Ezfocus FAQ

Welcome to the frequently asked questions section!

Questions	Answers
What are the publishing timeframes available? And their schedule?	At a high level, the liquor boards publish the schedule every year on their website: - AB-MB-SK: standard calendar months - ON-QC: 13 periods of 4 weeks (Québec every 4 years has an additional 5th week) - BC-Maritimes: 12 periods of either 4 or 5 weeks For more details please see the attached spreadsheets Ezfocus Data Scope National Reporting
When do new SKUs that are launched start showing in ezfocus ?	New SKUs get added to ezfocus automatically once the province starts publishing weekly/monthly depletions data for that SKU. That said, we can manually force a sku into the system as soon as its first inbound PO is cut, or sooner, in any market, so that the CRM is ready ahead of the depletions data. Send us the product circulars as you get them ahead of launch or fill out the attached, for any market, please. We recommend doing all your upcoming innovation at once, for all markets, quarterly. Ezfocus New Product Form
Is there any ability to connect to data cubes via Power BI instead of excel?	Yes, ezfocus can supply you with national API’s, but there is a cost. Please refer to raw data ressources for available APIS or contact your customer success manager.

Questions

Answers

What are the publishing timeframes available? And their schedule?

At a high level, the liquor boards publish the schedule every year on their website:

- AB-MB-SK: standard calendar months
- ON-QC: 13 periods of 4 weeks (Québec every 4 years has an additional 5th week)
- BC-Maritimes: 12 periods of either 4 or 5 weeks

For more details please see the attached spreadsheets Ezfocus Data Scope National Reporting

When do new SKUs that are launched start showing in ezfocus ?

New SKUs get added to ezfocus automatically once the province starts publishing weekly/monthly depletions data for that SKU. That said, we can manually force a sku into the system as soon as its first inbound PO is cut, or sooner, in any market, so that the CRM is ready ahead of the depletions data. Send us the product circulars as you get them ahead of launch or fill out the attached, for any market, please. We recommend doing all your upcoming innovation at once, for all markets, quarterly. Ezfocus New Product Form

Is there any ability to connect to data cubes via Power BI instead of excel?

Yes, ezfocus can supply you with national API’s, but there is a cost. Please refer to raw data ressources for available APIS or contact your customer success manager.

Questions	Answers
How often is inventory updated?	It is either daily or weekly, depending on the province. Please see the data scope file. Ezfocus Data Scope
What information on a store’s page is public vs. private in ezfocus?
The store I am looking at has a manager’s name in the “contact” field of the account, but I would like to add additional contacts – how do I do that ?	If your subscription package includes the Basic ezfocus CRM tools, then the best place is in the “Contacts” widget on the “My Visits” page of any account or store. Loading contacts here lets you interact with them from other modules / tools and the app across ezfocus. If you don’t have CRM in your package, you can use the “General Notes” field in the Contact info box – this is private info to only your agency.
My Pictures / Visit notes are not saving in the web tool - why?	Please ensure you click "Save" and / or refresh after entering anything. Once you do this, your data is securely saved in our server.
Pictures I loaded to my achievements are gone, why?	Achievements widgets, or documents, or anything with a media attachment, only loads into the widget of an account or store's page for 90 days. Everything is always archived into the detailed call report at the time it is loaded.
Why is the Alerts widget showing no data today?	Alerts data is generated daily, and the user can choose any date in history to look at that day’s alerts. Loading the daily Alerts data occurs between 8:30am-9am EST most days. There are a number of reasons that a liquor board could not publish data on any single given day, public holidays, for example, so If there is no alerts data for today in ezfocus, please use your widget to change the date to the day before and use that data, until tomorrow.
What happens to the alerts after a holiday weekend?	We take the previous days inventory. For example, if all LCBO stores are closed on labor day Monday, we take the Sundays inventory to calculate the alerts.
Why isn’t my territory map view loading?	The most common reason is that you have not granted ezfocus permission, in chrome or the app, to see your location, adjust this in your chrome or app setting and refresh the page.
Why doesn't the price change in market reports when I change the month or period?	The prices are fixed and reflect the prices from the last completed period. You can go to the 4 year report to access historical pricing for any product by clicking on the product code of any sku.
The report I'm trying to load shows no data, why?	Is your store type set to all? Next, Choose a store channel. Last, choose a measure (Cs vs. $) Don't forget to save your preferences when you have a configuration you like.
What should I do if I have an Android phone and want to use the ezfocus WEB version?	Firefox should then be your browser of choice.
How do I use the ezfocus app with my Android phone?	The app only works on iOS and is not compatible with Android.

Questions

Answers

How often is inventory updated?

It is either daily or weekly, depending on the province. Please see the data scope file. Ezfocus Data Scope

What information on a store’s page is public vs. private in ezfocus?

The store I am looking at has a manager’s name in the “contact” field of the account, but I would like to add additional contacts – how do I do that ?

If your subscription package includes the Basic ezfocus CRM tools, then the best place is in the “Contacts” widget on the “My Visits” page of any account or store. Loading contacts here lets you interact with them from other modules / tools and the app across ezfocus. If you don’t have CRM in your package, you can use the “General Notes” field in the Contact info box – this is private info to only your agency.

My Pictures / Visit notes are not saving in the web tool - why?

Please ensure you click "Save" and / or refresh after entering anything. Once you do this, your data is securely saved in our server.

Pictures I loaded to my achievements are gone, why?

Achievements widgets, or documents, or anything with a media attachment, only loads into the widget of an account or store's page for 90 days. Everything is always archived into the detailed call report at the time it is loaded.

Why is the Alerts widget showing no data today?

Alerts data is generated daily, and the user can choose any date in history to look at that day’s alerts. Loading the daily Alerts data occurs between 8:30am-9am EST most days. There are a number of reasons that a liquor board could not publish data on any single given day, public holidays, for example, so If there is no alerts data for today in ezfocus, please use your widget to change the date to the day before and use that data, until tomorrow.

What happens to the alerts after a holiday weekend?

We take the previous days inventory. For example, if all LCBO stores are closed on labor day Monday, we take the Sundays inventory to calculate the alerts.

Why isn’t my territory map view loading?

The most common reason is that you have not granted ezfocus permission, in chrome or the app, to see your location, adjust this in your chrome or app setting and refresh the page.

Why doesn't the price change in market reports when I change the month or period?

The prices are fixed and reflect the prices from the last completed period. You can go to the 4 year report to access historical pricing for any product by clicking on the product code of any sku.

The report I'm trying to load shows no data, why?

Is your store type set to all? Next, Choose a store channel. Last, choose a measure (Cs vs. $)
Don't forget to save your preferences when you have a configuration you like.

What should I do if I have an Android phone and want to use the ezfocus WEB version?

Firefox should then be your browser of choice.

How do I use the ezfocus app with my Android phone?

The app only works on iOS and is not compatible with Android.

Questions	Answers
How do I search for Retail stores or accounts with less than 3 digits in their Lic #?	Start the store number with a zero to get the best match in the account search bar.
The detailed call report draws a number of expected calls in my territory I am meant to make in any month or quarter based on the class of my stores. What do I do If we are off the road for a team meeting, or I am off sick?	In your “My Stores” section, you can use the “Create new Activity” button to tell the system to omit calls from your expected call route cycle for a variety of business reasons, such as team meetings, or vacation days. These will also roll up and total separately for you in the Detailed Call report.
In The detailed call report of the CRM, when looking at results and visits by territory, there is a bucket for “Unassigned” accounts and a bucket that says “(blank)”, that shows results, Why ?	One of your team’s territory managers has left visit notes or marked achievements / objectives on the page of an account that is not currently assigned to their territory. Please see the details tab in the detailed call report to determine which accounts they are and then assign those account to the Rep to resolve this.
If I have 50 stores / accounts in my territory, why do my objective target say I have only 47 potentials ?	You likely have 3 accounts in your territory marked as “Seasonal Call” or “Not Called On” - Objectives in ezfocus only apply to the accounts and stores in your territory that are set to “Called On” – you can choose this status on the account’s client info page. Achievements can be logged towards any called-on status in your territory.
When planning my sales calls in advance, using the scheduling widget, if I set a recurrence for a call, weekly for example, how far into the future will that call repeat if I do not set a stop date?	3 months from the date of the first call.
Can I delete all calendar events if they are part of a recurrence that I loaded.	Not yet, planned calls must be deleted individually for now.
While I’m reconciling my A&P spends in my OP accounts, what are the timeframes of the “Quarter” columns ?	For provinces that report in calendar months, the timeframes are calendar quarters, and for ON/QC the dates are: Q1 : P11-P13 Q2 : P01-P03 Q3 : P04-P06 Q4 : P07-P10
If I want to input manual volumes in accounts that don’t order from connect or the liquor boards for example, where should I do this under the My products listed tab?	We recommend using the Vol Estim 2023 or 2024 columns (Q1-Q2-Q3-Q4 columns will be overridden every quarter with uploaded data). For provinces where accounts can be created by the sales team (accounts starting with the letter R) this rule does not apply.
If I am in a Province & Channel where the sales data populates the “My products listed” tab’s “Quarter” columns automatically for me, how soon after a quarter finish should I see data in these fields.	The next time weekly or monthly depletions data is synced for that channel.
When using the “Top 200” button on any account’s category analysis page, why is a product I know to be in the location not showing?	To preserve page load times, this report limits itself to the top 200 SKU results, based on any SKU with total R12$ > 0. Please add additional filters to segment, category, listing type and / or size to narrow the search results and your desired SKU will load in view of its subset’s top 200.
What's the easiest way to find a gap report for a focus sku for my sales team this month?	Load the SKU as an objective for the user. Load a top stores report for that SKU from the search bar.
How to I add an existing account in Ezfocus? It is only possible in certain provinces?	AB-SK-MB-Atlantics :yes BC-Ontario : not possible (accounts will be entered once we get the information from the liquor board.) Steps to follow: Make sure the accounts doesn’t exist through the account search Click create new account under your my stores in the province in question Fill in the mandatory fields and your e-mail address Submit *You will get answer in the next 24-48hrs

Questions

Answers

How do I search for Retail stores or accounts with less than 3 digits in their Lic #?

Start the store number with a zero to get the best match in the account search bar.

