Opmetrix User Manual
Contents
1. 2014 Opmetrix Ltd v4 0rc1 Application installed Examples New Product Launch record which stores will accept or reject new products Xmas Promotion Offer a Xmas promotion with the ability to give away free stock or gifts Hospitality Monthly Table Talker lock in a monthly special with an outlet and prearrange cost sell prices in store The purpose of the Promotion opportunities module is to measure the success of a promotion and to ensure it was offered to the correct outlets In addition by tracking Trade Spend and Free Stock and gift the cost of a promotion can also be measured July 2014 56 Opmetrix App Opmetrix User Guide Actions Decision Status Display Type Stk Weight Promo Period Ver 4 2 onwards Review the Promotion details Type Objective Description Dates and comment and offer this opportunity in store Record the decision and details Accepted Pending Rejected Select the correct Status lf a display has been agreed select the display type lf a stock weight for the display has been agreed enter the stock weight These dates will either display as either fixed non editable or the end date of the agreed promotion can be entered by the user The next section of the Promo Opportunity enables product information to be recorded This is not creating an order invoice it is recording a product commitment enabling forecast reports to be generated on the success of a pro2. Opmetrix User Guide Ver 4 2 onwards Price checks are most commonly used to check that products with a TPR Temporary Price Reduction have the correct promotion ticket on the shelf As promotional prices can change week to week a price list task is often named with the start end date for that period Eg TPR Price checks 01 11 11 07 11 11 3 pieces of information can be collected Promo Confirm the product is on promotion or not Price enter the current ticket price Note an optional note about the product lf the product list is long the standard search methods using product code and description are available and filter options to display only a particular vendor brand competitor or product group can be used s Contains Merch Audit Op Mm e tr X Code Description Ranged In Stock Promo Price Berocca 15 Tropical Berocca 15 Orginal 2 9 y Berocca 15 Orange 2 9 Berocca 30 Tropical 4 5 Berocca 30 Orginal 4 5 Berocca 30 Orange 4 5 Berocca 30 Film Coated 4 5 Last Audit Never Load Last Audit Take Photo Finish Action Menu D 2014 Opmetrix Ltd v4 0rc1 Application installed Typically all items categories in the price check list should be checked Items should only be skipped if they are not ranged in store July 2014 52 Opmetrix App Opmetrix User Guide Actions Take Picture Group Vendor Filter Mandatory SKU s Finish Ver 4 2 o
3. 2 Email Notity a Ba D Jun Su Mo Tu We Th Fr _ Sa ME SE AE SE DEAE TE Sk JE 12 13 14 15 16 12 18 T 20 21 22 23 2425 26 27 28 29 30 July 2014 39 Opmetrix App Ver 4 2 onwards Calling Card History Tip To return to the In Store view tap on Store Menu Edit Call Card Opmetrix User Guide Review historic calling cards by selecting Call notes from the In Store menu e Voda NZ gt 9 16 am Outlet Call Notes ES Store Pricelock Australian Hotel t p S Entered By Renee Heath Date 07 07 201409 16 X y Call Type Completed Call Met With Derek brown Olivia Young Activity Mentioned Specials Order Training Note Sales y Completed training our new line Ne SS Entered By Rodney Bate Call Type Cancelled Call Surveys Call Rescheduled 03 07 2014 d Met With 4 A Activity No Order Taken Merchandising Escalated to NC Note Eromotions eee Entered By Rodney Bate Date 02 07 2014 13 27 s m y C Objectives w Call Type Competitor Activity Met With ae are IIN Activity Ca otes Escalated to Oliver Huggins Renee Heath j Note Exit Store these products new in store y y Entered By Rodney Bate Date 02 07 2014 13 26 Action Menu w 2014 Opmetrix Ltd v4 2 Application installed Edit or delete a call card only when still in store An option is available to edit or delete a call card pr
4. Add ContactAdd a name and email address to whom the confirmation should be sent to This also adds the recipient to the contact list Opmetrix User Guide July 2014 33 Opmetrix App Ver 4 2 onwards Held Transactions Held transactions can be accessed from the Transactions Tab by selecting the Held button my Q Search contains Contains Held Transactions P t e p e FIX Outlet Name Date Order No TransID Last Visit Distance 1131 New World Stanmore 21 03 2014 BV170 21 03 2014 43154km an fen gt Type History Held Select the customer select store visit type and recall the sale Once selected the transaction is recalled to the subtotal screen where items can be added amended the sale accepted or cancelled izarenmen Daakline G fenam Yi 6 0 Carton 6 16 53 Store Visit Type In Store 4 0 Carton 6 16 53 Out of Store Phone Call Email fax Opmetrix User Guide July 2014 34 Opmetrix App Ver 4 2 onwards Alternatively if a customer has a held transaction the held transaction can be found at the top of the task menu highlighted in red Outlet Qa Store New World Stanmore Store Menu fr Tasks Type Name Last Done Held Order BV171 21 03 2014 Callcard Calling Card 06 01 2014 Distribution Core Range Foodstuffs 19 02 2013 Sales Shelf Facings and Share of Shelf Promo Compliance Cottonsoft Entrance Displa Store Menu P pay Promo Opportunity Fresha 20mtr Foil Surveys Objectiv
5. Clyde St 70 Clyde Street 04 12 2013 618km 1059 Maroubra Bay Hotel Mckeon Street amp Marine Parade 31 01 2014 992km Details Nemm 1166 Mill Liquorsave Wanganui Somme 33 Somme Parade 672km C Start 1174 Mill Liquorsave Wanganui Vic Ave 379 Victoria Ave 15 08 2012 670km 1139 Mitre 10 Mega Ashburton West St 22 05 2014 135km Action Menu ba 1141 Mitre 10 Mega Dunedin 20 Timaru St 13 02 2014 495km 2014 Opmetrix Ltd v4 2 Application installed Select Customer Use the Journey Plan if visible Group Filter or search methods to locate the Store Tap to select it and highlight it in yellow Start Tap the Start Button to begin this call and record the start time Opmetrix User Guide July 2014 13 Opmetrix App Store Visit Type Opmetrix User Guide Ver 4 2 onwards Once a store is selected options for users are displayed Eg A sales rep may tap on out of store if they want to review previous call notes and previous sales prior to calling on the outlet eeeee Voda NZ gt 8 56 am Outlets ometrix Logged in as Renee Currently online Transactions to Send 4 Last sync 04 07 2014 at 10 35 25 All Outiets v Filter In Store Out of Store Phone Call Email fax Action Menu M A Search contains 1149 Henrys Liquor Alexandra 1159 Henrys Liquor Dunedin Kaikorai 1176 Henrys Liquor Kaikoura 1054 Katoomba Hotel 1056 Lakes Hotel pe Liquor
