ONBOARDING Flashcards

Question

1102 Why isn't SENRI on play store?

Answer 1

If SENRI is on play store, it requires assessment and examination every time new version of SENRI is released. As a result, it is difficult for us to do urgent release when there are technical bugs. On the other hand, there are a few benefits to be open at play store for service like SENRI i.e. the app distributed to only contracted users.

Answer 2

1. You need to explain SENRI has many settings for each functions so that it can fit to client's operation. When you hear the word of "customization", you may remind of something requiring development. However from the eyes of manager, need of development does not matter for them and what they want is if SENRI can fit with their operation and change in tier name or additional questions of customer may be customization from its perspective. 2. We have engineer team in Japan and basically open for development. When it's critical, we usually develop in 3-4months after we have got request.

Answer 3

Here is possible senarios; -Field staff moves very fast (more than 60km/h) -Field staff moves very slow or does not move (less than 200m) -Also when the app is closed, GPS dots will be shown less than when the app is opened.

Answer 4

If smartphone is only for SENRI, battery can last for approximately 2 days. FS may misunderstand it because some android phones notify FS the app using battery most except for google apps. This notification is inevitable when we track FS at all time and the app syncs automatically every 30 minutes but still it can last at least 1 day. For someone having 1week trip to rural area, buying battery bank may be recommended.

Answer 5

It is possible, but it has 20% inaccuracy in calculation. Since we calculate this based on the distance of GPS blue dots, it may not able to capture curving movement well.

Answer 6

We don't recommend customers to use tracking function only because - Strong resistance from fields staff expected - Often the case, vehicle tracking system can give the similar function with cheaper price We recommend customers to use at least visit report. Often the case, it gives better information of number of visit and customer details.

Answer 7

a) There are several ways that FS avoid being tracked: turning off SENRI / turning off mobile b) Strong resistance from FS c) GPS quality not necessarily perfect with low quality smartphone and may show wrong location information (typically Nigeria and Tanzania) d) No real time tracking: we track every 10-60 seconds but data shared every 30 min **note: important to share those limitation so that we can have better expectation control in advance

Answer 8

In case GPS quality is low, cannot record at the time of sales (or need to wait till internet connection) Often the case, FS wants to record order by receiving a phone call from customers

Answer 9

If you want to see field staff individual result 1. Go to Individual activity report 2. View Customer visited If you want to see all customer visited last month for example 1. Go to Activity report 2. Go to visit by customers 3. View #customer with visit"

Answer 10

1. Go to activity report 2. Go to visit by customer 3. Change format to monthly 4. You can see visit frequency per month

Answer 11

No, they don't need. The app automatically refreshes every 30 minutes if the internet is online. Also, if there are any un-uploaded data created when offline, it will be automatically uploaded when it becomes online.

Answer 12

Fied staff can create or edit when managers allow them in the user setting beforehand. Managers can choose either allow or restrict Field Staff at the following these steps. 1. Admin Console > Service Settings section > Customer > Customer Setting 2. Change the "Edit Customer Information on Mobile App" and "New registration on mobile app

Answer 13

Basically we don’t remove any data from database completely. This is because removing data physically cause some issues such as making mobile app crash and impossible to recover. Thus, you can only change status from active to inactive so that the customers are removed from mobile app and reports on web.

Answer 14

- To maintain relationship between parent customer and child customers, for example, distributor and retailer, hospital and doctor - To let Field Staff view secondary customer under primary customer in list view - To view secondary customer sales reflected to primary customer sales

Answer 15

Existing customer data You can set customer assignment Go to user list in admin console Click customer assignment button or import customer assignment When the number of customer is large, import is recommended New customer data You can set customer assignment settings for new customer registration Go to company settings Go to app settings See "New Customer Assignment on Mobile App" Choose from the below choices All users Only user who is assigned to the region *require region assignment settings from user settings Only user who register the customer

Answer 16

1. Go to customer page 2. Filter last visit at with custom range filter

Answer 17

- In app settings of company settings, we have this settings - You can restrict Field Staff to sell more than what you have in Sub-inventory or warehouse inventory

Answer 18

a) Possible errors and its modifications - both FS / managers make mistakes. Need to check those errors to get a right balance. If it's not balanced, it takes time to detect errors b) Managers needs to input data in a proper timing before FS start to sell c) FS needs to receive data before they sell. But if there are issues in internet connectivity, they fail to receive data

Answer 19

Case 1: Use merchandising report to collect stock by field staff. Maybe you cannot track stock everyday since field staff will not visit every day but you do not need to train and enforce distributor to work with. Case 2: If you give SENRI web account to distributor, you can ask distributor to upload their stock by csv file to main inventory function but it may only work when distributor use other SENRI functions as well. We have no past experience that distributor upload stock every day as manufacturer requested. It's always difficult to enforce them.