The detailed call report draws a number of expected calls in my territory I am meant to make in any month or quarter based on the class of my stores. What do I do If we are off the road for a team meeting, or I am off sick?

In your “My Stores” section, you can use the “Create new Activity” button to tell the system to omit calls from your expected call route cycle for a variety of business reasons, such as team meetings, or vacation days. These will also roll up and total separately for you in the Detailed Call report.

In The detailed call report of the CRM, when looking at results and visits by territory, there is a bucket for “Unassigned” accounts and a bucket that says “(blank)”, that shows results, Why ?

One of your team’s territory managers has left visit notes or marked achievements / objectives on the page of an account that is not currently assigned to their territory. Please see the details tab in the detailed call report to determine which accounts they are and then assign those account to the Rep to resolve this.

If I have 50 stores / accounts in my territory, why do my objective target say I have only 47 potentials ?

You likely have 3 accounts in your territory marked as “Seasonal Call” or “Not Called On” - Objectives in ezfocus only apply to the accounts and stores in your territory that are set to “Called On” – you can choose this status on the account’s client info page. Achievements can be logged towards any called-on status in your territory.

When planning my sales calls in advance, using the scheduling widget, if I set a recurrence for a call, weekly for example, how far into the future will that call repeat if I do not set a stop date?

3 months from the date of the first call.

Can I delete all calendar events if they are part of a recurrence that I loaded.

Not yet, planned calls must be deleted individually for now.

While I’m reconciling my A&P spends in my OP accounts, what are the timeframes of the “Quarter” columns ?

For provinces that report in calendar months, the timeframes are calendar quarters, and for ON/QC the dates are:

Q1 : P11-P13
Q2 : P01-P03
Q3 : P04-P06
Q4 : P07-P10

If I want to input manual volumes in accounts that don’t order from connect or the liquor boards for example, where should I do this under the My products listed tab?

We recommend using the Vol Estim 2023 or 2024 columns (Q1-Q2-Q3-Q4 columns will be overridden every quarter with uploaded data). For provinces where accounts can be created by the sales team (accounts starting with the letter R) this rule does not apply.

If I am in a Province & Channel where the sales data populates the “My products listed” tab’s “Quarter” columns automatically for me, how soon after a quarter finish should I see data in these fields.

The next time weekly or monthly depletions data is synced for that channel.

When using the “Top 200” button on any account’s category analysis page, why is a product I know to be in the location not showing?

To preserve page load times, this report limits itself to the top 200 SKU results, based on any SKU with total R12$ > 0. Please add additional filters to segment, category, listing type and / or size to narrow the search results and your desired SKU will load in view of its subset’s top 200.

What's the easiest way to find a gap report for a focus sku for my sales team this month?

Load the SKU as an objective for the user.
Load a top stores report for that SKU from the search bar.

How to I add an existing account in Ezfocus? It is only possible in certain provinces?

AB-SK-MB-Atlantics :yes
BC-Ontario : not possible (accounts will be entered once we get the information from the liquor board.)

Steps to follow:

Make sure the accounts doesn’t exist through the account search
Click create new account under your my stores in the province in question
Fill in the mandatory fields and your e-mail address
Submit

*You will get answer in the next 24-48hrs

Questions	Answers
What are the default weekly publishing timeframes, per channel, in Ontario.	1 week in arrears General List and most active Vintages SKUs – Retail store level scan data and OP Lic purchases 2 weeks in arrears Grocery (ALL) “Other Wholesale” Some Vintages ( minimal depending on product/program) “Other” (ALL)
My alerts widget and LCBO.com show different inventory levels of my SKU in my store, why?	Inventory is updated on LCBO.com in real time. In ezfocus, inventory and listings status are updated once per day, representing yesterday's close of business.
Can I see sales per sku, per grocery account, in ezfocus?	This is not part of the LCBO's SOD standard feed, and ezfocus currently displays sales per sku, per Banner/Chain total, as a default, for the grocery channel.
Do $$$ reports in ezfocus include LCBO Basic price + tax / deposit?	Whenever you set your measure = $$$ in any report, the values do not back out tax and deposit. The static R12$ column option in any Market report, regardless of which measures you have selected, does do this for your convenience.
P13 has 5 weeks, and the weekly section has only 4 weeks of columns - where does the 5th week go ?	It merges with week 4.
What criterias are used for the alerts in Ontario ?	- Gen List Out of stock alert – There is inventory in the warehouse, and less than 3 units in store. - Promo out of stock – there is inventory in the warehouse, an active promo and less than 24 units. - Lost listing – listing status changes from L or F to D or blank, yesterday vs. today. - New Listing – D or F to L (product must have had inventory or sales in the account previously)
When are daily store inventories updated in Ontario?	Between 8:00-8:15am every morning. During this time, the system might be slightly slower.
How do I get my orders to appear in the sales and inventory report?	Please send us or auto-forward your narrowcast files (Agent PO and Inventory-Agent PO Status.xlsx) once you receive them from the LCBO once a week at data@ezfocus.ca
Some of the promo codes are not explained in the drop-down menu, how can I find the description?	Please refer to the Complete list of Promotional Type Code and Descriptions Promotional Type Code and Descriptions
Why are some of my Vintage releases not showing on ezfocus’ Vintage Sell Through Report?	ezfocus uses the publicly available LCBO data of vintage releases updated biweekly on website: www.vintages.com, we recently were made aware of some listings that weren’t published on the LCBO website, if you are missing a SKU, please send a note to your Customer Success Manager to get it manually added to the report.

Questions

Answers

What are the default weekly publishing timeframes, per channel, in Ontario.

1 week in arrears

General List and most active Vintages SKUs – Retail store level scan data and OP Lic purchases

2 weeks in arrears

Grocery (ALL)
“Other Wholesale”
Some Vintages ( minimal depending on product/program)
“Other” (ALL)

My alerts widget and LCBO.com show different inventory levels of my SKU in my store, why?

Inventory is updated on LCBO.com in real time. In ezfocus, inventory and listings status are updated once per day, representing yesterday's close of business.

Can I see sales per sku, per grocery account, in ezfocus?

This is not part of the LCBO's SOD standard feed, and ezfocus currently displays sales per sku, per Banner/Chain total, as a default, for the grocery channel.

Do $$$ reports in ezfocus include LCBO Basic price + tax / deposit?

Whenever you set your measure = $$$ in any report, the values do not back out tax and deposit. The static R12$ column option in any Market report, regardless of which measures you have selected, does do this for your convenience.

P13 has 5 weeks, and the weekly section has only 4 weeks of columns - where does the 5th week go ?

It merges with week 4.

What criterias are used for the alerts in Ontario ?

- Gen List Out of stock alert – There is inventory in the warehouse, and less than 3 units in store.
- Promo out of stock – there is inventory in the warehouse, an active promo and less than 24 units.
- Lost listing – listing status changes from L or F to D or blank, yesterday vs. today.
- New Listing – D or F to L (product must have had inventory or sales in the account previously)

When are daily store inventories updated in Ontario?

Between 8:00-8:15am every morning. During this time, the system might be slightly slower.

How do I get my orders to appear in the sales and inventory report?

Please send us or auto-forward your narrowcast files (Agent PO and Inventory-Agent PO Status.xlsx) once you receive them from the LCBO once a week at data@ezfocus.ca

Some of the promo codes are not explained in the drop-down menu, how can I find the description?

Please refer to the Complete list of Promotional Type Code and Descriptions Promotional Type Code and Descriptions

Why are some of my Vintage releases not showing on ezfocus’ Vintage Sell Through Report?

ezfocus uses the publicly available LCBO data of vintage releases updated biweekly on website: www.vintages.com, we recently were made aware of some listings that weren’t published on the LCBO website, if you are missing a SKU, please send a note to your Customer Success Manager to get it manually added to the report.

Questions	Answers
If I include my retail accounts and my licensee accounts in the same list total, am I double counting some OP sales?	Yes, the sales of the GLS accounts to the OP accounts, and the total purchases of the OP licenses. Please use this filter to avoid this when using account data reports in BC including multiple channels. BC market reports do this automatically.
Is BC reporting in BCLDB reporting periods or calendar months.	BCLDB Periods. P1-P12 (April 1st 2024 to March 31st 2025)
Is DOL$ Value based on wholesale pricing, or retail pricing?	Wholesale pricing.
How are the sales of account #100 and #231 counted?	BCLDB Store 100 and 231 are included in top level Market reports, but NOT included in sales per account reports or territory totals. This is to avoid double counting.
Why does the BCLS inventory in ezfocus not match the BCLS website?	Warehouse inventory levels are refreshed every day in ezfocus in BC, and store level inventory is updated once per week-Sunday mornings as a snapshot.
Does Ezfocus publish run 1 and run 2 data now?	Yes, the data is updated twice a month. (In Ezfocus 2.0-we did not) Ezfocus Data Scope Runs
If my LRS,RAS or OP customer orders from the BCDLB, or bonded warehouse directly, late in the month, or late into a WPP timeframe, what price do they pay and when is the sale counted in ezfocus?	Bonded warehouse direct sales data is loaded later, in any month’s Run 2, in BC. In the “Sales and Inventory module”, the PO date of the order will list the EOI date from the bonded warehouse, and this is the price date that the customer pays. The depletions data in ezfocus lists when it is either picked up at a BCLS location or is shipped from the WCC to the customer. *Please take note that these can be different weeks or months in some cases, depending on when the order was placed and how long it took to fulfill.
Where do the wholesale and retail prices, and thus, the wholesale DOL $$$ sales values, come from?	Multiple sources: - BCLDB: for the vast majority, for skus that belong to our clients, the Retail and Wholesale prices - BCLDB’s EPL: if subscribed, some wholesale prices, and an approximate retail price is calculated, even if the product is not listed with the BCLS - BCLDB website: for conditional listing types based on the retail, we calculate an approx. wholesale of 70% - Barnett: for the remaining products not covered by the above
What are the definitions of BC’s listings types?	Multiple sources: - Conditionals: BCLDB exclusives - Speculatives: LRS/LIC are where the majority of the sales happen - Often considered as similar: - General list: skus with a long history and big volumes, not many skus are added in the category annually - Specialty: the BCLDB categorises these skus more in detail, but they can be seasonal/high end buys
Is Direct Delivery (DD) data available in BC?	Yes, but to upload them in the system we must have your supplier’s container world logins. We base ourselves on the requested delivery dates and follow the BCDLB’s periods. Important to note though, that there is a slight delay in with the BCLDB publishing this data, so orders passed at the end of the month might only appear the following month in the BCLDB data. DD data is also updated daily, and available in the weekly sales. To access this information, make sure that the customer type LRS is selected and Direct Delivery under store sales:

Questions

Answers

If I include my retail accounts and my licensee accounts in the same list total, am I double counting some OP sales?

