Minimum Version Required: 22.01
Steps
Create a single shopping cart task
1. Navigate to the Shopping Cart table
2. Click the ‘Add Shopping Carts’ button
3. Enter values in the Customer and Product fields (required)
4. Optional: Enter a Memo to track the purpose of the Shopping Cart Task and attach the Shopping Cart Objective to an already existing task
5. Objective defaults to ‘Shopping Cart: New Placement’ and should not be changed unless another specific Shopping Cart objective exists.
This field triggers a survey to display when the rep removes a prodcut from the shopping cart in order to collect additional details about why they are removing it.
Create a Distribution Report
1. Navigate to the Distribution Reports Dashboard
2. Under 'Recommended’ select 'Import to Shopping Cart’ report
3. Click ‘Edit’ to Identify the Customers, Product Set, and Location needed for the
report
4. Scroll to the bottom of ‘Additional Group By’
5. Drag ‘Product ID’ and ‘Customer ID’ up to the ‘Parent’ section of the report
6. Ensure the Data Types are set to ‘Check Box’
7. Optional: Add additional filters for Products, Brands, Locations, Chains, etc
8. Click ‘Run Report’ and validate the data is correct. When satisfied, click ‘Save Report As’
Import to shopping cart
1. Navigate to the Import to Shopping Cart dashboard
Select the objective from the Objective drop-down: Must use the ‘Shopping Cart: New Placement’ Objective or any Shopping Cart equivalent objective
Set the Task Title, can be any custom entered title for tracking purposes
Enter a Memo for the generated tasks that will be attached to the Shopping Cart products that reps will be able to see when viewing Shopping Cart on Encompass Mobile
Set the Start Date for when the objective should start being created and used, and the optional Deadline date for when the objective should end
2. Click ‘Select Fusion Report’
Select the previously created Distribution report
3. Check off customers on the report to create a Shopping Cart Task
Fields And Definitions
Shopping Cart - The table where Shopping Cart Tasks can be viewed, and single Shopping Carts Tasks can be created
Distribution Reports - A library of pre-built reports for multiple purposes
Import to Shopping Cart - A dashboard used to Import Shopping Cart Tasks from a Distribution Report
Best Practices
Shopping Cart Tasks will only be generated for Customers that do not contain the chosen product in their Customer History (default 180 days, can be adjusted in System Settings (131)
Once the product on a Shopping Cart is added to an invoice, that Product will never be on that Customer’s Shopping Cart again
Use the Deadline field when possible. This helps manage the Products in the Shopping Cart. Once the deadline passes, the Product will be removed.