Answer 20

The records below cannot be deleted on app but other records can be deleted. The deleted item can be checked on web. Schedule has different settings about deletion, so please check separately. Company report Competitor report Delivery record (delivered item) All master list SKUs Customers Tier/Customer Type Region

Answer 21

- Past records remain active. - Field staff name will be hidden from dashboard and reports except the period when he worked - Field staff is forced to logout and cannot login again.

Answer 22

To share the notifications to all FS. Typically, managers want to send promotional information / price change / new products released.

Answer 23

When there are multiple managers, leaders or supervisor have different authorities to access to SENRI information. For example, supervisor do not have authority to edit transactions but view transactions. Some leaders do not have authority to view payment status of each customers etc. Depending on the authority, set the following; Admin Console > Administration > Page Access Settings You can change the authoriyu as below; - "Can Manage" (default for manager) : Users can access the page and do everything - "Can View" (default for leader): Users can access the page and export the data but cannot create, edit and import data. - "No, access" : Users cannot access the page. *If there is only one Manager, Pace Access Settings doesn't shows up on Admin Console.

Answer 24

By assigning users to user group, only the information of the assigned group can be accessed by them on both web and mobile app.

Answer 25

Fied staff can edit the price or make discount when managers allow them in the user setting beforehand. Managers can choose either allow or restrict Field Staff to edit price or give discount it at the following these steps. How to change the setting in user 1. Admin counsole > users 2. Click the user name which you want to change the authority 3. The bottom of page, you can choose the setting below ・Deal Discount (Percentage) ・Deal Discount (Fixed Amount) ・Edit Price ・Free Sample ・Replace ・Return

Answer 26

Basically, transactions or payment are inclusive of tax and analytics for Field Staff activity does not. Web; Sales trends, Activity report, Dashboard, Target Management: Not reflected Transaction, Payment Management: Reflected Mobile; Home, Record sales: Reflected

Answer 27

- Ordered Item List: order which field staff input - Invoiced Item List: latest orders after edit or approve by web users (from business perspective, this is confirmed orders)

Answer 28

Transactions will not be deleted. Basically in SENRI, even if you delete product, user, customer etc, no related records does not disappear.

Answer 29

Order is what Field Staff collect on the app whichever it is approved or not. Since most of orders may not approve within a day. It is show in Activity Report and Daily Activity Summary on Dashboard. Sales is what is either approved by web user or delivered. It is show in Sales Trends and Monthly Summary Summary on Dashboard

Answer 30

a) Share order processing status to FS in real time- approved or not, if there's any changes in q'ty b) Process orders within the warehouse - to check order and give it to warehouse (often the case with printed document) for delivery ** Payment status / Credit balance to be reviewed in payment management page ** Checking orders / reviewing orders - not sure if that gives any values

Answer 31

Set price 0 for specific tier so that those SKUs are not shown in the customers under the tier

Answer 32

If you set item category assigment for filed staff at the following steps below, manager can restrict speifit products. Admin Console > User Setting > Users Click on the dot to the right of the user you want to restrict. Click "Assign Item Categories" and check the products which you can allow to sell or see products

Answer 33

SENRI has 3 types of promotion rules by the size of purchase, which called price scheme. You can set rules below; 1. Admin Console > Servive setting section > Sales > Products and SKUs 2. Click the name of SKUs 3. Click Price Scheme under the Edit SKU 1. Free sample e.g. Buy 2 quantity and give 3 quantity of free sample. It is multiplied when 4 quantity bought. 2. Discount rate % e.g. Buy 2 quantity and give 25% discount. It is not multiplied when 4 quantity bought because it will reach to 100% in the end. 3. Discount fixed e.g. Buy 2 quantity and give 10USD discount. It is not multiplied when 4 quantity bought.

Answer 34

Both of them can collect part of payment.

Answer 35

How to set items Company item list has list of either category, product and SKU (herein call as items) which you want to list. Each item can have different criteria for alert functions like low stock. Import and export functions are available. Required field You can also make each item required, but you cannot set different required settings in the same items in the different questions. One item has one required settings so if you make product A required, it will be required for all active questions i.e. stock, SOS, retail price etc... Levels of item for each type of questions In merchandising questionnaires settings, you can decide if FS answer each type of question like stock, retail price with levels of item including category, product, SKU.

Answer 36

Usually visualization reduce the amount of information include and most of customer request visualization only before start using and do not do it while using. Besides, effective visualization is varied between companies so we will achieve with GDS.

Answer 37

We need to check unit and period of target. Unit: per customer, field staff, SKU by field staff Period: daily, weekly, monthly

Answer 38

Go to transaction list and filter with one field staff.

Answer 39

It may happens to B2B industry clients who match the below condition. a) Deal with product with high levels of flexibility. For example, kitchen is customized to each customers. Field staff need to agree height, width or the number of gas individually but SENRI order taking functions may not fit to their way of order taking. For example, label for bottle is also customized to each customers. Field staff need to agree design with graphics. Those people often use design tool as order taking system. b) The number of daily orders and frequency of orders are not high Simply speaking, if you have to deal with high number of orders, more mistakes happen and orders tend to delay so value of using order taking make high but if not value may go below. It rarely happens to FMCG customers but B2B industry. c) Speed from order to delivery are not very important If you deal with highly commoditized products, speed matters and it can be competitors advantages. However if you deal with less commoditized products, it matters but not so much as FMCG. It does not means we cannot sell SENRI to them but need to emphasize value in addition to order taking functions.

Answer 40

You can assign visit report format by tier or field staff at the following these steps. Firstly, choose either tier or field staff Admin Console > Service Settings > Visit Report > Visit Report Setting > Go to "Format Assignment" Next, choose who to assign 1. Admin Console > Service Settings > Visit Report > Format 2. Click checkbox and choose the filed staff or tier which you want to assign.

Answer 41

1. Analyze #visit reports by answer If you set single choice questions and multiple choice questions, Visit Report Analysis can give you the number of answers to each choices answered by Field Staff. 2. Show # visit reports format submitted Visit Report Analysis can give the number of reports submitted by formats.

Answer 42

*This is especially for pharmaceutical industry Set all product which will detail to multiple choice of visit report questions and let field staff tick when they could detail. To check the outcomes, you can go to visit report analysis and view #answers submit.

Answer 43

a) In addition to the visit, mgrs wants to check the quality - i.e., to review plan vs actual. Often the case, some FS are visiting customers nearby frequently and not having constant visit to all customers or making random visits b) Managers wants to direct FS to visit specific customers and view the result easily c) For some customers especially with distance travels, they want to calculate transportation cost in advance

Answer 44

Those doesn't include the amount for the current month. For example, on September, Sales Last 3 month includes the sales amount for June, July and August. Also, to avoid calculating data every time page is opened, the data is only updated on 1st and 7th of each month and may not be up-to-date until then. This applies to customer detail on both web and app when "View sales data made by others on mobile app" settings is Allowed.

Answer 45

There are some possibilities. 1.Price is 0 2.Price is not assigned to tier of that customer 3.Product category is not assigned to Field Staff 4. The SKU is not loaded in Sub-inventory If you want to appear them in mobile app, manager can change the setting below; 1. Admin Console > Service Setting section > Sales > Products and SKUs 2. Click the name of SKUs 3. Click Price Settings under the Edit SKU 4. Set Price at the Default Section 1. Admin Console > User setting section > Users 2. Click the dot on the right side and Assign Item Categories. 3. You can check the items which you want to assign 1. Inventory > Sub-inventory > Select Sub-inventory > Edit > Add the SKU

Answer 46

FS can always edit Time, Repeat and Note. For other fields, it depends on quote ;Addition and Deletion of future schedule from mobile app& quote; settings on company page. Managers can choose from: -Allowed -Allowed except for today (after 1st visit) -Allowed except for today -Not allowed

Answer 47

No but managers can check, edit and delete plans made by field staff anytime.

Answer 48

Schedule visit by field staff monthly or weekly. In agrochemical industry, since long trips happen, field staff plan for a month or month depending on last visit date and agreed follow up timeline with customers Objectives are to follow harvest cycles and to achieve agreed follow up with customers.

Answer 49

For next 7days, you can always check in dashboard. If you know more, go to schedule summary and view upcoming.

Answer 50

The below criteria is required: - The companies with a sales history of more than six months and more than 10 transactions with their customers. - Plus, companies that have a history of transactions within the last 3 months. Even if the above criteria is fulfilled, if sales function is used only partially, accurate recommendation would not be shown.