Yes, the sales of the GLS accounts to the OP accounts, and the total purchases of the OP licenses. Please use this filter to avoid this when using account data reports in BC including multiple channels. BC market reports do this automatically.

Is BC reporting in BCLDB reporting periods or calendar months.

BCLDB Periods. P1-P12 (April 1st 2024 to March 31st 2025)

Is DOL$ Value based on wholesale pricing, or retail pricing?

Wholesale pricing.

How are the sales of account #100 and #231 counted?

BCLDB Store 100 and 231 are included in top level Market reports, but NOT included in sales per account reports or territory totals. This is to avoid double counting.

Why does the BCLS inventory in ezfocus not match the BCLS website?

Warehouse inventory levels are refreshed every day in ezfocus in BC, and store level inventory is updated once per week-Sunday mornings as a snapshot.

Does Ezfocus publish run 1 and run 2 data now?

Yes, the data is updated twice a month. (In Ezfocus 2.0-we did not) Ezfocus Data Scope Runs

If my LRS,RAS or OP customer orders from the BCDLB, or bonded warehouse directly, late in the month, or late into a WPP timeframe, what price do they pay and when is the sale counted in ezfocus?

Bonded warehouse direct sales data is loaded later, in any month’s Run 2, in BC. In the “Sales and Inventory module”, the PO date of the order will list the EOI date from the bonded warehouse, and this is the price date that the customer pays. The depletions data in ezfocus lists when it is either picked up at a BCLS location or is shipped from the WCC to the customer.
*Please take note that these can be different weeks or months in some cases, depending on when the order was placed and how long it took to fulfill.

Where do the wholesale and retail prices, and thus, the wholesale DOL $$$ sales values, come from?

Multiple sources:

- BCLDB: for the vast majority, for skus that belong to our clients, the Retail and Wholesale prices
- BCLDB’s EPL: if subscribed, some wholesale prices, and an approximate retail price is calculated, even if the product is not listed with the BCLS
- BCLDB website: for conditional listing types based on the retail, we calculate an approx. wholesale of 70%
- Barnett: for the remaining products not covered by the above

What are the definitions of BC’s listings types?

Multiple sources:

- Conditionals: BCLDB exclusives
- Speculatives: LRS/LIC are where the majority of the sales happen
- Often considered as similar:
- - General list: skus with a long history and big volumes, not many skus are added in the category annually
- - Specialty: the BCLDB categorises these skus more in detail, but they can be seasonal/high end buys

Is Direct Delivery (DD) data available in BC?

Yes, but to upload them in the system we must have your supplier’s container world logins. We base ourselves on the requested delivery dates and follow the BCDLB’s periods.
Important to note though, that there is a slight delay in with the BCLDB publishing this data, so orders passed at the end of the month might only appear the following month in the BCLDB data.
DD data is also updated daily, and available in the weekly sales.
To access this information, make sure that the customer type LRS is selected and Direct Delivery under store sales:
ezfocus screenshot

Questions	Answers
What is the Ezfocus community?	Ezfocus clients can decide to share their account and/or provincial level data with other Ezfocus clients. This allows them to have visibility on 80% of the industry free of charge. Ezfocus Community Clients
Why does Alberta have a run 1 and a run 2?	- Run 1 is the available data coming from our clients connect data logins. - Run 2 is third party data that certain clients decide to purchase that becomes available only around the 3rd week of everything month. This is to have visibility on the rest of the market or clients that are not part of the Ezfocus community or 20% of the market. *We decided to take this approach to give clients more of their own data and most of the market, sooner rather than later.
In AB, what is FOIPX?	Companies, Suppliers and Agents who choose only to share their data as top line category data.
Why don't the weekly sales in the sales and inventory match the monthly sales in other reports?	Weekly sales are actual weeks, from Sunday to Saturday. The monthly data is an actual month, from the 1st to the 31st. That said, they hardly ever match.
In the sales and inventory, should I look at the total inventory column?	No, the total connect inventory is the Connect Warehouse column, and within this number, there is committed or reserved inventory. What is really available is the On Hand column. On hand + commited = connect warehouse. The total column should be ignored.
Why isn’t the data 1 :1 with connect?	Because we remove the store 40080400 NWT Liquor Commission which represents shipments outside of the province.
Why doesn’t the sales by banner/chain report or all stores and licensee market data not match with the Summary by category report or market reports using the product search?	Because some agents/companies decide not to share account level data, and only provincial data with the industry.
Why do i have 1-0 in my inventory column of the top stores?	In the case of AB - we do not receive any inventory data. This being the case, the inventory column acts as a distribution report where “1” = a sale happened during the current period.

Questions

Answers

What is the Ezfocus community?

Ezfocus clients can decide to share their account and/or provincial level data with other Ezfocus clients. This allows them to have visibility on 80% of the industry free of charge. Ezfocus Community Clients

Why does Alberta have a run 1 and a run 2?

- Run 1 is the available data coming from our clients connect data logins.
- Run 2 is third party data that certain clients decide to purchase that becomes available only around the 3rd week of everything month. This is to have visibility on the rest of the market or clients that are not part of the Ezfocus community or 20% of the market.
*We decided to take this approach to give clients more of their own data and most of the market, sooner rather than later.

In AB, what is FOIPX?

Companies, Suppliers and Agents who choose only to share their data as top line category data.

Why don't the weekly sales in the sales and inventory match the monthly sales in other reports?

Weekly sales are actual weeks, from Sunday to Saturday. The monthly data is an actual month, from the 1st to the 31st. That said, they hardly ever match.

In the sales and inventory, should I look at the total inventory column?

No, the total connect inventory is the Connect Warehouse column, and within this number, there is committed or reserved inventory. What is really available is the On Hand column.
On hand + commited = connect warehouse.
The total column should be ignored.

Why isn’t the data 1 :1 with connect?

Because we remove the store 40080400 NWT Liquor Commission which represents shipments outside of the province.

Why doesn’t the sales by banner/chain report or all stores and licensee market data not match with the Summary by category report or market reports using the product search?

Because some agents/companies decide not to share account level data, and only provincial data with the industry.

Why do i have 1-0 in my inventory column of the top stores?

In the case of AB - we do not receive any inventory data. This being the case, the inventory column acts as a distribution report where “1” = a sale happened during the current period.

Questions	Answers
Why doesn’t the total account level data (sales by banner/chain or all stores and licensee) match the provincial level data (summary by category/market reports)?	Provincially, we get the total performance for all skus and agents, but, at the account level, we only get the data from our clients.

Questions

Answers

Why doesn’t the total account level data (sales by banner/chain or all stores and licensee) match the provincial level data (summary by category/market reports)?

Provincially, we get the total performance for all skus and agents, but, at the account level, we only get the data from our clients.

Questions	Answers
Is licensee data available in the Atlantic provinces?	Licensee sales data per SKU, per account, is restricted. But, provincial SKU OP channel totals are available in NS, NF and NB.
How often is the account level inventory updated?	NB-NF-PEI: daily NS: weekly
In Nova Scotia, why do I have reports in 12 months and other in 9 periods?	Only reports at territory and store level are available in 9 periods, the defaulting provincial reporting timeframes for Atlantic Canada in ezfocus are 12 calendar months.
Can you activate my weekly sales and inventory module in PEI?	No, this module is currently in the works.
Can you activate my weekly sales and inventory module in Newfoundland?	Yes, but your company will require to send us the data files by e-mail at data@ezfocus.ca. Please inform your success manager if you wish to activate this report in this province.
How do we update NBliquor data?	We upload the weekly files (WeeklyVolume_YYYYMMDD-YYYYMMDD.zip), and we follow the liquor board period/dates. For example: August 2024 : 2024P05 = WeeklyVolume_20240729-20240804 + WeeklyVolume_20240805-20240811 + WeeklyVolume_20240812-20240818 + WeeklyVolume_20240819-20240825

Questions

Answers

Is licensee data available in the Atlantic provinces?

Licensee sales data per SKU, per account, is restricted. But, provincial SKU OP channel totals are available in NS, NF and NB.

How often is the account level inventory updated?

NB-NF-PEI: daily
NS: weekly

In Nova Scotia, why do I have reports in 12 months and other in 9 periods?

Only reports at territory and store level are available in 9 periods, the defaulting provincial reporting timeframes for Atlantic Canada in ezfocus are 12 calendar months.

Can you activate my weekly sales and inventory module in PEI?

No, this module is currently in the works.

Can you activate my weekly sales and inventory module in Newfoundland?

Yes, but your company will require to send us the data files by e-mail at data@ezfocus.ca. Please inform your success manager if you wish to activate this report in this province.

How do we update NBliquor data?

We upload the weekly files (WeeklyVolume_YYYYMMDD-YYYYMMDD.zip), and we follow the liquor board period/dates.
For example: August 2024 : 2024P05 = WeeklyVolume_20240729-20240804 + WeeklyVolume_20240805-20240811 + WeeklyVolume_20240812-20240818 + WeeklyVolume_20240819-20240825

Questions	Answers
Where can I get the data specifications for the Raw Data National APIs?	You can find all the data specifications and field codes in the document here. National API Data Specs 1

Questions

Answers

Where can I get the data specifications for the Raw Data National APIs?

