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MerchSync - Creating Action Items On Encompass Mobile

Encompass Mobile steps for sales reps to create MerchSync action items for merchandisers or delivery drivers from My Day or the Customer Dashboard. Needs the MerchSync app installed and v26.05+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 26.05

Pre-Conditions

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.
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2. Select a customer's Event.
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3. Select Action Items in the navigation menu.
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  • The action items dashboard displays dates of events for the customer, scheduled between today and the next 14 days.
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4. Select the Add button for the date you want the action item displayed to the merchandiser or delivery driver.
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  • Notice the Add button is now converted to a Save button.
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5. Select Merchandising, Delivery, or both from the Send To options.
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  • This will determine which role this action item will be displayed to.
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6. Enter the details for the Contact, Action Item, and Point of Sale information (All fields are optional).
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7. Scroll to the right and set the Send To field. Select Merchandising, Delivery, or both.
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  • The status and comments field are available as well, but keep in mind that these fields are intended to be updated by the merchandiser or delivery driver when they have completed the action item


8. Tap the Save button.
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9. Saved action items can be modified by tapping the Edit button.
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  • Be sure to tap the Save button once your edits are completed.
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10. Action items can be created from the Customer Dashboard (Customers button on Home Screen) as well.
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  • This makes it easy to create action items on the fly, or for customers that are not being serviced today.
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Action items are then displayed for either merchandisers or delivery drivers on the customer event view screen after tapping a customer event in My Day.
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Merchandiser or Delivery Drivers:
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1. Tap on the Action Item to show the full details and enter comments and update the status to Complete or Incomplete.
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2. Tap the back arrow at the top-left to save any changes.
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  • The action item will be updated with Encompass Mobile auto-sync or when the user does a manual sync.

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.
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  • Contact (optional): Name and phone number of the person the merchandiser or delivery rep should contact if they have any questions.
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  • Point of Sale (optional): Any POS materials need to complete the action item. This could be any items for displays, signage, etc;
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  • Send To: This will determine who will see the action item for the customer on the selected date. Options include merchandising, delivery, or both.
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  • 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.
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  • Status: Like the comment field, the status field is also intended for the merchandiser or delivery driver to update to either Complete or Incomplete.
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  • Updated By: The last person to update an action item.

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