Answer 51

a) We'd like to minimize introductory cost and client can test first. b) SENRI is so-called SaaS and we updating mobile app every month and web app every week while some ERP can be installed once and never updated.

Answer 52

a) We have customer support officer in each countries and especially when client onboards, we check usage every day and support proactively not passively. b) Since we are targeting customers in emerging market, we are updating our mobile app every month and web app every week according to the feedback from this market while mobile app from US/Europe tend to de-prioritise those requests and UI/UX is also fit to users in emerging market c) In emerging market, internet connectivity and GPS location are not always rich. For internet connectivity, we developed module which make data transaction secure even if connection is unstable. For GPS, we developed own module to ensure GPS accuracy for tracking and visit verification. d) We have very low rate of downtime. We have not experience unscheduled downtime ever."

Answer 53

a) For server, we use AWS in Germany which many of banks, government and insurance companies are use internationally. We never experience data leakage. b) Data connection is encrypted c) Manager can always force field staff to logout from mobile in case of anything.

Answer 54

ERP inventory - It cannot transfer stock to Sub-inventory - It can have multiple inventories and assign an inventory to Field Staff - SENRI has not the inventory history - The number of stock per SKU in ERP inventory is displayed when placing an order on the app, and FS cannot sell SKUs that exceed the number of stock, unless the settings allows selling negative stock. - Import from and export to .csv function are available, or inventory module of ERP can be integrated to update automatically. - Figures are not editable in SENRI UI. Main inventory - It can transfer stock to Sub-inventory - It can have only one inventory and have no user assignment - SENRI has the inventory history - FS can sell SKUs regardless of the stock in Main inventory - Export to .csv function is available but import is not available. - Also figures are editable in SENRI UI

Answer 55

In Company Report of merchandising report, questions below can be asked. Questions can be disabled. On Shelf Availability Answer is yes or no When answer no, other question can be skipped even if field set required Stock Answer is number. When answer 0, other question can be skipped even if field set required Alerts are available for low stock and out of stock Expiry Date Answer is date and SENRI will calculate date to expire automatically Alert is available for day to expiring Share of Shelf Answer is either direct input or calculation which Manager can choose When direct input, FS input percentages of share of shelves and it's often virtual estimation. When calculation, FS input either width or length, or both. Alert is available for low share Retail Price Answer is number. Alerts are available for low price and high price Purchase price Answer is number Sales quantity Answer is number Source of Purchase Answer is text Note Answer is text Photo FS submit multiple live photos with selection of question attached with timestamps. Timestamp helps manager to compare before and after. All questionnaires text and alert except for photos and Note are customisable.

Answer 56

It is 350MB at maximum and 100MB at minimum. Submitting photos are likely to increase data consumption but 350MB is expected as maximum.

Answer 57

It is 350MB at maximum and 100MB at minimum. Submitting photos are likely to increase data consumption but 350MB is expected as maximum.

Answer 58

* FS won't be able to see their sales of the previous User group on the app. * Managers who are not members of the previous User group won't be able to view the activity details of that User group, such as number of visits and sales amount. * As a result, number of visits and sales amount may look different from the actual values on both web and mobile app.

Answer 59

The number of plans in schedule summary doesn't include deleted plans, as well as duplicated plans. It's the number of active plans with unique customers.

Answer 60

1. Check settings Verify if the default delivery status is properly configured and Edit delivery information is not allowed in user settings. 2. Avoid copying sales When edit delivery information is not allowed in user settings, Filed Staff is unable to edit delivery status in order taking. If delivery status of an order doesn't match the default status, it could indicate that the order was created by duplicating a past order with a different status. To ensure accurate delivery statuses, it is essential to avoid copying orders and create new ones instead.

Answer 61

To view sales by product amount, weight and unit must be set per SKU in edit SKU. Refer to: https://senriltd.my.site.com/s/article/Can-we-calculate-weight-of-order-items

Answer 62

When camera doesn't work on SENRI Reboot device Switch off device Recharge device battery if low Clear App Data Check camera app permissions Check for System Update Perform Factory Reset Refer from: https://www.carlcare.com/global/tips-detail/fix-camera-not-working-on-android/

Answer 63

What to do to get GPS information *Launch SENRI app (to show notification “SENRI is running”) *Go outside *Launch Google Map *Connect to power supply if it is possible What Not to do to get GPS information *Uninstall app *Switch GPS (turn off GPS) *Download and Refresh *Logout SENRI *Turn on device just before clock in. - Keep turning on device beforehand.