You can find all the data specifications and field codes in the document here. National API Data Specs 1

Questions	Answers
Week end update When is the update performed?	The update process begins early Monday and is normally completed by 9:00 am.
End of period update When is the update performed?	Every Monday following the end of the period, wait until 9:00 am to see the results.
SAQ Warehouse Inventories	In the Weekly Sales and Inventory report, we display inventories from various warehouses such as CDM, CDQ, CSM, and CSQ. These are inventory data sourced from CSV files deposited every Monday morning on Infocom. All data reflects the inventory at the end of the week on Saturday evening. Sales reports always cover Sunday through Saturday night when stores close. The same applies to CDM/CDQ warehouse stocks. The inventories displayed in the ezfocus report on Monday morning do not take into account the Sunday preparations for Monday morning shipment to branches.
If I am subscribed to daily warehouse inventories, what should I do and when is the update?	You need to create a rule to automate sending to data@ezfocus.ca. Ezfocus processes it every hour, and the update date in the weekly report is changed to 8:00 AM or 10:00 AM (for those who send later). So, if the file is sent after 10:00 AM, the date will not be changed, but the files will still be processed. See the date listed under Inventory History.
Why my SL product does not appear in: "My Opportunities"?	The SL product appears in the "My Opportunities" section only if it meets these two criterias: 1- There are inventories available at the warehouses 2- The product has appeared on the Distribution List for the past 8 months. The SAQ Distribution list is the trigger for the Specialty Vintage Sell Through Report, the reason could be that the product has not showed on a recent list.
Why is my product not appearing in the product search at the top of the screen?	Because the first end period of the product is not completed yet, , it is too recent. As soon as the period ends, the product will appear with the market sales update. Also, it may be delisted (SAQ 14-15 status), enter a * in front of the code and the product will appear in the search
When does a new product appear in ezfocus?	The product must have been added to your infocom subscription, it will then be available in ezfocus Weekly Sales Report and Inventory as soon as it has a first order in progress. It will be in the "My Products" Store section when it start selling. In the case of a transfer of a product from another agent, 'procuration' request must also be completed.
What Current Period in column choices refers?	Always linked to the last period completed, i.e. the one showed on the top of the screen
Distribution in differents reports	Data based on in-store inventories 1btle=1 distribution Distribution Report: - The distribution is the highest reading of the 4 Saturdays of the month; infocom data Distribution Report Pivot: - Reading every day at night on saq.com Market Report: - The distribution is the highest reading of the 4 Saturdays in the period; infocom data Weekly Report: - The "distributions per week" are all as of Sunday, while the "current" Dist column is as of Monday. Also, the "current distribution" excludes "SAQ Depots" while the "per week" includes them. Product 4 Years Sales Report: - The distribution is based on the inventories (max of the period) infocom data Top Store Report: - Reading every day at night on saq.com Objectives Management Report: - Per month + top of each month - Current: Reading every day at night on saq.com * For the "current" column, only the "Called on" accounts with inventory greater than 0 are showing *
Order canceled or partially closed or modified by the SAQ, no change in ezfocus:	You have to notify us, we do not have the daily order report sent by the SARA
The visual of my product is not the correct version	Product's visual comes from saq.com, you must notify the SAQ
Are the displays included in the "Plancher Perso" program included in ezfocus?	Not for the moment but it is part of an upcoming project.
When planning my sales calls in advance, using the scheduling widget, if I set a recurrence for a call, weekly for example, how far into the future will that call repeat if I do not set a stop date?	3 months from the date of the first call.
Can I delete all calendar events if they are part of a recurrence that I loaded.	Not yet, planned calls must be deleted individually for now.
What information on a store’s page is public vs. private in ezfocus?
Why is my territory view on Map View not loading?	The main reason is that you did not grant Chrome permission to display your location. Apply the permission and refresh your page.
In the My Product Listed view, what do the time ranges Q1-Q2-Q3 and Q4 correspond to for entering volumes and calculating rebate costs?	Q1: P11-P13 Q2: P01-P03 Q3: P04-P06 Q4: P07-P10
When you use the "Top 200" button on the Category Analysis page in an account, why do some products that I know are in this branch not display?	To optimize report loading time, we have limited it to the first 200 results, based on total R13$ sales > 0$. We do not include 0$ products.
Private Importation	Product Section: If a product has been available for more than 9 months, it will not appear in the product search for order creation; this is for execution speed and space management. You will need to update its availability date in the product file. This situation is rare but can happen if a product is returned to the warehouse. Reservation that does not balance with the total: You must always assign a territory to a customer. If the customer is "unassigned," this will result in the reservation and orders not being displayed. The system needs to assign a territory for each transaction. Check the product transaction history, find the customer without an assigned representative, and add the territory in the customer file. Save, and the reservation or order will reappear. Customer Section: For licensed customers, some fields are not editable. For ezfocus accounts that start with a "5", the fields you can modify are: phone, mobile, email, and contact. To modify other fields in the "Store Info" section, you must send an email to: mc@ezfocus.ca to request changes. The goal is to protect the integrity of our "licensed" customer database, which we share with all our client agents. Order Section: Changing the quantity to a number that is not a multiple of the UVC: At the end of a batch, there may be 11 or 5 bottles left, for example. You can then modify the quantity by double-clicking in the "Requested Qty" box and entering the desired/remaining quantity. If you request to add a delivery branch for a licensed customer, this field is locked. If an order was already in progress, you will need to delete it and recreate it, as the change will not be effective in the current order but only for future orders. When an order is successfully sent to the SAQ but later encounters issues, we display it in the "Pending Confirmation" section of transmitted orders, with a "no_conf" field showing a "4" for a refused order and a "5" for an order canceled by the SAQ. You must then take action on the order, either canceling it to make the stocks available or resubmitting it by setting "no_conf" to 0. It will then move to the "Untransmitted Orders" section, where you can resend it.
What should I do if I have an Android phone and want to use the ezfocus WEB version?	Firefox should be your browser of choice.
How do I use the ezfocus app on my Android phone?	The app only works on iOS, not on Android.

Questions

Answers

Week end update
When is the update performed?

The update process begins early Monday and is normally completed by 9:00 am.

End of period update
When is the update performed?

Every Monday following the end of the period, wait until 9:00 am to see the results.

SAQ Warehouse Inventories

In the Weekly Sales and Inventory report, we display inventories from various warehouses such as CDM, CDQ, CSM, and CSQ. These are inventory data sourced from CSV files deposited every Monday morning on Infocom. All data reflects the inventory at the end of the week on Saturday evening. Sales reports always cover Sunday through Saturday night when stores close. The same applies to CDM/CDQ warehouse stocks. The inventories displayed in the ezfocus report on Monday morning do not take into account the Sunday preparations for Monday morning shipment to branches.

If I am subscribed to daily warehouse inventories, what should I do and when is the update?

You need to create a rule to automate sending to data@ezfocus.ca. Ezfocus processes it every hour, and the update date in the weekly report is changed to 8:00 AM or 10:00 AM (for those who send later). So, if the file is sent after 10:00 AM, the date will not be changed, but the files will still be processed. See the date listed under Inventory History.

Why my SL product does not appear in: "My Opportunities"?

1- There are inventories available at the warehouses
2- The product has appeared on the Distribution List for the past 8 months.

Why is my product not appearing in the product search at the top of the screen?

Because the first end period of the product is not completed yet, , it is too recent. As soon as the period ends, the product will appear with the market sales update. Also, it may be delisted (SAQ 14-15 status), enter a * in front of the code and the product will appear in the search

When does a new product appear in ezfocus?

The product must have been added to your infocom subscription, it will then be available in ezfocus Weekly Sales Report and Inventory as soon as it has a first order in progress. It will be in the "My Products" Store section when it start selling. In the case of a transfer of a product from another agent, 'procuration' request must also be completed.

What Current Period in column choices refers?

Always linked to the last period completed, i.e. the one showed on the top of the screen

Distribution in differents reports

Data based on in-store inventories 1btle=1 distribution

Distribution Report:

- The distribution is the highest reading of the 4 Saturdays of the month; infocom data

Distribution Report Pivot:

- Reading every day at night on saq.com

Market Report:

- The distribution is the highest reading of the 4 Saturdays in the period; infocom data

Weekly Report:

- The "distributions per week" are all as of Sunday, while the "current" Dist column is as of Monday. Also, the "current distribution" excludes "SAQ Depots" while the "per week" includes them.

Product 4 Years Sales Report:

- The distribution is based on the inventories (max of the period) infocom data

Top Store Report:

- Reading every day at night on saq.com

Objectives Management Report:

- Per month + top of each month
- Current: Reading every day at night on saq.com
* For the "current" column, only the "Called on" accounts with inventory greater than 0 are showing *

Order canceled or partially closed or modified by the SAQ, no change in ezfocus:

You have to notify us, we do not have the daily order report sent by the SARA

The visual of my product is not the correct version

Product's visual comes from saq.com, you must notify the SAQ

Are the displays included in the "Plancher Perso" program included in ezfocus?

Not for the moment but it is part of an upcoming project.

3 months from the date of the first call.

Can I delete all calendar events if they are part of a recurrence that I loaded.

Not yet, planned calls must be deleted individually for now.

What information on a store’s page is public vs. private in ezfocus?

Why is my territory view on Map View not loading?

The main reason is that you did not grant Chrome permission to display your location. Apply the permission and refresh your page.

In the My Product Listed view, what do the time ranges Q1-Q2-Q3 and Q4 correspond to for entering volumes and calculating rebate costs?

Q1: P11-P13
Q2: P01-P03
Q3: P04-P06
Q4: P07-P10

When you use the "Top 200" button on the Category Analysis page in an account, why do some products that I know are in this branch not display?

To optimize report loading time, we have limited it to the first 200 results, based on total R13$ sales > 0$. We do not include 0$ products.

Private Importation

Product Section:
- If a product has been available for more than 9 months, it will not appear in the product search for order creation; this is for execution speed and space management. You will need to update its availability date in the product file. This situation is rare but can happen if a product is returned to the warehouse.
- Reservation that does not balance with the total: You must always assign a territory to a customer. If the customer is "unassigned," this will result in the reservation and orders not being displayed. The system needs to assign a territory for each transaction. Check the product transaction history, find the customer without an assigned representative, and add the territory in the customer file. Save, and the reservation or order will reappear.

Customer Section:
- For licensed customers, some fields are not editable. For ezfocus accounts that start with a "5", the fields you can modify are: phone, mobile, email, and contact. To modify other fields in the "Store Info" section, you must send an email to: mc@ezfocus.ca to request changes. The goal is to protect the integrity of our "licensed" customer database, which we share with all our client agents.

