics have been selected, they will be selectable on the product item sheets.
Execution
Allows you to indicate on which types of days (working, business or excluded) service requests (entertainment, merchandising, furniture rental) are possible.
For SFA, days that are not checked will be grayed out in the calendar.
Stratum change validation
After enabling the stratum change validation option, this tab allows you to determine which users can validate stratum changes.
You must then select an organization level and roles. Users who are part of the selected organization level or higher organization levels, as well as users who are part of the selected organization level and who are attached to a role set up for validation, will be able to validate stratum changes and receive emails and alerts.
Delivery location type
Allows you to specify the types of delivery locations to which the products of the method can be linked.
Distribution assistance
This tab, only for the Merch process, allows you to create matrices for merchandiser orders.
Activities
This tab, only for the Merch process, allows you to attach activities to the products of the means. For example, reimplementation, OP assembly, etc.
Users
List of users who have access to the medium.
Impact of changes
Contact the support service for a study of the impacts of each modification.