Minimum Version Required: 26.07
Pre-Conditions
Most distributors have Routes and Stops set up for presell and delivery, but to enable MercySync for "non-invoiced" customer interactions, Routes and Stops should be set up for other Activities including Merchandising, Line cleaning, etc;
Be sure the Is Merchandiser Assigned is set to True on Activities for these other "non-invoiced" activities.
Customer events should be generated for all users to ensure that planned start and end times are created.
Steps
Install MerchSync App
1. Click on the Pre-Conditions tab of this resource before getting started
2. Navigate to the App Library dashboard using universal search
3. Search for MerchSync app in the search bar of the App Library Dashboard
4. Click Install
5. Assign Roles that can view any Dashboards and Reports included in this app
6. Complete the app settings:
Setting | Description |
Presell Mobile Application | Shows estimated time of arrival (ETA) or time completed for same customer events on the same day in Encompass Mobile. More than one mobile application can be selected. |
Presell Mobile Application | Allows sales reps or managers to create action items from Encompass Mobile. More than one mobile application can be selected. |
Location Tracking Mobile Application | Enable location tracking with Encompass Mobile. More than one mobile application can be selected. In addition, the location access setting should be set to always on the mobile device. |
Minutes Behind Plan Alert Threshold | Managers subscribed to this alert will receive a notification when someone on their team is behind their plan by the set minutes. |
Minutes Ahead Plan Alert Threshold | Managers subscribed to this alert will receive a notification when someone on their team is ahead of their plan by the set minutes. |
Min cases to cancel merchandiser events | Merchandiser events will be deleted if the customer has a same day delivery with less than this value. |
Duration Days to determine of how many days to use to calculate Merchandiser Daily Service Times | Customer average merchandisers times are calculated from this many days in the past. |
Location Tracking Timeout | Number of hours the system will stop location tracking a user/device after no activity. |
Location update frequency (minutes) | How frequent the location is tracked on Encompass Mobile. This means location is tracked every X minutes but will be uploaded to the server every 5 minutes. |
7. Check the acknowlegement and Install MerchSync
8. A message then displays that the app has been successfully installed
Installing the 'MerchSync Manager' dashboard on Encompass Mobile
1. Go to import routine Import Mobile Link for MerchSync Manager
5. Expand the Report Pinned Filters section
6. Select the Mobile Applications
7. Click Add Task(s)
8. Click Execute
This will create the mobile links for the selected mobile applications.
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.
Location Tracking - In addition to the timeout due to not activity, the system will also stop tracking a user or device if they clock out or complete their route in Encompass Mobile.
Merchandiser Event - An event created by the system that is tied to an activity where the "Is Merchandiser Assigned" field is set to true.
Mobile Application - This is a table in Encompass that is linked to mobile links and mobile items that determine what menus, buttons, dashboards a user will see in Encompass Mobile. A user's role is linked to a mobile application.
Best Practices
Plans/Events for non-invoiced routes, such as merchandising, line cleaning, etc; should be pre-generated in advance. This is done by setting the Pre-Fenerate Events flag to True on the Activities table.
For location tracking on mobile devices, the location access setting should be set to always on the device.