Order Section:
- Changing the quantity to a number that is not a multiple of the UVC: At the end of a batch, there may be 11 or 5 bottles left, for example. You can then modify the quantity by double-clicking in the "Requested Qty" box and entering the desired/remaining quantity.
- If you request to add a delivery branch for a licensed customer, this field is locked. If an order was already in progress, you will need to delete it and recreate it, as the change will not be effective in the current order but only for future orders.
- When an order is successfully sent to the SAQ but later encounters issues, we display it in the "Pending Confirmation" section of transmitted orders, with a "no_conf" field showing a "4" for a refused order and a "5" for an order canceled by the SAQ. You must then take action on the order, either canceling it to make the stocks available or resubmitting it by setting "no_conf" to 0. It will then move to the "Untransmitted Orders" section, where you can resend it.

What should I do if I have an Android phone and want to use the ezfocus WEB version?

Firefox should be your browser of choice.

How do I use the ezfocus app on my Android phone?

The app only works on iOS, not on Android.

Questions	Answers
When do new stores get added into Ezfocus?	BC ON AB once a week, Mondays or Tuesdays if Monday is a holiday. For the other provinces one of our clients has to make the request and we can then make it available to all.
Should I be adding new stores in MB, SK, NB, NS, PEI, NF, Qc myself?	Every Tuesday morning you should check in all stores and licenses and see if new accounts were added first. If they are not there, you can add the missing stores through your my store (add new account button)
When do products get added into Ezfocus?	Daily in most provinces, however, if the product is on the websites but not available to the consumer yet, it will not be visible to us. Please note that we do not update SK, MB and Alberta (website will shut down in March).
When does the data in sales and inventory get updated?	Sales and inventory gets updated daily, you can base yourself on the inventory date.
When does the data in Summary by Category get updated?	The data in summary by category is from the last completed period.
When I confirm and mark a product as listed in my products listed tab of any store, how long does it take for that to show up in the Distribution report	The following day, its updated daily.
When does the data in top stores and my stores reports update?	My stores and top stores update once a month at the end of the month = last completed period
Why are my numbers different when I pull the same report mid month and at the end of the month? I pulled the data at the end of the month but then pulled the same report with the same time frames a few days later and the numbers don’t match.	The OCS publishes new data for the same timeframe later on. We make sure to use the latest data which mean the data changes over time.
Does Quebec have sales data available?	Yes, it is a calculation based on inventory fluctuations. A full year of data will be available as of February 2022.
Where is provincial data available?	Ontario/NS, PEI as well as BC and NB, please reach to the boards for pricing and portal data logins. Its important to note that this data will not be shared with the industry
Where is board account level data available?	PEI and NS account level data, sales and inventory are available in Ezfocus
Does ezfocus include retail inventory and distribution info?	Yes, Ezfocus has close to 1800 accounts available in Ezfocus, these will be available to all in the next weeks, more details to follow, but pricing/inventory will be available in several reports. The national description must be linked for the chains product description for this to work.
How do I submit skus into Ezfocus?	First, please double check that the products are not already in the system. For the provinces of BC, ON, QC, NS and PEI, the products will be automatically added once they appear on the board websites or have sales. For the provinces of NS and PEI: Once products are available on the board websites or have sales, they are automatically added into our system. We prefer to wait before adding them manually as this minimizes the risk of duplicates/mistakes or terminology discrepancies on key attributes (Brand, Supplier Name, etc.) Please note that for objectives/achievements the new product option can be used and switched back after the fact the product is available. If the product still does not appear after being available on the websites, fill out the form provided. For the provinces of of MB, AB, NC, SK and NF: Please fill the form. It can be downloaded here: Ezfocus Listing Request In addition to the basic information such as UPC, Product description, size, Brand, Supplier, Segment and provincial category, the following info is also mandatory to add products to EZfocus: ON: UPC and sales sku (ex: 100768_10x0.4g) BC: UPC and SKU (ex: 1021666) QC : UPC AB: UPC and CNB (ex: CNB-046832927) NS: UPC and Article (ex:1034722) NF: UPC and SKU (ex:51976) PEI: UPC and SKU (ex:600188) MB: UPC SK: UPC Note that in the form, all black columns must be filled out. For the province of NB: Not possible to add skus ahead of time because Product ID is only available on their website.
In regards to the Private Retailer Data, what is available?	Please take a look at the list in this link. Stores Cannabis Keep in mind that the data and the information is updated daily.
What information on a store’s page is public vs. private in ezfocus?
What prices do we see in ezfocus for skus?	ON: retail price without tax For the following provinces it’s the website price we see. QC : retail with taxes PEI: retail without tax NS: retail without tax NB: retail with taxes NFLD*: retail without tax BC: retail without tax and deposit fee AB: retail with taxes SK: Tweed pricing only: retail with taxes MB: Delta 9 pricing only : without tax
How do I enter and link National descriptions for my skus?	In the product management tab, you have a button: New National Descriptions. The descriptions you create and later link will help you change the name of your product in ezfocus as well as map your skus. In the Product Name cell, you add only the name of the product e.g.: Bubble Gum Kush. The UPC The amount of units in the package e.g.: 1 The item format or potency e.g.: 3.5 The unit type e.g.: g Segment, Brand, Nat Supplier and Nat Category.
How do I know if a store is open or closed.	It is up to each agency to keep the status of the stores up to date. The reps can change the store status with the dropdowns available in each store. You can also change the status in All Stores and Licensees.
What should I do if I have an Android phone and want to use the ezfocus WEB version?	Firefox should then be your browser of choice.
How do I use the ezfocus app with my Android phone?	The app only works on iOS and is not compatible with Android.
What is Farmgate?	The farmgate cannabis retail program is a set-up that is very similar to a vineyard. In this setup, a licensed producer of cannabis will have a production site that also includes a store-front to allow customers to purchase cannabis products directly from the producer.
Does Ezfocus add flow through skus?	Yes, simply fill out the templates and send it to us and we will add the skus in the system.
What is your data scrapping and what is it based on?	As of October 2024, we scrape over 3100 stores nationally and update the data every day. You will get the most up to date inventory at store level. There are sometimes gaps in the data caused by issues that are out of our control when the store websites don’t work. However, we work quickly to rectify the issues within 24 to 48 hours. It is important to note that not all the stores we scrape have inventory levels, but you will see a 1 or a 0 indicating that they have the product or that they don’t.

Questions

Answers

When do new stores get added into Ezfocus?

BC ON AB once a week, Mondays or Tuesdays if Monday is a holiday. For the other provinces one of our clients has to make the request and we can then make it available to all.

Should I be adding new stores in MB, SK, NB, NS, PEI, NF, Qc myself?

Every Tuesday morning you should check in all stores and licenses and see if new accounts were added first. If they are not there, you can add the missing stores through your my store (add new account button)

When do products get added into Ezfocus?

Daily in most provinces, however, if the product is on the websites but not available to the consumer yet, it will not be visible to us. Please note that we do not update SK, MB and Alberta (website will shut down in March).

When does the data in sales and inventory get updated?

Sales and inventory gets updated daily, you can base yourself on the inventory date.

When does the data in Summary by Category get updated?

The data in summary by category is from the last completed period.

When I confirm and mark a product as listed in my products listed tab of any store, how long does it take for that to show up in the Distribution report

The following day, its updated daily.

When does the data in top stores and my stores reports update?

My stores and top stores update once a month at the end of the month = last completed period

Why are my numbers different when I pull the same report mid month and at the end of the month? I pulled the data at the end of the month but then pulled the same report with the same time frames a few days later and the numbers don’t match.

The OCS publishes new data for the same timeframe later on. We make sure to use the latest data which mean the data changes over time.

Does Quebec have sales data available?

Yes, it is a calculation based on inventory fluctuations. A full year of data will be available as of February 2022.

Where is provincial data available?

Ontario/NS, PEI as well as BC and NB, please reach to the boards for pricing and portal data logins. Its important to note that this data will not be shared with the industry

Where is board account level data available?

PEI and NS account level data, sales and inventory are available in Ezfocus

Does ezfocus include retail inventory and distribution info?

Yes, Ezfocus has close to 1800 accounts available in Ezfocus, these will be available to all in the next weeks, more details to follow, but pricing/inventory will be available in several reports. The national description must be linked for the chains product description for this to work.

How do I submit skus into Ezfocus?

First, please double check that the products are not already in the system.
For the provinces of BC, ON, QC, NS and PEI, the products will be automatically added once they appear on the board websites or have sales.
For the provinces of NS and PEI: Once products are available on the board websites or have sales, they are automatically added into our system. We prefer to wait before adding them manually as this minimizes the risk of duplicates/mistakes or terminology discrepancies on key attributes (Brand, Supplier Name, etc.) Please note that for objectives/achievements the new product option can be used and switched back after the fact the product is available. If the product still does not appear after being available on the websites, fill out the form provided.
For the provinces of of MB, AB, NC, SK and NF: Please fill the form. It can be downloaded here: Ezfocus Listing Request
In addition to the basic information such as UPC, Product description, size, Brand, Supplier, Segment and provincial category, the following info is also mandatory to add products to EZfocus:

ON: UPC and sales sku (ex: 100768_10x0.4g)
BC: UPC and SKU (ex: 1021666)
QC : UPC
AB: UPC and CNB (ex: CNB-046832927)
NS: UPC and Article (ex:1034722)
NF: UPC and SKU (ex:51976)
PEI: UPC and SKU (ex:600188)
MB: UPC
SK: UPC

Note that in the form, all black columns must be filled out. For the province of NB: Not possible to add skus ahead of time because Product ID is only available on their website.

In regards to the Private Retailer Data, what is available?

Please take a look at the list in this link. Stores Cannabis
Keep in mind that the data and the information is updated daily.

What information on a store’s page is public vs. private in ezfocus?

What prices do we see in ezfocus for skus?

ON: retail price without tax

*For the following provinces it’s the website price we see.

QC : retail with taxes
PEI: retail without tax
NS: retail without tax
NB: retail with taxes
NFLD: retail without tax
BC: retail without tax and deposit fee
AB: retail with taxes
SK: Tweed pricing only: retail with taxes
MB: Delta 9 pricing only : without tax

How do I enter and link National descriptions for my skus?

