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 order quantity to generate accurate and timely suggested sales orders, thereby enhancing order fulfillment rates and customer satisfaction.
How to Use the Asset Management & Maintenance Modules
The Asset Management & Maintenance modules 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.
How to Use the Survey Module
The Survey module allows clients to create customized surveys with a variety of questions and answer types. It makes the collection of data easier and provides valuable insights for making informed decisions, thus improving operations.
How to Use the Price Collection Module
The Price Collection module simplifies the process of gathering retail prices for SKUs and comparing them with competitor pricing. This ensures businesses stay informed about market trends, identify pricing gaps, and make data-driven adjustments to remain competitive.
How to Use the POS Materials Module
The Point of Sale Materials module delivers a dynamic solution for managing Point of Sale Material by enhancing visibility into material availability and condition. The POSM Module streamlines material management, allowing users to efficiently track, add, and audit materials while ensuring their quality and readiness for impactful promotions.
How to Use the Promotions Module
The Promotions module helps you track, validate, and analyze promotion implementation, providing full visibility into promotional performance.
How to Use the Competitor Promotions Module
The Competitor Promotions module enables you to track and analyze active competitor promotions, including promotion type, availability, and pricing.
How to Set Up & Schedule Automated Emails
The Alerts feature automates key report deliveries to keep your team informed and proactive. It sends reports at set intervals, helping reduce manual work, avoid delays, and ensure important updates are never missed.