Skemaz™ field merchandising App administrator training kit

Skemaz™ Administrator Training KitCutting to the chase on efficiently loading and designing your retail merchandising data to purpose match your individual project requirements.

Contact: [email protected] www.skemaz.net

1. Pre-Requisites• Your free Skemaz™ Login.

• A PC or Mac computer with an internet connection.

• Microsoft Excel (or equivalent).

• Downloaded User Guide (also available from the Login Screen).

• The Sample Data files (please see the following screens for instructions).

• Note: If you ever see unexpected error messages then your session has timed out. Just refresh your browser to continue.


http://budurl.com/a3jf

http://budurl.com/9p4j

2. Designer App


Your login name

You can download the User Guide

here.

Now launch the Designer App. Microsoft’s SilverLight browser

plug-in will install. If you use a Mac please refer to page 14 of the User

Guide.

The 1st time you run the Designer App it may take a minute to load.

3. Primary Screens


These are the 3 primary screens. By default the Retail Chains tab is

active. You click on a tab to switch screens.

You download the Sample Data here.

You can manually add, edit or delete the selected record. You can

also add, edit or delete large numbers of records using this

“Import Data” icon.

Each screen operates independently. This means that if you modify data in a screen

and switch to a different screen that refers to the same data, you should click the “Refresh”

button to see any changes made in the other screen

(examples later).

4. Importing Data


This is the logical sequence in which to import your data. Although the order can be changed, you cannot import e.g. Products until you have already imported both the

Manufacturers and Product Categories that they belong to.

4. 1. 3. 5.10. 9. 8. 6. 7. 2.

5. How Data are Related


• Following on from the previous slide, the diagram below depicts how the data are related.

• Sequence numbers are carried forward from the previous slide.

• Note: Projects aren’t imported. They are added before importing Project Questions.

• Projects are assigned to Store Groups and Store Groups are assigned to one or more Field Merchandiser.

• Store Surveys (Audits) generate real-time on-line Retail Product Performance reports.

1 23 45

6&78&9 10

6. The Sample Data


The column titled “Edit” tells the import utility (launched from the icon shown in Screen 3) whether to add, delete or modify each record that’s included in the import.

A row in this column containing “Add” or “add” tells it to add a Store to an existing Chain. Note: The Store Name must be unique.

If a cell contains “Del” or “del” the store will be deleted by the import utility (provided it exists).“Chg” or “chg” causes all imported columns for the selected Stores to be changed (provided the Stores

exist).

Below is what you will see in Excel if you open the Stores.csv file.

As will be explained in the following two slides, all imports work in the same way.

7. Importing Chains P/1


a. b.

c. d.

From the “Retail Chains View” screen, start by clicking this “Import Data”

icon.


e. f.

g.

IMPORTANT: Always check if your import was successful or

not.

You must wait for this “*” icon to show that all data has been

imported before you click the green “Check” icon to apply your import.

You must wait for this “*” icon showing that all data has been

imported before you click the green “Check” icon to apply your import.

8. Importing Chains P/2

9. Import the rest of the Sample Data


Use the Import Utility icon in the Stores Panel to import the Stores data in the same way that you imported the Chains.

After importing the Stores your screen should resemble that shown below (my window is a bit squashed so I can show you all the data panels).

10. Import the rest - Manufacturers


Next up is the Manufacturers data. Note: In real life this could be the name of a Broker or MSO. In that case the actual Manufacturers will be Sub-Categories to your Product Categories (see page 72 of the User Guide).

Switch to the “Manufacturers View” screen and import the Manufacturers.csv file similar to the way you imported

Chains.csv but this time import Manufacturers.csv.

Switch to the “Manufacturers View” screen and import the Manufacturers.csv file similar to the way you imported

Chains.csv but this time import Manufacturers.csv.

11. Import the rest – Categories P/1


Click here to open the “Product Categories” screen to import

Product Categories.


IMPORTANT: The “Manufacturers View” screen is unaware of

changes made in the “Product Categories” screen until you

refresh the screen.

