StoreManager Offline Operating Manual   Overview This document is provided for the purpose of assisting in the understanding and use of the StoreManager Offline application. It does not set out to explain the methodology behind the way jobs are planned and set up. It is assumed that the user understands the principles that drive these processes. This was last updated 1st December 2006   Return to Online Manuals   Contents Welcome to StoreManager Offline Logging On StoreManager Online Help Manuals Store Locator News Useful Tips Main Menu   Client Set Up     Check Brands & Products     Add New Products     Edit Products     Find Stores   Job Management     Select Current Job(s) to work on     Job Details       Worksheet Brief       Set up fees for a visit     Allocations       Allocate       Add New Reps       View Edit Reps       Rep Costs       Exports for Route Planning     Worksheets       Download Data for Worksheet       Download Data for Rep Filter Worksheet       Download Data for Store Filter Worksheet       Generate Worksheet       MOIT Download     Store Details       Add New Store Feedback       View Edit Store Feedback List       Find Stores       Enter Store Contacts       Download Store Contacts     Mailings       Mailing Lists       Mailing Labels   Reports     Job Tracking       Internal Job Tracking       Client Job Tracking       Future Summaries         Future 13 Weeks         Future 4, 6, 12 Months       Past Summaries     Job Coverage       Summary of Job Coverage       All Visits       Gaps       Completed Visits       Quick Job Coverage     Store Feedback List     Worksheet Answers     Download Data from Completed Visits     Pivot Tables   Useful Things     Glossary     Import EPOS Data     Edit Cribs used in Job Briefs     Set Job Timing Limits     Set Template Paths   Logging On Return to Contents Clicking on StoreManager on your desktop will take you to this.   Please enter your user name and password, and click . Your user name and password are identical for StoreManager Online and StoreManager Offline.   You will then see this. If you do not want to see these tips, un-tick the box in the bottom right hand corner. Once this is switched off you will need to contact Storecheck to set it up again.   When you are ready to continue, click in the top right hand corner.   You will then be shown the Main Menu of this application.   At the top of each menu you will see there are four buttons.   StoreManager Online Return to Contents   Click to set up new jobs and worksheets. You will need to enter your user name and password to access the online system. Each worksheet and job must be set up online initially.   Once you have set up a job and its worksheet online, you must close this facility and return to StoreManager offline to continue with job set up and management. If you do not close StoreManager Online, the session expires and you will get messages like Warning! Page Expired.   For full details of how to use this facility please refer to the StoreManager Online manual as necessary, which can be found by clicking at the top of the page, or going to www.storecheck.co.uk/Manuals/help.htm   Help Manuals Return to Contents   Store Locator Return to Contents   News Return to Contents The News link gives you general details of the latest Retail News. You can also select news by store group. You can subscribe free of charge to receive the weekly newsletter.   Useful Tips Return to Contents At the bottom left of each menu you can see the path that has led you to the current menu.   Column header buttons on a screen allow you to sort by column heading.   Buttons at the bottom of a screen allow you to filter.   Current jobs selected under Job Management are carried through and shown on subsequent menus.   The term “manu” is a shortened version of “manufacturer”   NB Once worksheet has been approved, ensure stores and reps are allocated. Once this has been done you need to go to StoreManager online and set up online reports (Create Field Questionnaire Data and Set Up IVR Data).   Main Menu Return to Contents This is the main menu with various options allowing you to add and edit products; select and manage jobs; and gather data and view results, as well as a few useful things like a glossary.   Client Set Up Menu Return to Contents Prior to setting up a job it is essential that you check that all required brands and products are set up on the database. If any of the required brands or products are not shown when setting up the worksheet online, Storecheck will need to set them up for you.   To do this you will need to click on Add New Products or Edit Products, and complete the displayed forms. Once the details have been added or edited, save it and repeat the process until you have specified all the changes you want.   Then click . A CSV file is a text file which stores data, comma separated.   NB It is essential that you save each product after it is added or edited, so it appears in the lower half of the form. Only when you are content with the data shown here, do you click Create CSV File to Email.   