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, the menu is filtered on the location type 'Stores', but it is possible to filter by other attributes (brand, circuits, location type, group, channel, freshness, unmet KPIs, date of last direct order and departments). The number of filtered delivery locations is then displayed

The result of the filters is visible in the vertical bar on the left. Each gray rectangle represents a delivery location and gives the information of company name, address 1, postal code, city. It is also possible to find delivery locations using the search bar located above the list of addresses.

The right side of the page corresponds to the delivery location details. It is possible to display the delivery location sheet in full page by pressing the button and reduce it to its initial state by pressing the button .

In the header, you will find the address of the point of sale as well as the contact, the telephone number 1, fax 1 and the potential. For SFA users, the dates of last visit, last statement and next visit are also indicated, as well as the 3 KPIs set by the administrator. You can also modify the point of sale comment:

The screen is then divided into several tabs:

Information

Set of delivery location attributes: location type, SIRET number, seasonality, distribution channel, circuit, brand, group and other additional fields created for the needs of the platform.

Location

Google Map of the delivery location.

	Represents the stores that are planned for the day.
	Represents stores that are not scheduled for the day.
	Represents prospect type PDVs
	Represents entered addresses
	Represents the boxes
	Represents the home
	Represents overnight stays (hotels)

Clicking on the home, point of sale or any other type of location opens the pop-up:

It allows you to access the store's detailed file , to see the route from your position to the store , to call the store via phone 1 , to create a visit by automatically selecting the next available slot , to create a tour by letting you choose the times or send the route to Google Maps

Preferences (SFA)

Allows you to indicate the preferential visiting hours for a point of sale:

The times will be taken into account to automatically place visits from the promo schedule, as well as for planning visits in the calendar.

Timetable (SFA)

Allows you to indicate the opening hours of the point of sale:

Contact

List of contacts for the delivery location.

The button allows you to create a new contact linked to the delivery location by indicating the title, name, first name, role of the contact (list determined in the back office), email, telephone, sector (list determined in the back office) and the categories to which the contact is linked.
It is also possible to edit a previously created contact with the button or delete it .

Documents

List of documents concerning the point of sale. The documents are configured from the back office directlyat the point of sale , or on the brand .

Investment

In this tab, the user finds the potential of the point of sale (€36,200), the investments made there (€2,608.46) and the index (688: based on the same calculation as the 'My investments' widget ).
By default, investments are calculated from the last 6 months, but it is also possible to change the time frame to 1 month, 3 months or 1 year, allowing you to update the breakdown by means in the table and graph.

CA tracking. (SFA)

In this tab, you can find the potential of the point of sale (€201,567), as well as the turnover achieved (€12,400), and other indicators.

By default, the turnover is calculated from the last 6 months, but it is also possible to change the time frame to 1 month, 3 months or 1 year, allowing you to update the breakdown by company in the table and graph.

Use the buttons to view the history of past orders for the point of sale or to create a new order.

Returns tracking

In this tab, you can find the potential of the point of sale, as well as the total amount of returns made, and other indicators.

By default, the turnover is calculated from the last 6 months, but it is also possible to change the time frame to 1 month, 3 months or 1 year, allowing you to update the breakdown by company in the table and graph.

Use the buttons to view the return history for the point of sale or to create a new return order.

KPI (SFA)

The KPI tab allows you to analyze the KPIs included in the SPS or outside the SPS, as well as the KPIs by categories or specificities. It is also possible to see the list of products out of stock or missing during the last visit or the price alerts (product price recorded different from the product price indicated by the administrator).

Management (SFA)

The Management tab allows you to know which organizations/users a point of sale is attached to, and to manage the strata by category and the store stratum:

Clicking on an organization/user label takes you to that user's calendar (if you have access to it).

In "Visit V-1", the category stratum at the time of the last visit, the number of products missing and out of stock as well as the number of products present/the total number of products are indicated.
In Current, the user can, if the administrator has authorized it, change the stratum of one or more categories. If validation is enabled, an administrator will then have to validate the stratum change, and the stratum will be displayed in orange until validation has taken place. If validation is not enabled, the change takes place immediately. In all cases, it will be necessary to provide at least one comment, and you can also attach a photo to the stratum change.

To edit multiple layers at once, use the check boxes, as well as the list in the table header.

History (SFA)

List of the last 3 visits made on the POS (in disconnected mode, the last 3 visits with readings are displayed):

The icon indicates that a survey was carried out on the corresponding visit.
Clicking on the date opens the visit in consultation mode.

Manage addresses

Create an address

If you have the associated rights, you can create an entered address, a prospect or an overnight stay directly from the My clients menu.

Click on the “New Address” button, located above the search bar, then select the type of place to create:

The pop-up that opens shows the existing locations for the selected location type (1). Click on (2), then fill in the necessary information to create the new address.

Edit/delete an address

When you select a location that is one of the Address entered, Overnight stay or Prospect types, you can delete the location by clicking on the button or modify your information by clicking on :

Change a prospect into a customer

You can change a location from a prospect type to another type. To do this, select the prospect you want to change, then click . Then select the new location type and click “Save”.

Depending on the platform settings, the type change may be subject to validation . Administrators must then validate the type changes in the back office .