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Documents > Merchandising

Introduction

Merchandising is the process of collecting information about the availability, quantity, prices of goods at retail outlets, as well as any other information that needs to be collected at retail outlets based on the existing business processes of the company.
The process of merchandising design consists in the formation of a Merchandising document on mobile devices.

Appearance of the list of documents

By default, the appearance of the list of Merchandising documents looks like this:

Document List Attributes

CodeDocument code assigned by the system in the mobile application.
Created on PDADate and time the document was created. The value is taken from the system time on the mobile device.
DeliveredDate and time of receipt of the document in ST-Mobi.com. The value is taken from the system time on the servers ST-Mobi.com and it is adjusted according to the time zone specified in your company's settings.
Changed

Date and time when the document was updated in the database ST-Mobi.com. The value is taken from the system time on the servers ST-Mobi.com and it is adjusted according to the time zone specified in your company's settings.

Accepted in ERP

Status of receiving the document by ERP. Presence of this status means that the ERP has informed that the document has been accepted.

Sent to ERPStatus of sending the document from ST-Mobi.com to ERP, but its receiving has not yet been confirmed.
Business statusUser status of the document being imported from the ERP.
EmployeeFull name of the employee who created the document on the mobile device.
RouteLogin of the employee who created the document on the mobile device.
OutletPoint of sale where and for whom field document was created by employee.
OwnerHead office of the chain or the owner of the client's business.
AddressAddress of the location of the outlet where field document was made and where it is necessary to deliver the products or something like that.
ManagerName of the head of the mobile employee team, which includes the agent who made the document.
CommentText comment left by an employee on a mobile device during the application process. It may contain important information about client or about document.
Additional attribute (one or more)Additional information about document, informational (for viewing only) or of a collective nature.

Title

Description

If not all columns fit on the screen, horizontal scrolling of the screen appears to the right and left. 
Display of columns, their width and relative position can be customized.

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The set of fields presented in the system can be expanded to meet the requirements of your business processes.
Additional fields and columns with information for collection or display can be displayed in the documents.
For more information, please, contact technical support.

Additional features of the document list

TitleDescriptionIconExample

Export to Excel

Exporting information on the header parts of documents in Excel format.
Detailed information on products is not exporting to Excel.

Detailed document view

To view all the details of a separate document, including information about product items, click on the button  in the general list of documents.

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