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Introduction
Sets are a tool that helps you select certain elements to work with various functionality of the service.
When an element is added to the set by any attribute (for example, by belonging to a certain classifier value), all elements that will be assigned this value in the future will be automatically added to the set.
This rule does not apply to the sales plan, because when creating a plan, only the current data at the time of its creation is recorded.
Example of sets:
To configure the set of elements, click Set in the corresponding tab.
General functions in sets
Displaying elements
In the set, you can configure the display of elements:
- All elements - output of both selected elements and not selected ones.
- Selected - displays the elements that are already involved in the set.
- Not selected - displays items that are not included in the set.
Search
In the Search line, the entered value is filtered by all columns that are displayed in the set.
Only those elements that contain the entered value in at least one column are output.
Number of elements in set
The total number of items in set is displayed in the lower left corner.
Saving selected elements
After setting up the set, to save it, click Save in the lower right corner.
Set of outlets
Set of outlets by list
You can select outlets in the list mode, via the Outlets tab.
Set of outlets by owners
When choosing an owner, all clients that belong to him will be added to the set.
Set of outlets by type of outlets
Available if the outlets are separated by types.
When choosing a type, all customers who are part of it will participate in the set.
Set of outlets by networks
Available if the clients are separated by networks.
You can choose the entire network by selecting a national or only a regional network.
Thus, all clients that belong to this network will be added to the set.
Set of outlets by classifiers
It is available if the classifier values are assigned to customers through the Outlets directory.
When selecting a classifier value, all clients who have this value assigned will be added to the set.
Set of SKUs
Set of SKUs by list
Set of SKUs participating in the selection through the list.
Set of SKUs by tree
In the tree display mode, the nomenclature is divided into groups, when opening which you can select the product itself.
Set of SKUs by groups
By selecting a group, all SKUs that belong to this group will be added to the set.
Set of SKUs by classifiers
Available if the SKUs are assigned classifier values through the SKUs directory.
When selecting a classifier value, all SKUs that have this value assigned will participate in the set.
Set of employees
It is possible to select employees by two ways:
- list,
- classifiers.
Set of employees by list
The Employees tab displays all subordinate field agents who can participate in the set.
Set of employees by classifiers
Available if field agents are assigned classifier values via the Employees directory.
When selecting a classifier value, all agents who have this value assigned will participate in the set.
Set of employee outlets
Available in the following functions:
- Filters,
- Survey templates,
- Work scenarios.
The number of selected agent clients is displayed in the Selected outlets column.
When you click on Set in front of the employee, a window opens with the selection of clients.
Only those clients are displayed that are assigned to the agent via Routes > Plan of visits.
Sets mechanics
Available in the following functionality:
- Sales plan,
- Tasks,
- Marketing materials.
With this tool, you can configure under which conditions the elements will be included in the set.
By default, the value Union is always set.
Union - is a logical condition "OR"
The final set will include all elements that meet any selection criteria.
Example: The set includes SKUs from the Fruit group and the classifier Manufacturer - Egypt.
The final set will include all SKUs from the fruit group, as well as all SKUs from the manufacturer Egypt.
Intersection - is a logical condition "And"
Only those elements that meet each of the selection criteria will be included in the final set.
Example: Products from the Fruit group and the classifier Manufacturer - Egypt have been added to the set.
Only SKUs that meet both conditions at the same time will be included in the final set: products from the Fruit group, whose country of origin is Egypt.