After importing Categories, switch back to the “Manufacturers View”.

12. Import the rest – Categories P/2

13. Import the rest – Products


If you import Products before refreshing the screen, the import will fail because this screen is unaware of the imported Categories.

An example of a failed import.

14. The Store Groups and Store Assignments Data Relationship


If you open StoreGroups.csv (left) and StoreGroupStores.csv (right) you will see the data that will be used to import your Store Groups in the next few steps. The 2nd file (opened at the right), is used to assign (link) existing Stores that you imported in Step 9 to these Store Groups.

This file will be used to assign (link)existing Stores to selected Store Groups.

This file will be used to create your Store

Groups. Merchandiser instructions for a Store in a Store Group.

Visit Schedule.


(2) Click the “Edit” icon to modify your Store Groups.

(1) Switch to the “Assignments” screen.

Any Store can be assigned to any Store Group. What you are doing is “assigning” (or linking) existing Stores to Store Groups and not creating new Stores.

15. Import the rest – Store Groups P/1


(2) Import the names of existing Stores to be

assigned to Store Groups.

(1) Import Store Groups.

If you have a large number of Stores to assign to Store Groups you should use the import utility (left screen-shot). Otherwise you can manually add or remove Stores from Store Groups (right screen-shot).

(3) You can also manually add and

remove Stores from the selected Store Group.

Once your Store Groups have been imported, you can also manually add and remove Stores from the

selected Store Group.


2. Refresh the screen to see the changes made in the “Store

Groups” screen.


2. Refresh the screen to see the changes made in the “Store

Groups” screen.

Refresh the “Assignments” screen to see your changes.

1. Switch back to the “Assignments”

screen.

Before. After.



• Schematics (or Planograms) are simply logical Product groupings.

• I.e. A schematic could be named “ABC Pizza” where you just need a logical grouping of specific Pizza Products.

• You can also add a Picture to a Schematic in cases where you want the Merchandiser to see the prescribed layout of a Schematic.

• Schematics are assigned to Store Groups containing Stores where specified Schematic are expected to be located.

• This gives you a lot of flexibility in which Products, Schematics and Store Groups are associated with different Projects.

18. Import the rest – Schematics Overview


If you open Schematics.csv (left) and SchematicProducts.csv (right) you will see how after importing new Schematics, existing Products can then be assigned (linked) to existing Schematics.

This file is used to import existing Products to be assigned to Schematics.

Schematics to assign Products to.

This file will be used to Import new Schematics. Together with the description you

can also import the URL of an image file.

19. The Schematics and Product Assignments Data Relationship


(2) Click the “Edit” icon to modify your Schematics.

(1) Switch to the “Assignments” screen.

Any Schematic can contain any set of Products. What you are doing is “assigning” (or linking) Products to Schematics – not duplicating them.

20. Import the rest – Schematics P/1


If you have a large number of Products to assign to Schematics you should use the import utility. Otherwise you can manually add or remove Products from Schematics (similarly to how you did with Store Groups and Stores).


(1) Import Schematics using the import utility or

you can manually add modify and delete

Schematics.

Once you have added your Schematics you can select a Manufacturer and

manually add or remove Products from Schematics or you can import the

Products to be assigned.

Once you have added your Schematics you can select a Manufacturer and

manually add or remove Products from Schematics or you can import the

Products to be assigned.

(2) Once you have added your Schematics you can select a

Manufacturer and manually add or remove Products from Schematics or

you can import the Products to be assigned.



Your imported Schematics are

listed here.Products

assigned to the selected

Schematic are listed here.

Import or edit the selected Schematic’s image URL here.

Test the selected Schematic’s image URL

here.


23. Adding Projects

Your Project Name and Project Key must be Unique.

(1) Switch to the “Manufacturers

View”.

(2) Select a Manufacturer.

(3) Click here to add a new project for the

selected Manufacturer.

(3) Click here to add a new project for the

selected Manufacturer.


