Introduction

Event of exceptional importance that allows you to qualitatively study customers and their outlets on the territory.
Usually, census is held in new territories or once a year in old ones and allows:

• create a complete database of retail outlets;
• prioritize sales representatives' visits;
• to form an effective distribution network;
• correctly distribute the trade marketing budget.

Census of retail outlets is carried out by the forces of visiting employees by a consistent study of the territory in search of retail outlets.
During the census, basic information about the point of sale (legal name, address, sign, type, names of decision makers) is entered into the card.

Appearance of the census client list

On Census screen, an office employee monitors changes in the database for objects such as retail outlets and owners.
By default, the appearance of the list of clients in the census looks like this.

If the point of sale or the owner is new (that is, created from scratch by an agent in a mobile application), then New entry will be indicated in the Operation column.
If the agent made changes to an already existing point or owner, the Operation column will contain the value Data Change.

Functional Attributes

Moderation of census clients

Why do I need moderation?

Office employee is required to check the correctness of the data sent by field employees and make sure that there are no such clients in the ERP yet.
If necessary, office employee can make changes to the received data, the available fields for editing are highlighted in white.
Without these actions, a very rapid cluttering of the client base with low-quality records or duplicates can occur.

Moderation of entries one by one

To go to the moderation window, select the Verification required viewing mode on the top panel.
After that, select one of the objects for moderation:

• Retail outlets,
• Owners.

Records appear in Owners if the field staff created records of new owners in addition to records of new outlets in the fields. 
After that, click on the preview button  to the right of the entry of interest in the list.

If you need to add a new client to the territory of the employee who created it, you need to use the Add to route territory button.

When moderating a new entry, the required fields are highlighted in red:

• Code of new point of sale,
• Code of owner of this outlet (if it is also a new entry).

If the visiting employee specified the coordinates of the outlet, in moderation mode it will be possible to replace the existing (or missing) coordinates with those indicated by the employee.

To confirm or reject customer data in the database, you need to use the Confirm or Cancel buttons.
If decision is made to reject the changes, the system will ask you to enter a comment about the reason for the rejection.

Rejected entries can be restored, edited, and approved again.

• On top panel, switch to Rejected view mode.
• Select records that you want to restore.
• Click on Restore button.

Classifiers and Additional Attributes tabs are also displayed in the point of sale's change card.
This is done in case during moderation it is necessary to immediately link the values of classifiers and add-ons to the point of sale. attributes.

In addition, it is possible to immediately recognize the address of the outlet on the corresponding tab.
Recognition here works exactly the same as in the directory of retail outlets - the source address or address and coordinates are recognized using recognition services.
You either need to choose one suitable option from several suggested ones, or just make sure that the service correctly recognized the address automatically.
If the address was not recognized correctly, you need to use one of the manual modes:

• input / correction of coordinate values in latitude and longitude fields,
• indication of location of point of sale on the map.

After that, it will be possible to repeat recognition proccess.

Moderation of multiple entries

You can process multiple entries in the census at once.

1. To do this, select entries by ticking boxes on the left.
2. To process records, select one of actions: 

   (Confirm),
   (Reject).

An informational message will appear stating that the confirmed changes cannot be undone.
There are possibilities in this window:

• specify or change the code of each outlet (required for new ones).
• redefine the ERP address with the value from the census,
• redefine the coordinates,
• add to the territory of the route that was the author of this census entry.

If necessary, you can use the automatic generation of codes of retail outlets.