Skemaz™ field merchandising App administrator training kit
-
Upload
mark-runge -
Category
Retail
-
view
752 -
download
0
description
Transcript of Skemaz™ field merchandising App administrator training kit
Skemaz™ Administrator Training KitCutting to the chase on efficiently loading and designing your retail merchandising data to purpose match your individual project requirements.
Contact: [email protected] www.skemaz.net
1. Pre-Requisites• Your free Skemaz™ Login.
• A PC or Mac computer with an internet connection.
• Microsoft Excel (or equivalent).
• Downloaded User Guide (also available from the Login Screen).
• The Sample Data files (please see the following screens for instructions).
• Note: If you ever see unexpected error messages then your session has timed out. Just refresh your browser to continue.
Contact: [email protected] www.skemaz.net
2. Designer App
Contact: [email protected] www.skemaz.net
Your login name
You can download the User Guide
here.
Now launch the Designer App. Microsoft’s SilverLight browser
plug-in will install. If you use a Mac please refer to page 14 of the User
Guide.
The 1st time you run the Designer App it may take a minute to load.
3. Primary Screens
Contact: [email protected] www.skemaz.net
These are the 3 primary screens. By default the Retail Chains tab is
active. You click on a tab to switch screens.
You download the Sample Data here.
You can manually add, edit or delete the selected record. You can
also add, edit or delete large numbers of records using this
“Import Data” icon.
Each screen operates independently. This means that if you modify data in a screen
and switch to a different screen that refers to the same data, you should click the “Refresh”
button to see any changes made in the other screen
(examples later).
4. Importing Data
Contact: [email protected] www.skemaz.net
This is the logical sequence in which to import your data. Although the order can be changed, you cannot import e.g. Products until you have already imported both the
Manufacturers and Product Categories that they belong to.
4. 1. 3. 5.10. 9. 8. 6. 7. 2.
5. How Data are Related
Contact: [email protected] www.skemaz.net
• Following on from the previous slide, the diagram below depicts how the data are related.
• Sequence numbers are carried forward from the previous slide.
• Note: Projects aren’t imported. They are added before importing Project Questions.
• Projects are assigned to Store Groups and Store Groups are assigned to one or more Field Merchandiser.
• Store Surveys (Audits) generate real-time on-line Retail Product Performance reports.
1 23 45
6&78&9 10
6. The Sample Data
Contact: [email protected] www.skemaz.net
The column titled “Edit” tells the import utility (launched from the icon shown in Screen 3) whether to add, delete or modify each record that’s included in the import.
A row in this column containing “Add” or “add” tells it to add a Store to an existing Chain. Note: The Store Name must be unique.
If a cell contains “Del” or “del” the store will be deleted by the import utility (provided it exists).“Chg” or “chg” causes all imported columns for the selected Stores to be changed (provided the Stores
exist).
Below is what you will see in Excel if you open the Stores.csv file.
As will be explained in the following two slides, all imports work in the same way.
7. Importing Chains P/1
Contact: [email protected] www.skemaz.net
a. b.
c. d.
From the “Retail Chains View” screen, start by clicking this “Import Data”
icon.
Contact: [email protected] www.skemaz.net
e. f.
g.
IMPORTANT: Always check if your import was successful or
not.
You must wait for this “*” icon to show that all data has been
imported before you click the green “Check” icon to apply your import.
You must wait for this “*” icon showing that all data has been
imported before you click the green “Check” icon to apply your import.
8. Importing Chains P/2
9. Import the rest of the Sample Data
Contact: [email protected] www.skemaz.net
Use the Import Utility icon in the Stores Panel to import the Stores data in the same way that you imported the Chains.
After importing the Stores your screen should resemble that shown below (my window is a bit squashed so I can show you all the data panels).
10. Import the rest - Manufacturers
Contact: [email protected] www.skemaz.net
Next up is the Manufacturers data. Note: In real life this could be the name of a Broker or MSO. In that case the actual Manufacturers will be Sub-Categories to your Product Categories (see page 72 of the User Guide).
Switch to the “Manufacturers View” screen and import the Manufacturers.csv file similar to the way you imported
Chains.csv but this time import Manufacturers.csv.
Switch to the “Manufacturers View” screen and import the Manufacturers.csv file similar to the way you imported
Chains.csv but this time import Manufacturers.csv.
11. Import the rest – Categories P/1
Contact: [email protected] www.skemaz.net
Click here to open the “Product Categories” screen to import
Product Categories.
Contact: [email protected] www.skemaz.net
IMPORTANT: The “Manufacturers View” screen is unaware of
changes made in the “Product Categories” screen until you
refresh the screen.
After importing Categories, switch back to the “Manufacturers View”.
