Supported Report Types

Check-in can be with or without a photo. You can add any fields, required or not, disable or rename the description. For TT or the entire server, you can set the maximum distance for Check-in. If this distance is exceeded, you can prohibit the visit or request a photo. In Check-in, you can add a dialog box to confirm geocoordinates and prohibit sending a report without GPS enabled.

Any store may have problems.

Problem report allows to describe your problem and choose its type from the list.

Problem report can be automatically sent to email like any other reports with many options: by region, by shop responsible person or by problem type.

The photo report can be placed anywhere in the sequence or made separate. A comment field is added to each photo. A comment is optional.

The photo report is an intermediate step of the session (before/after work). If necessary, you can confirm the correctness of the data with a comment.

Attaching a photo is optional. You can set the minimum or maximum number of them.

With a planogram compliance report, it will be easier for the employee to figure out what the shelf should look like, as well as provide a photo for the result.

These reports offer a wide range of options. For examples:

• The output of network format goods based on the matrix, goods in a particular store or all the goods;
• The ability to fill in any number of fields for each product, from selecting "Yes/No" to entering separate fields "Shelf Availability", "Gold Shelf Availability", "Recommendation for additional order", etc.;
• The ability to work simultaneously with several matrices of goods (for example, the matrix of the sales floor and the matrix of the checkout area);
• The ability to attach photos and descriptions to products to make monitoring easier for novice field agents.

An unlimited number of promotions can be created for each network or format. You can also specify the promotion type, time and the products involved. The promotion may contain a planogram, standard photo, special placement or pallet.

Upon entering a store a field employee sees a list of the current promotions and confirms the fact of their implementation.

The following steps are added to the sequence: confirmation of existing Installation of unscheduled Secondary placements and placement of new ones (if any). First, the Installation of unscheduled Secondary placements photos are confirmed, then new ones are placed if they are delivered to the TT. Information about the previous Installation of unscheduled Secondary placements is pulled into the confirmation report. The Installation of unscheduled Secondary placements will continue or close with the current date.

The new placement report shows dates, photos, login, type, location, quantity of goods and prices. You can request at least one product.

In this report, employees can fill in data in various survey forms that are set up by administrators.

For example, a single or multiple choice question.

Our system is flexible, so we can create a survey at your request.

The Check-out report, designed to confirm the completion

of work at a point of sale, may include various options. All options

can be configured for different user groups.

Inside the report, the user clicks «Start» on the activity and the stopwatch starts. User can't run two or more activities at the same time. At the bottom of the report, the total measurement time is recorded.

In a visit, you can add a function for creating new SKUs in the system. To do this, you need to create a questionnaire of the "Add SKU" type with any name. This questionnaire can only be added to a sequence.

You can include any fields related to SKU in the questionnaire:

• Name
• Brand
• Category
• Price, etc.

You can also add the ability to upload a photo of the SKU and specify the barcode and other SKU codes.

Fields can be made mandatory or optional.

After sending the report, the product will automatically appear among other products, administrator confirmation is not required.

You can add a step to the visit, upon transition to which the user will be redirected from EasyMerch to any other program.

A step can be added as a single report or in a sequence. Can have any name, periods and display settings.

Create reports on a special task with restrictions on user groups, performers, start date and deadline. Mandatory comments to the task. Add a task statement to reports or sequences, make it mandatory or optional. When setting and responding, select from the gallery. Tasks are displayed on the home screen and in the TT list. Performers receive push notifications. The setter receives notifications upon completion. Create any fields for the response, make them mandatory, request a photo. Tasks can be set automatically when selecting a problem in the TT or the absence of goods in the report.

You can add a «Cancel Visit» step to a sequence or a single report. This step has the following features:

• Cancel a visit at any time: The user can cancel a visit at any time, after which the reports will be disabled on the server. This will allow the user to start a new or the same point again.
• Cancellation reasons: There can be any reasons for cancellation, the number of options is unlimited. When canceling, the user selects only one reason. Photos and/or comments can be mandatory.
• Cancellation restrictions: A visit can only be canceled if Check-in is done.
• Return of canceled reports: Cancelled reports can be returned back through the web interface.

In the system, each point of sale can be assigned a tag. This allows you to:

This saves time and allows you to quickly manage a large number of points.

You can set up periods for each step of the finished sequence and for each individual report. Here are the available options:
• Display it once and don't show it anymore:
It is used for steps that need to be completed once, for example, monitoring competitors.

After filling out the report, the step will no longer be displayed.

• Display it once for any period:

It is used for steps that need to be completed with a certain frequency, for example, once a month.

The step will be displayed each time after the specified period has elapsed.

EasyMerch allows sales representatives and merchandisers to make product orders if necessary. After the supervisor's check the order is automatically sent to SAP or another client's system through API.

The manager can start a joint visit only after the subordinate has completed Check-in at the point of sale, if there is a stable Internet connection and a free task queue. You can only select employees from your team for joint work.

The manager has the right to cancel such a visit only if there are no reports created, the connection is stable and the queue is empty. If at least one report has already been generated, cancellation is possible only through the administrator in the web interface.

As part of a joint visit, flexible report settings are available: you can add additional forms, hide standard ones or make usually optional forms mandatory. These settings apply to specific users, points of sale or access groups.

Features:

Access settings:

Reopening conditions: