Retailer Header

Expanded Header

To expand the header, click or touch the Store Name link to view additional details and actions specific to the retailer.

The expanded header provides:

        Address and contact information.

        Territory, district and route information (editable).

        General Store info including terminal count

        Facings (Serialed/Non-serialed).

        ISR name/next call - Click to email ISR

        Bond and billing info

        Previous owner if applicable

        Contact (editable), email (editable) and attachment (editable)

        Licensing information

        Store icons.

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Click or touch the Retailer Name link again to collapse the header.

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Store Icons on the Retailer Header

The table below describes how to use the icons on the Retailer header.

Icon
Description

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Click or touch to add location notes specific to the retailer.

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Click or touch to add store hours.

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Click or touch to view the associated retailer groups the retail is part of.

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Click or touch to add and view photos

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Retailer has portal access

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Send email to retailer

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Click or touch to return to the retailer dashboard page

 

Editable Fields in the Retailer Header

The email, contact, hours and attachment fields in the retailer header can be edited or action can be taken.  Photos can also be added.

Retailer Email Address

image470.gif   image471.gif

 

Contact Add

image472.gif      image473.gif

 

Contact Edit

image474.gif  image475.gif

 

Hours of Operation

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Attachment Add/View

image477.gif    image478.gif  Download by clicking on attachment name if one exists

 

Photos

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Routes and Licensing

The routes can be viewed and edited through the retailer header, and licensing information can be viewed.

 

Click or touch the Pencil icon in the LSR Routes pane to change or add/edit route day and/or week.

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Click or touch the Stop Sign icon in the Routes view to change or add/edit route stop via the Field-Stops page.

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Click or touch the Licensing button in the expanded retailer header.

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Displays the Retailer Licensing Information Dialog Box.

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