Check Brands & Products Existence Return to Contents Select the manufacturer of the products or brands you want to check. If you can not find the manufacturer on the list, you can assume that the brands and products do not exist, so click , which will return to you to the Client Set Up Menu, where you can click Add New Products.   Once you have found the relevant manufacturer, click , and the form will change to this.   If you only want to see the products which belong to a particular brand, just double click on the brand and you will get something like this.   Once you have either found the brands or products you need, or confirmed their absence, click which will return to you to the Client Set Up Menu. If you need to you can then fill in requests for new products, or changes to existing products.   Add New Products Return to Contents Enter the new products name, size, pack type and container type. Then see if the brand already exists in the drop down list Existing Brands, and if it does not, click , enter the new brand name, and close the add new brand form. The new brand should then appear in the drop down list New Brands. In either Existing Brands or New Brands, double click the name and it will appear in the products Brand box.   Repeat this process for Manufacturers.   Once you are happy with the details of the new product click , and the new product will appear in a list in the lower half of the form.     Once you have entered all the new products, and they appear in the lower half of the form, click , and a CSV file will be created. A CSV file is a text file which stores data, comma separated. You will be asked to confirm its default name and default location. You can open this CSV file, but it would be unwise to edit it directly. Email this file as an attachment to storemanager@storecheck.co.uk with the subject of the email containing New Products.   NB When you close this form any data you have entered will be lost, so always ensure that if you want the new products, brands and or manufacturers entered into the database behind StoreManager Online, you have created the CSV File.   Edit Products Return to Contents Use this to change the name, or update the details of a product, including the brand it belongs to or its manufacturer.   Select the brand and/or manufacturer the product belongs to, and then click and all the products belonging to them will appear under Products. Double click the relevant product and it will appear below.   Make the desired changes and click and it will appear in the lower half of the form.   Once you have entered all the changed products, and they appear in the lower half of the form, click , and a CSV file will be created. A CSV file is a text file which stores data, comma separated.   You will be asked to confirm its default name and default location. You can open this CSV file, but it would be unwise to edit it directly. Email this file as an attachment to storemanager@storecheck.co.uk, with the subject of the email containing Edit Products.   NB When you close this form any data you have entered will be lost, so always ensure that if you want the edited products, brands and or manufacturers entered into the database behind StoreManager Online, you have created the CSV File.   Find Stores Return to Contents This form can be used to find store details within a store group by postcode or branch no. Select the group from the dropdown menu and enter the postcode, or part of the postcode, or the branch no.   Click , and you will get something like the example below.   Job Management Menu Return to Contents Once you have set up and created your worksheet and job online, you should return to StoreManager Offline, and select Job Management.   This menu provides access to setting up job details, allocations worksheets, and recording other information gathered or problems run into by reps.   Select Current Job(s) to work on Return to Contents On the Job Management Menu, click on the first option, Select Current Job(s) to work on. This will lead you to the following screen The buttons near the top of the screen allow you to sort the jobs by the buttons name.   The options at the bottom of the screen act as a filter by client, store group or job type. Select the relevant client and or group and or job type and click . To remove the filter click .   The check box in the second to last column will be ticked if the IVR has been setup against the job. Synchronizing this with the IVR is not instant, so it only happens when you specifically ask for it, eg. any of the Job Coverage Reports. The IVR has to be set up before any data can be reported back by the reps. To set it up return to StoreManager Online. No reports online will be shown for a job until the IVR has been set up. Put a tick in the Select box against the jobs that you wish to work on. These jobs will then be carried through and shown on the menus as jobs that you are currently working on as you continue. If the jobs you require are not shown on this list click . This will update the list with further jobs. When you have selected all the jobs on which you want to work or view reports, click .   