- Opmetrix
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1. from the menu This will show a list of Standard Notes in the system Opmetrix CMS Admin Guide August 2014 p23 Opmetrix CMS 4 3 onwards Standard Notes Note Codes Note Delete Approval Discount approved by management amp B1 Boxed amp Pay Payment is required on invoice amp t Add Note From here delete a new note by selecting the Delete icon To add a new note select the Add Note icon Enter a unique code followed by the new text and select add This will appear on the rep s device once a transfer has been completed Standard Notes Note Codes Note Delete Approval Discount approved by management amp B1 Boxed amp Pay Payment is required on invoice amp Add Note New Code New Text Add Utilized by Opmetrix for customers who are selling on behalf of third party vendors Credit Reasons Utilized by customers who allow credits to be processed in the field Credit Reasons maintains a list of reasons that are displayed as a dropdown on the header screen if credits is enabled Opmetrix CMS Admin Guide August 2014 p24 Opmetrix CMS 4 3 onwards Select Credit Reasons from the Advanced menu This will show a list of Credit Reasons in the system Maintain Credit Reasons Reason Code Description FLT Faulty Product Edit Delete OOD Out of Date Edit Delete PRICE Pricing Issue Edit Delete SD Short Dated Edit Delete PICK Picking Issue Edit Delete Credit Reason From2. iy x j i i D i hI i 18 07 2014 Donee Mobile User Transfer Log Device David Dis David Barley South Island Supervisor 8 07 20 F350 32 Ate O O oO O K x O _ Device Demo Dig Jacqui Shand 20 08 2014 BV210 1 4 2 iPad 7 1 1 App 8 x Device Emily Dis Emily Waiti South Island Supervisor 14 08 2013 cs9 31 eo S x Catalogue Maintenance Device Jack Dis Jack Howard 16 07 2014 CU28 37 4 1 Win8 10 0 App J x Device lindsay Dis Lindsay Sweeney 18 07 2014 cwi 100 4 2 iPad 7 1 1 App 8 x Master Data File Manager Device Matt Dis Matthew1 16 06 2014 cv4 1 4 1 Chrome d x The following pages relate to these login types Add Device Login To add a device login select Device from the Login Type drop down and then select the Add Login button The screen below will now appear Please note that this screen has five sections and it is important that all relevant sections are completed Add Device Us Login Details Login Name App Password CMS Password Supervisor a Default Branch None a Lock Email Address August 2014 p16 Opmetrix CMS 4 3 onwards Column Function First three letters of first name plus first three letters of surname Eg Sally Smith becomes SalSmi Name The name of the Mobile User App Up to an 8 digit password used to access the Password system CMS As above Password Supervisor The supervisor assigned to this mobile user Default By default this is set to none If using multiple Branch
3. 4 3 onwards System Logs Email Log The Email log shows when an email of the order has been successfully sent Editing email settings requires assistance from Opmetrix Email Log View Email Rules From 01 10 2013 To 34 10 2013 Messages All Errors Update Date Time Type Recipient Subject us Next Retry CubeMailer only 12 44 56pm 11 10 2013 Andrew lt andrew prv co nz Order BZ411 Order No Sent 10 39 59pm 09 10 2013 Best Health Products lt romesh itlink co nz gt Calling Card For Countdown Greenlane Left by Cube Demo Login Sent 10 39 59pm 09 10 2013 David Barley lt david itlink co nz Quote BZ424 Order No Sent Opmetrix CMS Access Log Opmetrix CMS Login History shows successful and failed attempts to login to the Opmetrix CMS system listed by individual user WebConnect Login History From 01 10 2013 To 12 10 2013 Show Successes Failures User LASALLS gt Update Username Access Level IP Address Successful 1 06 14pm 11 10 2013 150 70 75 28 x 1 05 49pm 11 10 2013 150 70 97 112 x 1 05 48pm 11 10 2013 150 70 172 111 x 1 01 44pm 11 10 2013 150 70 172 104 x Print Log Print Log displays information on printing for google cloud print users Mobile User Transfer Log Mobile User Transfer Log displays information on syncs transfers Mobile User Transfer Log From 01 10 2013 To 31 10 2013 Filter ses Ajijaasa Messages All O Connections Errors Update Log Date Time User Type
4. Lock branches set correct branch Option to Lock Branch for field users Email Address Enter the users email address Shared Journey Plans Select a journey plan s X Add Shared Journey Plan Opmetrix App Allocation Select an allocation x Add App Allocation Opmetrix CMS Allocation Select an allocation x ae Add CMS Allocation Branch Filters Select a branch al x Add Branch Allocation Column Function Shared Allocates Journey Plan to mobile user Journey Plans Opmetrix App Allocates all territories and therefore customers Allocation that this rep may call on Opmetrix Allocates all territories that this rep is Opmetrix CMS Admin Guide August 2014 p17 Opmetrix CMS 4 3 onwards CMS accountable responsible for Allocation Branch Filters Not Applicable Used for PDA solution only Select Save to finalize all settings Important Notes Each user must have their own unique login Logins can not be shared The recommended format for a login code is First three letters of first name plus first three letters of surname Eg Sally Smith becomes SalSmi Passwords are numeric numbers only Add Supervisor Login Supervisor Logins allows Users to login and see activity from their direct reports rep team To add a new Supervisor select Supervisor from the Login Type drop down and then select the Add
5. Login button The screen below will now appear Add Supervisor Login Details Login Name CMS Password Email Address Column Function Login Unique Alpha Numeric login required Name The name of the Executive User CMS Alpha Numeric login required Password Email Address Enter the users email address Opmetrix CMS Admin Guide August 2014 p18 Opmetrix CMS 4 3 onwards Select Save to finalize new Supervisor Add Vendor Login Vendor Logins allow Customer s Vendors to have full access to a Vendor s unique transactions and reports To Add a Vendor select Vendor from the Login Type drop down and then select the Add Login button The screen below will now appear Add Vendor Z s Column Function Vendor Select Vendor from dropdown CMS Alpha Numeric login required Password Email Address Enter the users email address Select Save to finalize new Vendor Login Add Geomap Login GeoMap Logins are for Users that are only able to update the Geo Co ordinates eg A Temp employed to update geomap details To add a Geomaps Login select Geomap from the Login Type drop down and then select the Add Login button The screen below will now appear Opmetrix CMS Admin Guide August 2014 p19 Opmetrix CMS 4 3 onwards Add GeoMaps User Login Details Login Name CMS Password Email Address Z Function Unique Alpha Numeric login required The
6. Summary Location Compliance Call Coverage by Device Call Coverage by Supervisor Calling Cards Calling Cards Log Calling Card Compliance Calling Card Gallery Calling Cards By Type Journey Plan Journey Plan Compliance Journey Plan Maintenance Outlet Contacts AO Contacts Maintenance Opmetrix CMS Admin Guide Promotion Compliance Promo Compliance Promo Compliance Gallery z ion O 5 Promo Opportunities Summary Promo Opportunities Audit Log Promo Opportunities Detail Lines Promo Opportunities Export Maintenance AO Promo Compliance Promo Opportunities Promo Opportunity Types Promo Display Types Activity Custom Admin Promo Compliance Grid Stockon Hand Price Trend by SKU Sales Follow Up PDA Reports Login Summary Login Status Types Login Status grid Payments Summary Legacy Reports Stock by Sales Person Stock by Outlet Calling Cards Transaction Summary Transaction Detail Lines Time In Store Contacts Maintenance Promo Opportunities New Outlet Product Images Store Activity AO Survey Summary Survey detailed Geomap Maintenance Device Summary Device Maintenance Executive Logins Vendors Vendor Logins Supervisor Logins Geomap Logins Objectives Reports N Merchandising Target distribution Total Distribution Distribution Analysis Shelf Share Shelf Analysis Pricing Promo Out of Stocks Merch Gallery Saved Reports Report Maintenance Portfolio
7. here Edit Delete a Credit Reason by selecting the Edit Delete icon To add a new Reason select the Add Credit Reason icon Enter a unique code followed by the new text and select Save This will appear on the rep s device once a transfer has been completed Maintain Credit Reasons Reason Code Description Merch Positions Utilized by customers who record merchandising checks Opmetrix CMS Admin Guide August 2014 p25 Opmetrix CMS 4 3 onwards Maintain Merch Positions Position Top Shelf Edit Delete Middle Shelf Edit Delete Bottom Shelf Edit Delete Dump stack Edit Delete Upright fridge Edit Delete Freezer Edit Delete Aisle end Edit Delete Checkout Edit Delete Main Shelves Edit Delete Chillers Edit Delete Display Edit Delete Boise Position Maintain Merch Positions Position To add a new Position select Add Position and then Save For reporting integrity we do not recommend editing positions once merchandising checks have been made active Wholesaler Utilized by Opmetrix for customers who are selling on behalf of third party wholesalers Opmetrix CMS Admin Guide August 2014 p26 Opmetrix CMS 4 3 onwards Calling Card Activities Calling Card Activities maintains a list of activities that are displayed as a dropdown in Calling Cards Select Calling Card Activities from the Master files menu This will show a list of Calling Card Activities in t
8. name of the Executive User CMS Alpha Numeric login required Password Email Address Enter the users email address To finalize GeoMaps user select Save Add Executive Login Executive Logins allow the user to have full access to Opmetrix CMS reporting To add an Executive login select Executive from the Login Type drop down and then select the Add Login button The screen below will now appear Add Executive l z Hame ji j THS Paanword j Emel Addvess ji Column Function Login Unique Alpha Numeric login required Name The name of the Executive User Opmetrix CMS Admin Guide August 2014 p20 Opmetrix CMS 4 3 onwards CMS Alpha Numeric login required Password Email Address Enter the users email address Select Save to finalize new Executive Login Add Admin Login Admin Logins allow the user to have full access to Opmetrix CMS including Administrative rights To add an Admin login select Admin from the Login Type drop down and then select the Add Login button The screen below will now appear Add Admin Login Details Login Name CMS Password Email Address Function Unique Alpha Numeric login required The name of the Executive User CMS Alpha Numeric login required Password Email Address Enter the users email address Select Save to finalize new Admin Login Opmetrix CMS Admin Guide August 2014 p21 Opmetrix CMS
9. 2014 p3 Opmetrix CMS 4 3 onwards Introduction This manual describes the admin and reporting functions within Opmetrix CMS module Opmetrix CMS is a web browser based and can be used in the office or out in the field Admin Overview An Opmetrix CMS Administration login allows the administrator to configure settings and access reports including logs to monitor usage data flow Administrators can load content Eg Journey Plans Change in Reps Creating Surveys that then appear on the Mobile users system Typically one person within the organisation will be nominated to configure and maintain the system This job requires ongoing checks and audits to ensure Opmetrix is running optimally The following pages outline the Admin functions available within each tab Opmetrix CMS 4 3 onwards Login Process Login Opmetrix CMS can be accessed via your web browser on your computer Opmetrix CMS is optimized for the Google Chrome browser but will also work on the following browsers Google Chrome preferred Safari Mozilla FireFox Op metrix Start Opmetrix CMS Open a compatible Web Browser application on your computer Enter Web Address Enter your Opmetrix CMS URL to navigate to the Opmetrix CMS Login screen My URL is Opmetrix CMS Admin Guide August 2014 p5 Opmetrix CMS 4 3 onwards Opmetrix CMS has different logins for different access levels The following access levels are supported Access Level Inf
10. Code Message 12 58 27pm 11 10 2013 CubeDemo Info 1023 Disconnecting client 12 58 27pm 11 10 2013 CubeDemo Info 1014 Sending data to device 12 58 25pm 11 10 2013 CubeDemo Info 1014 Preparing data for device 12 58 25pm 11 10 2013 CubeDemo Info 1016 Processing surveys 12 58 25pm 11 10 2013 CubeDemo Info 1016 Processing promotional opportunities 12 58 25pm 11 10 2013 CubeDemo Info 1016 Processing calling cards 12 58 25pm 11 10 2013 CubeDemo Info 1016 Processing customer contacts 15E lll a l o kS aG i AAAG Opmetrix CMS Admin Guide August 2014 p22 Opmetrix CMS 4 3 onwards Server Statistics Utilized by Opmetrix to analyse system data connectivity Editing system settings can result in an unusable system Do not edit any settings without technical advice from Opmetrix Advanced Settings Catalogue Maintenance Catalogue Maintenance has a separate Admin guide Master Data File Manager Master Data File Manager is for sites that manage their own master files non integrated to accounting system System Settings System Settings control configuration for mobile users Editing system settings can result in an unusable system Do not edit any settings without technical advice from Opmetrix Tax Code Tax Codes are utilized for some Opmetrix users Editing tax codes requires assistance from Opmetrix Standard Notes Standard Notes maintains a list of notes the reps can access on their Opmetrix device Select Standard Notes
11. Either enter the date manually or select the date and pick the date from the dropdown calendar 01 10 2013 lt Oct 201 gt m SSE 39 Mm 2 32 45 From 01 10 2013 y e 7 a s 412 To 31 10 2013 Drop Down list Select a filter dropdown then select from the list Then select the Apply or Update button for the filter to take effect Transaction Type RRR ALL RRR User 22 ALL Rro Vendor RRR ALL 222 Customer TranslD SKU ae ALL ane Column Headers Any column header can be selected to show ascending descending descending to ascending Eg Select Total to display highest to lowest sales for a period of time Deliv Date Synchronised j Time Taken Outlet ID Outlet Vendor Total BZ424 Dis 09 10 2013 09 10 2013 22 39 58 CubeDemo 00 01 23 1073 Warehouse Paraparaumu Bayer Quote 1040 26 C24 Dis 09 10 2013 09 10 2013 11 47 46 Renee 00 00 11 1099 Caltex Blockhouse Bay Condura Order 43 90 122 Dis 09 10 2013 09 10 2013 11 47 45 Renee 00 00 21 1099 Caltex Blockhouse Bay Bayer Order 317 45 CT20 Dis 09 10 2013 09 10 2013 10 47 48 Renee 00 00 26 1049 Gladstone Hotel Bayer Quote 1570 16 CT19 Die 09 10 2013 09 10 2013 09 46 08 Renee 00 00 11 1019 Coles Brandon Pk Bayer Order 173 80 Opmetrix CMS Admin Guide August 2014 p11 Opmetrix CMS 4 3 onwards Dig Option Wherever the word Dig appears users can drill down to the next level of information Filter Option On tabs a filter o
