Minimum Version Required: 26.02
Pre-Conditions
The MerchSync application (Application ID 2192) must be installed.
The Mobile Application must be listed in System Setting 3406 - Merchandiser Mobile Application - MerchSync Widgets added to My Day. This setting can be updated in the App Library by clicking on installed apps, and updated the setting from there.
Steps
MerchSync provides real-time visibility into the activities of other team members (such as merchandisers, delivery drivers, sales representatives, or other employees) who are scheduled to visit the exact same customer on the same day. This enables better on-site coordination and planning.
Viewing Quick Statuses in My Day
1. Navigate to the My Day button in the mobile app.
2. Ensure you are in the Stop View tab (this information is not currently visible on both Map and Service Time views).
3. Look for the Customer event tile. If another user is visiting the same customer today, the type of Activity (delivery, presell, etc;) and estimated time of arrival (ETA), and current time status (e.g., minutes early or late) is displayed.
4. Tap anywhere on the Event card to drill down into the full Customer View for more detailed information.
Viewing Detailed Information in the Customer View
1. Open the Customer View from your daily itinerary.
2. Located under the customer information, the MerchSync section will show specific information for each scheduled co-worker, including their route name, full name, and their current ETA. If the co-worker is doing a delivery, the number of cases to be delivered will also be displayed.
3. If there is a specific 'Action Items' for you to pay attention to, it will also be displayed in the MerchSync section.
My Day Example:
In the example image below, this merchandiser has 4 stops on route 1687 Fri. The Wal-mart and 7-11 both have a delivery on the same day. Notice the delivery to 7-11 was completed 6:50 AM, while the ETA for Walmart is 7:22 AM and the driver is 20 minutes late.
Customer View Example:
In the example below, the section below the customer information and above the replen survey task in the MerchSync section. Any action items will be displayed at the top. In the example below, the action item begins with "Change of plans. Also notice in this example, the delivery driver, JoshuaO is on route 104 Mon and is 20 min late with an ETA of 7:22 AM.
Fields And Definitions
ETA (Estimated Time of Arrival): The projected time the co-worker will arrive at the customer location, based on their adjusted or planned start times.
Status (Late/Early): A real-time calculation showing how many minutes early or late the co-worker is running compared to their originally planned start time.
Completed at [Time]: Replaces the ETA once the co-worker has finished their visit, displaying the exact time they completed their tasks at the location.
Cancelled: Indicates that a task for a co-worker was not completed or was actively cancelled by them from their route.
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.
Best Practices
Time Your Visits: Use the early/late status and ETA indicators to adjust your own travel plans. For example, if you are a merchandiser waiting for a delivery driver to arrive with product, check their real-time ETA before heading to the account.
Verify Sync Times: Always check the "last updated" timestamp in the Customer View to ensure you are basing your decisions on the most current data available from your co-workers' devices.
Refreshing Data: While in Stop View, use 'Pull down to refresh' to get updated information.
Review Multiple Visitors: If more than two people (e.g., two merchandisers and a driver) are visiting the same customer, the MerchSync section will show both people.
Location Tracking: Ensure the location setting is set to 'Always' on your device running Encompass Mobile.