Model Configuration

Written By Admin FAQ (Super Administrator)

Updated at September 9th, 2024

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 circuit / type of delivery location / circuit already exists, the addition will not be carried out.

The row is added to the table. Then select a statement template and sales plan template for this combination. Then click

In this example, visits made to a point of sale linked to the distribution channel "RETAIL" and location type "Store" will use the statement template "GMS" and the sales plan "In Progress".

Change a setting

Click in the cell in the “Statement Templates” or “Sales Plan Templates” column that you want to modify to open the list of choices:

Delete a setting

Select the setting using the checkbox, click , then on to save the deletion.

Externis, Externis, publisher of eCOS® Blue Eagle, the first SaaS suite dedicated to retail execution for players in the retail ecosystem (brands, distributors, wholesalers, etc.), across all distribution channels.

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