12. Maintenance Login Maintenance System Logs Email Log Opmetrix Access Log Print Log Mobile User Transfer log Advanced Settings Catalogue Maintenance Master Data File Manager System Settings Tax Codes Standard Notes Credit Reasons Merch Positions Wholesalers Calling Card Activities Calling Card Types Store Visit Types Position Maintenance Department Maintenance Badge Scan Maintenance Workflow Maintenance August 2014 p Opmetrix CMS Navigation 4 3 onwards Opmetrix CMS Navigation and Tabs Every page has the following navigation available LZ 1 SAVED REPORTS OPMETRIX f 5 ADMIN Ke co las ADMIN l pmetrix Merchandising Merch History Activity Saved Reports Select Saved reports to view list of saved reports Saved Reports has a separate Admin Guide available Email Queue Indicator ce ADMIN LOO Email Queue 0 Items to email new 1 Items to email retry Last auto email ran 12 01 02 07 2014 Last email sent 09 36 01 07 2014 ee eee ee Click the Email Queue Indicator to get a breakdown on the status of emails Print Queue Indicator ADMIN ie LOG Print Queue iv 59 Items to print L Click the Print Queue Indicator to show number of items to be sent to printer Opmetrix CMS Admin Guide August 2014 p8 Opmetrix CMS 4 3 onwards Export Queue s amn Loc Export Queue 59 Items to export Last auto export ran Never Click t
13. Opmetrix CMS Administration Guide Version 4 3 onwards August 2014 Opmetrix CMS 4 3 onwards Contents LPC OGIUICTION ee E sen sacogeeiacntsontyaues 4 PGI OW Ct VICW sesseur EEE E 4 LOCI PROC CSS orien ccesepennntsnumswiteeatennesnrun ene A 5 LOC a E EE 5 LO OUIG eee E E E 6 SE MaD e E E E 7 Opmetrix CMS Navigation and Tabs ccccccsccccsseceesseeeeseeteseeees 8 NOVIE a UO ee A E 8 SWEET RODO aE E E enn eee 8 EMail QUEUE IndicatOr serris T 8 Print Queue INGICALON serrr 8 aa arenas wan eect A S 9 PAGINA e E E A E 9 LOC OUT oraa E E sae enaueteneaiees ieee 9 Teel OWVCLV OVW E AA E AAE E A A EE 10 Search Options FINCL S cnscsseiaeecoanneinnsacincassseeresscenncsaanewaneseqtasdeerere 11 FEST A E E E E O EP E EEE TE 11 Print and File EXPO t ecisisssrscscsoissssisisneinarrnta seai di 12 REDO TAa orearen ee a E EE EENE 13 Budget MaintenanCe sssssssssseessserssressrrsseresrrrsseresressrrreseeesser 13 Geocode MAINTENANCE ccccssesececceeeseccccsessecccsseeseceesseaaseeeees 13 Transaction Wor kflow ccccccccceccssssssecccesseesseeeccesesseasseesceeees 13 UVES Tai ae E E E 14 PROM OUIONS TIO serein A TE T A 14 CUI ST recente ec EEE E aeeeeue 14 AN il i E A nee ene eee 15 Contacts Maintenance cccsccsssercoseeceerseseccaeecnsetecsssenaseeneess 15 Journey Plan Maintenance cccccsccccsseeesssceeesceeesceeeneeeeeeness 15 eaa o TEE E EEE P EE ET E PESENE 15 OV TYI e E A 15 LOCI
14. asotsascunsconsouvensnnasciabaeseancdaverousdowsennoseiuciage E 16 Opmetrix CMS Admin Guide August 2014 p2 Opmetrix CMS 4 3 onwards LOS IM Maintenant ursa T hens davsienamenys 16 SV SLOW LOC Core NR 22 EmMa HOG enanat A T IR 22 Opmetrix CMS Access LOQ ccccsccsscceeeeeeeseceseeesceseeeeeeseenes 22 PINE LOL oooi A E N Gonbendewetnn 22 Mobile User Transfer LOQ cccccccssssscceescceceeeeeeeeneceeeeenes 22 Server Statisti CS osier a ieteceeerensaphe et teivaal ice 23 Advanced Setting Scenic ena NT A 23 Catalogue Maintenance somnaestanmoninia n Metadinns 23 Waster Data File Mandage ssicndccescaosiinictcohrtan ceca eoeica arenas vous 23 SYSTEM SOUUING S arai E 23 TIX C Ode ra T N 23 Standard NOTOS o odmee abedecansteedentainesieusanen 23 Vendor Sansen a E E T 24 Credit REASONS cataaacsacduenlensdsceosneng taneahenpeneatoosniaetansetonmecnosmnnanees 24 Merch POSION Sorana tlaaatncentedecsnntad Maceteaneadeemmevens 25 WAO lES aler oeaiei E daaaatastataioenens 26 Calling Card AGtivitiCS 2 ssissieiawidstsncdenvheesiucgheriniaabessisees lt rtsboaron 27 Calling Card TV DGS cecdreaceceswetrda caus O ERER 28 SLOPE V ISIC FY CS araroa tai pcos aco steed E 29 POSITION MaintenaNCE asic See lanesidials a a inated 29 Department Maintenance ccscccscceseceecescescceecessceseeseees 30 Badge Scan Malntenan Ce siecia a ieee 30 WOrktlow Mainte nahe essieu en 30 other Guda esra N N AS 31 Opmetrix CMS Admin Guide August