In the product management tab, you have a button: New National Descriptions. The descriptions you create and later link will help you change the name of your product in ezfocus as well as map your skus.
In the Product Name cell, you add only the name of the product e.g.: Bubble Gum Kush.
The UPC
The amount of units in the package e.g.: 1
The item format or potency e.g.: 3.5
The unit type e.g.: g
Segment, Brand, Nat Supplier and Nat Category. ezfocus screenshot

How do I know if a store is open or closed.

It is up to each agency to keep the status of the stores up to date. The reps can change the store status with the dropdowns available in each store. You can also change the status in All Stores and Licensees.

What should I do if I have an Android phone and want to use the ezfocus WEB version?

Firefox should then be your browser of choice.

How do I use the ezfocus app with my Android phone?

The app only works on iOS and is not compatible with Android.

What is Farmgate?

The farmgate cannabis retail program is a set-up that is very similar to a vineyard. In this setup, a licensed producer of cannabis will have a production site that also includes a store-front to allow customers to purchase cannabis products directly from the producer.

Does Ezfocus add flow through skus?

Yes, simply fill out the templates and send it to us and we will add the skus in the system.

What is your data scrapping and what is it based on?

As of October 2024, we scrape over 3100 stores nationally and update the data every day. You will get the most up to date inventory at store level. There are sometimes gaps in the data caused by issues that are out of our control when the store websites don’t work. However, we work quickly to rectify the issues within 24 to 48 hours. It is important to note that not all the stores we scrape have inventory levels, but you will see a 1 or a 0 indicating that they have the product or that they don’t.

Questions	Answers
Where can I see my inventory?	Your inventory is linked in the Sales and Inventory tab and the columns are clearly marked depending on the province. Warehouses per province: BC: BCLDB/Container world/BDL Creston, BDL Vancouver, Cust 1* AB: Connect/ BDL Calgary, BDL Edmonton, Cust 1, Cust 2* MB: MBLL, BDL Winnipeg, BDL2, Cust 1, Cust 2* SK: SLGA, BLD Regina, BDL Saskatoon, Cust 1, Cust 2* (Cust can be linked to their internal warehouse for Direct Delivery)*
What should I do if I have an Android phone and want to use the ezfocus WEB version?	Firefox should then be your browser of choice.
How do I use the ezfocus app with my Android phone?	The app only works on iOS and is not compatible with Android.
Why don’t I see my products in the My Products Listed Tab in my stores?	Skus will only show up in the MPL tab if the store has sales in the last 24 months.
What are the Definitions for R1 R3 R6 and R12?	R1 current month we are in R3 current month and the 2 prior R6 current month and 5 prior R12 current month and 11 prior

Questions

Answers

Where can I see my inventory?

Your inventory is linked in the Sales and Inventory tab and the columns are clearly marked depending on the province. Warehouses per province:

BC: BCLDB/Container world/BDL Creston, BDL Vancouver, Cust 1*
AB: Connect/ BDL Calgary, BDL Edmonton, Cust 1, Cust 2*
MB: MBLL, BDL Winnipeg, BDL2, Cust 1, Cust 2*
SK: SLGA, BLD Regina, BDL Saskatoon, Cust 1, Cust 2*

(Cust* can be linked to their internal warehouse for Direct Delivery)

What should I do if I have an Android phone and want to use the ezfocus WEB version?

Firefox should then be your browser of choice.

How do I use the ezfocus app with my Android phone?

The app only works on iOS and is not compatible with Android.

Why don’t I see my products in the My Products Listed Tab in my stores?

Skus will only show up in the MPL tab if the store has sales in the last 24 months.

What are the Definitions for R1 R3 R6 and R12?

R1 current month we are in
R3 current month and the 2 prior
R6 current month and 5 prior
R12 current month and 11 prior

Questions	Answers
How do I navigate more than one province at time?	Multiple Logins Multiple Logins iOS
When do new SKUs that are launched start showing in ezfocus ?	New SKUs get added to ezfocus automatically once the province and/or BDL starts publishing weekly/monthly depletions data for that SKU. That said, we can manually force a sku into the system as soon as its first inbound PO is cut, or sooner, in any market, so that the CRM is ready ahead of the depletions data. Send us the product circulars as you get them ahead of launch or fill out the attached, for any market, please. We recommend doing all your upcoming innovation at once, for all markets, quarterly. New products Ezfocus Beverages
Weekly reports in ezfocus have 4 columns, so what happens if a month or liquor board period has 5 weeks ?	It merges with week 4.
What prices can we see in ezfocus?	Please refer to the Data Scope file.
How is distribution defined in ezfocus?	Distribution can be exported Nationally in ezfocus, and defined differently in each province. please see the Data Scope file.
Why don't the sales per channel columns add up to the "Total Sales" column in a market report?	Each market in Canada has some channel excluded in their reporting in some way, and all provinces publish a grand total.
My weekly totals for July don't equal my month total for July, why?	Weekly and monthly data is published containing different dates. Please see the National Reporting file. National Reporting

Questions

Answers

How do I navigate more than one province at time?

Multiple Logins Multiple Logins iOS

When do new SKUs that are launched start showing in ezfocus ?

New SKUs get added to ezfocus automatically once the province and/or BDL starts publishing weekly/monthly depletions data for that SKU. That said, we can manually force a sku into the system as soon as its first inbound PO is cut, or sooner, in any market, so that the CRM is ready ahead of the depletions data. Send us the product circulars as you get them ahead of launch or fill out the attached, for any market, please. We recommend doing all your upcoming innovation at once, for all markets, quarterly. New products Ezfocus Beverages

Weekly reports in ezfocus have 4 columns, so what happens if a month or liquor board period has 5 weeks ?

It merges with week 4.

What prices can we see in ezfocus?

Please refer to the Data Scope file.

How is distribution defined in ezfocus?

Distribution can be exported Nationally in ezfocus, and defined differently in each province. please see the Data Scope file.

Why don't the sales per channel columns add up to the "Total Sales" column in a market report?

Each market in Canada has some channel excluded in their reporting in some way, and all provinces publish a grand total.

My weekly totals for July don't equal my month total for July, why?

Weekly and monthly data is published containing different dates. Please see the National Reporting file. National Reporting

Questions	Answers
How often is inventory updated?	Depends on your province and data sources. Please see data scope file.
What information on a store’s page is public vs. private in ezfocus?
The store I am looking at has a manager’s name in the “contact” field of the account, but I would like to add additional contacts – how do I do that ?	If your subscription package includes the Basic ezfocus CRM tools, then the best place is in the “Contacts” widget on the “My Visits” page of any account or store. Loading contacts here lets you interact with them from other modules / tools and the app across ezfocus. If you don’t have CRM in your package, you can use the “General Notes” field in the Contact info box – this is private info to only your agency.
My Pictures / Visit notes are not saving in the web tool - why?	Please ensure you click "Save" and / or refresh after entering anything. Once you do this, your data is securely saved in our server.
Pictures I loaded to my achievements are gone, why?	Achievements widgets, or documents, or anything with a media attachment, only loads into the widget of an account or store's page for 90 days. Everything is always archived into the detailed call report at the time it is loaded.
Why isn’t my territory map view loading?	The most common reason is that you have not granted ezfocus permission, in chrome or the app, to see your location, adjust this in your chrome or app setting and refresh the page.
The report I'm trying to load shows no data, why?	Is your store type set to all? Next, Choose a store channel. Last, choose a measure (Cs vs. $) Don't forget to save your preferences when you have a configuration you like.
What is the difference between the static MARKET R12$ column and the sales R12 column with measure set to $$ ?	The static Market R12$ column calculates 12 months of sales based on the current wholesale price. And when you set your measure to Dollars and look at the dynamic R12 sales column, it is actual historical dollar sales, including pricing fluctuations.

Questions

Answers

How often is inventory updated?

Depends on your province and data sources. Please see data scope file.

What information on a store’s page is public vs. private in ezfocus?

The store I am looking at has a manager’s name in the “contact” field of the account, but I would like to add additional contacts – how do I do that ?

My Pictures / Visit notes are not saving in the web tool - why?

Please ensure you click "Save" and / or refresh after entering anything. Once you do this, your data is securely saved in our server.

Pictures I loaded to my achievements are gone, why?

Why isn’t my territory map view loading?

The most common reason is that you have not granted ezfocus permission, in chrome or the app, to see your location, adjust this in your chrome or app setting and refresh the page.

The report I'm trying to load shows no data, why?

Is your store type set to all? Next, Choose a store channel. Last, choose a measure (Cs vs. $)
Don't forget to save your preferences when you have a configuration you like.

What is the difference between the static MARKET R12$ column and the sales R12 column with measure set to $$ ?

The static Market R12$ column calculates 12 months of sales based on the current wholesale price. And when you set your measure to Dollars and look at the dynamic R12 sales column, it is actual historical dollar sales, including pricing fluctuations.

Questions	Answers
How do I search for Retail stores or accounts with less than 3 digits in their Lic #?	Start the store number with a zero to get the best match in the account search bar.
The detailed call report draws a number of expected calls in my territory I am meant to make in any month or quarter based on the class of my stores. What do I do If we are off the road for a team meeting, or I am off sick?	In your “My Stores” section, you can use the “Create new Activity” button to tell the system to omit calls from your expected call route cycle for a variety of business reasons, such as team meetings, or vacation days. These will also roll up and total separately for you in the Detailed Call report.
In The detailed call report of the CRM, when looking at results and visits by territory, there is a bucket for “Unassigned” accounts and a bucket that says “(blank)”, that shows results, Why ?	One of your team’s territory managers has left visit notes or marked achievements / objectives on the page of an account that is not currently assigned to their territory. Please see the details tab in the detailed call report to determine which accounts they are and then assign those account to the Rep to resolve this.
If I have 50 stores / accounts in my territory, why do my objective target say I have only 47 potentials ?	You likely have 3 accounts in your territory marked as “Seasonal Call” or “Not Called On” - Objectives in ezfocus only apply to the accounts and stores in your territory that are set to “Called On” – you can choose this status on the account’s client info page. Achievements can be logged towards any called-on status in your territory.
When planning my sales calls in advance, using the scheduling widget, if I set a recurrence for a call, weekly for example, how far into the future will that call repeat if I do not set a stop date?	3 months from the date of the first call.
Can I delete all calendar events if they are part of a recurrence that I loaded.	Not yet, planned calls must be deleted individually for now.
While I’m reconciling my A&P spends in my OP accounts, what are the timeframes of the “Quarter” columns ?	For provinces that report in calendar months, the timeframes are calendar quarters, and for ON/QC the dates are: Q1 : P11-P13 Q2 : P01-P03 Q3 : P04-P06 Q4 : P07-P10
If I am in a Province & Channel where the sales data populates the “My products listed” tab’s “Quarter” columns automatically for me, how soon after a quarter finish should I see data in these fields.	Products with sales history are added monthly. The user needs to manage this section.
What's the easiest way to find a gap report for a focus sku for my sales team this month?	Load the SKU as an objective for the user. Load a top stores report for that SKU from the search bar.