12. Import the rest – Categories P/2
13. Import the rest – Products
Contact: [email protected] www.skemaz.net
If you import Products before refreshing the screen, the import will fail because this screen is unaware of the imported Categories.
An example of a failed import.
14. The Store Groups and Store Assignments Data Relationship
Contact: [email protected] www.skemaz.net
If you open StoreGroups.csv (left) and StoreGroupStores.csv (right) you will see the data that will be used to import your Store Groups in the next few steps. The 2nd file (opened at the right), is used to assign (link) existing Stores that you imported in Step 9 to these Store Groups.
This file will be used to assign (link)existing Stores to selected Store Groups.
This file will be used to create your Store
Groups. Merchandiser instructions for a Store in a Store Group.
Visit Schedule.
Contact: [email protected] www.skemaz.net
(2) Click the “Edit” icon to modify your Store Groups.
(1) Switch to the “Assignments” screen.
Any Store can be assigned to any Store Group. What you are doing is “assigning” (or linking) existing Stores to Store Groups and not creating new Stores.
15. Import the rest – Store Groups P/1
Contact: [email protected] www.skemaz.net
(2) Import the names of existing Stores to be
assigned to Store Groups.
(1) Import Store Groups.
If you have a large number of Stores to assign to Store Groups you should use the import utility (left screen-shot). Otherwise you can manually add or remove Stores from Store Groups (right screen-shot).
(3) You can also manually add and
remove Stores from the selected Store Group.
Once your Store Groups have been imported, you can also manually add and remove Stores from the
selected Store Group.
16. Import the rest – Store Groups P/2
2. Refresh the screen to see the changes made in the “Store
Groups” screen.
Contact: [email protected] www.skemaz.net
2. Refresh the screen to see the changes made in the “Store
Groups” screen.
Refresh the “Assignments” screen to see your changes.
1. Switch back to the “Assignments”
screen.
Before. After.
17. Import the rest – Store Groups P/3
Contact: [email protected] www.skemaz.net
• Schematics (or Planograms) are simply logical Product groupings.
• I.e. A schematic could be named “ABC Pizza” where you just need a logical grouping of specific Pizza Products.
• You can also add a Picture to a Schematic in cases where you want the Merchandiser to see the prescribed layout of a Schematic.
• Schematics are assigned to Store Groups containing Stores where specified Schematic are expected to be located.
• This gives you a lot of flexibility in which Products, Schematics and Store Groups are associated with different Projects.
18. Import the rest – Schematics Overview
Contact: [email protected] www.skemaz.net
If you open Schematics.csv (left) and SchematicProducts.csv (right) you will see how after importing new Schematics, existing Products can then be assigned (linked) to existing Schematics.
This file is used to import existing Products to be assigned to Schematics.
Schematics to assign Products to.
This file will be used to Import new Schematics. Together with the description you
can also import the URL of an image file.
19. The Schematics and Product Assignments Data Relationship
Contact: [email protected] www.skemaz.net
(2) Click the “Edit” icon to modify your Schematics.
(1) Switch to the “Assignments” screen.
Any Schematic can contain any set of Products. What you are doing is “assigning” (or linking) Products to Schematics – not duplicating them.
20. Import the rest – Schematics P/1
Contact: [email protected] www.skemaz.net
If you have a large number of Products to assign to Schematics you should use the import utility. Otherwise you can manually add or remove Products from Schematics (similarly to how you did with Store Groups and Stores).
21. Import the rest – Schematics P/2
(1) Import Schematics using the import utility or
you can manually add modify and delete
Schematics.
Once you have added your Schematics you can select a Manufacturer and
manually add or remove Products from Schematics or you can import the
Products to be assigned.
Once you have added your Schematics you can select a Manufacturer and
manually add or remove Products from Schematics or you can import the
Products to be assigned.
(2) Once you have added your Schematics you can select a
Manufacturer and manually add or remove Products from Schematics or
you can import the Products to be assigned.
Contact: [email protected] www.skemaz.net
22. Import the rest – Schematics P/3
Your imported Schematics are
listed here.Products
assigned to the selected
Schematic are listed here.
Import or edit the selected Schematic’s image URL here.
Test the selected Schematic’s image URL
here.
Contact: [email protected] www.skemaz.net
23. Adding Projects
Your Project Name and Project Key must be Unique.
(1) Switch to the “Manufacturers
View”.
(2) Select a Manufacturer.
(3) Click here to add a new project for the
selected Manufacturer.
(3) Click here to add a new project for the
selected Manufacturer.
Contact: [email protected] www.skemaz.net
24. Assigning Schematics to Projects P/1
(2) Select a Project.(1) Select a
Manufacturer.(3) Click this “Edit”
button.
