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Management > Census

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.

pay_attention

Functionality is part of the business process of Census and carries out movement in the directories of outlets and owners.
By default, the data collected through Census does not get into the ERP and may be lost if the exchange settings are incorrect.
To implement a business process in an ERP, an individual revision of the data exchange module may be required.
Please, contact technical support for more information.

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

Title		Description
		Selecting multiple entries for group moderation.
Census	Date	Date of creation or modification of the record in the mobile application.
	Operation	Type of operation performed in the mobile application: Changing data, New entry.
	Approved	Status of the record. No - either moderator check is required, the entry can be edited and confirmed, or it has already been rejected without the possibility of editing (for this it will need to be restored). Yes - recording has already been confirmed, editing of the recording is not possible.
	Moderator	Relevant for confirmed/rejected records, displays the office user who confirmed/rejected the census.
	Note	Comment that was filled in by a mobile employee when creating/changing a point of sale, or a comment when rejecting a census record.
Employee	Employee	Full name of the field employee who created the entry in the mobile application.
	Route	Route number of the field employee.
	Manager	Head of the team that the employee belongs to.
Outlet	Code	Code of the point of sale, new entries are always empty.
	Outlet	Name of the outlet.
	Outlet full name	Full name of the outlet filled in by the employee in the mobile application.
	Regional chain	Regional chain that the outlet belongs to.
	National chain	National chain that the outlet belongs to.
	Address	Address of the point of sale filled in by the employee in the mobile application.
	Phone	Contact phone number of the outlet filled in by the employee.
	Recognized address	Address of the point of sale recognized with the help of geo services is always empty for new entries.
	Outlet Type	Type of outlet specified by the employee.
Owner	Code	Code of the owner of the outlet, the new entries are empty.
	Owner	Name or the name of the owner of the outlets.
	Address	Address of the owner of the outlets.
	Edit	Open window for viewing detailed census record.

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.

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Sometimes it costs a lot of manual labor to put such a spoiled customer base in order and it is better not to neglect the moderation of the census from the very first day of working with the system!

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).

helpful_hint

When editing an address through the census, to change it in the ERP, select Override ERP Address with value from census.
Alternatively, you can configure the IP address to be overridden by the default census address for all entries.
This is done in the Settings → Default values → Change address of outlet when confirming census section.

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.

To do this, select entries by ticking boxes on the left.
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.

Additional features

Title	Description	Icon	Example
Selecting type of records	Allows you to choose which records will be displayed on the page - outlets or owners.
List display mode	Changes the display mode of census records by applying filtering by data type: Everything. Verification is required. Confirmed. Rejected. Simplifies access to the necessary information, in the case when it is necessary to filter data by attribute. For example, output only those records that are awaiting moderation.
Refresh	Updating the data on the page.
Export to Excel	Exporting data to an Excel file.
Export selected rows to Excel	Exporting selected records to Excel. If no row has been checked, the entire displayed list will be exported.