Minimum Version Required: 26.05
Pre-Conditions
The MerchSync app must be installed. See Installing the MerchSync App for more information
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. To start, select "My Day" from the Encompass mobile home page.
2. Select a customer's event.
3. Action Item Menu
From the event screen, select "Action Items" in the navigation menu.
4. Action Items Dashboard
The action items dashboard displays dates of events for the customer, scheduled between today and the next 14 days.
5. Adding an Action Item
Select the Add button located next of the date that you want the action item to be displayed to the merchandiser or delivery driver.
6. Adding an Action Item
Notice the Add button is now converted to a save button.
7. Enter Values
Enter the details for the contact, action item, and point of sale information. Keep in mind these fields are optional.
8. Continue to Enter Action Item Data
Scrolling slightly to the right will show the "Send To" field. Select Merchandising, Delivery, or both from the available options. This will determine who will see the action item on the selected date. 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
9. Save
Finally, click the save button to store the action item record
10. Editing an action item
Saved action items can be modified by clicking the edit button. Be sure to click the save button once your edits are completed.
11. Customer Dashboard
Keep in mind that action items can be created from the customer dashboard as well. This makes it easy to create action items on the fly, or for customers that are not being serviced today.
12. Merch or Delivery
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".
13. Executing Action Items
Clicking on the action item will show the full details and allow the merchandiser or delivery rep to enter comments and update the status to complete or incomplete. Clicking the back arrow at the top-left will save any changes. The action item will be updated with Encompass Mobile auto-sync or when the user does a manual sync.
Merch Sync provides the ability to leave action items for merchandisers or delivery drivers. This functionality will streamline current processes and ensure your customers are taken care of.
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, or both.
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.