Skip to main content

MerchSync - Using Action Items On Encompass Mobile

Encompass Mobile steps for sales reps to create MerchSync action items for merch, delivery or sales reps, and for reps to complete them with status, comments and photos. Needs MerchSync app, v26.09+.

B
Written by Bailey Naas-Thornton

Minimum Version Required: 26.09

Pre-Conditions

  • The MerchSync app must be installed. See Installing the MerchSync App for more information.

  • Action Item permissions; View - Customer View, Edit - Customer Mobile Edit

Steps

Merch Sync empowers your sales team to add Action Items on Encompass Mobile. This feature generates essential instructions for merchandisers or delivery drivers, providing them with the detailed information needed to complete their tasks each day.

1. Select My Day from the Encompass mobile home page.
​
2. Select a customer's Event.
​
3. Select Action Items in the navigation menu.
​
​

  • The action items dashboard displays dates of events for the customer, scheduled between today and the next 14 days.
    ​
    ​

4. Select the Add button for the date you want the action item displayed to the merchandiser or delivery driver.
​
​

  • Notice the Add button is now converted to a Save button.
    ​
    ​

5. Select Merchandising, Delivery, or both from the Send To options.
​
​

  • This will determine which role this action item will be displayed to.
    ​
    ​

6. Enter the details for the Contact, Action Item, and Point of Sale information (All fields are optional).
​
7. Scroll to the right and set the Send To field. Select from the following options: Merchandising, Delivery, Merch & Delivery, Sales, Merch & Sales, Delivery & Sales, All

The Send To logic will look at the activity on the event.

  • Merchandising - Is Merchandiser Assigned = True

  • Delivery - Is Delivery Rep Assigned = True

  • Merch & Delivery - Is Merchandiser Assigned = True or Is Delivery Rep Assigned = True

  • Sales - Is Sales Rep Assigned = True

  • Merch & Sales - Is Merchandiser Assigned = True or Is Sales Rep Assigned = True

  • Delivery & Sales - Is Delivery Rep Assigned = True or Is Sales Rep Assigned = True

8. The status and comments field are available as well, but keep in mind that these fields are intended to be updated by the person when they have completed the action item.

9. Tap the Save button.
​
10. Saved action items can be modified by tapping the Edit button.
​
​

  • Be sure to tap the Save button once your edits are completed.
    ​
    ​

11. Action items can be created from the Customer Dashboard (Customers button on Home Screen) as well.
​
​

  • This makes it easy to create action items on the fly, or for customers that are not being serviced today.
    ​
    ​

For Sales, Delivery, and Merchandiser Reps (Mobile App):

Open the Customer page in the mobile application. If an action item exist for the customer on your plan's date, a preview card will display the first 80 characters of the action item's task.

  • Tap the action item card to open the detailed view.

  • Review the assigned action item, contact details, and any point of sale information.

  • Perform the requested action item work.

  • Select the Status field to update the progress (e.g., Complete or Incomplete).

  • Enter any notes in the Comments field, especially if there were issues completing the task.

  • Add any images by tapping on the camera icon:
    - Select take picture or photo library
    - The image will be shown
    - If desired, enter a memo for the image.
    - To save the image, tab the checkmark at the top-right of the page
    - Note: Multiple images may be attached to one customer action item but they must be added one at a time.

  • Tap the back arrow to save updates and return to the Customer page.

  • Changes will be saved on the next auto or manual sync.
    ​
    ​

When synced to the server, images are stored on the attachments table and can be easily viewed by:

1. Go to the MerchSync Action Items report that is embedded at the bottom of the MerchSync Manager Dashboard
​

2. Go to the Customers Action Items table and show the Attachments subtable

Fields And Definitions

  • Action Item: This is a note or set of instructions that need to be seen by a mechandiser and/or delivery rep. An action item is linked to a customer on a particular day.
    ​
    ​

  • Contact (optional): Name and phone number of the person the merchandiser or delivery rep should contact if they have any questions.
    ​
    ​

  • Point of Sale (optional): Any POS materials need to complete the action item. This could be any items for displays, signage, etc;
    ​
    ​

  • Send To: This will determine who will see the action item for the customer on the selected date. Options include Merchandising, Delivery, Merch & Delivery, Sales, Merch & Sales, Delivery & Sales, All
    ​
    ​

  • Comment (optional): The comment field is intended to be a response that a merchandiser or delivery driver use when they are executing the action item.
    ​
    ​

  • Status: Like the comment field, the status field is also intended for the merchandiser or delivery driver to update to either Complete or Incomplete.
    ​
    ​

  • Updated By: The last person to update an action item.

Best Practices

The status and comments are intended to be fill out by the person that is completing or executing the action item.

Did this answer your question?