Episódio 3 - Pontos de Venda

Introduction to Point of Sale Registration

Importance of Point of Sale (POS) Registration

• The video introduces the significance of registering points of sale as a fundamental step in operational planning for field teams.

• Key considerations include segmentation, profile standards, channels served by the company, and internal customer codes.

Essential Data for POS Registration

• Critical data such as CNPJ (National Registry of Legal Entities), address, and postal code are necessary for effective GPS check-in verification through georeferencing.

• The system allows manual entry or data importation; mandatory fields must be filled to proceed with registration.

Manual Entry Process

Steps for Manual POS Registration

• To manually register a point of sale, navigate to 'Main Menu' > 'Points of Sale' > 'New', then fill out required fields marked as mandatory.

• Geopositioning can be done by clicking "Map Address," which places a pin on the map indicating the location; confirm this to georeference the POS.

Editing and Managing Registered POS

• Once registered, users can view or edit information by double-clicking on the POS or selecting "Edit."

Importing Data for Bulk Registration

Import Process Overview

• For bulk registration, download an acceptable template from 'Options' > 'Import' > 'Download Template'; this Excel file contains essential columns.

• The "ID" column should remain unchanged as it generates unique identifiers for each line item to prevent duplication.

Guidelines for Filling Out the Template

• While CNPJ and address are not mandatory, they are highly recommended. Ensure that the "Active" column is set to "Yes" for generating routes.

Finalizing Data Import

Saving and Uploading Data

• Save your completed file in CSV format. Return to Evolve Stage and upload via 'Options' > 'Import' > 'Send File'.

Error Handling During Import

• If errors occur during importation, an error report will be generated allowing users to correct specific lines directly.

Ongoing Management of Points of Sale

Dynamic Administration Practices

• Regular administration includes adding or deactivating stores through importation; export existing data from ‘Options’ before making edits.