Questions

Answers

How do I search for Retail stores or accounts with less than 3 digits in their Lic #?

Start the store number with a zero to get the best match in the account search bar.

If I have 50 stores / accounts in my territory, why do my objective target say I have only 47 potentials ?

3 months from the date of the first call.

Can I delete all calendar events if they are part of a recurrence that I loaded.

Not yet, planned calls must be deleted individually for now.

While I’m reconciling my A&P spends in my OP accounts, what are the timeframes of the “Quarter” columns ?

For provinces that report in calendar months, the timeframes are calendar quarters, and for ON/QC the dates are:

Q1 : P11-P13
Q2 : P01-P03
Q3 : P04-P06
Q4 : P07-P10

Products with sales history are added monthly. The user needs to manage this section.

What's the easiest way to find a gap report for a focus sku for my sales team this month?

Load the SKU as an objective for the user.
Load a top stores report for that SKU from the search bar.

Questions	Answers
Is Calendar month reporting available in ezfocus?	Yes, in ever market, by brand, by territory, by channel, and by banner/chain.

Questions

Answers

Is Calendar month reporting available in ezfocus?

Yes, in ever market, by brand, by territory, by channel, and by banner/chain.

Questions	Answers
In the western markets, what is Run 1 and Run 2?	In some provinces, data is loaded in 2 waves that we call "Runs" please see the 2nd tab of the data scope file.

Questions

Answers

In the western markets, what is Run 1 and Run 2?

In some provinces, data is loaded in 2 waves that we call "Runs" please see the 2nd tab of the data scope file.

Questions	Réponses
Mise-à-jour de fin de semaine À quelle moment la mise à jour est-elle effectuée?	Le processus de mise-à-jour commence le lundi tôt et est normalement terminé pour 9:00 am.
Mise à jour de fin de période À quelle moment la mise à jour est-elle effectuée?	Tout est mis-à-jour au niveau des ventes du marché et succursales le lundi matin suivant la fin de la période, attendre à 9:00 pour consulter les résultats.
Inventaires SAQ Entrepôts	Dans le rapport Ventes Hebdo et Inventaires nous affichons les inventaires des différents entrepôts tels : CDM, CDQ, CSM et CSQ. Ce sont les données d’inventaires qui proviennent des fichiers csv qui sont déposés à chaque lundi matin sur infocom Toutes les données sont la lecture à la fin de la semaine le samedi soir. Les rapports de ventes sont toujours du dimanche au samedi soir à la fermeture des magasins. C’est donc la même chose pour les stocks entrepôts CDM/CDQ Les inventaires affichés dans le rapport ezfocus le lundi matin ne tiennent pas compte des préparations du dimanche pour expédition le lundi matin vers les succursales.
Si je suis abonné(e) aux inventaires entrepôts journaliers, que dois-je faire et quand est la mise à jour?	Vous devez créer une règle pour automatiser l’envoie à data@ezfocus.ca. Ezfocus effectue un traitement toutes les heures, et la date de mise à jour dans le rapport hebdomadaire est modifiée à 8h ou à 10h (pour ceux qui envoient plus tard). Donc, si le fichier est envoyé après 10h, la date ne sera pas modifiée, mais les fichiers seront tout de même traités. Voir la date inscrite sous Historique Inventaire.
Pourquoi mon produit SL n’affiche pas dans: "Mes produits non présents"?	Le produit SL apparait dans la section Mes produits Non Présents uniquement s’il répond à ces deux critères : 1- Il y a des inventaires disponibles aux entrepôts 2- Le produit a paru sur la Liste de Distribution depuis les 8 derniers mois. La liste de Distribution SAQ est le déclencheur du rapport de Vélocités des Spécialités, il se peut que le produit ne soit pas passé sur une liste récente.
Pourquoi mon produit n’apparait pas dans la recherche produit dans le haut de l’écran?	Parce qu’il n’a pas complété sa première période de ventes, il est trop récent. Dès la fin de la période, le produit apparaitra avec la mise-à-jour des ventes du marché. Aussi, il est peut-être délisté (statut SAQ 14-15) , inscrire un * devant le code et le produit apparaitra dans la recherche
À quel moment un nouveau produit apparait-il dans ezfocus?	Le produit doit avoir été ajouté dans votre abonnement infocom, il sera alors disponible dans ezfocus Rapport Ventes Hebdo et Inventaire dès qu’il aura une première commande en cours. Il sera dans les succursales vue « Mes Produits » lorsqu’il aura eu des ventes. Dans le cas d’un transfert d’un produit d’un autre agent, il faut aussi que la demande de Procuration soit complétée.
Période en Cours dans les choix de colonnes fait référence à quoi?	Toujours en lien avec la dernière période complétée, soit celle affichée dans le haut de l’écran
Distribution selon les divers rapports	Donnée basée selon les inventaires en magasin 1btle=1 distribution Rapport de Distribution: - La distribution est la lecture la plus haute des 4 samedis du mois ; données d’infocom Rapport de Distribution Pivot: - Lecture à chaque jour durant la nuit sur saq.com Rapport du Marché: - La distribution est la lecture la plus haute des 4 samedis de la période ; données d’infocom Rapport Hebdo: - Les « distributions per week » sont toutes en date du dimanche alors que la colonne de Dist “en cours” est en date du lundi. De plus, la “distribution courante” exclue les SAQ Dépôts” alors que les “per week” les incluent. Fiche Produit: - La distribution est basée sur les inventaires (max de la période) données d’infocom Top Store: - Lecture à chaque jour durant la nuit sur saq.com Gestion des Objectifs: - Par mois + haut de chaque mois - Current : Lecture à chaque jour durant la nuit sur saq.com * Pour la colonne « current », on fait afficher seulement les comptes « Called on » avec inventaire plus grand que 0 *
Commande annulée, partiellement livrée ou modifiée par la SAQ, aucun changement dans ezfocus:	Il faut nous aviser, on n’a pas le rapport de commande quotidien envoyé par le SARA
Le visuel de mon produit n’est pas la bonne version	Visuel Bouteille provient de saq.com, il faut alors aviser la SAQ
Est-ce que les étalages inclus dans le programme « plancher personnalisé » sont inclus dans ezfocus?	Pas pour le moment mais sera dans un projet à venir.
Pour la planification des visites à l’avance dans un compte, quel est l’étendu de temp maximal que je peux utiliser dans ma planification?	3 mois à partir de la date de la première visite.
Est-ce que je peux supprimer d’un seul coup toutes mes dates de visite en récurrence?	Pas pour le moment, il faut les supprimer une à une actuellement.
Quelles informations dans la page « Mes Visites » section « Client » sont privées vs publiques dans ezfocus?
Pourquoi la vue de mon territoire sur le Map View ne load pas?	La principale raison est que vous n’avez pas donné l’autorisation à Chrome d’afficher votre localisation, appliquez la permission et rafraichissez votre page.
Pourquoi est-ce que le prix ne change pas dans les rapports de marché lorsque je change le mois (ou période) de référence?	Les prix sont fixés en fonction du prix de la dernière période complétée. Vous pouvez consulter le rapport sur 4 ans pour accéder à l’historique des prix de n’importe quel produit en cliquant sur le code de produit.
Dans la vue My Product Listed à quoi correspond les étendues de temps : Q1-Q2-Q3 et Q4 pour entrer les volumes et le calcul des coûts en ristourne?	Q1 : P11-P13 Q2 : P01-P03 Q3 : P04-P06 Q4 : P07-P10
Lorsque vous utilisez le bouton "Top 200" sur la page Analyse par Catégorie dans un compte, pourquoi certains produits dont je sais qu'ils sont dans cette succursale n'affichent pas?	Pour optimiser le temps de chargement du rapport, on a limité au 200 premiers résultats, basés sur le total des ventes R13$ > 0. Veuillez alors ajouter des filtres supplémentaires soit ; le segment, la catégorie, ou le type de listing et/ou à le format afin d’affiner les résultats de la recherche. Votre produit sera alors considéré dans la vue affichage du top 200.
Importation Privée	Section Produits: Si un produit dépasse 9 mois de mise en disponibilité, il n’affichera pas dans la recherche de produits pour créer une commande; c'est une question de rapidité d’exécution et d’espace d’occupation. Vous devrez alors modifier sa date de mise en dispo dans la fiche produit. Cette situation est plutôt rare mais peut arriver dans le cas de retour de produit à l'entrepôt. Réservation qui ne balance pas avec le total, vous devez toujours assigner un territoire à un client. Si le client est « unassigned » cela aura pour effet de ne pas afficher la réservation ainsi que les commandes. Le système a besoin d’assigner un territoire pour chaque transaction. Voir dans historique transaction de produit, repérer le client qui n’a pas de représentant d’assigné et aller ajouter dans la fiche client le territoire, sauvegarder et la réservation ou commande va réapparaitre. Section Clients: Pour les clients type Licenciés, certains champs ne sont pas modifiables. En effet, pour les comptes # ezfocus qui débutent par un « 5 », les champs que vous pouvez modifier sont : téléphone, cellulaire, email et contact. Pour modifier les autres champs de la section « Store Info » vous devez envoyer un courriel à : mc@ezfocus.ca pour faire une demande de changement. Le but est de protéger l’intégrité de notre base de clients « licenciés » que nous partageons avec tous nos clients agents. Section Commandes: Changer la quantité pour un nombre qui n’est pas multiple de l’UVC, il se peut qu’à la fin d’un lot, il reste 11 ou 5 bouteilles par exemple, vous pouvez alors modifier la quantité en double cliquant dans la case « Qte demandée » et inscrire la quantité désirée/restante. Si vous faite une demande pour ajouter une succursale de livraison, dans le cas d’un licencié, ce champ est bloqué. Si une commande était déjà en cours, il faudra la supprimer et la refaire car le changement ne sera pas effectif dans la commande mais bien pour la future commande. Lorsqu’une commande est envoyée à la SAQ avec succès et que celle-ci s’avère problématique par la suite, nous affichons dans la section Commandes transmises en attente de confirmation; champ « no_conf » un 4 pour commande refusée et un 5 pour commande annulée par la SAQ. Vous devez alors prendre action sur la commande, soit l’annuler pour remettre les stocks disponibles ou la repasser en mettant 0 dans la case « no_conf », elle se déplacera alors dans la section Commandes non transmise et vous pourrez l’envoyer à nouveau.
Que dois-je faire si j’ai un téléphone Android et que je veux utiliser la version WEB ezfocus?	Firefox devrait alors être votre navigateur de choix.
Comment faire pour utiliser l’application ezfocus avec mon téléphone Android?	L’application ne fonctionne pas avec Android seulement sur IOS.

