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Reports > Merchandising

Introduction

The report shows information on product presence, fencing and prices on customer shelves for the selected period.
The report can be used to define a strategy for marketing activities or to monitor the current status of customer workload, as well as to plan future sales.
The data in the report is generated on the basis of documents Merchandising, employees created on mobile devices.

Report construction

Report parameters

You will be asked to fill in the parameters before the report is generated.
No selections are specified as standard in the parameters - the report will be built based on all the data that has been filled in by the employees in the merchandising documents over the last 7 days.
If necessary, you can use selections to specify which data you want the report to be based on.

The following parameters are available for construction:

Template selection: standard, custom.
A custom template is available if the report has previously been generated and its settings have been saved by the user.
Report construction period.
Selection by customer type (outlet type defined in ERP).
Selection by organisational structure.
Employee choice.

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More selections you specify in the parameter box, the faster the report will be generated.

To generate a Merchandising report, click on Generate report.

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Export to Exсel function is responsible for generating a report directly to an Exсel file, taking into account the selections that have been set.

Appearance of report

Once generated, report looks as follows

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Data in the report is loaded using lazy loading technology.
If there is a lot of data in the report, it will be loaded as you scroll down vertically.
You can see the number of entries loaded and the total in the top right-hand corner of the report.

Visualisation of the report

Setting the column display

You can customise the display of data in the report if required.
On the right-hand side of the screen is the Columns panel (highlighted in the red frame in the image below), where you can set the display of columns and grouping by entry.
Panel is hidden by clicking on the Columns box in the top right-hand corner.
If the panel does not fit all the columns, horizontal and vertical scrolling appears.

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When you move the mouse pointer to the right-hand side of any column, a context-sensitive menu for working with columns appears.

The display of the columns can also be configured from the column context menu:

Report attributes

Name		Description
Staff	Employee	The name of the employee. Specified in the ERP. Displayed based on data from the Employee directory.
	Itinerary	The employee's route number (employee's mobile account).
	Manager	The employee's supervisor according to the position in the organisational chart.
Clients	Outlet Code	The point of sale code set in the ERP.
	Outlet name	The sales outlet where the document is drawn up.
	Outlet full name	The full name of the sales outlet.
	Owner	The owner of the outlet, displayed based on the data in their Owners/Customers directory.
	Regional chain	The regional chainto which the outlet belongs. Displayed based on data from the Chains directory.
	National chain	The national chainto which the outlet belongs. Displayed based on data from the Chains directory.
	Note	A comment in the point of sale card completed in ERP.
	Address	Address of the point of sale where the document is issued.
	Recognised address	The address of the sales outlet recognised by the system. Assigned via the Point of sale => Address recognition directory.
	Outlet Type	The type of outlet specified in the ERP.
Products	SKU code	The product code specified in the ERP.
	SKU	Name of the SKU item.
	SKU full name	Further product information.
	SKU Group	The nomenclature group to which the product belongs.
Merchandising	Date and time of the document	Date and time the document was created in the format YY-MM-DD HH-MM-SS.
	Document date	Date of creation of the document in format YY-MM-DD.
	Document number	The document code assigned by the system in the mobile app.
	Balance in Outlet	The quantity or availability of a product item at the point of sale.
	Facing	The number of items on display at the point of sale and visually accessible to the customer.
	Price at the Outlet	The price at which the product is sold to the retail outlet.
	Additional attributes (one or more)	Additional attributes for the Point of Sale, Goods and Merchandising document directories.
	Classifier (one or more)	Classifiers for the directories Employees, Outlets, Goods.

Data grouping

In the Columns panel, there is a Grouping by Record window - when you move a column into this field, the records are grouped by it.
Column transfers can be made either from the top panel listing the columns, or directly from the report itself.
The entries are grouped also by clicking on the Group by... field via the context menu of the column.

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Group the columns by entry.

The data can be grouped into the following columns:

Employee.
Point of Sale
Regional chain.
National chain.
Document Date.

The report supports multi-level grouping.

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Three parameters are calculated for each group:

In stock is the quantity of a product whose Balance at Point of Sale is greater than 0 when counting by quantity and with the value In stock filled in when counting by availability.
No - quantity of goods, Residual in Point of Sale for which the value is 0 when counting by quantity and with the value None filled in when counting by availability.
Percentage of goods in stock to total number of goods (sum of goods in and out of stock).

Example of two-level grouping by employee and sales point:

Columns pinning

When you click on a column's context menu, its first tab lists the parameters by which you can change the arrangement and appearance of the columns:

Pin column - pinning the column to the left or right and detaching the column.
Autosize column (all columns) - select the width so that all values in the columns are displayed in full.
Reset columns - resets all settings in the column report (anchoring, autoranging, filter).

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Pinning, autorising and resetting the columns.

Position and width of the columns can be changed manually.
Position - grab the column with the left mouse button and move it.
Width - move the cursor to the border of the column.

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Change the width and position of the column.

Filtering by column

Most of the columns have a filtering option.
Value by which you want to filter the data is entered in the Filter field.

Filtration can be set with the following parameters:

Contains the value entered.
Does not contain the value entered.
Equal to the value entered.
Not equal to the value entered.
Starts with the value entered.
Ends with the value entered.

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Filtering is not configurable for the header column, nor for any additional attributes or classifiers.

If filtering by column is enabled, the filter symbol is displayed:

Summary of the results

Facing, Price at Point of Sale, Balance at Point of Sale columns as well as additional attributes that have a net data type can be configured to display one of the totals:

The sum is the sum of all loaded entries in the column.
Average - outputs the average value, 0 is considered when calculating the average value.
Minimum value - outputs the minimum value for the column.
Maximum value - outputs the maximum value per column.

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The totals are counted for all records that are available for download.

Additional report options

Title	Description	Icon	Example
Export to Excel	Download the information from the report in Excel format.
Setting up	Return to the Report parameters screen.
Saving	Saving the custom report settings.
Search	Search by text or numeric value.