ONBOARDING

Question 1

1004 Can Field Staff use all functions of SENRI app in offline?

Answer 1

Field staff can use excluding functions below;

• Edit/create schedule
• Check latest payment balance
• View some past records
• Check duplication of customer name
• View Customer photo (once you downloaded, it will be stored in cache)
• Edit customer additional question

Question 2

1014 Can multiple users share one account?

Answer 2

Web - Okay but need to have different account to set page access settings or different roles
App - It is possible but not recommend.

As exception, some van sales field staff are using one account when multiple persons are always together. It may be good because you want to manage single sub-inventory in team but please note that activities cannot be separated.

Question 3

1015 How do system calculate the time spend at customer’s place?

Answer 3

For using checkin and checkout - Calculate time between record checkin and checkout
For not using checkin and checkout - Calculate time when field staff was as close as 150m to customers

Question 4

1020 Can I access to web app with any device?

Answer 4

Yes but it may be difficult to read because some pages of SENRI is not designed to be displayed on mobile devices.

Question 5

1021 Can we audit the changes made in the setting?

Answer 5

No, you cannot audit the changes made in the setting. You can only check login history from usage history

Question 6

1022 What is the meaning of ON-SITE, OFF-SITE, No GPS and GPS off??

Answer 6

Onsite: Field Staff were as close as 300m to customer registered location
Offsite: Field Staff were not as close as 300m to customer registered location.
Field Staff can send request for change location at the time and if manager accepts change, it will be changed to Onsite
No GPS: Either visit location or customer location was not captured.
GPS off: GPS was physically off on device

Question 7

1023 What are the meaning of the white, red and green blocks under GPS Tracking?

Answer 7

White: Phone was off or GPS tracking time range was not set
Red: Phone was on but GPS was off
Green: Phone was on but GPS was on

Question 8

1026 What is change location in new requests on web?

Answer 8

• A request sent from Field Staff to the manager to change a customer location
• By approving the request, customer location will be changed and the visit when the request was sent will be changed from offsite to onsite.
• Its important to check carefully not to approves wrong requests. Customer location may be registered incorrectly or visits by field staff will be marked as onsite although visit was not made.

Question 9

1028 Can we assign 2 FS to 1 Sub-inventory?

Answer 9

• This might be requested when two Field Staff are moving together with one van
• You need to use one device and one account especially in case two Field Staff are moving together

Question 10

1029 Can we modify SI recorded 3 days ago?

Answer 10

You cannot modify sub-inventory in past date but can update current sub-inventory.

Sub-inventory is closed at 23:59 automatically on the day there was the change and open new sub-inventory at 00:00. Remaining stock of the closed sub-inventory recorded as beginning stock of the new sub-inventory.

After Sub-inventory was closed, you cannot edit but you can edit opened sub-inventory and adjust differences

Question 11

1032 What is difference between created-at and uploaded-at of transactions?

Answer 11

• Created at: Time when field staff start recording transactions
• Uploaded at: Time when the record was sync to server

Question 12

1033 Why is buying company phone recommended?

Answer 12

We recommend company phones, due to avoid some inconvenience below.

Reason1: SENRI has some requirements

• SENRI requires android version of 6.0* at least and recommends above 8
• ROM 16GB above
• RAM 4GB above
• Android OS usually requires 10% HDD availability to sync data, so if Field Staff uses private phone, HDD could be full with their private photo or video.
• Run with google play services *Huawei may not run with it.

Reason2: Further restrictions are possible

• In case you want to control device like force GPS always on or restrict usage of mobile data bundle to SENRI, MDM is required.

Reason3: GPS accuracy

• GPS accuracy is not very good with some phones. It is usually depending on device and brands and we usually recommend Samsung phones.
• Here is data based on SENRI’s actual GPS information of 300,000 and it indicates that TECNO phone (2.4%) has 6 times of GPS information with more than 1km inaccuracy than Samsung phone (0.4%).
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Question 13

1034 What is the requirement of mobile phone?

Answer 13

• Android 6.0* above at least but above 8 is recommended
• ROM 16GB above
• RAM 4GB above
• Run with google play services
• Huawei phone won’t be recommended because google play services may not run
• Samsung phone is recommended in terms of GPS accuracy

Question 14

1035 Why does not SENRI have iOS version?

Answer 14

• Majority of users in Asia and Africa still use Android OS.
• From perspectives of development, making iOS version is not something like copy and paste of source code. We need millions$ to invest for creating from scratch.

Question 15

1037 Can we force the field staff to keep ON the GPS?

Answer 15

In company settings, SENRI can only force GPS on when Field Staff creates record and customer registration but not always. This is Google policy that mobile app cannot force GPS on at all time. However, we observe some MDM is possible to lock GPS settings so please install MDM separately. If FS uses private smartphone, it may be difficult to agree installation of MDM.

https://bit.ly/3GvwdYz

Question 16

1038 How often can I track the movement of my field staff?

Answer 16

If FS keep moving, the app tracks between 10 - 60 seconds depending on the device.

Question 17

1039 Will the Field Staff be tracked if he turns off internet?

Answer 17

Yes, it is possible. However, more accurate GPS can be captured when FS is connected to Wifi.

Question 18

1040 What’s happen when geo-fence is on?

Answer 18

You cannot create records until you are as close as 300m to customers.

