FieldPro Sales - Lists
Introduction
Key Lists and Their Attributes
Customers List
SKU List
Competitors SKU list
Street Vendors list
Vans Lists
Assets lists
Branding Materials Lists
Target Lists
FieldPro Sales provides various lists to manage different aspects of sales operations, including customer details, product information, and asset tracking.
These lists help streamline the data management process, ensuring all necessary information is easily accessible and well-organized.
The Customers Lists are critical components for managing mobile user assignments/duties
This is where all customer information captured on field is recorded.
It is made of the following attributes:
SKU (Stock Keeping Unit) list is a detailed and organized record of all products in a business's inventory.
Each SKU is a unique identifier for a specific product or item, allowing for efficient inventory management, tracking, and organization.
The SKU list ensures that all relevant information for storing, managing, and selling products is accurately recorded and easily accessible.
Below are the diffferent attributes in an SKU List Schema:
Competitor SKU list is a detailed catalog of products offered by competing businesses, organized by their Stock Keeping Units (SKUs).
Analyzing competitor SKU lists often provides valuable insights into a companies product offerings, pricing strategies, inventory management, and market positioning.
Below are the diffferent attributes in an SKU List Schema:
A Field/Street Vendors list is a comprehensive record of all vendors operating in outdoor or temporary locations, such as street markets, fairs, and public spaces.
This list is essential for managing and organizing the activities of these vendors, ensuring compliance with regulations.
Below are the diffferent attributes in a street vendors list Schema:
Vans Lists refers to a record of sales representatives who operate vans as part of their sales activities, along with details of the stock they carry in their vans.
This type of list helps in managing vans sales men operations, tracking inventory on-the-go, and ensuring efficient distribution of products.
Below are the attributes
An asset List is a detailed inventory or catalog of all assets owned or managed by an individual, organization, or entity.
These assets can include physical items, such as equipment, machinery, vehicles, and company property.
Below are the different attributes under the asset list schema
Branding materials are comprehensively all items and resources used to establish and promote a brand's identity.
This list ensures that all branding elements are consistently used in workflows reinforcing the brand's image presence.
Below are the different attributes under the asset list schema
Target lists contains structured plan that outlines specific targets a business aims to achieve over a set period, typically a month.
These targets can include sales values, volume goals, and other performance metrics. Establishing clear targets helps in guiding the efforts of sales teams, measuring progress, and ensuring alignment with business objectives.
Below are the diffferent attributes in a target list:
By leveraging these lists, businesses optimize their processes, improve communication, and achieve their strategic objectives, leading to sustained growth.
Key Lists and Their Attributes
Customers List
SKU List
Competitors SKU list
Street Vendors list
Vans Lists
Assets lists
Branding Materials Lists
Target Lists
Introduction
FieldPro Sales provides various lists to manage different aspects of sales operations, including customer details, product information, and asset tracking.
These lists help streamline the data management process, ensuring all necessary information is easily accessible and well-organized.
Key Lists and Their Attributes
Customers List
The Customers Lists are critical components for managing mobile user assignments/duties
This is where all customer information captured on field is recorded.
It is made of the following attributes:
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| '_name | Customer name | Text |
| '_channel | Channel | Single choice |
| '_type | Type | Single choice |
| '_image_url | Outside Picture | Picture |
| '_location | GPS location | GPS |
| '_customer_segmentation | Customer Segmentation | Single choice |
| '_customer_status | Customer Status | Single choice |
| '_phone_number | Phone number | Phone number |
| '_position | Position | Text |
| '_custom_id | ID | Text |
| '_address | Address | Text |
| '_city | City | Text |
| '_email | Text | |
| '_comments | Comments | Text |
| '_image_url_inside | Inside Picture | Picture |
| '_route_day | Route Day | Multiple choice |
| '_visit_frequency | Visit Frequency | Single choice |
| '_has_sales_assets | Sales Asset | Single choice |
SKU list
SKU (Stock Keeping Unit) list is a detailed and organized record of all products in a business's inventory.
Each SKU is a unique identifier for a specific product or item, allowing for efficient inventory management, tracking, and organization.
The SKU list ensures that all relevant information for storing, managing, and selling products is accurately recorded and easily accessible.
Below are the diffferent attributes in an SKU List Schema:
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| _name | Name | Text |
| _category | Category | Single choice |
| _brand | Brand Name | Single Choice |
| _code | Code | Text |
| imageurl | Image | Picture |
| _vat | VAT | Decimal |
| customertype | Customer Type | Single Choice |
| pricewithout_vat | Price without VAT | Decimal |
| _format | Format | Single Choice |
| nbrunits | Number of units | Integer |
| _weight | Weight | Decima |
Competitors SKU list
Competitor SKU list is a detailed catalog of products offered by competing businesses, organized by their Stock Keeping Units (SKUs).
