Using Outlet Selection
     
 
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Contents
Preparing the Job
This contains an excerpt from the StoreManager Online Manual of how to create a job with only the test store selected.
Opening Outlet Selection
This describes ways to open Outlet Selection, including how to Log On to it.
Finding the Job
This describes the Job List form, left to right, top to bottom, followed by a brief How To Use
Selecting the Outlets for the Job
This describes the Outlet List form, left to right, top to bottom, folllowed by a brief How To Use
 
Preparing the Job
Outlet Selection is a supplement to StoreManager Online, and you will need to create the job there, but only with a Test store.
 
Create the job as normal until you get to this menu
OnLineMenu.jpg
 
Click UseTestStoreOnly.jpg
 
You will be taken to this
  NB You may need to click ToButton.jpg to see the details
TestStoreList.jpg
 
Click SummaryButton.jpg
 
You will be taken to this
TestStoreOutletSummary.jpg
 
Click DateSetupButton.jpg and continue with the job as normal.
 
Opening Outlet Selection
There are 3 ways to open Outlet Selection
- Click the shortcut on your desktop (EG on the right) OutletSelectionShortcut.jpg
- Open Windows Explorer, navigate to C:\StoreManager\OutletSelection\, and double click OutletSelection.mdb
- Open Access and then do File, Open and navigate to C:\StoreManager\OutletSelection\, and double click OutletSelection.mdb
 
When Outlet Selection opens you will get this form.
LogOnForm.jpg
Enter the user name (user id) and password you use for StoreManager Online. Click OKButton.jpg
  NB It takes a few seconds to check your user name and password.
 
Finding the Job
This form shows you a list of jobs which the user name you entered has permission to view and whose start date is in the future.
  NB You cannot edit any properties of the job here.
JobListForm.jpg
 
Description of the Job List Form
The buttons along the top of this form allow you to sort the list of job in alternating ascending and descending order. Click the relevant button.
JobListSortButtons.jpg
 
At the top right of the form are the HelpButton.jpg and QuitButton.jpg.
HelpButton.jpg opens this manual at this section.
QuitButton.jpg closes the Outlet Selection application.
 
The focus in this example is on SC/GUE/006/115, as it is the one with the cursor.
JobListFocus.jpg
 
At the bottom of the form the description of the job with focus will be shown.
JobListDescription.jpg
 
How To Use This Form
To select outlets, click SelectOutletsButton.jpg on the same row as the job.
In this example it will be the job shown with the focus above (SC/GUE/006/115), and the button to be clicked will be the one shown with it.
JobListSelectOutletsButton.jpg
 
  NB When you click SelectOutletsButton.jpg, a list of all the active, non-duplicate outlets belonging to the store group of the job will be downloaded into Outlet Selection. Any outlets already selected for the job online, will be marked as selected here. Depending on the number of stores in the store group, it may take a while to download all this information, but it should be less than a minute.
 
Selecting the Outlets for the Job
This form shows a list of all the active outlets belonging to the selected job`s store group, and the outlets which have already been included in the job.
  NB You cannot edit any properties of the outlet here.
In this example, the job is SC/KET/013/052. Only the test store has already been included.
OutletListForm.jpg
 
Description of the Outlet List Form
The job you are working on is shown in both the title bar and the top left of the form.
OutletListTitleBar.jpg
OutletListJob.jpg
 
The most important button is OutletListSaveChanges.jpg
It saves your changes to where it can be seen from online.
  NB This application works on a copy of the data you see online, so the changes have to be actively fed back to it, and that is what this button does.
  NB If you make changes and do not click this, the changes you have made will not show online, and will be lost when you leave this form.
  NB It will not do any harm to click this twice. If you have made some changes and are unsure if you have clicked this, click it again to make sure.
 
HelpButton.jpg opens this manual at this section.
ReturntoJobListButton.jpg takes you back to the list of Jobs.
 
When you click ReturntoJobListButton.jpg
if you have made changes to the outlet selection and not clicked OutletListSaveChanges.jpg
you will be asked
SaveChangesPopUp.jpg
Click Yes if you do want your changes visible online, or No if you want to dump your changes.
 
The buttons near the top of this form allow you to sort the list of outlets in alternating ascending and descending order. Click the relevant button.
OutletListSortButtons.jpg
 
Directly below the list of outlets (the white boxes) you will see a grey box like this.
OutletFullAddress.jpg
This box contains the full address of the last outlet you put the cursor into, clicked on. You will notice as you click on one outlet and then on another the address shown here changes.
 
Near the bottom of the form there are a set of boxes and buttons which allow you to filter the list of outlets.
OutletListFilterButtons.jpg
To shorten the list of outlets:
- Set the criteria
- Click OutletListApplyFilterButton.jpg
The criteria can be any combination, and the relationship between them is AND. EG if you select Not Included & BS in Postcode Area you will get a list of outlets which are both not included and in the BS postcode area.
To remove the filter, so that you can see all the outlets again, just click OutletListShowAllButton.jpg
 
OutletListIncludeFilter.jpg
Select Included to view outlets you have included.
Select Not Included to see outlets which have not been included.
Select All to make the filter ignore whether the outlet has been included or not.
This defaults to ignoring whether the outlet is included or not.
OutletListPCAreaCombo.jpg
Select a postcode area from this list to see all the outlets in the postcode area. You will see the outlets postcode area near the right of the form (PCArea). To clear this box, just double click it.
OutletListBranchFilter.jpg
To find an outlet by its branch no. put the number in here and all outlets which have a branch no. which is the same as the one you have entered, or begins with it, will be shown.
 
The navigation buttons at the very bottom of this form serve several purposes.
OutletListNavigationButtons.jpg
The 1 in the white box means that the record which has focus is the first record. The 335 means that there are 335 records, in this context 335 outlets.
The buttons around it mean, go to first, go to previous, go to next, go to last and go to new records.
The go to previous is grey not black as the focus is on the first record, so there cannot be a previous one. As soon as the focus is moved to another record, this will turn black.
The go to new is always greyed because creating a new outlet cannot be done here.
  NB When you apply a filter to the list of outlets you will notice that instead of saying 335 records, it might say 105 (Filtered). The 105 is the number of records (outlets) which meet the criteria and the (Filtered) is a reminder that what you are seeing is not a complete list.
 
How To Use This Form
The little boxes on the left of this form are toggles. EG Each time you click one, it flips from ticked to unticked, or vice versa
To include an outlet, make sure its little box is ticked
To exclude an outlet, make sure its little box is unticked
 
Once you have selected all the stores you want to include, or a batch of them, click OutletListSaveChanges.jpg
 
  NB Once you have included all the stores, and made sure the changes will be visible online, it might be worth checking the number you have included. This can be done by selecting Included in OutletListIncludeFilter2.jpg and making sure all the other criteria are blank. Then click OutletListApplyFilterButton.jpg.
  The number on the right hand side of the navigation buttons eg 250 (Filtered) will tell you how many you have included.
 
Click ReturntoJobListButton.jpg to return to list of jobs, where you can either choose another job to select outlets for, or close the application by clicking QuitButton.jpg
 
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©Storecheck Marketing Ltd, 2007
No part of this document may be reproduced without express permission in writing from the Managing Director of Storecheck Marketing Ltd