Data Setup       Product Codes This takes you to a form where you can view, edit, or add new products, product barcodes and store order numbers.   NB WARNING this takes a while to open. Contact Management This takes you to a form where you can view, edit, de duplicate etc store contacts gathered using 65   NB WARNING this takes a while to open. Stockists This takes you to a form where you can review the outlets listed as a products stockist by store group.   NB WARNING this takes a while to open. Calculations This takes you to where you can calculate CACI Strengths, Outlet Rank Order Strengths and True Opportunity Control Data This takes you to a form where you can update Control Data Return to Main Menu This takes you back to the main menu.   Product Codes Return to Data Setup This opens in read only mode, where you can sort by Product ID or by Product Name in alternating ascending and descending order. To change the mode from read only to add new edit, just double click . This is described below under Products in Edit Mode   You can also filter the list of products using the controls at the bottom of the form. To filter by a manufacturer, select them from the left drop down and click To filter by a brand, select them from the right drop down and click To remove the filter just click To empty either of these drop downs, just double click it.   To view, edit or add new barcodes or store order numbers for a product just click next to it. If the product has any barcodes this is an example of what you would see. However if the product does not have any barcodes this is an example of what you would see.   If you want to add or edit a store order no, or edit a barcode click next to the barcode and you will get this. You can edit the Store Order No, EPOS Product Name and Storecheck Product Name with no unexpected consequences, but be aware that you are NOT changing the product the codes apply to. This is set by the Product ID, which you cannot edit. If you really need to edit the barcode, which can have lots of unexpected consequences, so only do it if you know what you are doing, click you will get this warning. If you click Yes on this warning the form will change to this. To save any changes you have made and close this form click and you will return to the Products in EPOS Form. To close it without save any changes you have made click and you will return to the Products in EPOS Form.   When the Products in EPOS is opened it is automatically filtered to only show the barcodes for the selected product, but you can do a lot more here. To remove the filter just click To empty any of these drop downs, just double click it. To apply different filters, just make the selection from the relevant drop down(s) and click The list of epos barcodes can be sorted by Product ID, Barcode, EPOS Product Name, Storecheck Product Name and the Data Owner, in alternating ascending and descending order, using these buttons.   It is also possible to add new barcodes here, by clicking NB You will find it better to do this in batches rather than add one product, add a barcode, add the next product, add its barcode. It takes a lot longer to save the first new barcode, than the next ones. This button is also on the Products form when in edit mode too, and it points to the same place.   Select the store group EG Somerfield. Select the data owner EG BOB Bob Martin. NB These values linger so you only need to set them once. Select the product. The product name will automatically be copied into the EPOS Product Name, but if there is any ambiguity in mapping our name to the one used in EPOS Data, edit this to remove the ambiguity. The product list is complete because the ownership of product info is not restricted. Enter the barcode (EAN). You will notice that it is automatically broken in to bunches of 3 to make it easier for you to check that you have entered the correct number of digits. The form should look like this. Click The first time you do this, it will take a while. When it has finished, the EPOS Product Name and Barcode will be empty, but the Product will not not, because it is likely that the next product will be near to it. This means you will not have to scroll through the complete list of products to find it. Like this.   Products in Edit Mode Having double clicked the products form changes to this. You will notice these buttons appear along the top of the form. You will notice this changing into this next to each product. Finally you will notice this appearing at the bottom right of the form.   To edit a product just click next to it, and the product will then appear near the top of the form, like this. Make the changes you want and then click or if you do not want to save the changes click If you want to add a new product click to make sure the boxes near the top of the form are empty, and then just enter the details of the new product, and click when you have finished, to save it. To add a new barcode to a product just click , as described above.   When you are adding or editing a product, you will notice that the Manufacturer and Brand are required, so if you want to add products which belong to a new brand and or a new manufacturer, you will need to create them first. To create a new Brand click To the sort the list of brands click which flips between and To add a new brand, click to make sure you have a clean slate, and then enter the name of the new brand in the box above the sorting button described above. To edit an existing brand just click next to it, and it will appear in the box above the sorting button. Once you have finished entering the new brand or editing an existing one click to save it or click To create a new Manufacturer click You can sort the list of manufacturers using these buttons, which alternate between ascending and descending. To add a new manufacturer, click to make sure you have a clean slate. A Manufacturer name needs to be recorded in three formats: Manu (full) name, short name and client code. Manu Name This is the full name of the company EG Test Company Europe PLC Short Name An abbreviated name max 20 characters which can be used in lists etc EG Test Co Client Code A 3 character name which can be used as part of a job number, and as a data owner EG TST.   This is optional, and due to its limited length, and need for uniqueness, it should only be set if there is a potential for us to do jobs for them or analysis EPOS data for them. To edit an existing manufacturer, click next to it, and it will appear in the boxes near the top of the form. Once you have entered the details of a new manufacturer, or editted an existing manufacturer, click to save it or click   Once you have finished editting or adding new brands or manufacturers, and have returned to the products form, you will need to make sure that the changes you have made are carried through. Click to do this.   Contact Management Return to Data Setup This form is divided into three sections each with their own purpose: determining the store group of the contacts you want to see; editting the contacts; and finally viewing the contacts.   