Job Details Menu Return to Contents   Worksheet Brief Return to Contents This is where you can edit the covering brief of a job’s worksheet. Where text boxes are shown in grey, these are the details you have entered for the job originally in StoreManager Online, and these can only be amended there. Where text boxes are shown in white you can add detail to the brief or edit existing text.   Next to each white text box, you will notice 2 buttons, and . will not always be available, and this is dependent on the Job Type. If the type of the current job has a crib, and you click this a standard entry will be entered, which you can then fill the gaps in. Here is the previous job, with the cribs used.   If there is no crib for the job's type the form will look like this If you want to edit a crib, or add one for a job type, this can be done in Edit Cribs used in Job Briefs which can be found under Useful Things.   If you wish to have more than a couple of sentences in the Sign In, Start Call.. click next to it, and a second form will appear. There is also a spell checking capability here.   Complete the Expected No. Stores and tick the relevant type of activity. If a job is aborted please tick the button as this will feed through to other reports.   Click when you are happy with the details for all your currently selected jobs.   Set up fees for a visit Return to Contents Set the Rep Cost and Client Fee for a visit to a store.   Once this is completed, it allows other prices, costs and contributions will be available in reports grouped under Job Tracking.   When you have updated all the currently selected jobs click .   Allocations Menu Return to Contents   Allocate Return to Contents The details of the job at the top of the form are of which ever visit is currently selected.   Click to find for all stores for the currently selected jobs which are unallocated the rep who was allocated to visit it, most recently.   The logic used is to find the rep who was allocated the relevant store on the job with the latest end date. And this applied to all stores in the currently selected jobs which do not have a rep allocated to them already.   This will NOT overwrite any existing allocations   Click to make sure that the stores for the selected jobs are up to date with any changes you have made online and that the details of the reps are up to date too.   If the job you require is not shown on this list you will need to click and return to Select Current Jobs.   Under the heading Rep select the rep you wish to allocate to visit to the store from the drop down list.   Beside the drop down list under Rep you will notice . This auto allocates for the relevant store, following the same logic as described above, but only for the one store. If there is no record of this store being allocated before you will get this message. Just click and manually allocate for the store.   You can filter the list by job, by rep and or by postcode area; by using the drop down buttons at the bottom of the page or put a tick in Show Unallocated. Once you have selected your criteria, click . To see the complete list again just click   Add New Reps Return to Contents   Enter your Rep Code in your chosen format. To check that the rep code has not already been allocated to a rep click .   Enter personal details against the headings shown.   The postcode, is required and must be in a recognized format, which you can get a reminder of by clicking . First Name, Surname and Address 1 are required. At least one of Town or County must have a value, as is the case for Landline and Mobile.   Once you are happy with the details you have entered click . If you decide to back out without saving the rep, just click .   View Edit Reps Return to Contents Click the appropriate header button to sort as required.   You can filter details, or search them, using First Name, Surname or Code at the bottom of either form.   Once you have found or edited the information click .   This shows the information most commonly used to contact a rep, but to see all the information about them click .   Rep Costs Return to Contents Rep costs is an additional feature which can be customized to your requirements   Exports for Route Planning Return to Contents This function has been included to enable you to use CACI abilities. You will need to set up your own relationship with CACI.   When you click Exports for Route Planning a pair of CSV files of fixed name and location will be produced, which will be shown as below. A CSV File is a text file which stores data, comma separated. The file names include the current day’s date.   These can then be sent to CACI who will give you an optimized route for performing the tasks.   