Minimum Version Required: 22.01
Steps
The Import To Shopping Cart dashboard allows you to bulk add Shopping Cart records using a Fusion Report from the Report Library.
Create A Report
1. Navigate to the Report Library
2. Select the Sales Reports tab
3. Search for and select Import to Shopping Cart - New & Lost Placements + Buyers & NonBuyers
4. Select a Location in the Filters section (Required)
5. Click Add Filters to add additional criteria such as Chain or Supplier.
6. Click Run Report and validate the data is correct. When satisfied, click ‘Save as new report’
- You will have the ability to individually select and deselect Customers and Products upon import
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 Objective with the Objective Type: Shopping Cart.
Enter a Task Title
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 the 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 Import To Shopping Cart report
3. Use the checkboxes to select Customers and Products
4. Click Import To Shopping Cart
5. Review the Shopping Cart records to be imported
6. Click Import
Fields And Definitions
Shopping Cart - The table where Shopping Cart Tasks can be viewed, and single Shopping Carts Tasks can be created
Import to Shopping Cart - A dashboard used to Import Shopping Cart Tasks from a Distribution Report
Start Date - When the Shopping Cart Task will be created and visible on the Customer's Shopping Cart
Deadline - The "due date" of the Shopping Cart Task. If the Shopping Cart records is not added to an invoice or removed from the Shopping cart prior to this date, the Shopping Cart record will be automatically removed and the Shopping Cart Task will move to the status "Failed To Complete"
Import to Shopping Cart - New & Lost Placements + Buyers & NonBuyers - A distribution report designed to assist in creating actionable tasks for sales representatives. It integrates with the import to shopping cart or targeted sales execution dashboards. This report pulls a significant amount of data, so it is recommended to use the robust filter set to filter the data first for best results. By default, this report runs as a 90-day distribution report. However, you can override this default by using Date Range filters or specifying a Period selection.
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
Other Fusion Reports can be used on the Import to Shopping Cart dashboard with the following requirements:
- Customer ID and Product ID included in the report with the Data Type: "Check Box"