Welcome to the frequently asked questions section!
FAQ
- FAQ EZFOCUS ALCOHOL
-
National Reporting Services & FAQ
- - 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
- - Inventory (retail only) corresponds to the highest inventory reading of the month
- - Source: Infocom data
- - R3, R6, R12 are based on Sales not inventory
- -Distribution data is read daily at night from SAQ.com
- -Distribution is based on R1 sales
- - Sales and Inventory ; Based on Current Distribution
- - "Distributions per week" are recorded as of Sunday
- - Note: SAQ Depots are excluded from the "Current" column but included in the weekly distributions
- - Distribution is based on R1 sales
- - Distribution is based on R3
- - Distribution is based on R3 sales within your assigned territories
- - Distribution per month + First of each month
- - Current distribution: Daily reading from SAQ.com
- - Note: In the “Current” column, only the "Called on" accounts with inventory greater than 0 are shown
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:
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. 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. Distribution in differents reports Distribution Report:
Distribution Report Pivot:
Market Report:
Weekly Report:
Product 4 Years Sales Report:
My Stores (Section):
My Product (Section):
Objectives Management Report: -
Top General FAQ
- 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.
Questions Answers How often is inventory updated? It is either daily or weekly, depending on the province. Please see the 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 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? What should I do if I have an Android phone and want to use the ezfocus WEB version? Google Chrome should 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. -
Top Sales Team FAQ
- Q1 : P11-P13
- Q2 : P01-P03
- Q3 : P04-P06
- Q4 : P07-P10
- Load the SKU as an objective for the user.
- Load a top stores report for that SKU from the search bar.
- 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
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:
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? How to I add an existing account in Ezfocus? It is only possible in certain provinces? -
Ontario FAQ
- General List and most active Vintages SKUs – Retail store level scan data and OP Lic purchases
- Grocery (ALL)
- “Other Wholesale”
- Some Vintages ( minimal depending on product/program)
- “Other” (ALL)
- - 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)
Questions Answers What are the default weekly publishing timeframes, per channel, in Ontario. - 1 week in arrears
- 2 weeks in arrears
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 ? 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 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. -
British Columbia FAQ
- - 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
- - 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
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) 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:
What are the definitions of BC’s listings types? - Multiple sources:
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:
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Alberta FAQ
- - 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.
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. Why does Alberta have a run 1 and a run 2? 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. -
Saskatchewan FAQ
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. -
Atlantic Canada FAQ
- NB-NF-PEI: daily
- NS: weekly
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? 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 -
National API Service
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.
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National Reporting Services & FAQ
- FAQ EZFOCUS ALCOHOL QUEBEC
- FAQ EZFOCUS CANNABIS
- FAQ EZFOCUS BEER
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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*
What should I do if I have an Android phone and want to use the ezfocus WEB version? Google Chrome 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
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National Reporting Services
Questions Answers How do I navigate more than one province at time? 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. 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? 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 -
Top General FAQ
- 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.
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? 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. -
Top Sales Team FAQ
- Q1 : P11-P13
- Q2 : P01-P03
- Q3 : P04-P06
- Q4 : P07-P10
- 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. 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:
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? -
Ontario FAQ - Beer
Questions Answers Is Calendar month reporting available in ezfocus? Yes, in ever market, by brand, by territory, by channel, and by banner/chain. -
Western Canada FAQ - Beer
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.
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FAQ
Bienvenue dans la section foire aux questions!
- EZFOCUS ALCOOL FAQ
-
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 Rapport de distribution: - - Inventory (Retail Only) correspond à la lecture d’inventaire la plus élevée du mois.
- - Source : Données Infocom
- - R3, R6, R12 sont basés sur les ventes, et non sur l’inventaire.
Distribution Pivot:- - Les données de distribution sont lues quotidiennement la nuit depuis SAQ.com
Rapports du marché:- - La distribution est basée sur les ventes R1
Rapports hebdo:- - Ventes et inventaire : basé sur la distribution actuelle.
- - Les « distributions par semaine » sont enregistrées à compter du dimanche.
- - Remarque: Les dépôts SAQ sont exclus de la colonne « Actuel » mais inclus dans les distributions hebdomadaires.
Rapport des ventes sur 4 ans par produit:- - La distribution est basée sur les ventes R1.
Mes magasins (section):- - La distribution est basée sur R3.
Mon produit (section):- - La distribution est basée sur les ventes R3 dans les territoires qui vous sont attribués.
Rapport de gestion des objectifs:- - Distribution par mois + début de chaque mois.
- - Distribution actuelle : lecture quotidienne depuis SAQ.com
- - Remarque: Dans la colonne « Actuel », seuls les comptes visités (« Called on ») avec un inventaire supérieur à 0 sont affichés.
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.
- 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.
- Section Clients:
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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.
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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:
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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.
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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.
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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.
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.
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