Click   Worksheets Menu Return to Contents   Download Data for Worksheet Return to Contents Click this selection to download data for selected jobs from StoreManager Online. When it is finished you will get a message like this. In this example there were 5 jobs selected, but only 4 downloaded, which means that questionnaire data needs to be created for one of them, the one not included in this list.   If none of the selected jobs has questionnaire data, or if there are no selected jobs, you will get a message like this.   If you make changes to stores and or questions you will need to recreate questionnaire data.   NB As well as selecting stores, and setting questions in StoreManager Online, it is necessary that you have created questionnaire data before it can be downloaded for worksheets to StoreManager Offline. You can do this by logging into StoreManager Online, where you select Set up on-line data collection, and then select Create Field Questionnaire Data, where you can select the job(s), and then click Create Questionnaire Data.   Download Data for Rep Filter Worksheet Return to Contents This contains a list of the reps allocated stores included in the currently selected jobs, and includes a count of the stores allocated the rep for each selected job. The usual uses for this are expected to be handling reallocations, and resends. These can happen when a rep calls in that they are unable to do the visit, or in the latter case that they have just not received the worksheets, for example it has been lost in the post. NB If there have been reallocations make sure that you have clicked on the Allocate form.   Find the reps that want to include in the filtered worksheet, and put a tick in the relevant rep job record. You can also filter the list to show all rep job combinations, the ones chosen, and the ones not chosen.   Your list should resemble this when you have finished your selections.   Click when you are happy with your list, and it will behave exactly like Download Data for Worksheet on the Worksheet Menu as described above, except you will only get the data for the selected rep job combinations. Once you have received the message reporting the number of stores downloaded for each job, click , and then either generate the worksheet or get the MOIT download.   Download Data for Store Filter Worksheet Return to Contents This contains a list of the stores included in the currently selected jobs, and it includes the rep the visit has been allocated to, and the job the visit is for. The usual uses for this are expected to be handling reallocations, and resends. These can happen when a rep calls in that they are unable to do the visit, or in the latter case that they have just not received the worksheets, for example it has been lost in the post. NB If there have been reallocations make sure that you have clicked on the Allocate form.   Find the stores that want to include in the filtered worksheet, and put a tick in the relevant store job record. You can also filter the list to show all store job combinations, the ones chosen, and the ones not chosen.   Your list should resemble this when you have finished your selections.   Click when you are happy with your list, and it will behave exactly like Download Data for Worksheet on the Worksheet Menu as described above, except you will only get the data for the selected store job combinations. Once you have received the message reporting the number of stores downloaded for each job, click , and then either generate the worksheet or get the MOIT download.   Generate Worksheet Return to Contents Generate Worksheets takes you to a list of all the jobs for which worksheet data has been downloaded. If you have changed your selected jobs since you last downloaded worksheet data, this list will NOT reflect the changes in selected jobs.   If there is no data downloaded for worksheets   Select COM if you used epos data to filter the stores and or questions in StoreManager Online.   Select Store Action Sheet if you wish to display a full list of products contained within the worksheet.   Store Contacts is an additional feature, only available on customized systems   Put ticks in the required options in the worksheet for each job, and then click either or .   If you click you will be asked to identify which worksheet, and then the data from the job(s) shown on the list will replace the data in the existing worksheet. The repopulated worksheet will then open.   If you click , this will appear.   Select the template you want to use and then click , and save to your selected location.   You will then be asked for the name and location of the worksheet you want created by merging the data downloaded and a copy of the template.   Any *.rpt file in the worksheet templates path is assumed to be a template, so you can create your own templates.   The worksheets you have just created will then open.   MOIT Download Return to Contents   This shows a list of jobs which have questionnaire data and have an End Date in the future. Click and CSV files will be produced for the relevant job, and you will get this message. A CSV File is a text file which stores data, comma separated.     