OTC Business – LSI

Point of Sale

Aurea CRM allows you to store the facings of your own products at a point of sale (POS monitoring), as well as analyze the points of sale per rep and item.

You can use the quick add function to enter items (POS monitoring items) monitored at the POS.

Select (Reference book) > POS Monitoring to display all POS monitoring records.

POS Monitoring

POS monitoring records are used to store information on the facings of your products at the point of sale on a specific date. You can store various information on your business partners.

POS monitoring records are added automatically as part of the Call Documentation process, and you can enter POS monitoring items there, see Call Documentation – LSI.

Points of sale monitoring data is always added for an account.

To add a POS monitoring record manually:

1. Switch to the activity you want to add the record to in the account’s tree view. Click on (New) on the POS Monitoring tab. The Business area and Status are entered automatically.
2. Enter the Date on which the POS was monitored.
3. Save.

POS Monitoring Items

You can add multiple POS monitoring items to a POS monitoring record in order to store the facings at a customer at the item level. You can store stock situations, facing situations and the distribution status, so as to identify weak points and to take necessary measures.

You can add POS monitoring items using the quick add function, see Quick Add.

Select Quick Add (Items) from the POS monitoring context menu to use the quick add function. You can also use the quick add function from within the call documentation process, see Quick Add.

POS Materials

Use the POS Material info area to document promotional material you have distributed (folders, brochures) at the POS. You can use the quick add function to enter items, see Quick Add.

Select (Reference book) > POS Materials to display all POS material records.

To add POS material records:

1. Switch to the POS Material node in the tree view of an account.
2. Click on (New).

   

   Default values are entered in some of the fields.

3. Enter the data.
4. Save.

   The POS Material No. is entered automatically.

You can add POS material items using the quick add function, see Quick Add. Switch to the desired POS material record and select Quick Add (Items) from the context menu. You can also use the quick add function from within the call documentation process, see Call Documentation – LSI. You can also add new POS material records there.

The POS Material value in the POS material record is calculated from the sum total of all POS material items.

Listing

Use the Listing info area to store the items listed for an account, including information that shelf space has been paid for.

The following functions are available:

• You can define the time period that the listing (and listing items) is valid for.
• Listings (and listing items) can be inherited from a parent company or wholesaler, i.e. you do not need to enter individual listings for each branch. You can however also add individual listings per branch.
• You can list the same item more than once (e.g. for items with more than one placement, such as on the counter and at the cash desk) .
• You can display listed items in when using the quick add function to enter POS monitoring records and order items (Listing filter). You can store information on facings, prices and store positions related to POS monitoring records.
  Note: Listing items are displayed multiple times (if present) when adding POS monitoring records, whereas they are only displayed once when adding order items.

Select (Reference book) > Listings to display all listings.

Select (Reference book) > Listing Items to display all listing items.

Adding Listings

You can add any number of listings per account. You can add listings manually or using the key account management features (bulk listings), see Key Account Management.

The time periods defined for listings may overlap.

Listings consist of a "header record" that contains data relating to the entire listing (e.g. the name and valid time period), and item records that contain data concerning the individual items in the listing.

You can use the quick add function to enter listing items, see Quick Add. If the same item is placed in different locations, duplicate the record and enter a Placement per record.

To add a listing manually:

1. Switch to the desired account.
2. Switch to the Listings node in the tree and click on (New).
3. Enter a name for the listing and define the time period the listing is valid for in the Valid from and Valid to fields. If you do not enter a date in the Valid from field, the listing is valid without a start date (i.e. it also applies to the past).
   Note: The time period the listing is valid for is automatically transferred to all the listing’s items. You can however change the time period entered in listing items manually, e.g. to determine that a specific item is not currently listed.

To add listing items:

1. Switch to the desired listing (Listings node in the tree view of an account).
2. Click on (Quick Add) to open the quick add area.
3. Select a Store type to determine that a listing item applies to a specific type of store (small outlet, flagship store etc.). If you do not enter a Store type, the listing item applies to the current account and all accounts that inherit the listing from the current account.
4. Enter information on the item’s placement in the Facings, Shelf position etc. fields.