Analyzing competitor SKU lists often provides valuable insights into a companies product offerings, pricing strategies, inventory management, and market positioning.
Below are the diffferent attributes in an SKU List Schema:
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| _name | Name | Text |
| _category | Category | Single choice |
| _brand | Brand Name | Single Choice |
| _code | Code | Text |
| imageurl | Image | Picture |
| _vat | VAT | Decimal |
| customertype | Customer Type | Single Choice |
| pricewithout_vat | Price excluding VAT | Decimal |
| _endconsumerprice | End consumer price | Decimal |
| _format | Format | Single Choice |
| nbrunits | Number of units | Integer |
| _weight | Weight | Decimal |
Street Vendors list
A Field/Street Vendors list is a comprehensive record of all vendors operating in outdoor or temporary locations, such as street markets, fairs, and public spaces.
This list is essential for managing and organizing the activities of these vendors, ensuring compliance with regulations.
Below are the diffferent attributes in a street vendors list Schema:
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| firstname | First Name | Text |
| lastname | Last Name | Text |
| _gender | Gender | Single choice |
| _phone | Phone | Phone number |
| _town | Town of origin | Text |
| _religion | Religion | Single Choice |
| vendorsaccount | Vendors account | Text |
| vendorsbank | Vendors Bank | Text |
| vendorbvn | Vendors ID | Textl |
| idtype | ID Type | Single Choice |
| idpicture | ID Picture | Picture |
| facepicture | Face picture | Picture |
| _signature | Signature | Picture |
| nextof_kin_number | Next of Kin Phone Number | Phone number |
| lastactive | Activity Status | Single Choice |
Vans Lists
Vans Lists refers to a record of sales representatives who operate vans as part of their sales activities, along with details of the stock they carry in their vans.
This type of list helps in managing vans sales men operations, tracking inventory on-the-go, and ensuring efficient distribution of products.
Below are the attributes
| Attribute tag | Attribute label | Attribute type | Comments |
|---|---|---|---|
| "_van _id" | Van ID | Text | |
| "_van _type" | Van Type | Single Choice | |
| "_van _picture" | Van Picture | Picture | |
| "_comments" | Comments | Text |
Assets Lists
An asset List is a detailed inventory or catalog of all assets owned or managed by an individual, organization, or entity.
These assets can include physical items, such as equipment, machinery, vehicles, and company property.
Below are the different attributes under the asset list schema
| Attribute tag | Attribute label | Attribute type | Comments |
|---|---|---|---|
| "_asset _id" | Asset ID | Text | |
| "_asset _picture" | Asset Picture | Picture | |
| "_asset _type" | Asset Type | Single Choice | |
| "_other_asset _id" | Other Asset ID | Text | |
| "_entry_date" | Entry Date | Date | |
| "_asset _capacity" | Asset Capacity | Single Choice | |
| "_status" | Status | Single choice |
Branding Materials Lists
Branding materials are comprehensively all items and resources used to establish and promote a brand's identity.
This list ensures that all branding elements are consistently used in workflows reinforcing the brand's image presence.
Below are the different attributes under the asset list schema
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| _type | Type | Single Choice |
| posmpicture | Picture | Picture |
| posm name | Name | Text |
| _quantity | Quantity | Decimal |
| _code | Code | Text |
| _brand | Brand | Multiple Choice |
Target Lists
Target lists contains structured plan that outlines specific targets a business aims to achieve over a set period, typically a month.
These targets can include sales values, volume goals, and other performance metrics. Establishing clear targets helps in guiding the efforts of sales teams, measuring progress, and ensuring alignment with business objectives.
Below are the diffferent attributes in a target list:
| Attribute tag | Attribute label | Attribute type |
|---|---|---|
| targettype | Target type | Single Choice |
| userid | Unique ID | Text |
| kpitype | KPI type | Single choice |
| secondtype_target | Second target type | Single choice |
| secondtarget_id | Second target ID | Text |
| targetvalue | Target Value | Decimal |
| volumetarget_per_day | Volume Target | Decimal |
| valuetarget_per_day | Value target | Decimal |
| valuetarget_per_month | Value target per Month | Decimal |
| _month | Month | Decimal |
| _year | Year | Decimal |
| _period | Period | Single Choice |
| startdate | Start Date | Date |
| enddate | End Date | Date |
By leveraging these lists, businesses optimize their processes, improve communication, and achieve their strategic objectives, leading to sustained growth.
Updated on: 29/05/2024
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