6. Contacts Contacts List Multiple contacts within a store can be added and maintained Primary contacts can be tagged and these highlight in bold within the contact list Contacts Fergus Manager A aa If a contact s email is included a copy of a calling card or sales Sam Lottie Vinosup Taster Imported wine transaction can be sent back to that person All contacts are synchronised to the central CMS system amp Add New Contact Store Liquor King Carlton Mill Store Menu S pmetux_ Sales Store Menu Surveys i Merchandising Promotions Objectives Call Notes Exit Store Nenas Order 25 07 2013 Demo 02014 Opmetrix Ltd v4 0rc1 Application installed Add Contact Tap Add new Contact enter data then Save Edit Contact Tap the contact to Edit then Save when done Delete Contact Tap the contact then tap Remove Opmetrix User Guide July 2014 18 Opmetrix App Ver 4 2 onwards Sales Order Invoice and Credit Sales Start Opmetrix can be configured to complete four types of transactions Order Invoice Credit and Quote The process for these transactions is nearly identical Order 2 Liquor King Carlton Mill Store Menu tes Invoice 5 Credit Type Name Last Done card Calling Card 27 09 2013 ribution Core Range Foodstuffs 27 09 2013 a N Shelf Facings and Share of Shelf 27 09 2013 i Sales J Objective Juke Boxes 13 03 2014 i N Objective New Displ 13 03 2014 a Store Men
7. In Stock Promo Price Icecream Cookies amp Cream 21 Icecream Goody Goody Gum Drops 21 Group Vendor p Icecream Strawberries amp Cream 21 ese AL ose gt Icecream Jelly Tip 2l Filter 22 a4 see E Lighten Up Icecream Hokey Pokey Tub Icecream Boysenberry Tub 21 Icecream Vanilla Box 1l Icecream Rich Chocolate Tub 21 Icecream Neopolitan Tub 21 Last Audit 27 09 2013 Load Last Audit Take Photo Finish Action Menu y 2014 Opmetrix Ltd v4 0rc1 Application installed Depending on business requirements items should be checked on every visit or in some business cases only changed items e g newly ranged or discontinued items need only be checked The first time an outlet is visited all mandatory product should be marked as ranged not ranged and any optionally ranged items should be marked This ensures that a base position for ranging is achieved for each store On subsequent visits users are able to download the previous check and apply any changes July 2014 48 Opmetrix App Actions Take Picture Group Vendor Filter Ticketed Only Mandatory SKU s Load Last Audit Finish Opmetrix User Guide Ver 4 2 onwards Locate the item tap to enter a tick or cross in the Ticketed in Stock and Promo Columns Optionally enter a price or a note against the product line Captures a photo and attached it to this Distribution check 1 photo can be attached per distributi
8. installed Edit Delete Item Tap on the product line to edit or delete Signature Customer can sign on the screen and enter name Take Picture Captures a photo and attaches it to this sale Add Item To add more products Add Note Add note to attach a note to the last item of the order Header Tap on Header to adjust header details July 2014 31 Opmetrix App Opmetrix User Guide Print Email Ver 4 2 onwards Tap on Print amp Email to Print In order to email options are available from existing contact list or add a new contact and email on the fly July 2014 32 Opmetrix App Ver 4 2 onwards Email Once a transaction has been accepted Opmetrix can optionally email a copy of the transaction to the customer The email can be sent to any existing contact in the customers contact list or a new contact with email address can be added at this point Subtotal n Store New World South City Order Subtotal NI ometrix Description Quantity Unit Price icecream Boysenberry Tub 21 5 00 Carton 6 16 53 12 00 Carton 6 16 53 TT6 Icecream Boysenberry Tub 21 5 00 6 00 Carton 6 16 53 12 00 6 00 6 Take Photo A Accepted By Add Item Steve _ Signature hos om Add Note Nai PNE a Print and Email Subtotal 380 19 is Tax 57 03 l Action Menu m Total 437 22 2014 Opmetrix Ltd v4 0rc1 Application installed Contacts Select an existing contact to email
9. 1 TipTop 16 53 Opmetrix User Guide July 2014 23 Opmetrix App Ver 4 2 onwards Product Item Detail Entry To enter additional data regarding a product tap on the Product description The item details box appears Search contains Contains Invoice Product Berocca 15 Orange Action Menu m Berocca 15 Orginal 2014 Opmetrix Ltd v4 0rc1 Application installed Quantity Tap to enter in the quantity required using the onscreen keyboard Price Change Optional Feature Tap the price and enter in required price Price Level Optional Feature Tap the arrow beside the price to show up to 8 price levels Discount Optional Feature Enter the percentage discount for this product Note Tap in the note field to write a note or select from the list using the drop down arrow Promo Qty Optional Feature Input any free promo stock Opmetrix User Guide July 2014 24 Opmetrix App Ver 4 2 onwards Credit Reasons Credits can have credit reasons added on a line by line basis From Product List tap on the stock item to bring up the Product ltem Detail Screen On the right hand side of notes is a reason option drop down Tap on drop down and select pre entered credit reason Credit Proc Faulty Product Out of Date Picking Issue Pricing Issue Short Dated Opmetrix User Guide July 2014 25 Opmetrix App Ver 4 2 onwards Barcode Entry To input items via barcode scanning tap on the Barcode Sc
10. King Paraparaumu Liquor King Te Ngae Liquor King Whangamata Liquorland Ahuriri Liquorland Balclutha Clyde St Maroubra Bay Hotel 1100 Mill Liquorsave Wanganui Somme 1174 Mill Liquorsave Wanganui Vic Ave 1139 Mitre 10 Mega Ashburton 1141 Mitre 10 Mega Dunedin Address Centennial Ave 185 Kaikorai Valley Rd Cnr Beach Rd amp Edmond Ave 15 Parkes Street 307 Gardeners Road Ihakara St 143 Commerce St 6 Crown Lynn PL Pandora Rd 70 Clyde Street Mckeon Street amp Marine Parade 33 Somme Parade 379 Victoria Ave West St 20 Timaru St Store Select Last Visit Distance 03 02 2013 547km 29 06 2012 496km 244km 23 01 2014 3558km 17 06 2014 503km 555km 16 06 2013 1105km 17 06 2014 981km 13 02 2014 924km 04 12 2013 618km 31 01 2014 992km 672km 15 08 2012 670km 22 05 2014 135km 13 02 2014 495km 2014 Opmetrix Ltd v4 2 Application installed July 2014 14 Opmetrix App Call Store Menu Overview Opmetrix User Guide Ver 4 2 onwards Once a call has been started Opmetrix will display the store menu There are four key areas Tasks Contacts History and the navigation buttons as listed on the left hand side below Store Menu Surveys Merchandising Promotions Objectives Call Notes p az a mz ey pa Exit Store l I gt I I gt IX Ta I 16 a o Store L
