Minimum Version Required: 26.08
Pre-Conditions
The MerchSync application (Application ID 2192) must be installed.
Steps
The alerts listed below are available when the MerchSync application is installed. Users can be added to alerts by taking the steps below:
1. Go to the Alert Library and search for MerchSync
2. Click on + Manage Users to add an alert.
NOTE: Users can also be subscribed to alerts by adding/import directly into the 'Alert Users' table.
Alert Descriptions:
MerchSync: Event Assigned Unassigned
Purpose: Send a user an alert when an event has been assigned to, or unassigned from a them. This includes events that are deleted, thus unassigned.
Conditions:
These do not include events created by the Build Scheduled Routes (scheduled task), but does include events assigned, unassigned, or deleted from MerchSync Manager, Mapped Routing, or Table View.
In order to received the this alert, the user must be the current or previous merchandiser on the event.
MerchSync: Delivery Within 15 Minutes
Purpose: Send a merchandiser an alert when a delivery is within 15 minutes from the customer.
Conditions:
The person receiving the alert must also have an existing merchandiser event for the same customer on the same day.
MerchSync: Delivery Entered Geofence
Purpose: Send a merchandiser an alert when the delivery has entered the geofence of a customer.
Conditions:
The person receiving the alert must also have an existing merchandiser event for the same customer on the same day.
MerchSync: Delivery Out Of Sequence
Purpose: Send a Merchandiser an Alert when the delivery has entered the geofence of a customer.
Conditions:
The person receiving the alert must also have an existing merchandiser event for the same customer on the same day.
When an event’s EndTimeActual is updating, will check this event’s actual sequence.
When a delivery event is completed, the system will check the actual sequence and compare to the sequence adjusted/planned. If the actual sequence is not the same as the sequence adjusted/planned, an alert will be sent to the merchandiser.
MerchSync: Merchandiser Ahead
Purpose: Send an alert to a merchandiser’s manager when the merchandiser is ahead of plan by the 'Minutes Ahead Plan Alert Threshold'. The threshold is set when the MechSync application is installed.
Conditions:
The person subscribed to the alert must be the Manager1 of the merchandiser that is ahead of plan.
MerchSync: Merchandiser Behind
Purpose: Send an alert to a merchandiser’s manager when the merchandiser is behind plan by the 'Minutes Behind Plan Alert Threshold'
Conditions:
The person subscribed to the alert must be the Manager1 of the merchandiser that is behind plan.
MerchSync: Action Item not Completed
Purpose: Alert the assigned sales rep, or the person who customer's action item if a stop is completed, but the associated customer action item remains in 'New' or 'Incomplete' status
Conditions:
The person subscribed to the alert must be the assigned sales rep or the person who created the action item
The system matches the customer action item to the completed event by Activity (Send To), Customer, and Date.
The event's actual end time is recorded and the customer action item is still in 'New' or 'Incomplete' status
If multiple events exist for the same customer on the same date (e.g. two merchandiser events), the alert will delay until all associated events have been completed.
Best Practices
Ensure customer location data and geofences are kept up to date to maintain the accuracy of arrival notifications.