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 when the product was 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 productive and generates

Q: Selling in other shops, but not here

The "Selling in other shops, but not here" card can be found on the Main page with summarized information for all stores and on the "Problems" tab in the lower menu of the Store Page. <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/photo2024-01-3014-51-39-ezgifc_10jjjw7.jpg" alt="" /> "Selling in other shops, but not here" - products of group A by sales quantity that have had at least one sale in more than 60% of the chain's stores in the last 7 days, but no sales of this product in the last 7 days in the selected store. || Note: Group “A” comprises items that contribute to 85% of total sales in the chain. This group of products is the most productive and generates the majority of the chain's profit. <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/image_1texugc.png" alt="" /> When you click on the eye icon, you can exclude products with zero stock from the list. At the top of the list, you can track the number of identified and solved products for this problem and go to these products. <img src="https://storage.crisp.chat/users/helpdesk/website/8758e5f16dbc1000/image_16uqad.png" alt="" /> || Note! On blocks, this tab is displayed only if at least one product has been added to the cause of the problem or resolved. A file with a list of products can be downloaded to your phone or shared in messengers using the button in the lower right corner.

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 when the product was 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 productive and generates

Question 2

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

Question 3

Selling in other shops, but not here

Accepted Answer

The "Selling in other shops, but not here" card can be found on the Main page with summarized information for all stores and on the "Problems" tab in the lower menu of the Store Page.

"Selling in other shops, but not here" - products of group A by sales quantity that have had at least one sale in more than 60% of the chain's stores in the last 7 days, but no sales of this product in the last 7 days in the selected store.

|| Note: Group “A” comprises items that contribute to 85% of total sales in the chain. This group of products is the most productive and generates the majority of the chain's profit.

When you click on the eye icon, you can exclude products with zero stock from the list. At the top of the list, you can track the number of identified and solved products for this problem and go to these products.

|| Note! On blocks, this tab is displayed only if at least one product has been added to the cause of the problem or resolved.

A file with a list of products can be downloaded to your phone or shared in messengers using the button in the lower right corner.

Question 4

Side panel

Accepted Answer

The sidebar is designed to navigate the application. It is located in the upper left corner of the page.

The panel contains:

Main page;
List of available stores;
Tasks;
Statistics;
Configuring notifications;
Dashboards "BI Dashboards";
Help;
Exit.

“Shops” page displays all available stores that have stock's and last year's sales, sorted alphabetically. You can also search for stores by name.

Question 5

Planned Sales

Accepted Answer

"Planned Sales" - reflects the percentage of execution of the plan for the turnover of the store, the expected execution of the plan and its place in the ranking among other stores for the current month.

Changes in ranking position are calculated based on percentage of execution of the sales plan compared to the previous month. For example, if in the current month the value of the metric for one store increased compared to the previous period and exceeded the value of the corresponding metric for another store, then such store will receive a higher ranking. If the metric decreased, the store will receive a lower ranking. The value of the change, with corresponding arrows, is displayed below the current ranking position.

If you double-click on the card, you will see the execution of the plan by category.

By clicking on the category, you can go down to the lower level and so on to the last level. The scale reflects the progress of the plan in a particular category since the beginning of the month. If you click the button in the upper right corner, you will return to the list of entry-level categories.

Question 6

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.

Frequently Read Articles

Browse All Categories