11. Opmetrix User Manual Version 4 2 onwards July 2014 Opmetrix App Ver 4 2 onwards iPad Home Screen Starting the Opmetrix App ccccsseceeseseeseeeeeseeeesneaees 4 E A nee oe 9 ACUM lodos ia casonis 6 A A ae 7 onime OMNE Stalis ta dana 8 MTS AC MOINS Iton Acoplados 8 VAO NOW ea A aieegey ne deaceenas 9 Customers Journey PLANS seriado i iaa aa a e aaa aa 10 A E EE EIE T E A E 11 Store Select Journey Plaane S nena diari 12 Completing a Store Calern a a 13 Sre Gall Stari asa 13 PLONE VISIE TYD eegen e a O aces 14 Call Store Menu Overvi W ocooocccoccconcnconcncconnnonnnoncnnonnnncnnnnnonnnonrononnnconnnonanenos 15 Store Call Store Menu Lists Overview ccccsccccsececceseeceeseeseeeecneseesseees 17 COMAC a A TIT can Te ee rent eRe Meri nee Net mI ee 18 A e e ee ero ee ee ete ine ae ee eee eee se eee 18 Sales Order Invoice and Credit sceccadeces secs ais 19 SA no a a 19 Sales Hedder erena a a aces 20 Product EMU OVNI Wai a i 21 Product SC AlCl NIG Fille taa a 22 Product HEM E a a iS 23 Produet tem Detail ENUY orereta r io tenias 24 Credit REASONS tallada as 25 Bye 1010 6 2g O IO 26 Margin Calculator Gross Profit Margin cococccccccnnconcncncccnncconncnoncnononononos 27 Mage Gato que ad as 29 ACUO tito dl cede 30 o A a en ee en ee 31 A A ee oR en ne EP 33 FAC Irie SAGUOWNS wdc ciation ah cathe Asse a tc es one a uaad tee a te 34 Hale O Nae AE Rane A A eer EAS 36 c
12. alling Gard OVENIO Wise iii 36 Calling Gard Ena a 37 Calling Gard Email NOUT ecc 38 Calling Card Reschedule a Call ooccccoccccccnncccccnncconnccnnnnconnncnnnononanos 39 Calling Gard FISTO aieri 40 9 CACT O Renee nen Cn ron ie th ton ee en oie ean ene eT 40 aN AG IORS tits 41 nepeal MANS ACTION cerne A a a 42 GUZINA sete 0 0 14 scare eee nen E a O reer ne 43 Opmetrix User Guide July 2014 2 Opmetrix App Ver 4 2 onwards A ete Lane eee eect 43 SI nee eee AA 44 Js ene te en ee er re ee eee eee eee 45 WIEKEMANGISING ice sirsssa tee E sca de Sao 46 Merchandising OW IWC Weiss aiii 47 PISUDUN CIN CCK S arterias dsl pica baiaiad 48 o T E eeere eeee 50 FATS SCN a tc eer see a acc ee e eet eee eect sane 52 FORO MOM COUN ING anta a leete rasa 54 Promo Compliance Overview occccoccccccocnccoccnononnnonnnnnnnnnnnonnnnonnnnnonnnnnnncnononons 54 POMON DP PON UN Yi 56 Promo OO OMIM tdi 56 nn o 60 Opmetrix User Guide July 2014 3 Opmetrix App Ver 4 2 onwards iPad Home Screen Starting the Opmetrix App The home screen on your Pad displays application icons You can swipe your finger left and right to rotate through the home screens and view icons Start Opmetrix Press the Home Button Round Button on iPad to switch on your iPad Locate the home screen with the Opmetrix Icon and tap it to start Opmetrix App Ver 4 2 onwards Login Every user has their own username and password This
13. anning button Contains Order Product S Price Today 13 03 2 Vendor Level 1 OnHand Qty Quantity Berocca 15 Orange Bayer Berocca 15 Orginal Bayer Berocca 15 Tropical Bayer Berocca 30 Orange Bayer Berocca 30 Orginal Bayer Berocca 30 Tropical Bayer Billingtons Muscovado Sugar Dark 500g Global Chickadee Chicken Breast Char Grilled 1k Global Citron Honey amp Coriander Tote V10 Gift Store Coca Cola Bottle 2 25 L Coke Coca Cola Fanta Orange 2 25 L Coke Subtotal Coca Cola L amp P 2 25 L Coke Coca Cola L amp P 2 25 L Action Menu m Coca Cola Lift Lemon 2 25 L 2014 Opmetrix Ltd v4 0rc1 Application installed Scan barcode and adjust quantities on screen or scan again to increase in increments of 1 Scan new item for next product ordered Barcode scanning Is available from list or image mode Opmetrix User Guide July 2014 26 Opmetrix App Ver 4 2 onwards Margin Calculator Gross Profit Margin Opmetrix User Guide Wholesale Calculator calculates your own GP 1 Tap on Wholesale Search contains c Order Product Vendor Filter View Sagens Muscovado Sugar Dark 500g Global Chirkadas Chirkan Rraact Char Grilled 1k 2014 Opmetrix Ltd v4 0rc1 Application installed 2 Enter charge percentage 3 Enter Rebate Dollars using onscreen number using onscreen number pad pad Note This is a calculator only and any price change or di
14. asks Last Done Callcard Calling Card 27 09 2013 Distribution Core Range Foodstuffs 27 09 2013 Shelf Facings and Share of Shelf 27 09 2013 Objective Juke Boxes 13 03 2014 Objective New Display 13 03 2014 Survey Store Survey The task list displays a list of actions that should be completed for this store They can include tasks such as Surveys Price Checks Distribution checks Objectives Promotion opportunities and promotion compliances The list is filtered to actions that are appropriate for the store selected Compulsory actions are coloured pink If you exit the store without completing these Opmetrix will prompt you to complete Calling Card Contacts Each Stores Task list also has an action PRESA in it called Calling Card The Calling E card should be completed at least once ma me per store visit and can also be used to record and escalate issues or notes regarding this store Contact List see next page for Contact Management Store contacts can be added edited and deleted from this contact list section H isto ry History Type Date Device Ref Value Invoice 11 11 2013 CubeDe 470 00 Previous Order Invoice and Credits are pisses displayed in the History list Order 27 09 2013 Demo 5984 00 Order 27 09 2013 David 4382 94 Transactions Can be viewed by tapping Order 22 08 2013 CubeDe 628 55 on them Order 25 07 2013 Demo 12800 0 Favourites July 2014 17 Opmetrix App Ver 4 2 onwards
15. ch the Pad to airplane mode The top left hand corner indicates the current status Settings Airplane Mode Wi Fi Bluetooth Cellular Data Ma VPN Carrier 8 Notification Center 8 Control Center Do Not Disturb Sounds Wallpapers amp Brightness EUA Privacy Airplane Mode Opmetrix User Guide 2 33 pm 85 a General About Software Update Spotlight Search Text Size Accessibility Multitasking Gestures O rt ef t uitita S yr right bet el USE SIDE SWITCH TO Lock Rotation Y Mute Mute is available in Control Center Usage Background App Refresh Select Settings from the home iPad menu Tap the on off switch to enable disable airplane mode When airplane mode is off the top right hand corner status will indicate if 3G or Wi Fi is active set Voda NZ gt When airplane mode is active the status will be an airplane picture Ke July 2014 7 Opmetrix App Ver 4 2 onwards Online Offline Status The top left hand side of the Store Select screen advises if you are currently online or offline Currently online You can continue to use Opmetrix when you are offline however you cannot complete a synchronisation to send and update data to head office and you cannot log out of the system unless the system is online Transactions to Send Sync Fails Data is not lost if a sync times out or fails Continue to the next call and simply try again later Opmetrix Use
16. determines the functions available and filters to display an individual customer store list pmeltrix Server Username Password Username and password is not case sensitive You can use either upper or lower Login Tap the Server field then use the Pad case keyboard to enter your Server address provided to you by head office Tap on Username and password fields to enter in respective information When complete tap Login Opmetrix Would Like to Use Important Your Current Location Initially popup messages regarding using your current location will appear Always tap OK to confirm these types of messages After two confirmations they will not re appear Don t Allow OK Opmetrix User Guide July 2014 5 Opmetrix App Action Menu Opmetrix User Guide Ver 4 2 onwards After logging in users have various options when tapping on the Action Menu Outlets Transactions Store Select Address Q y 13 ct contal a vearcn Contains Last Visit Distance Bi Lo Chermside Toombul Shopping Centre Sandgate 27 06 2014 3959km Cpmetrix 1029 Logged in as Renee Currently online anes Transactions 1091 to Send 2 ync Now 1094 Last sync 04 07 2014 at 10 35 25 1099 1016 1019 Action Menu Y Swap Right Hand Left Hand GPS Location Test Logout O 1044 Bi Lo Lisarow Bi Lo Nollamara Caltex All Seasons Caltex Avenal 2001 Caltex Balm
17. e Juke Boxes 13 03 2014 Opmetrix User Guide July 2014 35 Opmetrix App Ver 4 2 onwards Calling Card Calling Card Overview Calling cards are used to record various information regarding the store currently being called on They are often used to Record what happened on each store visit Escalate issues problems or competitor information Record detail changes Eg Address Phone numbers Optional Feature Reschedule a visit and add this to the Journey plan as a one off visit Take photos that relate to the calling card Store New World South City O Value 5380 19 380 19 1690 25 3043 80 Save sis 22161 0 Add New Contact Favourites 2014 Opmetrix Ltd v4 0rc1 Application installed All Calling cards become part of the Call History for that client and can be accessed via the Call Notes button Opmetrix User Guide July 2014 36 Opmetrix App Ver 4 2 onwards Calling Card Entry To add a new calling card select Calling Card from the Task List The calling card details screen will display Record all relevant information then select save or to exit without saving tap the Red Cross X in the top right corner Call Status Status of the Call Eg Completed Cancelled etc Face to Face Y aiid i Met With The person s met with during this store Mentioned Specials visit This list comes from the store contact Merchandising Y list No Order Taken Call Type The actions completed on t
18. ed Active Promotions are listed in the main task list These same promotions as well as future promotions eg preview next week s promotions can also be found by selecting the Promotions Module Button Actions Select the Promotion task and complete the fields to advise if it is compliant or not Status Select Pass Fail July 2014 54 Opmetrix App Opmetrix User Guide Display Type Stk Weight Price Note Take Picture Ver 4 2 onwards Check the intended Display type then select the actual display type in store If the display is not in store select Not Setup Enter the amount of Stock on Display Enter the Promo Ticket Price Optionally add a note about the display Captures a photo and attached it to this check 1 photo can be attached per promo compliance check July 2014 55 Opmetrix App Ver 4 2 onwards Promotion Opportunity Promo Opportunity Opmetrix User Guide The Promotion Opportunity module can be used in many ways Its standard purpose is to display a list of future promotions that can be offered to the store outlet manager or buyer to get agreement on whether the outlet will accept or reject these opportunities Type Promo Buy In Period Sub Type Bonus Offer Start 07 01 2014 Objective Buy 11Ctns and Receive 1 Ctn free End 31 03 2014 Promotion Period Start 01 01 2014 End 31 03 2014 Berocca 15 Tropical Fresha 20mtr Cooking Foil A3 Poster Promo s Add Product amp Add Gift POS
19. his call ae Call Notes Enter information and notes regarding this Training call Take Picture Captures a photo and attached it to this call card 1 photo can be attached per calling card However multiple calling cards per store visit can be made Opmetrix User Guide July 2014 37 Opmetrix App Ver 4 2 onwards Calling Card Email Notify Opmetrix User Guide Optionally you can notify other staff or customer contacts by email regarding this calling card Select Email notify select the staff or contacts required then select done Once a synchronisation is complete a copy of the calling card will be emailed to those staff This is useful to escalate an issue or non compliance lf a photo has been taken with this calling card the photo is sent by email as an attachment Nick Nick Braas Oliver Oliver Huggins Reneeweb Renee Rod2 Rod Scott Scott Birley July 2014 38 Opmetrix App Ver 4 2 onwards Calling Card Reschedule a Call Opmetrix User Guide To reschedule a missed appointment or to book a future visit a calling card for the store and tap reschedule call Select the new date from the calendar and save the Calling card The new appointment then becomes part of your Journey plan cycle Note that this does not change the preset Journey plan it just adds an additional one off appointment on the selected date Journey plans is an optional feature and may or may not be visible Reschedule call
20. ior to selecting Exit Store Tap on pencil to edit or X to delete eeeee Voda NZ gt Cpmetrix Outlet Store Pricelock Australian Hotel Call Notes te Ss Daas 07 07 2014 09 16 A x l Entered By Renee Heath e oe y Call Type Completed Call Met With Derek brown Olivia Young Activity Mentioned Specials Order Training A E Note 4 Sales Completed training our new line Note Call Cards cannot be edited once user has selected Exit Store July 2014 40 Opmetrix App Transactions Opmetrix User Guide Ver 4 2 onwards Transaction history can be viewed by tapping on the Transactions tab Outlets Transactions Objectives 5 Spmetrix m ee Pricelock Australian Hotel Pricelock Australian Hotel Filter Warehouse Pukekohe Status a gt Pricelock Australian Hotel Type History Held lt yy Y y New World South City New World South City This option allows users to View recent transactions Re print optional a gt Contains Historic Transactions P Date Order No Our Reference Trans ID Favourite 03 11 2014 01 11 2014 christmas 01 04 2014 Dj 24 03 2014 01445 20 03 2014 20 03 2014 Highlight order as a Favourite this reflects a sale that could be repeated at a different outlet To repeat a transaction or utilize a favourite users need to exit this screen and then select the outlet required July 2014 41 Opmetrix App Ver 4 2 onwards Re
21. iquor King Carlton Mill Store Menu fr Fr az i Tasks Type Name Last Done Callcard Calling Card 27 09 2013 Distribution Core Range Foodstuffs 27 09 2013 Shelf Facings and Share of Shelf 27 09 2013 Objective Juke Boxes 13 03 2014 Objective New Display 13 03 2014 Survey Store Survey m pean l History l na Position Department T 2 Date Device Ref Value Fergus Manager Invoice 11 11 2013 CubeDe 470 00 James Assistant Order 30 09 2013 CubeDe 1029 60 Sam Order 27 09 2013 Demo 984 00 Lottie Vinosup Taster Imported wine Order 27 09 2013 David 4382 94 Order 22 08 2013 CubeDe 628 55 Order 25 07 2013 Demo 12800 0 Add New Contact Favourites 2014 Opmetrix Ltd v4 0rc1 Application installed Sales Store Menu Surveys Merchandising Promotions Objectives Call Notes Exit Store To begin a new order invoice or credit To display the Task Contact and History lists To display all active surveys To complete Merchandising checks To display a list of Promo Ops and Compliances To display a list of current objectives To display previously entered call notes To exit this store and finish the store visit July 2014 15 Opmetrix App Ver 4 2 onwards Action Menu View Outlet Details Add a New store specific Objectives and Exit Store Opmetrix User Guide July 2014 16 Opmetrix App Ver 4 2 onwards Store Call Store Menu Lists Overview Opmetrix User Guide Task List T
22. lled Branch Date Order Number Our Reference Optional Feature Select the branch Warehouse where stock should be supplied from The Delivery date for this transaction The customer s order number If this is compulsory it will display Required Optional field July 2014 20 Opmetrix App Ver 4 2 onwards Product Entry Overview There are many ways to enter products on a sale The fastest way is Item List shown below To record more detail such as price changes discounts or promo stock tap an item s description to display Item Detail where more options become available There is also a search box to locate an item by its product code or part of the description Contains Order Product Price Today 13 03 21 Description Vendor Level OnHand Qty Quantity Berocca 15 Orange Bayer Berocca 15 Orginal Bayer Vendor mrau Berocca 15 Tropical Bayer Filter e S Berocca 30 Orange Bayer View Berocca 30 Orginal Bayer Berocca 30 Tropical Bayer Billingtons Muscovado Sugar Dark 500g Global 3 00 Chickadee Chicken Breast Char Grilled 1k Global 13 00 Citron Honey amp Coriander Tote V10 Gift Store 84 95 Coca Cola Bottle 2 25 L Coke Ne Barcode Scanning Coca Cola Fanta Orange 2 25 L Coke Subtotal Coca Cola L amp P 2 25 L ls Coke B Coca Cola L amp P 2 25 L Action Menu Coca Cola Lift Lemon 2 25 L 2014 Opmetrix Ltd v4 0rc1 Applica
23. m 21 05 2014 966km 02 07 2014 11km 04 07 2014 3671km 20 06 2014 3843km 02 07 2014 724km 04 07 2014 7596km 04 07 2014 23km 04 04 2014 619km 12 05 2014 18 03 2014 991km 2014 Opmetrix Ltd v4 2 Application installed Select an Outlet Search Group Filter scroll up amp down the customer list tap to select The selected customer is then highlighted in yellow Tap in the Search box and enter in part of the customer code or name The list filters to display on matching customers Search can be switched from contains matches any part of the code or name to begins matches starting characters only This filter is located on the left hand side Tap the Group dropdown to select and filter by customer group July 2014 10 Opmetrix App Ver 4 2 onwards Store Select Details Once a Store has been selected tapping Details displays further information regarding this customer Op Logged in as F Outlets Search contains Currently onli Transactions to Send 2 Last sync 04 07 23 Filter rents G 1104 Pak N Save Hastings Heretaunga St W 20 03 2014 902km 2014 Opmetrix Ltd v4 2 Application installed Details Displays customer details Select Done to close Some information may be visible or non visible eg Customer Account balances Get Directions If online and a map is displayed tap the map to open the Pad Maps applicati
24. motion July 2014 57 Opmetrix App Opmetrix User Guide Ver 4 2 onwards S 01 01 2014 d 31 03 2014 Berocca 15 Tropical Fresha 20mtr Cooking Foil A3 Poster Promo Bb Add Product amp Add Gift POS F 2014 Opmetrix Ltd v4 0rc1 Application installed Each of the columns can be set to fixed or editable depending on the promotion Break The minimum qty that needs to be purchased in order to qualify for the promotion Unit Unit of measure for the product TPR The temporary wholesale price the outlet can purchase the product for Quantity The forecast intended qty the outlet will order Spend The trade spend the outlet will receive Free Stk The amount of free stock if any that will be given to the outlet RRP The agreed price in store for the product July 2014 58 Opmetrix App Ver 4 2 onwards Comment A comment can also be added to the promotion to record other details Add Product Optionally the Add product button may be enabled This is used to add product line details to the promotion and is often used where promotions are flexible or change regularly Eg Monthly Table Talker promotion Add Gift Gift lines display in red Optionally the Add gift button may be enabled This is used to add a gift to the current promotion Save Once a Promo Opportunity has been saved it will automatically create a calling card with the details entered See example below Outlet 2 Al Store New W
25. ng 1 5 Instruction Photo Once all answers have been completed tap on finish Store Countdown Greenlane Surveys te Op metrix Store Survey La i 3 4 5 6 a A A A aaa E Y Finish NI QT wa Action Menu ba What kind of Point of Sale for our products is in store L External Signage tad Does all shelf stock have new packaging What is the purchase store Grade B 100K to 200K ad What Competitor Lines are in Store Crunchy Crisps kal Rate overall presence in store sr K K In the following question please enter any relevant information about the store and potential for new business Enter any comments or followup Met 28th June Take a photo current stock on shelf 02014 Opmetrix Ltd v4 2 Application installed Opmetrix User Guide July 2014 44 Opmetrix App Store Call Exit Opmetrix Leave store No Yes Opmetrix User Guide Ver 4 2 onwards Exit the store on completion of your store visit Exiting the store records the end time of this Store visit To Exit Tap Exit Store Confirm Tap OK to confirm Exit Prompt Sync Complete the Sync process if you are online with good Wi Fi 3G coverage July 2014 45 Opmetrix App Ver 4 2 onwards Merchandising Opmetrix User Guide July 2014 46 Opmetrix App Ver 4 2 onwards Merchandising Overview Opmetrix User Guide Opmetrix merchandising allows checks and audits to be completed in sto