24. Assigning Schematics to Projects P/1

(2) Select a Project.(1) Select a

Manufacturer.(3) Click this “Edit”

button.



(2) Select a Schematic.

(1) Select a Project. (3) Click here to “Include” or “Exclude” Schematics from the selected Project.



This “*” indicates you have unsaved changes in this

screen.

These are the changes (after adding the two Schematics to

the Project).

Always remember to save your changes (or refresh

the screen to remove them).


27. Assigning Projects to Store Groups P/1

(1) Switch back to the “Assignments View”.

(2) Click this “Edit” button.


(1) Select a Project.(2) Select a Store

Group.

(3) Include or Exclude Store Groups to the

Project.

(4) Remember to save your changes.

28. Assigning Projects to Store Groups P/2


29. Project Questions P/1

(1) Select a Project.

(2) Click the Project Questions Icon.



Or you can import pre-established Questions.

For a detailed explanation, please refer to page 115 -121 of the User Guide.

You can manually add and remove Questions Types.

You can manually add and remove Questions Types.



Unchecked questions are not visible to the mobile

user until they are triggered.

Questions can be “Triggered” based on answers to other questions.

An answer of “No” to Question #8 Triggers all Questions with Seq #9 to become visible. There can be multiple questions with Seq #9.


32. Project Questions Sample Data

Refer to the User Guide and examine the Sample Data for examples on how to establish Project Questions to be imported into Projects.


33. Assigning Users to Store Groups P/1

All that remains is to assign Users to Store Groups (Territories).

Note that many Users can be assigned to the same Store Groups and Users can even audit the same Store at the same time.

Selecting a Store Group reveals the various

assignments that have been made (to the right).

Users have yet to be assigned to the

selected Store Group.


(2) Users are able to make themselves

available from “My Account”.

(1) Mobile Users use the Mobile Menu to Login.

34. Assigning Users to Store Groups P/2Setting User Availability in the Auditor App


(a)

(a) Tap on your User Name.

(b) (c)(b1) Selecting “No” means

you are not generally available to anyone who

searches for a Field Merchandiser with your

experience in your location and at your hourly rate.

(c) Save your changes.

(b2) In this example I am making myself available to myself (a one-man band). Usually you would instruct your merchandisers to enter your user name here so that you can assign them to your

projects.

35. Assigning Users to Store Groups P/3Setting User Availability in the Auditor App


Users can also make themselves available from the

“Account Details” screen in the Designer app.

36. Assigning Users to Store Groups P/4Setting User Availability in the Designer App


On refreshing the “Account Details”

screen, the changes made in the Auditor

App are also shown in the in Designer App.

37. Assigning Users to Store Groups P/5Setting User Availability in the Designer App


38. Assigning Users to Store Groups P/6 Adding Users to your Resources Pool

(1) Click here to reveal the screen below.

(a)

(b)

(2) If you don’t see the user and they say they’ve saved their account, click the “Refresh” button.

(3) Click on the User to select them.

(4) Click this icon to add the selected

user to your pool of available resources.

(5) Save your

changes.



Click this “Edit” button.



(1) Click to select a User.

Caution: If you delete a User from

your resources pool you’ll have to get them to assign themselves to you

all over again.

(2) Click to select a Store Group.

(3) Include or Exclude the

selected Store Group from the selected User.

Users assigned to the selected Store Group are

listed here.

(4) Save your changes.



(1) You can click here to refresh this panel

only.

(2) This screen is refreshed showing the User assignment.

That’s it! You’re all set to use the Sample Project. To remove the Sample Data and replace it with your own data, please refer to page 129 of the User Guide.

Skemaz™ Administrator Training KitCutting to the chase on efficiently loading and designing your Skemaz data to purpose match your individual project requirements.


Please contact us at [email protected] if you have any queries

mailto:[email protected]

Skemaz™ field merchandising App administrator training kit

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Transcript of Skemaz™ field merchandising App administrator training kit