15. beDemo G Journey Plan Maintenance The Journey Plan Module has a separate Admin guide Admin Overview Many Administration functions are located in the Admin section of Opmetrix CMS as highlighted below ae ADMIN pometrix Sales Reports Surveys Promotions Objectives Merch Merch History Activity Custom There are three sections within Admin Logins System Logs Advanced Settings Opmetrix CMS Admin Guide August 2014 p15 Opmetrix CMS Logins Opmetrix CMS Admin Guide 4 3 onwards Login Maintenance Login Maintenance provides a full listing of all login types Maintenance is used to Add Edit and Disable user logins There are six types of logins which can be selected from the Login Type drop down and are as follows Devices Supervisors Vendor Geomap Executive Admin VY 11 SAVED REPORTS REDQUEEN DEMO Ji1 apmin Locout amp ADMIN pmetrix Sales Reports Surveys Promotions Objectives Merch Merch History Activity Custom Admin l Login Maintenance Login Maintenance Sates rts a fe amp Email vw Save Export amp Print Y Show Filt e e e e m mice Logins Active E3 emai J Lasse Devon J ER a a z Email Log A Select Login Type Add Login l Opmetrix Access Log e ogin ame upervisor st seen j utle upervisor endor Print Log Device CubeDemo Dis Jason Wilson 25 08 2014 BZ594 5 GeoMap
16. d Type select the Add Call Type icon Enter the new text and select Save This will appear on the rep s device once a transfer has been completed Maintain Calling Card Types Call Type Opmetrix CMS Admin Guide August 2014 p28 Opmetrix CMS 4 3 onwards Store Visit Types Store Visits times can be reported on Therefore store visit types can be set up so that users can select in store out of store options Maintain Store Visit Types pte In Store Edit Delete i Out of Store Edit Delete t Phone Call Edit Delete Email fax Edit Delete Sai Visit Type Position Maintenance When staff enter contact details consistency with job titles allows for better filtering in Opmetrix CMS eg Select all Owners and also allows the ability to streamsend to a targeted group eg Buyers Position Maintenance Info Showing 6 result s v Pi No Filters Applied E Email x sae D Expor J 8 Print_ W show Filters Add Position W NININININ X X X X X X To add a new Position select the Add Position icon Enter the new text and select Save This will appear on the rep s device once a transfer has been completed aus Switch x x Add Position Position Opmetrix CMS Admin Guide August 2014 p29 Opmetrix CMS 4 3 onwards Department Maintenance When staff enter contact details consistency with department details allows for better filtering in Opmetrix CMS eg Select all Own
17. e page as it displays on screen Where available reports can be saved to file by selecting Save or exported to file by selecting Export or printed by selecting Print and emailed using the Email button Opmetrix CMS Admin Guide August 2014 p12 Opmetrix CMS 4 3 onwards Reports Tab There are three Admin functions in this tab Budget and Geocode Maintenance and Transaction Workflow Budget Maintenance Budget Maintenance allows users to maintain the rep s monthly budget that is visible in the Budget Tab Select Budget Maintenance from the budgets menu Beside each rep enter in their budget in the appropriate month Once completed click on Save Budget Maintenance Year 201 E gt v man p i lt gt ei z Login Jan v Cameron Cameron Batty CubeDemo Cube Demo Login David David Barley Demo Demo DJ DJ Comber Emily Emily Waiti Jeremy Jeremy Lawson elollollololollololo g Matt Matthew Nic Nick R Sliollollioliolioliolio iol io S Nick Nick Braas 0 000 25000 25000 2500 2500 0 Oliver Oliver Huggins 5000 w So 000 So t 0000 25000 t So 0000 t 0000 0000 0000 ojlolololojlelololojjojljoljojjojljojjojjo HY 8 a E FSH a A FF A ejeje je 982 e e jeejee le e E oc fo aleliR eee eo fo FO oO SO 8 ee ee ojjo o e o v ojojojjojjojojjojjojljolojg olollojiolo