Store Details Menu Return to Contents   Add New Store Feedback Return to Contents This is used to record feedback from store for an activity.   The point of this form is to find the URN (Unique Reference Number), but if the rep calling in can read it off the worksheet, just type it directly into URN near the bottom of the form.   If this is not possible, find the job in the Job drop down list. This is filtered by the Group and Client drop down lists to the left of it.   The Job will now filter the list of stores, but you can also shorten the list if you know the postcode area the store is in eg. B, SW, NG.   The list of URNs once you have selected a job and store should only have one value in it. Select this.   If the rep does not know the store, you can select the rep, and then you will find the list of stores limited to the ones in the selected job, allocated to the selected rep.   Once you have a URN, select an Issue Type, usually a rep report. If the issue type is not shown on the drop down list click and you can enter your own issue type - click to save the change.   The Issue Date defaults to today, but it is meant to be the day the issue being reported happened, and that may have been yesterday.   If any information has already been recorded against a URN, key information about it will be shown in the bottom left hand corner of the form.   An issue ref will be shown in the Issue Ref box and can be given to a rep once the details are entered, as their record of the call. This Issue Ref will be stored on the system.   Click and you will be taken to the Store Feedback Entry Form.     Enter your name in Trouble Shooter, so if there are any queries about the message, it will be easy to find out who took the call.   If the person calling is a rep, and the rep making the call is the allocated rep then click otherwise select them from the rep list. If the person calling is not a rep, enter their name and details, e.g. store position in Caller Name and Details.   Use the drop down box to show status of report, select Open if any actions will need to be taken, or Resolved if it is purely a message.   Enter the message   If any action needs to be done, like resending a shipper, put this information in Action.   Once you have filled in the required information, click   View Edit Store Feedback List Return to Contents   You can sort the list by clicking the header buttons as required. If you want to edit the information, click the relevant which will take you to the Store Feedback Entry form shown above, where you can change the same values you could when entering a new piece of store feedback information. As when entering a new piece of information click when you are finished and you will return to the list.   You can filter the list using the various buttons and drop downs below the line as below.   Set the criteria you want to filter by and then click . To remove the filter click , but be aware this just changes to showing the last 50.   Once you have sorted and filtered the list as you desire, click or in the bottom right hand corner to get the information included in a report.   When you have finished looking at Store Feedback information click .   NB For ease of use this can also be reached via Reports   Find Stores Return to Contents This form can be used to find store details within a store group by postcode or branch no. Select the group from the dropdown menu and enter the postcode, or part of the postcode, or the branch no.   Click , and you will get something like the example below.   Enter Store Contacts Return to Contents Store Contacts is an additional feature which can be customized to your requirements   Download Store Contacts Return to Contents Downloading Store Contacts is an additional feature which can be customized to your requirements   Mailings Menu Return to Contents   Mailing Lists Menu Return to Contents Mailing Lists are produced in an Excel Spreadsheet by Rep or by Store or by Rep & Store on the currently selected jobs.   You will be asked for the name and location of the spreadsheet.   EG By Rep No of Stores Rep Code Rep Name Address 1 Address 2 Address 3 Address 4 Postcode 5 6 A001 A001 Mr James T Kirk Enterprise Star Trek ST1 1ST 8 B001 B001 Mr Jean-Luc Picard Next Generation Star Trek ST1 1ST 3 C001 C001 Ms Kathryn Janeway Voyager Star Trek ST1 1ST   EG By Store No of Jobs Rep Code Store Name Address 1 Address 2 Address 3 Address 4 Postcode 3 Sainsbury Test Store Test Store 2 A001 Sainsbury 31 High Street Harpenden Herfordshire AL5 2RU 1 A001 Sainsbury Everard Close St Albans Herts AL1 2QU 2 B001 Sainsbury Marshalwicks Lane St Albans Hertfordshire AL1 4N4 1 B001 Sainsbury O2 Centre 255 Finchley Road London NW3 6LU 2 C001 Sainsbury 38-54 Alcester Road Kings Heath Birmingham West Midlands B14 7PB 1 C001 Sainsbury 1 Chapel Lane Selly Oak Birmingham West Midlands B29 6SJ   EG By