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Seller User Guide

Seller User Guide. Created by: Bryan Asis (PH InStore Manager). Home PAGE. InStore Logo. Orders Screen. Visit Screen. Objectives Screen. Monthly Routine: EVERY Canvass Meeting. Input Selling Days for the Month. 3. Input Selling Days for the month. 1. Go to Objectives Screen.

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Seller User Guide

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  1. Seller User Guide Created by:Bryan Asis (PH InStore Manager)

  2. Home PAGE InStore Logo Orders Screen Visit Screen Objectives Screen

  3. Monthly Routine: EVERY Canvass Meeting Input Selling Days for the Month 3. Input Selling Days for the month 1. Go to Objectives Screen 4. MTD must be set to 0 initially and increased daily (COB) 2. Go to Maintenance tab

  4. Navigation Note: Adjust column length in order to see the entire cell. When to use? When placing volume Objectives in order to see entire value Sorting: Double Click Column Header Adjust Columns: Click and Drag

  5. Monthly Routine: EVERY Canvass Meeting Input Volume Objectives for the Month • Obj  volume objective w/out VAT • MTD  month to date volume • Bal  Obj - MTD 2. Place Volume Objective for TAB and per Canvass Drive • PAR MTD / Obj Selling • P.Day  Bal Volume / Bal Selling days • (Use daily to know volume needed to sell for the day to hit monthly objective) • A.Tdy  Actual Sales for the day as per ord.pad selected • (Use daily to know sales for the day for TAB, per Canvass Drive • Ind  MTD / Objective 1. Go to Vol OP tab

  6. Daily Routine: Preparation for the Day • Set Daily per Account Objectives • Daily Total: • T. Obj  total objective set for the day • T. Bal(T. Obj – T. Act) • T. Act total sales for the day • Account Sales: • P4V Average sales for past 4 Visits • Hig.Off  Highest offtake of account 2. Use Route Filter to display stores to be covered for the day 3. Input Objective per store to be covered for the day 1. Go to Today tab

  7. InStore O2 - Basic Call Procedure Trade Coverage Review Plans – Set objectives Enter Call – Enter Visit Store Check & Plan Order – Check Distribution Presentation Close – Finalize Orders and Generate Receipt (for HFS) Arrange for Stock Delivery Records & Reports Delivery & Payment Resale Work – Capture Measures Tell Customer Next Visit Call Analysis – Check Day Summary to Review Actuals versus Objectives

  8. InStore O2 - Basic Call Procedure STEP 1: Review Plans 1. Select Objectives 2. Go to TODAY tab Note: Make sure stores to be covered in the Day have been placed with volume objective

  9. InStore O2 - Basic Call Procedure • STEP 2: Enter Call 2. Choose Store 1. Use Route filter 3. Click Select

  10. InStore O2 - Basic Call Procedure STEP 2: Enter Call 1. Click Next >>

  11. InStore O2 - Basic Call Procedure Note: If Seller is using only 1 pricelist, no need to select pricelist again for future orders STEP 3: Store Check & Plan Order Order Acquisition Screen 1. Go to Ord. Sum tab 2. Select appropriate pricelist for Account

  12. InStore O2 - Basic Call Procedure • STEP 3: Store Check & Plan Order • Inv/Qty Tab 1. Capture distribution of skus in store 2. Take order – in pieces or cases • Filters • Order / Distribution Filter • Order Filter (Use to change quantity of ordered skus) • RPS Filter / Canvass Drive Filter • RPS Filter (displays all skus that should be present in account) • Canvass Drive Filter (displays all skus that are part of initiative for the month) • Category Filter • Brand Filter 1 2 3 4 3. Click Ord. Sum tab

  13. InStore O2 - Basic Call Procedure • STEP 4: Presentation • Presentation of new initiatives • Using a Persuasive Selling Format (PSF) document • Consider possibility of showing commercials via iPAQ through Windows Media Player

  14. InStore O2 - Basic Call Procedure STEP 5: Close Check Totals 1. Click M^ to check total amount 2. Click close after checking total amount

  15. InStore O2 - Basic Call Procedure STEP 5: Close Saving Order 2. Click New 4. Click Save 1. Go to Doc. tab 3. Check Pricelist used

  16. InStore O2 - Basic Call Procedure • STEP 5: Close • Generate Invoices • After Closing/Finalizing order, print total of 2 copies • 1 for truck helper • 1 for your store owner 2. Click Next >> 1. Click Print

  17. InStore O2 - Basic Call Procedure STEP 6: Arrange for Stock Delivery Truck helper immediately prepares order after printing the invoice STEP 7: Records & Reports Computation of invoice is now automated in Mars STEP 8: Delivery & Payment Check goods delivered versus receipt Collect Payment

  18. InStore O2 - Basic Call Procedure • STEP 9: ReSale Work • Visit • General Measures/Category Measures • Check Merchandising Execution • Check Measures • Call – Enter Call • Prod – Call Productive • CD1, CD2 – Canvass Drive • GS – Golden Store • PLS – Platinum Store • SR – Store Reinvention • 50HF – Hanger Frontage • 80HF – Hanger Frontage

  19. InStore O2 - Basic Call Procedure STEP 9: ReSale Work 1. Click Select All 3. Click Print and Attach receipt with SO # to OR 2. Click Register and the click yes 5 1 2 3 4 4. Click Close 5. Click Close the Visit

  20. InStore O2 - Basic Call Procedure • STEP 10: Tell Customer Next Coverage • Thank Account Owner • Tell Account Owner the date and time of next coverage • STEP 11: Call Analysis • Day Summary • Review performance (total sales vs objectives, canvass drives, etc.) • How to Hit volume in each call? • Go to Objective Screen • Go to Today Tab • Check if Actual Sales in store met / exceeded Objective • If not, Resell again and push for more sales

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