26. nwards Locate the item tap Promo column to tick cross if item is on promo enter the price and optionally record a note Captures a photo and attached it to this shelf check 1 photo can be attached per shelf check Filters the product list to the selected group Select ALL to display all items Filters the product list to the selected Vendor Brand category Competitor Select All to display all items Ticketed Only Not applicable on Price Checks Not applicable on Price Checks Finishes this shelf check Note you can select the shelf check again from the task list and continue to edit update this check Once the store is exited merchandising checks can no longer be edited July 2014 53 Opmetrix App Ver 4 2 onwards Promotion Compliance Promo Compliance Overview Opmetrix User Guide Promotion Compliance is used to check that outlets have the correct promotional displays eg aisle displays counter displays in store at the correct time For a promotion to be compliant it must adhere to conditions of the promotion such as the start end date the position in store the correct products and the right price Display Type Dump Stack Products Sauvignon Blanc and Sauvignon Blanc Proprietors Reserve Details Dump Stack display for the new 2014 Vintage Expected Price 19 99 Take Photo Add New Contact gt Favourites teens 2014 Opmetrix Ltd v4 2 Application install
27. on This can be used to get directions from your current location to the customer You can return to Opmetrix by tapping the iPad home button and selecting the Opmetrix icon Opmetrix App Store Select Journey Plan Ver 4 2 onwards Customer visits will be displayed if Journey Plan functionality is utilised Selecting a date shows the customers to visit that day along with the order or time which they should be called on Journey Plan maintenance is a head office function and cannot be set on the iPad however you can schedule a one off appointment change covered later in calling cards Journey plans is an optional feature and may or may not be visible Opmetrix Logged in as Renee See Future Days Outlets Opmetrix always has the next 14 days worth of appointments preloaded from today 1064 Currently online 1089 Transactions to Send 4 Last sync 04 07 2014 at 10 35 25 Sync Now Tip 4 Filter Journe y Plan You can still complete an unscheduled call From the group filter select All and then select the customer you require Action Menu Transactions Objectives Q Store Select Last Visit Distance Contains Time Next Visit Pricelock Blue Cattle Dog Hote 07 07 2014 12 00 07 07 2014 979k Warehouse Manukau 07 07 2014 13 30 05 07 2014 977km Shell Balclutha 07 07 2014 15 00 07 04 2014 619km 2014 Opmetrix Ltd v4 2 Application ins
28. on check Filters the product list to the selected group Select ALL to display all items Filters the product list to the selected Vendor Brand or category Select All to display all items Filters the product list to display only the items that have been ticked as ranged in this store Filters the product list to display only items that are mandatory ranged core range for this outlet Allows the last audit at this store to be downloaded and then edited as necessary Finishes this distribution check Note you can select the distribution check again from the task list and continue to edit update this check Once the store is exited merchandising checks can no longer be edited July 2014 49 Opmetrix App Ver 4 2 onwards Shelf Checks Shelf checks can collect 3 pieces of information regarding products and optionally competitor products Count The number of product facings Position The position on shelf chiller or stack Note an optional note about the product you are checking lf the product list is long the standard search methods using product code and description are available and filter options to display only a particular vendor brand competitor or product group can be used shelf checks are often configured by a Brand or Category rather than individual products SKU s and include Competitor brands or categories This is done to report on share of the total shelf or category Op Mm e trix Desc
29. oral Caltex Blockhouse Bay Coles Bega Coles Brandon Pk Coles Burleigh Wat Coles Caroline Springs Coles Scarborough Beach Countdown Greenlane Countdown Wanganui DAVIOODOO David Store Endeavour Hotel Jellicoe Court 63 Nollamara Avenue 288 Te Atatu Rd 314 Dee St 340 Sandringham Rd 505 Blockhouse Bay Rd Cnr Parker St amp Carp St 608 Ferntree Gully Road Christine Ave amp Bermuda St Caroline Springs Blvd 384 Scarborough Beach Road 326 Great South Road Trafalgar Square 29 Oxford Street 1102 Botany Road 12 03 2014 1059km 16 05 2014 7594km 17 06 2014 967km 19 06 2014 790km 26 06 2014 974km 21 05 2014 966km 02 07 2014 11km 04 07 2014 3671km 20 06 2014 3843km 02 07 2014 724km 04 07 2014 7596km 04 07 2014 23km 04 04 2014 619km 12 05 2014 18 03 2014 991km 2014 Opmetrix Ltd v4 2 Application installed Swap Right Hand Left Hand Tap this option to move the task bar from left hand side to right hand side GPS Location Test Tap to confirm your GPS location Logout Tap on Logout and users will be returned to the Login Screen Note a user can only be logged into Opmetrix on one device at a time If users switch for example between an iPad and using a laptop with Opmetrix App you must first logout of one device before logging into another July 2014 6 Opmetrix App Airplane Mode Ver 4 2 onwards To disable communications 3G and Wi Fi you must swit
30. orld South City Call Notes P5 Date 21 03 2014 09 47 28 Entered By Jacqui Shand Call Type Promo Opportunity Offered Notes Fresha 20mtr Foil Accepted Contract Signed Sales Starting 01 01 2014 Ending 31 03 2014 gt Display type Stock weight 30 Store Menu j Details Product Fresha 20Mtr Cooking Foil Unit Ctn Break 30 TPR Ordered 11 Spend 80 Free Stock 1 RRP 4 4 Position Ranged Yes Surveys Gift POS A3 Poster Promo Unit Break TPR Ordered Spend Free Stock RRP Position Y Ranged Yes Merchandising Comment Manager has approved the promotion Opmetrix User Guide July 2014 59 Opmetrix App Contact Details Opmetrix User Guide Ver 4 2 onwards New Zealand 64 3 374 6490 Sydney Australia 61 28210 5174 Melbourne Australia 61 3 9018 7995 Email SupportOopmetrix com Hours of Operation 8 30am 6 00pm Monday Friday NZ Time and excludes New Zealand Public Holidays July 2014 60
31. p enabling the quantity to be entered Tip Use the Previous and ns Order Product Y Next buttons on the aa e keypad to move up and A elo y Par oq red ip eel down the column Berocca 15 Orange Bayer Berocca 15 Orginal Bayer Berocca 15 Tropical Bayer Berocca 30 Orange Bayer Berocca 30 Orginal Bayer Berocca 30 Tropical Bayer Billingtons Muscovado Sugar Dark 500g Global 3 00 Chickadee Chicken Breast Char Grilled 1k Global 13 00 Citron Honey amp Coriander Tote V10 Gift Store 84 95 Coca Cola Bottle 2 25 L Coke 1 Barcode Scanning _ Coca Cola Fanta Orange 2 25 L Coke Subtotal Coca Cola L amp P 2 25 L Coca Cola L amp P 2 25 L Action Menu g Coca Cola Lift Lemon 2 25 L 2014 Opmetrix Ltd v4 0rc1 Application installed Optional Stock on Hand Values based on last sync are available by tapping on the On Hand quantity in list mode If multiple stock locations are utilised a pop up per the example below appears Price Today 02 0712 Description Vendor Level 1 OnHand Qty Quantity Icecream Boysenberry Tub 21 TipTop 16 53 Icecream Cookies amp Cream 2l r l Mpp Bi Branch Quantity icecream Goody Goody Gum Drops 2l TipTop 16 53 A Auckland 53 z Brisbane 149 Icecream Neopolitan Tub 2l TipTop 1653 d Christchurch 3 s Melbourne 32 Icecream Rich Chocolate Tub 21 TipTop 16 53 Sydney 177 sel Total 534 Icecream Strawbernes amp Cream 2