Questions

Réponses

Mise-à-jour de fin de semaine
À quelle moment la mise à jour est-elle effectuée?

Le processus de mise-à-jour commence le lundi tôt et est normalement terminé pour 9:00 am.

Mise à jour de fin de période
À quelle moment la mise à jour est-elle effectuée?

Tout est mis-à-jour au niveau des ventes du marché et succursales le lundi matin suivant la fin de la période, attendre à 9:00 pour consulter les résultats.

Inventaires SAQ Entrepôts

Dans le rapport Ventes Hebdo et Inventaires nous affichons les inventaires des différents entrepôts tels : CDM, CDQ, CSM et CSQ. Ce sont les données d’inventaires qui proviennent des fichiers csv qui sont déposés à chaque lundi matin sur infocom Toutes les données sont la lecture à la fin de la semaine le samedi soir. Les rapports de ventes sont toujours du dimanche au samedi soir à la fermeture des magasins. C’est donc la même chose pour les stocks entrepôts CDM/CDQ Les inventaires affichés dans le rapport ezfocus le lundi matin ne tiennent pas compte des préparations du dimanche pour expédition le lundi matin vers les succursales.

Si je suis abonné(e) aux inventaires entrepôts journaliers, que dois-je faire et quand est la mise à jour?

Vous devez créer une règle pour automatiser l’envoie à data@ezfocus.ca. Ezfocus effectue un traitement toutes les heures, et la date de mise à jour dans le rapport hebdomadaire est modifiée à 8h ou à 10h (pour ceux qui envoient plus tard). Donc, si le fichier est envoyé après 10h, la date ne sera pas modifiée, mais les fichiers seront tout de même traités. Voir la date inscrite sous Historique Inventaire.

Pourquoi mon produit SL n’affiche pas dans: "Mes produits non présents"?

1- Il y a des inventaires disponibles aux entrepôts
2- Le produit a paru sur la Liste de Distribution depuis les 8 derniers mois.

Pourquoi mon produit n’apparait pas dans la recherche produit dans le haut de l’écran?

Parce qu’il n’a pas complété sa première période de ventes, il est trop récent. Dès la fin de la période, le produit apparaitra avec la mise-à-jour des ventes du marché. Aussi, il est peut-être délisté (statut SAQ 14-15) , inscrire un * devant le code et le produit apparaitra dans la recherche

À quel moment un nouveau produit apparait-il dans ezfocus?

Le produit doit avoir été ajouté dans votre abonnement infocom, il sera alors disponible dans ezfocus Rapport Ventes Hebdo et Inventaire dès qu’il aura une première commande en cours. Il sera dans les succursales vue « Mes Produits » lorsqu’il aura eu des ventes. Dans le cas d’un transfert d’un produit d’un autre agent, il faut aussi que la demande de Procuration soit complétée.

Période en Cours dans les choix de colonnes fait référence à quoi?

Toujours en lien avec la dernière période complétée, soit celle affichée dans le haut de l’écran

Distribution selon les divers rapports

Donnée basée selon les inventaires en magasin 1btle=1 distribution

Rapport de Distribution:

- La distribution est la lecture la plus haute des 4 samedis du mois ; données d’infocom

Rapport de Distribution Pivot:

- Lecture à chaque jour durant la nuit sur saq.com

Rapport du Marché:

- La distribution est la lecture la plus haute des 4 samedis de la période ; données d’infocom

Rapport Hebdo:

- Les « distributions per week » sont toutes en date du dimanche alors que la colonne de Dist “en cours” est en date du lundi. De plus, la “distribution courante” exclue les SAQ Dépôts” alors que les “per week” les incluent.

Fiche Produit:

- La distribution est basée sur les inventaires (max de la période) données d’infocom

Top Store:

- Lecture à chaque jour durant la nuit sur saq.com

Gestion des Objectifs:

- Par mois + haut de chaque mois
- Current : Lecture à chaque jour durant la nuit sur saq.com
* Pour la colonne « current », on fait afficher seulement les comptes « Called on » avec inventaire plus grand que 0 *

Commande annulée, partiellement livrée ou modifiée par la SAQ, aucun changement dans ezfocus:

Il faut nous aviser, on n’a pas le rapport de commande quotidien envoyé par le SARA

Le visuel de mon produit n’est pas la bonne version

Visuel Bouteille provient de saq.com, il faut alors aviser la SAQ

Est-ce que les étalages inclus dans le programme « plancher personnalisé » sont inclus dans ezfocus?

Pas pour le moment mais sera dans un projet à venir.

Pour la planification des visites à l’avance dans un compte, quel est l’étendu de temp maximal que je peux utiliser dans ma planification?

3 mois à partir de la date de la première visite.

Est-ce que je peux supprimer d’un seul coup toutes mes dates de visite en récurrence?

Pas pour le moment, il faut les supprimer une à une actuellement.

Quelles informations dans la page « Mes Visites » section « Client » sont privées vs publiques dans ezfocus?

Pourquoi la vue de mon territoire sur le Map View ne load pas?

La principale raison est que vous n’avez pas donné l’autorisation à Chrome d’afficher votre localisation, appliquez la permission et rafraichissez votre page.

Pourquoi est-ce que le prix ne change pas dans les rapports de marché lorsque je change le mois (ou période) de référence?

Les prix sont fixés en fonction du prix de la dernière période complétée. Vous pouvez consulter le rapport sur 4 ans pour accéder à l’historique des prix de n’importe quel produit en cliquant sur le code de produit.

Dans la vue My Product Listed à quoi correspond les étendues de temps : Q1-Q2-Q3 et Q4 pour entrer les volumes et le calcul des coûts en ristourne?

Q1 : P11-P13
Q2 : P01-P03
Q3 : P04-P06
Q4 : P07-P10

Lorsque vous utilisez le bouton "Top 200" sur la page Analyse par Catégorie dans un compte, pourquoi certains produits dont je sais qu'ils sont dans cette succursale n'affichent pas?

Pour optimiser le temps de chargement du rapport, on a limité au 200 premiers résultats, basés sur le total des ventes R13$ > 0. Veuillez alors ajouter des filtres supplémentaires soit ; le segment, la catégorie, ou le type de listing et/ou à le format afin d’affiner les résultats de la recherche. Votre produit sera alors considéré dans la vue affichage du top 200.

Importation Privée

Section Produits:
- Si un produit dépasse 9 mois de mise en disponibilité, il n’affichera pas dans la recherche de produits pour créer une commande; c'est une question de rapidité d’exécution et d’espace d’occupation. Vous devrez alors modifier sa date de mise en dispo dans la fiche produit. Cette situation est plutôt rare mais peut arriver dans le cas de retour de produit à l'entrepôt.
- Réservation qui ne balance pas avec le total, vous devez toujours assigner un territoire à un client. Si le client est « unassigned » cela aura pour effet de ne pas afficher la réservation ainsi que les commandes. Le système a besoin d’assigner un territoire pour chaque transaction. Voir dans historique transaction de produit, repérer le client qui n’a pas de représentant d’assigné et aller ajouter dans la fiche client le territoire, sauvegarder et la réservation ou commande va réapparaitre.

Section Clients:
- Pour les clients type Licenciés, certains champs ne sont pas modifiables. En effet, pour les comptes # ezfocus qui débutent par un « 5 », les champs que vous pouvez modifier sont : téléphone, cellulaire, email et contact. Pour modifier les autres champs de la section « Store Info » vous devez envoyer un courriel à : mc@ezfocus.ca pour faire une demande de changement. Le but est de protéger l’intégrité de notre base de clients « licenciés » que nous partageons avec tous nos clients agents.

Section Commandes:
- Changer la quantité pour un nombre qui n’est pas multiple de l’UVC, il se peut qu’à la fin d’un lot, il reste 11 ou 5 bouteilles par exemple, vous pouvez alors modifier la quantité en double cliquant dans la case « Qte demandée » et inscrire la quantité désirée/restante.
- Si vous faite une demande pour ajouter une succursale de livraison, dans le cas d’un licencié, ce champ est bloqué. Si une commande était déjà en cours, il faudra la supprimer et la refaire car le changement ne sera pas effectif dans la commande mais bien pour la future commande.
- Lorsqu’une commande est envoyée à la SAQ avec succès et que celle-ci s’avère problématique par la suite, nous affichons dans la section Commandes transmises en attente de confirmation; champ « no_conf » un 4 pour commande refusée et un 5 pour commande annulée par la SAQ. Vous devez alors prendre action sur la commande, soit l’annuler pour remettre les stocks disponibles ou la repasser en mettant 0 dans la case « no_conf », elle se déplacera alors dans la section Commandes non transmise et vous pourrez l’envoyer à nouveau.

Que dois-je faire si j’ai un téléphone Android et que je veux utiliser la version WEB ezfocus?

Firefox devrait alors être votre navigateur de choix.

Comment faire pour utiliser l’application ezfocus avec mon téléphone Android?

L’application ne fonctionne pas avec Android seulement sur IOS.