Q: Stock

There are two ways to view the Stock block: <ul> <li>on the Main page - to analyze general information for all stores.</li> <li>on the Store Page on the "Problems" tab - to analyze information on a particular store.</li> </ul> <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/image_186t9jl.png" alt="" /> To analyze the necessary data on the stocks of products of group A by the Sales qty (that is, products that have constant sales), you need to open the corresponding card in the block: <ul> <li>"No sale after product come" - to view products that have never been sold in the store after delivery. The daily stocks of products with a delivery date within the last week, but the product has not been sold in the last two days before the last data upload, are checked.</li> <li>"Out of stock, but for sale" - to view products with zero stock on the last available data, but which have been sold in the last 60 days.</li> <li>"Incorrect stock" - products that have incorrect stock as of the last day of data upload, but have been sold in the last 60 days.</li> <li>"Products to be recalculated" - to view products that require checking the actual availability in the store. To determine the period within the last 7 days when the product included in the corresponding block, you need to double-click to open the large card of the selected product and analyze the red zone on the graph.</li> </ul> || Note: Group “A” comprises items that contribute to 85% of total sales in the chain. This group of products is the most produc

Q: Lost Sales (yesterday)

The block card ‘Lost Sales (yesterday)’ is located on the Home Page, providing summarized information for all stores, and in the ‘Problem’ tab of the Store Page's bottom menu. <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/photo2024-11-2710-18-28-ezgifc_1wcpgnt.jpg" alt="" /> ‘Lost Sales (yesterday)’ refers to Group A products by sales volume, where the number of sales or stock levels on the last data upload day is lower than the average sales or stock levels for the period. The data for this block is sourced from the ‘Lost Sales’ report in the BI service. || Note! Group A products by sales volume comprise the assortment that ensures 85% of total sales volume across the chain. This product group is the most productive and generates the majority of the chain's profit. To view the page with the store ranking for the ‘Lost Sales (yesterday)’ problem, tap on the card. The store ranking page displays the overall ranking of stores by lost sales. The Loss of sales when stocks are null button allows filtering the page content to display store rankings based on lost sales caused by zero stock. To enable this, tap the icon in the upper-right corner: <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/photo2024-11-2710-18-26-ezgifc_ii61yz.jpg" alt="" /> || Note! The selected state of the button is retained when navigating between pages. If the Loss of sales when stocks are null button is activated on the store ranking page, its sta

Question 1

Stock

Accepted Answer

There are two ways to view the Stock block:

on the Main page - to analyze general information for all stores.
on the Store Page on the "Problems" tab - to analyze information on a particular store.

To analyze the necessary data on the stocks of products of group A by the Sales qty (that is, products that have constant sales), you need to open the corresponding card in the block:

"No sale after product come" - to view products that have never been sold in the store after delivery. The daily stocks of products with a delivery date within the last week, but the product has not been sold in the last two days before the last data upload, are checked.
"Out of stock, but for sale" - to view products with zero stock on the last available data, but which have been sold in the last 60 days.
"Incorrect stock" - products that have incorrect stock as of the last day of data upload, but have been sold in the last 60 days.
"Products to be recalculated" - to view products that require checking the actual availability in the store. To determine the period within the last 7 days when the product included in the corresponding block, you need to double-click to open the large card of the selected product and analyze the red zone on the graph.

|| Note: Group “A” comprises items that contribute to 85% of total sales in the chain. This group of products is the most produc

Question 2

What should I do if Google Authenticator is not available when 2-step verification is enabled?

Accepted Answer

In this situation, when logging in, you need to click on the link _ "Havenʼt access to Google Authenticator app?" _.

After that, you enter an email address and send a request to the administrator to restore access to your account. The message with the link received by mail will be valid for 7 days.

Question 3

Lost Sales (yesterday)

Accepted Answer

The block card ‘Lost Sales (yesterday)’ is located on the Home Page, providing summarized information for all stores, and in the ‘Problem’ tab of the Store Page's bottom menu.

‘Lost Sales (yesterday)’ refers to Group A products by sales volume, where the number of sales or stock levels on the last data upload day is lower than the average sales or stock levels for the period. The data for this block is sourced from the ‘Lost Sales’ report in the BI service.

|| Note! Group A products by sales volume comprise the assortment that ensures 85% of total sales volume across the chain. This product group is the most productive and generates the majority of the chain's profit.

To view the page with the store ranking for the ‘Lost Sales (yesterday)’ problem, tap on the card. The store ranking page displays the overall ranking of stores by lost sales.

The Loss of sales when stocks are null button allows filtering the page content to display store rankings based on lost sales caused by zero stock.
To enable this, tap the icon in the upper-right corner:

|| Note! The selected state of the button is retained when navigating between pages. If the Loss of sales when stocks are null button is activated on the store ranking page, its sta

Question 4

Why do "Unknown" suppliers appear in the "Supplier Analysis" report?

Accepted Answer

The reasons for the appearance of Unknown suppliers in the report are:

the customer has some products not tied to specific suppliers;
products received from these suppliers are sold out. In this case, the FIFO algorithm binds the stocks of such products to an Unknown supplier.

Question 5

Tasks

Accepted Answer

To create, execute, and monitor tasks in stores, the “Task” page has been created, which is located in the sidebar menu.

The “Task” page contains 4 tabs:

My tasks — a list of tasks assigned for completion;
Assigned — a list of tasks created by the user;
Follow — tasks where the user has been added as an “оbservers”;
Regular — a list of task templates that are automatically created based on predefined parameters and frequency.

|| Note! By default, when navigating to the “Task” page, the “My tasks” tab opens.

On the “My tasks”, “Assigned”, and “Follow” tabs, small task cards with sub-tasks for stores that are accessible are available.

All tasks are divided into three types:

One-time — regular tasks that are immediately available for completion.
Regular Tasks — task templates with configured periodicity parameters and other details, allowing new similar tasks to be automatically created.
Scheduled (Regular) — tasks automatically created based on a regular task template.

The small card for Regular and Scheduled tasks contains the corresponding icon:

In the header of the page, you can Search for Tasks by their name.

Also, in the upper right corner of the page, there is a Filter button, which allows

Question 6

Store page

Accepted Answer

The store page displays the main sales metrics, visualization of the Planned Sales, POS-Terminals Capacity (last available date), Promotional Products, Problem Products graph, and Product Assortment Activity of products.

The button in the upper right corner of the page allows you to go to the "Products in progress" block. Here you can filter products by the causes of problems and resolve them by swiping the product to the left and clicking "Done".

At the top of the page is a block that contains four metrics:

Receipt Qty;
Avg receipt;
Turnover;
Number of sales.

By clicking on them, a metric card opens, which displays data for the metric:

Last available day;
From the beginning of the month;
Last 30 days;
From the beginning of the year.

The arrow next to the value on any card shows an increased or decreased indicator compared to the same previous period:

The last day of data - compared to the same day last week and last year (by weekday);
From the beginning of the month - with the same period last month and last year;
Last 30 days - with the previous similar period and the same period last year by weekday);
From the beginning

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