32. peat Transaction Transactions can be repeated and utilized as a template with stock items quantities etc able to be amended added deleted After selecting the outlet required users can In the Store Menu s Sales History tap on a previous transaction to display on screen Select Repeat As and select transaction type from pop up list The repeat transaction process is then the same as a normal transaction Tota ee rs 12 0 Carton 6 16 53 198 36 Repeat As Y a Order a Invoice Value 380 19 a Credit 380 19 1690 25 3043 80 a A AT 116 43 a i 22161 0 Quote Favourites Opmetrix User Guide July 2014 42 Opmetrix App Ver 4 2 onwards Utilizing Favourites Objectives Opmetrix User Guide A favourite is a transaction that can be utilized as a template for all customers Once selected favourites can have stock items deleted or added to create a new transaction Favourite orders are highlighted in the Sales History Tab as per Sales History above To use a favourite order Select Outlet and start sale Select Favourites icon from the Sales History section Tap on the favourite transaction and follow the same process as repeating a transaction Refer to separate guide for details July 2014 43 Opmetrix App Surveys Ver 4 2 onwards Survey questions can include Two Choice Answers Input Text Input Number Single Choice Multiple Choice Rati
33. r Guide Transactions to send shows the number of transactions you have completed but not yet sent to head office These could be made up of orders calling cards emails photos or merchandising checks Once a synchronisation is complete this number returns to zero Transactions s S N ds to Send 5 syne NOW July 2014 8 Opmetrix App Ver 4 2 onwards Sync Now We recommend that after every outlet customer call you complete a synchronisation This is subject to being in good mobile coverage and being online with the Opmetrix lf you are offline all features are still available and it is important to sync when next in coverage Outlets Transactions Objectives O Contains Store Select O p mM e t rl X Name Address Last Visit Distance Sending data Logged in as Demo Receiving data Currently online Transactions 2014 Opmetrix Ltd v4 0rc1 Application installed Sync Now Tap to initiate a data transfer This both sends new data to head office and updates your system with latest customer and product information A synchronisation should take between 15 and 60 seconds depending on coverage Opmetrix User Guide July 2014 9 Opmetrix App Sort by Column Tapping any of the column headers underlined will sort the information by that column Tap again to sort ascending or descending Tip Sort by the distance column to locate stores close to where you are currentl
34. re to collect data on products or competitor brands that are ranged not ranged in store or that have compliance issues e g are out of stock Opmetrix has three merchandising types Distribution checks Shelf checks Price checks Merchandising checks can be selected either from the task list if they are high priority or by selecting the Merchandising tab then selecting the appropriate check Merchandising checks that are coloured red are flagged as compulsory tasks and should be completed while in store If not completed Opmetrix will prompt when the store Is exited that they have not yet been actioned July 2014 47 Opmetrix App Ver 4 2 onwards Distribution Checks Tip Check with your Manger to determine if you should always check all items or only changed items Opmetrix User Guide Distribution checks can collect 5 pieces of information regarding products and optionally competitor products Ranged Is the product ranged in store In Stock Is the product currently in stock on the shelf Promo Is the product price currently on promotion price Price The current ticketed price of the product Note an optional note about the product lf the product list is long the standard search methods using product code and description are available and filter options to display only a particular vendor brand or product group can be used Cpmetrix Ere Merch Audit gt Contains a Description Ranged
35. ription Berocca Berocca Healtheries Healtheries Redseal Redseal Top Shelf Middle Shelf Bottom Shelf Dump stack Upright fridge _ Last Audit 27 09 2013 Freezer Load Last Audit Aisle end Nana A Take Photo Checkout esi A Finish i gt Main Shelves C s Chillers Action Menu i 2014 Opmetrix Ltd v4 0rc1 Application installed Typically all items categories in the list should be checked when entering Shelf checks Items should only be skipped if they are not ranged in store Opmetrix User Guide July 2014 50 Opmetrix App Opmetrix User Guide Actions Take Picture Group Vendor Ver 4 2 onwards Locate the item tap to enter the count Number of facings and select the position Optionally enter a note against Product Category Captures a photo and attached it to this shelf check 1 photo can be attached per shelf check Filters the product list to the selected group Select ALL to display all items Filters the product list to the selected Vendor Brand category Competitor Select All to display all items Filter Ticketed Only Not applicable on Shelf Checks Mandatory SKU s Not applicable on Shelf Checks Finish Finishes this shelf check Note you can select the shelf check again from the task list and continue to edit update this check Once the store is exited merchandising checks can no longer be edited July 2014 51 Opmetrix App Price Checks
36. rix User Guide July 2014 29 Opmetrix App Ver 4 2 onwards Action Menu At any point during the transaction the Action Menu can be selected to Show Hide Side Bar Increases visibility for products on screen Hold Sale Allows current sale to be placed on hold See separate section on recalling held transactions Cancel Sale Deletes current transaction with a prompt to confirm Opmetrix User Guide July 2014 30 Opmetrix App Subtotal Opmetrix User Guide Ver 4 2 onwards At any point during transaction entry tap Subtotal to view the transaction so far All items are displayed scroll down to see more items and promo stock is indicated in red The Accept button on the subtotal screen completes the sale This is the point of no return and the sale cannot be edited or cancelled after the Accept button is selected Subtotal i Store New World South City Order Subtotal NI ometrix Code Description Quantity Unit Price Total TT6 icecream Boysenberry Tub 21 5 00 Carton 6 16 53 82 65 TT10 icecream Cookies amp Cream 21 12 00 Carton 6 16 53 198 36 TT11 Icecream Goody Goody Gum Drops 21 6 00 Carton 6 16 53 99 18 Take Photo Sales Detail Accepted By gt Total Units 23 00 Steve Add Item J Item Lines 3 Signature o Order No None Add Note ID BV168 SAXEN ES Print and Email Subtotal Tax a 3 gt Action Menu M Total la Erase a Accept 2014 Opmetrix Ltd v4 0rc1 Application