Rep & Store No of Jobs Rep Code Rep Name Rep Add. 1 Rep Add. 2 Rep Add. 3 Rep Add. 4 Rep Postcode Store Name Store Add. 1 Store Add. 2 Store Add. 3 Store Add. 4 Store Postcode 3 Sainsbury Test Store Test Store 2 A001 A001 Mr James T Kirk Enterprise Star Trek ST1 1ST Sainsbury 31 High Street Harpenden Herfordshire AL5 2RU 1 A001 A001 Mr James T Kirk Enterprise Star Trek ST1 1ST Sainsbury Everard Close St Albans Herts AL1 2QU 2 B001 B001 Mr Jean - Luc Picard Next Generation Star Trek ST1 1ST Sainsbury Marshal Wicks Lane St Albans Hertfordshire AL1 4N4 1 B001 B001 Mr Jean - Luc Picard Next Generation Star Trek ST1 1ST Sainsbury O2 Centre 255 Finchley Road London NW3 6LU 2 C001 C001 Ms Kathryn Janeway Voyager Star Trek ST1 1ST Sainsbury 38-54 Alcester Road Kings Heath Birmingham West Midlands B14 7PB 1 C001 C001 Ms Kathryn Janeway Voyager Star Trek ST1 1ST Sainsbury 1 Chapel Lane Selly Oak Birmingham West Midlands B29 6SJ   Mailing Labels Menu Return to Contents Mailing Labels are produced reports by Rep or by Store on the currently selected jobs, arranged so that they can be printed on to A4 sheets of address Labels.   Against each address is a number which in the Reps version means the number of stores the rep should visit according to the information in the contents of the envelope. In the Stores version, this is the number of jobs which have to be performed in the store.   EG By Rep   EG By Store   Reports Menu Return to Contents   Job Tracking Menu Return to Contents   Internal Job Tracking Return to Contents   This reporting tool allows you to view a summary of all future jobs, and by selecting from the dropdown menu you can choose to include past jobs for up to 3 months.     Client Job Tracking Return to Contents   This reporting tool allows you to view a summary of all future jobs of a client, and by selecting from the dropdown menu you can choose to view past jobs up to 3 months     Future Summaries Menu Return to Contents   This reporting tool allows you to breakdown future activity by selected weeks and/or months.   Future 13 Weeks Return to Contents   Select a client to view a list of jobs for the next 13 weeks either for that client, or if you do not select a client, all the jobs for the next 13 weeks.   Future 4, 6, 12 Months Return to Contents   Select a Client to view a list of the client’s future jobs up to 4, 6 or 12 months, or omit the client and see all future jobs.   The number of months you see is dependent on the amount of other information you want to include, as described on the form as shown above.   Past Summaries Return to Contents   Select a Client to view a list of the client’s past jobs up to 4, 6 or 12 months, or omit the client and see all past jobs.   The number of months you see is dependent on the amount of other information you want to include, as described on the form as shown above.   Job Coverage Menu Return to Contents   Summary of Job Coverage Return to Contents Gives a list of jobs including counts of stores completed and not reported   All Visits Return to Contents Gives a list of all stores by allocated rep, and then by job, including counts of questions answered and questions with empty answers.   Gaps Return to Contents Gives a list of stores by job with tasks not reported   Completed Visits Return to Contents Gives a list of stores by job successfully completed   Quick Job Coverage Return to Contents For each of the selected jobs a csv file will be created reporting the coverage of each store.   You will get a message for each like this if there is IVR data. NB the structure of the file name is "Job Coverage" followed by the job number and its occurrence, followed by the date the file was made.   If there is no IVR Data you will get this message instead.   If you open the CSV file in excel this is what you will see   Store Feedback List Return to Contents   You can sort the list by clicking the header buttons as required. If you want to edit the information, click the relevant which will take you to the Store Feedback Entry form, where you can change the same values you could when entering a new piece of store feedback information. As when entering a new piece of information click when you are finished and you will return to the list.   You can filter the list using the various buttons and drop downs below the line as below.   Set the criteria you want to filter by and then click . To remove the filter click , but be aware this just changes to showing the last 50.   Once you have sorted and filtered the list as you desire, click or in the bottom right hand corner to get the information included in a report.   When you have finished looking at Store Feedback information click .   NB For ease of use this can also be reached via Job Management> Store Details   Worksheet Answers Return to Contents   The worksheet answers will be found for all the URNs (Unique Reference Numbers) in the URN list on the right of this form, and if you have them, you can just type them in, and then click .   