The NIXIP company (used here as a fictional example) is a multinational based in the sports industry. Aside from a few operations, the main part of the business concerns wholesale to other companies. The company sells the latest athletic products leading the market.
As can be imagined, the sales team is one of the most important areas of the company. In this example, followup will be performed on the sales team employees: representatives who visit or contact clients to sell products.
2 POS Configuration
The POS is a module that manages documents. In this case, it will manage every receipt generated by the sales representative to indicate a client purchased an item.
To be able to execute these processes, POS parameters must be defined.
A store will be defined in the system to identify the source of items sold.
The form must be filled in with all desired parameters.
Before the Store form is filled in, certain other parameters must first be defined: Catalog, Tax Code, Country and Currency.
2.1.1 Catalog Definition
A 'Generic' catalog has been selected for this example:
2.1.2 Currency and Country Selection
A country must be selected along with its corresponding currency:
A national tax has been selected for the country used in the example, as seen below:
2.1.4 Store Final Result
After all past configuration of required points, all fields in the Store form can be filled. The Store Result configuration can be found below:
2.2 Excel Data Load
This process can be added simultaneously to as many sections as the user desires. It uploads an Excel file to the system.
This option can be found in the 'Processes' part of the system. The path to access it is shown below.
2.2.1 Excel Parameters
For example, the Excel file has been filled in as follows:
2.2.2 Adding Excel File
Once the Excel file is filled in with all desired data, it will be uploaded to the system.
Result of Excel File Upload:
Once the item warehouse and item family structure is defined for the app, the terminal settings can be configured as follows. These settings will allow the user to interact with the store.
2.3.1 Terminal Settings
The terminal has been configured in a family tree view.
To configure the family tree, a logical family structure must be established for the group of items.
Every family level must have the same number of digits. The pattern to be followed is indicated in the terminal configuration.
The family tree parameters are below:Level 1 (TYPE OF SPORT)
S01 - SNOW
S02 - FIELD
Level 2 (SPORTS)
S010 - SKI
S011 - SNOWBOARDING
S020 - SOCCER
S021 - TENNIS
S022 - HOCKEY
Level 3 (Clothes and Items)
S0100 - JACKETS
S0101 - BOOTS
S0102 - HELMETS
S0103 - TROUSERS
S0104 - SKIS
S0110 - JACKETS
S0111 - BOOTS
S0112 - HELMETS
S0113 - TROUSERS
S0114 - BOARDS
S0200 - SOCCER BALLS
S0201 - T-SHIRTS
S0202 - SHORTS
S0203 - BOOTS
S0210 - SHOES
S0211 - T-SHIRTS
S0212 - SHORTS
S0213 - RACKETS
S0214 - TENNIS BALLS
S0220 - T-SHIRTS
S0221 - SHORTS
S0222 - BOOTS
S0223 - STICKS
S0224 - HOCKEY PUCKS
This family configuration will in turn establish terminal configuration, filling in the "Family Configuration" field with the following values: [3,1,1]. The first level contains 3 digits, the second level 4, and the third level 5.
2.3.2 Terminal Configuration
Once we have defined all the necessary data, the configuration of the Terminal can be executed.
There are many types of preset receipts. However, this example will only utilize one type of receipt, SALP. This receipt type is designed to indicate customers' order proposals.
2.5 Item Image Upload
To insert item images into the system, ZIP files must be uploaded with the necessary images.
Following the steps explained in the Data Load Process section, the images will be inserted into the system.
After creating the folders, placing item images inside them, and compressing them into a ZIP file, the file is ready for processing.
2.5.1 Items with Multiple Colors
The system allows a set of images to be added for the same item, for cases where the item is available in several colors. Additional images must be added manually from the object form, as follows below.
A color already defined in the 'Color' section must be selected and associated with the desired image. The process is shown below:
3 Task Configuration
The users of the app, in this case the van/truck drivers (distributors), will have to be loaded in the app. First, the administrator or manager must register the users in the server, with all necessary permissions.
Next, they must be registered in the application. The below form must be filled in with all necessary user information for app registration.
3.2.1 First Step: Task Form Configuration
Set the task form's values.
The system can automatically create five attributes (autosync, map, phone number, SMS and email), using the checkboxes at the top-right corner of the form. For this example, the map and phone attributes have been chosen.
3.2.2 Second Step: Groups
Set the names of the questions' classification groups, as well as their conditions if needed. In this case, no conditions are required.
3.2.3 Third Step: Questions
Set the questions that you want the user to answer.
Assign questions to one of the groups defined before. Next, specify the question type, and indicate if an answer is required or optional. An activation condition can also be set. This means that, if the condition evaluates to true, the question will appear.
In this example, the following condition is set: if there is an order, all questions related to the order will be answerable, except for Question 6, where the condition will be reversed.
Question 2 is a
POS question. The employee must indicate which items the customer wishes to purchase.
The code will indicate the type of document used (SALP), and the label given to the POS button. (This question has been explained in detail in Section 2, POS Configuration, above.)
If an answer requires a checkbox or radio button, see the fourth step.
3.2.4 Fourth Step: Checkboxes
To make the user choose only one option from a set, a checkbox must be created. See images below.
Go to the 'Options' tab and set the different answer options:
3.2.5 Audit Task
Once a task has been defined, it must be AUDITED. After that, the task will not be modifiable.Tasks must be audited before being assigned to users.
After the task is audited, it must be assigned to a user. The assignment form must then be filled out, indicating the user who has the task assigned to them. A specific time and date must also be assigned for users to execute the task. More details may also be needed, such as the customer who the user will be helping.
The form must be filled in with the chosen user, task, date and time. Once this is complete, an assignment will be created.
To finalize an assignment, the 'Confirm' button (bottom-left side) must be pressed. This will upload assignments to the device once it has been synchronized.
The process can be seen below. To create an assignment in the system:
To add attributes:
Once the assignment is configured, to upload to the device with the 'Confirm' button:
The following video demonstrates performance and interaction with the interface.
4.1 Task Responses
In this form, users can print responses to the tasks assigned.