18. ers and also allows the ability to streamsend to a targeted group eg Bakery Department Maintenance Info Sees Email vz Save D Export amp Print Y Show Filters o 2 WIVINAININQINIAQIN x x x x x x x x To add a new Department select the Add Department icon Enter the new text and select Save This will appear on the rep s device once a transfer has been completed Add Department Department CT Badge Scan Maintenance The Badge Scan Maintenance is a separate module and requires consultation Workflow Maintenance The Transaction Workflow is a separate module and requires consultation Opmetrix CMS Admin Guide August 2014 p30 Opmetrix CMS 4 3 onwards Other Guides Function Image Image Catalogue Maintenance 4 2 Catalogue Opmetrix CMS Admin Guide August 2014 p31
19. he Export Queue Indicator to show number of items to be exported and when the last export ran Note Select Dig to view list of items to export in the Transaction Print and Export Report Admin Select Admin to view restricted Administrator s Only features Refer to pages 14 33 for functionality within this section Logout Select Logout to exit Opmetrix CMS Opmetrix CMS Admin Guide August 2014 p9 Opmetrix CMS 4 3 onwards Tab Overview Once logged in the main window with a series of modules tabs across the top of the screen is displayed Executive Administrator logins have access to all Tabs and functions ometrix Sales Reports Surveys Promotions Objectives Merchandising Merch History Activity YZ 1 SAVED REPORTS OPMETRIX DEMO Ji Each Opmetrix Tab listing will vary depending on system configuration and the modules utilized Below is asummary of available tabs and whether they have reporting and or administration functions Opmetrix CMS Tao Reporting 8 3 Admin Sales v Reports Surveys Promotions Objectives Merch Merch History Activity Custom On request Opmetrix CMS Admin Guide August 2014 p10 Opmetrix CMS Filters 4 3 onwards search Options Filters When selecting reports apply filters to specify the relevant information On the Sales screen types of filters and how they work include Dates Select a From or To date to restrict data to within those dates
20. he system Maintain Calling Card Activity Options Activity Assembled POS Edit Delete Competitor Check Edit Delete Face to face Edit Delete Merchandising Edit Delete No order required Edit Delete Order Edit Delete Tasting Edit Delete Training Edit Delete new prospect call Edit Delete oderering on line Edit Delete NYET Activity From here Edit Delete a Calling Card by selecting the Edit Delete icon To add a new Calling Card Activity select the Add Activity icon Enter the new text and select Save This will appear on the rep s device once a transfer has been completed Maintain Calling Card Activity Options Activity Opmetrix CMS Admin Guide August 2014 p27 Opmetrix CMS 4 3 onwards Calling Card Types Calling Card Types maintains a list of Call Types that are displayed as a dropdown in Calling Cards Select Calling Card Types from the Master files menu This will show a list of Calling Card Types in the system Maintain Calling Card Types Call Type m 9 faa oO oO o oO Cancelled Call Change of Details Edit Delete Competitor Activity Edit Delete Completed Call Edit Delete Product Feedback Edit Delete Reminder Edit Delete Request Re lay Edit Delete Telephone Order Edit Delete Trade Fair Edit Delete Bada Call Type From here Edit Delete a Calling Card by selecting the Edit Delete Icon To add a new Calling Car