First you need to select the store group of the outlets the contacts are for from the drop down list shown below, and then click The form will then change to something like this. There are a lot of buttons here , but they each serve a different purpose. This copies the data to where you can edit it. This copies the data to where you can replace this contact with another(below) This copies the data to where you can put this contact in where there was another(above) This creates a copy of this data, and then put sit where you can edit the copy. When the contact information gathered on a job is copied from IVRWEB to the main databases, it checks if that contact already existed, and uses that one, but this process is imperfect. It is possible to have the same person listed twice as the contact for the same outlet. and enable you to deal with this, making sure that there are no orphan records created. There are occasions when 2 people are listed as contacts EG John Smith Grocery Manager, Jane Smith Store Manager. Use to create a copy of the data like this, and then edit each one so they only contain one person. This section is where and put the contact. The difference between them is that creates a new record which you can then edit, whereas just allows you to edit the existing record. Once you are happy with the changes click , or to cancel the changes, but not the new record if you used , click   Here is an example of de duplicating contacts is needed. To find this I sorted the stores by postcode, then scrolled down the list checking contacts whenever there was more than one to a store. You can confirm the store is common to both by clicking on them, and the full address of the store will then appear right at the bottom of the form. Also if you click the list of contacts for the store group you selected earlier will be filtered so that it only shows the records of the currently selected store. This is also useful to know as it prevents the records you are looking at disappearing from your view every time you save one. You can always get the complete list of the contacts for the selected store group again by clicking To replace 'Andy Sparrow - Ambient Trading Manager' with 'Andy Sparrow Grocery & Ambient Trading Manager', I will first edit 'Andy Sparrow Grocery Manager', by clicking next to it, making the changes and then clicking . Next I click next to 'Andy Sparrow - Ambient Trading Manager', and then I click next to 'Andy Sparrow Grocery & Ambient Trading Manager', which produces this. Once you have checked that you have selected the correct contacts, and that you have them to right way around, note the reminders , click NB It may be that one person is a contact in more than one store, as shown below. This is NOT a duplicate. Though it may be another kind of error.   Stockists Return to Data Setup This form opens showing the list of outlets which stock the product last selected, for the store group last selected. You can see which Store Group and Product were the last selected just above the Sort buttons These buttons will sort the list of outlets for you in alternating ascending and descending order. To change the list of stockist, select the store group and product in the section at the top of the form. As the list of products is very long, you can filter using the Manufacturer and Brand drop downs, and then clicking Once you have selected the Store Group and Product you want to see the stockist for, click You can export the current list by clicking To find the stores which have not been selling the product recently, sorting the list by the last date, or last week the product was sold is quick. To see the last 13 records of EPOS Data for the outlet for the product, just click NB This may take a while. NB You may get less than 13 if the store has not sold the product for long, and the weeks are just the last 13, they may not be continuous. This form is fixed size, for 13 records, so if it is not full you know that the outlet has sold the product for less than 13 weeks. The dates should be 7 days apart, so if there was a week when the store did not sell the product the sequence would be broken.   To change whether a store should be counted as a stockist or not, just click and its inclusion as a stockist or otherwise will be reversed. An outlet which is not ticked will not have opportunity calculated for it, as long as no EPOS data for the product is reported. If EPOS data for the product in the outlet comes in, it will automatically be listed as a stockist again, and opportunity calculated for it, until it is turned off again.   Control Data Return to Data Setup Control Data is generated from 2 consecutive weeks of EPOS data which are selected at the product group level. Product Data Ownership is a record of who owns the EPOS data at product group level. It is possible for more than one client to own data on a product in a group. The ownership of the data is determined by who paid for it, and it is common for client to purchase EPOS data of their competitors. Click this to ensure that the list of Product Group and WeekDate is up to date with the most recent EPOS data. Click this to ensure that the flag for the presence of control data is up to date. Click this to ensure that the records of product data ownership are up to date, as they are used when you are selecting the 2 consecutive week dates. Click this to select the 2 consecutive week dates to be used for control data. The form below will be opened. Click this to get a report which lists, by client and group, products which are eligible for control data to be selected. Click this to have control data calculated. If you want to speed things up limit this to the group or client for which you have edited the 2 consecutive weeks.   Control Data Choose Select the Group EG Asda. Select the Owner EG BEN. And you will now have a list of all the products which BEN owns data for in Asda Stores. Select one of them. You may notice that against each product it either says Has Data or No Data. These denote whether the product already has control data.   When you select a product the form will change to this. In this case it is useful to be able to filter out weeks where there is insufficient information (the Store Count is too low). To do this, use the Store Count box. . As you can see this is much more useful.   When it is less obvious which 2 weeks to select, you can click on a promising week and its information and the weeks immediately before and after it will be shown. Whether you find the 2 consecutive weeks on the long list or the shorter one, just put ticks under Use. Once you have finished selecting weeks for an owner in a group, it is a good idea to return to the main form and generate the control data for just them. The generation is not a fast process so limiting it as much as you can is a good idea. You can do this by clicking on the Choose Form and you will return to Control Data   Once you have finished with control data, click on the Control Data form and you will return to Data Setup   ©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