Contact: [email protected] www.skemaz.net
25. Assigning Schematics to Projects P/2
(2) Select a Schematic.
(1) Select a Project. (3) Click here to “Include” or “Exclude” Schematics from the selected Project.
Contact: [email protected] www.skemaz.net
26. Assigning Schematics to Projects P/3
This “*” indicates you have unsaved changes in this
screen.
These are the changes (after adding the two Schematics to
the Project).
Always remember to save your changes (or refresh
the screen to remove them).
Contact: [email protected] www.skemaz.net
27. Assigning Projects to Store Groups P/1
(1) Switch back to the “Assignments View”.
(2) Click this “Edit” button.
Contact: [email protected] www.skemaz.net
(1) Select a Project.(2) Select a Store
Group.
(3) Include or Exclude Store Groups to the
Project.
(4) Remember to save your changes.
28. Assigning Projects to Store Groups P/2
Contact: [email protected] www.skemaz.net
29. Project Questions P/1
(1) Select a Project.
(2) Click the Project Questions Icon.
Contact: [email protected] www.skemaz.net
30. Project Questions P/2
Or you can import pre-established Questions.
For a detailed explanation, please refer to page 115 -121 of the User Guide.
You can manually add and remove Questions Types.
You can manually add and remove Questions Types.
Contact: [email protected] www.skemaz.net
31. Project Questions P/3
Unchecked questions are not visible to the mobile
user until they are triggered.
Questions can be “Triggered” based on answers to other questions.
An answer of “No” to Question #8 Triggers all Questions with Seq #9 to become visible. There can be multiple questions with Seq #9.
Contact: [email protected] www.skemaz.net
32. Project Questions Sample Data
Refer to the User Guide and examine the Sample Data for examples on how to establish Project Questions to be imported into Projects.
Contact: [email protected] www.skemaz.net
33. Assigning Users to Store Groups P/1
All that remains is to assign Users to Store Groups (Territories).
Note that many Users can be assigned to the same Store Groups and Users can even audit the same Store at the same time.
Selecting a Store Group reveals the various
assignments that have been made (to the right).
Users have yet to be assigned to the
selected Store Group.
Contact: [email protected] www.skemaz.net
(2) Users are able to make themselves
available from “My Account”.
(1) Mobile Users use the Mobile Menu to Login.
34. Assigning Users to Store Groups P/2Setting User Availability in the Auditor App
Contact: [email protected] www.skemaz.net
(a)
(a) Tap on your User Name.
(b) (c)(b1) Selecting “No” means
you are not generally available to anyone who
searches for a Field Merchandiser with your
experience in your location and at your hourly rate.
(c) Save your changes.
(b2) In this example I am making myself available to myself (a one-man band). Usually you would instruct your merchandisers to enter your user name here so that you can assign them to your
projects.
35. Assigning Users to Store Groups P/3Setting User Availability in the Auditor App
Contact: [email protected] www.skemaz.net
Users can also make themselves available from the
“Account Details” screen in the Designer app.
36. Assigning Users to Store Groups P/4Setting User Availability in the Designer App
Contact: [email protected] www.skemaz.net
On refreshing the “Account Details”
screen, the changes made in the Auditor
App are also shown in the in Designer App.
37. Assigning Users to Store Groups P/5Setting User Availability in the Designer App
Contact: [email protected] www.skemaz.net
38. Assigning Users to Store Groups P/6 Adding Users to your Resources Pool
(1) Click here to reveal the screen below.
(a)
(b)
(2) If you don’t see the user and they say they’ve saved their account, click the “Refresh” button.
(3) Click on the User to select them.
(4) Click this icon to add the selected
user to your pool of available resources.
(5) Save your
changes.
Contact: [email protected] www.skemaz.net
39. Assigning Users to Store Groups P/7
Click this “Edit” button.
Contact: [email protected] www.skemaz.net
40. Assigning Users to Store Groups P/8
(1) Click to select a User.
Caution: If you delete a User from
your resources pool you’ll have to get them to assign themselves to you
all over again.
(2) Click to select a Store Group.
(3) Include or Exclude the
selected Store Group from the selected User.
Users assigned to the selected Store Group are
listed here.
(4) Save your changes.
Contact: [email protected] www.skemaz.net
41. Assigning Users to Store Groups P/9
(1) You can click here to refresh this panel
only.
(2) This screen is refreshed showing the User assignment.
That’s it! You’re all set to use the Sample Project. To remove the Sample Data and replace it with your own data, please refer to page 129 of the User Guide.
Skemaz™ Administrator Training KitCutting to the chase on efficiently loading and designing your Skemaz data to purpose match your individual project requirements.
Contact: [email protected] www.skemaz.net
Please contact us at [email protected] if you have any queries