21. jlelolojlojolojljojollojjolo g ejejejejeigiejee ejej e je e ee NSS ei a a a a a a e a iea ka i oooe 8 0 0 0 0 0 0 0 YV 2 Geocode Maintenance There is one Admin function in the Geomap section of this tab The separate GPS Integration Guide includes Geocode Maintenance Transaction Workflow The Transaction Workflow is a separate module and requires consultation Opmetrix CMS Admin Guide August 2014 p13 Opmetrix CMS 4 3 onwards surveys Tab There is one Admin function in the maintenance section of this tab Survey Maintenance The Survey Module has a separate Admin guide Promotions Tab There are four Admin function in the maintenance section of this tab The Promotions Module has a separate Admin guide Objectives Tab There is one Admin function in the maintenance section of this tab Objectives Maintenance The Objectives Module has a separate Admin guide Opmetrix CMS 4 3 onwards Activity Tab There are two Admin functions in this section Activity Journey Plan Maintenance and Contacts Maintenance Contacts Maintenance This function is used to maintain store contacts from Head Office Use the Add Contact Edit or Delete options to manage contacts Contacts Maintenance eee ee Email ir Save D Export amp Print g Show Filters 1 T andrew millen b CubeDemo ld GF Matthew itlink Demo 8 Bi Lo Banora Pt Die Alan Brown Salesperson Sales ab ab com au Cu
22. ormation Available Administrator Access to all data and administration settings Executive Access to all data Supervisor Access to all data and reports pertaining to the mobile users assigned to them Mobile User Access to all data and reports pertaining to one mobile user ometrix THE PERFECT STORE CALL Username and password is not case sensitive You l Login Enter your Username and Password then click can use either upper or lower case Login Logout Logout of Opmetrix CMS by selecting the Logout option from any screen or by simply closing your browser Tab or Window Opmetrix CMS Admin Guide August 2014 p6 Opmetrix CMS Sales Reports l Budgets Budget Compliance Budget Compliance Graph Budget Maintenance AO GeoMap GeoMap Reporting Geomap Maintenance AO Workflow Management Transaction Workflow Transactions Transaction Print amp Export Transaction Detail Lines Transaction Photo Gallery Transaction Volume Summary Product Reports Product Group Product Outlet Reports Outlet Transactions Outlet x Product Group New Outlet Log Staff Reports Sales Analysis Sales by Staff Distribution By Merch Audit site Map 4 3 onwards This site map details the tabs and functions reports within each tab This training manual will cover the Admin functions within each of these tabs Surveys Promotions Outlet Activity Time in Store Store Visit
23. ption is available Select Show Filters to display the full filter options D 3 T Showing 30 result s between 01 10 2013 and 31 10 2013 MExport Results amp PrintResults Ta ee i No Filters Applied a e Users can select as many filters as required to refine the report view Keep adding or removing filters and select Update the report view to refresh and update Standard Options Capture Date Start 01 03 2014 Capture Date End 31 03 2014 Reporting Period This Month Standard Filters Product Master Outlet Master Outlet ALL Type A e Channel Stock Group A Outlet Staff Code ies Bite mar a U Regior A KU A viel Banner ALL Data Collected By Allocation Outlet Supervisor ALL Tem l pen il Outlet Device ALL gs ome ALL Report Specific Options Transaction Types Order ce Credit T action ID Quote Output x Clear Filters Y Apply Filters i 103 7 03 i Showing 53 result s between 01 03 2014 and 31 03 2014 This Month ee lt 2 Save Py Export amp Print A Hide Filters No Filters Applied Print and File Export Opmetrix CMS has four reporting options View on screen in Web Browser Export Results to Excel Spreadsheet Print Results Email Results Printing from different browsers Eg Chrome Firefox can have different printing capabilities however most will allow users to preview format and print th
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