Knowledge Base Articles
How to Easily Update your Must Stock List
This guide will walk you through two main methods: updating specific SKUs and replacing full MSL.
How to Save Availability Filters & Set Automated Reports
In two simple steps, you can save your availability filters and set up an alert to receive updates! No more redundant report building, just save your filters and set an alert.
How to Manage Unplanned Visits: A Step-by-Step Guide
This guide will help you effectively manage unplanned visits that occur outside of regular schedules. Admins can initiate requests for these visits by specifying the visit type, reason, start and end times, and the assigned field representative. Each request is then routed for approval to ensure optimal scheduling and smoother operations for your team.
How to Use the Suggested Sales Order Module
Optimize sales efficiency by leveraging unavailability data with recommended orders quantity to generate accurate and timely suggested sales order, thereby enhancing order fulfillment rates and customer satisfaction.
How to Use the Asset Management & Maintenance Modules
The Asset Management & Maintenance module aims to enable companies to effectively track and manage store assets, ensuring optimal utilization, maintenance, and visibility to enhance operational efficiency.
How to Use the Share of Shelf Module
The Share of Shelf module aims to keep track of the shelf space your products occupy and ensure it matches your expected share.