However if you do not have the URN immediately available to you, the Find URNs box will give you options of criteria to complete which will help you find the URNs.   Use the options on the left hand side of the form, click you will be offered a list of stores.   Select the stores you are interested in, choose whether you want URNs of the stores which are just within the time span you have selected above, or URNs which meet all the criteria you have already set above and then click selected.     You should then see a list of URNs appear under URN List. Click .   EG   Download Data from Completed Visits Return to Contents   Enter a User Name, this can be anything you want, but it is required. While the data is being gathered before it can be downloaded, it needs a unique tag (which will be your user name) to distinguish it from possibly the same data being gathered for someone else.   Select the type of file destination you wish to download data to and click download     StoreManagerTemp.mdb   This downloads the data to here, removing any that you had previously downloaded.   This is the mdb file stored in C:\StoreManager\StoreManager where temp data can be put   The file itself is NOT temporary, just the data in it.   If you want to preserve the data you have already downloaded, you need to export, or copy the table in StoreManagerTemp.mdb called tmp_causal_data before you do the download.   The pivot table templates which come with this package expect the data for the charts etc to be in StoreManagerTemp.mdb, but you are free to create your own excel analyses, using this mdb as a source.     JobData.csv (fixed name & location)   A CSV File is a text file which stores data, comma separated.   This downloads the data to a CSV file called JobData.csv in C:\StoreManager\StoreManager.   It will overwrite previous downloads if they have not been renamed.   These are easily opened by excel, but below is what they look like raw.       CSV File (choose name & location)   A CSV File is a text file which stores data, comma separated.   This is the same as JobData.csv, except you can choose where the file is saved, and what it is called.   Once downloaded you will receive a message, confirming the number of records downloaded, and where the data was saved. Click . Once you have done your downloads click .   Pivot Tables Return to Contents This allows you to select template pivot tables, in excel. They are then copied and renamed as you specify, and then ready to be populated with any data you have already downloaded in Download Data from Completed Visits   Template JobData.xls comes with the package, but you are free to build any more templates you want, and we can build additional templates to your specifications.   NB Any .xls file stored in the pivot table template folder, which you can change in Useful Things> Set Template Paths, will be assumed to be a template.   Useful Things Menu Return to Contents   Glossary Return to Contents This is a place where you get definitions of terms. This is fully updateable, so feel free to augment any definitions given, and add words.   Import EPOS Data Return to Contents This gives you the ability to upload your epos data downloaded from Retail Link.   Edit Cribs used in Job Briefs Return to Contents This is where you can change the cribs for job's briefs. These are template briefs for job types, so the nomenclature can be standardized, and time saved, so that for a normal job it will only be necessary to fill in the blanks or overwrite the XXXX's.   The example above shows the cribs for an installation job. To change which crib you are seeing, just select the alternative job type from at the top of the form, right of middle, and then click . If the crib for the job type exists, you will be taken to it, and if one does not exist, a new blank one will be created for it.   Set Job Timing Limits Return to Contents Each company will have its own milestones for when tasks should be finalised and a job completed. This function allows you to change and set the number of days for these tasks according to your own requirements.   Set Template Paths Return to Contents This shows selected current paths for pivot table templates, worksheet templates and specifies the location of the crytsal report application (crw32.exe).   These can be changed but you must follow the Warning instructions shown as to how the paths should be expressed.   When these are set to your satisfaction click   NB any rpt file in the worksheet template folder, and any xls file in the pivot table template folder will be treated as templates.   You need to specify the location of the crystal report application because different versions of it have different default locations so they do not overwrite, and you may have chosen to install it in a non standard location. StoreManager Offline needs to know here it is so it can open it when you are generating worksheets.   Return to Online Manuals   ©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