37. scount dollars will still need to be entered in the pricing area July 2014 27 Opmetrix App Ver 4 2 onwards Retail Calculator To calculate your customer s GP use the following steps Tap on Retail Search contains o Invoice Product 30 2 Berocca 15 Orange Bayer 58 75 145 Serocca 15 Orginal mene ram sae 2014 Opmetrix Ltd v4 0rc1 Application installed 2 Enter the Customer s 3 In this example the retail RRP either GST inclusive selling price of 12 95 or GST exclusive in the results in a retail GP of box below 22 3 and retail margin of 2 51 Opmetrix User Guide July 2014 28 Tip Quantities ordered in this current order display in a red circle as highlighted in image Opmetrix App Ver 4 2 onwards Image Catalogue ltems can also be displayed as an image catalogue Tap Image to switch to this mode You can still sell items by simply tapping on the image and entering the sale details for that product i Order Product Cpmetrix ALL oe Vendor Filter View Zoom Icecream strampernies amp Cream Barcode Scanning NTPESO25 Subtotal Action Menu a rrr g E 2014 Opmetrix Ltd v4 0rc1 Application installed Searching Same search methods as Product List Mode apply Filters Same filters as Product List Mode apply Zoom Adjust the zoom bar to achieve zoom level There are four zoom levels available Opmet
38. talled Calendar See All Completed Opmetrix User Guide system defaults to today s date Select a date to see another days calls Tap the Group drop down and change from Journey Plan to ALL to see all customers Once a call has been completed for that customer on that day the customer line is greyed out indicating the call is complete July 2014 12 Opmetrix App Ver 4 2 onwards Completing a Store Call Store Call Start a Call Once a store is selected highlighted in yellow tap the Start button to begin this call This should be done when entering the store or in the car park as it records the start time of the call Outlets Transactions Objectives Q TN Contains Store Select Ni O gt trix Code Address Last Visit Distance 1149 Henrys Liquor Alexandra Centennial Ave 03 02 2013 547km 1159 Henrys Liquor Dunedin Kaikorai 185 Kaikorai Valley Rd 29 06 2012 496km Logged in as Renee Currently online 1176 Henrys Liquor Kaikoura Cnr Beach Rd amp Edmond Ave 244km eas Sync Now 1054 Katoomba Hotel 15 Parkes Street 23 01 2014 3558km Last sync 04 07 2014 at 10 35 25 1056 Lakes Hotel 307 Gardeners Road 17 06 2014 503km 1114 Liquor King Paraparaumu Ihakara St 555km 1119 Liquor King Te Ngae 143 Commerce St 16 06 2013 1105km 1121 Liquor King Whangamata 6 Crown Lynn Pl 17 06 2014 981km 1161 Liquorland Ahuriri Pandora Rd 13 02 2014 924km 1151 Liquorland Balclutha
39. tion installed To assist in the order process Opmetrix also displays previous sales to this customer Scrolling to the right displays the date quantity and price previously ordered Opmetrix User Guide July 2014 21 Opmetrix App Ver 4 2 onwards Product Search and Filter These filters are located on the left hand side of the screen Group Vendor Tap the Group or Vendor Filter and select the required category The list filters to Berocca items within that category Select ALL in the Beverage filter boxes to display all items Brunch Bar Canned goods Carbonated Beverage Coffee Search Tap in the Search box and using the iPad keyboard enter in part of the product code or description The list filters to display on matching products Search can be switched from contains matches any part of the code or description to begins matches starting characters only kx ALL kx Counted only Ordered only Previously sold items Only in stock Filter To see only previously purchased items select this filter then tap Previously Sold Items Reset to All to display all items View Image View Tap on List to sell in list mode or Image to sell in our catalogue mode Opmetrix User Guide July 2014 22 Opmetrix App Ver 4 2 onwards Product Item List Entry To enter quantities in a transaction tap in the Today Qty column alongside the correct product The keyboard then pops u
40. u pr Survey Store Survey a i Surveys Ga DN Merchandising Contacts History Promotions Name Position Department Type Date Device Ref Value Neri ae Fergus Manager Invoice 11 11 2013 CubeDe 470 00 Objectives James Assistant Wine amp Beer Order 30 09 2013 CubeDe 1029 60 ia Sam Order 27 09 2013 Demo 984 00 Call Notes J Lottie Vinosup Taster Imported wine Order 27 09 2013 David 4382 94 Quote aa A Order 22 08 2013 CubeDe 628 55 Exit Store Vee Order 25 07 2013 Demo 12800 0 2014 Opmetrix Ltd v4 0rc1 Application installed To Begin a Sales Tap Sales then select the transaction type Transaction required Opmetrix User Guide July 2014 19 Opmetrix App Sales Header Opmetrix User Guide Ver 4 2 onwards The Sales Header enables you to select the Branch Delivery date Order number and optionally an order reference for this transaction Sometimes you may not know the Order Number until the end of the sale In this situation select Later and the system will prompt again to enter the order number again prior to finalising the sale Group Filter oe Barcode Scanning s a Subtotal Contains Order Product Price Today 30 09 2 1 X OnHand Qty Quantity Christchurch v 20 03 2014 pone JC tater Condura Bag Pu Orange Berocca 15 Orange Action Menu ad Berocca 15 Orginal 2014 Opmetrix Ltd v4 0rc1 Application insta
41. y located Opmetrix User Guide Ver 4 2 onwards Customers amp Journey Plans The Store select screen displays a list of outlets customers Typically this list does not display all customers but only the customers assigned to the login used Outlets Transactions Objectives Q Cpmetrix Logged in as Renee Currently online Transactions AA to Send 2 A Sync Now J Last sync 04 07 2014 at 10 35 25 All Outlets bial Filter Action Menu ba 1026 1029 1185 1091 1094 1096 1099 1016 1019 1021 1024 1184 1034 1164 G N A Contains Store Select Last Visit Distance Address Bi Lo Chermside Toombul Shopping Centre Sandgate 27 06 2014 3959km Bi Lo Lisarow Bi Lo Nollamara Caltex All Seasons Caltex Avenal 2001 Caltex Balmoral Caltex Blockhouse Bay Coles Bega Coles Brandon Pk Coles Burleigh Wat Coles Caroline Springs Coles Scarborough Beach Countdown Greenlane Countdown Wanganui DAVIOODOO David Store 1044 Endeavour Hotel Jellicoe Court 63 Nollamara Avenue 288 Te Atatu Rd 314 Dee St 340 Sandringham Rd 505 Blockhouse Bay Rd Cnr Parker St amp Carp St 608 Ferntree Gully Road Christine Ave amp Bermuda St Caroline Springs Blvd 384 Scarborough Beach Road 326 Great South Road Trafalgar Square 29 Oxford Street 1102 Botany Road 12 03 2014 1059km 16 05 2014 7594km 17 06 2014 967km 19 06 2014 790km 26 06 2014 974k
Download Pdf Manuals
Related Search