Answer 64

It must be bluetooth thermal receipt printer compatible with ESC/POS print commands set

Answer 65

GPS is a satellite-based navigation system that allows users to determine their precise location and track their movement anywhere on Earth. The time it takes for your phone to get a GPS location can vary due to several reasons: Satellite Connection: Your phone needs to connect with multiple satellites, and the time depends on their visibility in the sky. Obstructions: Buildings, trees, and obstacles can hinder GPS signals, especially in urban or indoor environments. Weather Conditions: Poor weather like heavy rain or snow can affect GPS signal quality. Device Factors: The quality of your phone's GPS receiver and any power-saving modes can influence location acquisition time. Initial Use vs. Subsequent Use: The first time or after a while, it may take longer as the phone downloads satellite data. Network Assistance: Some phones use cellular tower information to speed up GPS acquisition. If your phone consistently takes a long time, check for updates, ensure location services are on, and consider your surroundings. Persistent issues may require assistance from the device manufacturer or service provider.

Answer 66

By integrating information from the following sources, mobile devices can create a comprehensive picture of their location, enabling accurate and reliable positioning. This means that the availability and accuracy of the location varies depending on factors such as signal strength, environmental conditions and the quality of the device's hardware and sensors 1. GPS (Global Positioning System) satellite: - Mobile devices communicate with satellites in space through GPS. The device receives signals from multiple satellites, and by calculating the time it takes for the signals to reach, it determines its distance from each satellite. With this information, the device can pinpoint its location on Earth. 2. Wi-Fi Positioning: - Mobile devices can use nearby Wi-Fi networks to estimate their location. By scanning for available Wi-Fi networks and comparing their signal strengths, the device can triangulate its position based on known Wi-Fi access points. 3. Cell Tower Triangulation: - Mobile devices can also determine their location by communicating with nearby cell towers. The device calculates its distance from multiple cell towers, and the intersection of these distances helps in determining its location. 4. Bluetooth and Beacons: - Bluetooth signals and beacon technology can contribute to location determination. By detecting nearby Bluetooth devices or beacons with known locations, the device can estimate its position. 5. Sensors: - Modern smartphones are equipped with various sensors, such as accelerometers, gyroscopes, and magnetometers. These sensors provide information about the device's movement, orientation, and direction, which can aid in refining location accuracy.

Answer 67

When reaching out to SENRI Customer Support for assistance, there might be instances where they require access to your account for further investigation. However, there's no need for you to disclose your login credentials. Instead, you can provide them with login access, enabling them to address your questions, concerns, or requests effectively. Once you grant them login access, SENRI Customer Support team has the ability to view and edit everything in your account for the duration you set. You can check their login history in usage history of Admin Console and also change the access duration at anytime, extending or terminating it according to your needs. Settings: Admin Console > User Settings > 3 dot menu > Grant Login Access *It will take 2-3 business days for the settings will be applied for Customer Support to login to your account. Note: * Only web user can grant login access and is accessible to only his own settings. * If super user account grant login access, login access to all associated companies will be granted.

Answer 68

Quotes are issued as an estimate to the sales that are going to be made. For payments, all payment types are available apart for Pay Now. For Deliveries, you can only select deliver later as the delivery status.

Answer 69

Under sales quantity in the side menu of the mobile app, Field Staff can confirm SKUs sold and their qty for the current and previous month. If a sales target has been set for SKU qty, the target qty and the percentage achieved will also be displayed. This page is accessible only when internet is connected.

Answer 70

Please check column details to system analyst team. 1. Available via BigQuery * Deals - 15mins sync available * Visit report/Visit - 15mins sync available * Schedule * Customers * Customer additional questions * Company reports * Competitor reports * Projects * Project history * Sub-inventory * Main inventory - 15mins sync available * Main inventory history - 15mins sync available * Transaction additional questions * Deal additional questions 1. Available via spreadsheet * Users * SKUs * Products * Categories

Answer 71

If the user is online, the app will check if the phone number has been registered across the entire customer database. If the user is offline, the app will check phone number duplication for the customers assigned to them. This also applies to customers initially assigned to the user but are no longer assigned to the user. Phone duplication is not checked when registering customers on the web.

Answer 72

Last visited at in customer detail on the web is updated everyday around 23:00pm to 1:00am.

Answer 73

Due to the data protect act, the user name is hidden by asterisk once the user is deleted in Kenya. To identify deleted users in past reports, user id is also added to the name. Thus if the username is "test account" with id 123, the name will be te*******123 after deletion.