Question 19

1041 How do you ensure that the Field Staff can’t fake GPS data?

Answer 19

• Activity cannot be created under fake GPS.
• SENRI map, distance, customer location and all other GPS related functions does not capture fake GPS as the mobile app doesn’t send fake location data.
• You can see when fake GPS is detected in visit timeline of daily activity report.
• Unless GPS is turned off, GPS status in daily activity report will show on even if the fake GPS is on.
• MDM can restrict fake GPS app to install

Question 20

1055 The phone keeps hanging, battery power drains faster

Answer 20

The battery saving function may be working on the app. When the app is killed many times, battery consumption will be faster. To stop battery saving function, please refer to: https://dontkillmyapp.com/

Question 21

1062 Can I set a limit on how much credit I can sell to a customer?

Answer 21

Managers can set credit limit per customers in customer detail page.
Field Staff cannot record sales when the amount of unpaid transaction exceeds preset credit limit.

How to change the setting in user
1. Click the “Customer & Reports “ > “Customers “
2. Click the customer which you want to set credit limit.
3. Click on the upper right dot and click edit.
4. Go to credit limit

Question 22

1077 How does sub inventory works?

Answer 22

Sub-inventory is daily record of truck inventory
Daily records are created 00:00 every day if app successfully sync data of previous day but in case no change is made for the previous day, it won’t be created
Beginning stock is automatically entered from last remaining stock of yesterday.
Product added is editable on web *negative number is also allowed
Product sold is automatically calculated from sales records on app
Remaining stock is beginning stock + product added - product sold

Question 23

1086 How does SENRI calculate visits?

Answer 23

Count number of visit unique to 1 customer in a day by 1 Field Staff. Plans are also counted same. If you made 1 visit in a day although you made 2 plan, it shows visited as planed

Question 24

1094 Can we track field staff if they kill the apps?

Answer 24

You can track as long as the location service is running. If you turn off the location service notification display, the location service will be disabled.

Question 25

1102 Why isn’t SENRI on play store?

Answer 25

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.

Question 26

1134 Can SENRI be customized for each customers?

Answer 26

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.

Question 27

1096 Why is any GPS dot not showing for 1 hour although GPS shows on?

Answer 27

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.

Question 28

1097 FS is saying SENRI is draining battery so battery does not last. Is it possible?

Answer 28

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.

Question 29

1098 Can we track the milage of the sales rep?

Answer 29

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.

Question 30

1103 What would you explain as risks for customers who wants to introduce GPS tracking function only?

Answer 30

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.

Question 31

1104 What is the limitation of GPS tracking to be shared to the customer who has strong motivation to track GPS?

Answer 31

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

Question 32

1105 What are the cons of GeoFencing that should be shared to prospective customers?

Answer 32

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

Question 33

1205 Can I check #customer visited? *Not #visits

Answer 33

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”

Question 34

1212 How can I check frequency of visit to each customers?

Answer 34

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

Question 35

1092 Do field staff have to tap refresh every time they want to refresh?

Answer 35

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.

Question 36

1070 Can field staff create or edit customers?

Answer 36

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

Question 37

1095 Can we completely delete customer from SENRI?

Answer 37

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.

Question 38

1133 What is benefits for using primary/secondary customer?

Answer 38

• 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

Question 39

1140 Can I restrict FS to view all customers?

Answer 39

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

Question 40

1200 How can I check the customer who have not visited more than 2months?

Answer 40

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

Question 41

1031 How do we avoid to sell items more than inventory?

Answer 41

• 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

Question 42

1109 What are the challenges of using Sub Inventory and what would you recommend for customers who want to introduce SI?

Answer 42

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

Question 43

1187 How can I use SENRI to monitor the stock held by distributor or supermarket?

Answer 43

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.

Question 44

1060 Can Field Staff delete record?

Answer 44

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

Question 45

1088 What’s happened if I delete a user?

Answer 45

• 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.

Question 46

1110 What kind of application do we expect for “news” function?

Answer 46

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

Question 47

1114 When should manager need to use page access settings?

Answer 47

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.

Question 48

1129 What’s happen when user is assigned to user group?

Answer 48

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

Question 49

1061 Can Field Staff edit price or make discount?

Answer 49

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

Question 50

1072 Which information of SENRI is tax reflected and not reflected?

Answer 50

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

Question 51

1081 What is the difference between Ordered Item List and Invoiced Item List?

Answer 51

• 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)

Question 52

1084 What’s happen to past transactions if I delete product or customer etc…?

Answer 52

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

Question 53

1089 What is the difference between orders and sales?

Answer 53

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

Question 54

1108 What kind of application (usage) do we expect for Web transaction page?

Answer 54

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

Question 55

1111 Can I remove some SKUs from some customers?

Answer 55

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

Question 56

1112 Can I restrict some field staff to sell or see specific products?

Answer 56

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

Question 57

1116 Can we set discount and promotion rules by the size of purchase? What kind of rule can be applied?

Answer 57

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

<Promotion>
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.
</Promotion>

Question 58

1119 Can both field staff and manager collect part of payment?

Answer 58

Both of them can collect part of payment.

Question 59

1178 How does item list for company report in merchandising work?

Answer 59

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.

Question 60

1185 Why SENRI does not have visualization for data tables (e.g., sales)?

Answer 60

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.

Question 61

1195 What do you need to confirm when prospective customers asking if they want to manage sales target?

Answer 61

We need to check unit and period of target.

Unit: per customer, field staff, SKU by field staff
Period: daily, weekly, monthly

Question 62

1197 How can I check all the order list coming from one field staff?

Answer 62

Go to transaction list and filter with one field staff.

Question 63

1215 Is there any case when using order taking function is not highly recommended?

Answer 63

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.

Question 64

1090 Can we assign visit report to customers or users etc…?

Answer 64

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.

Question 65

1117 What we can do with visit report analysis?

Answer 65

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.

Question 66

1198 How can I collect and check #product detailing in SENRI?

Answer 66

*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.

Question 67

1107 What kind of value can the customer expect from schedule function?

Answer 67

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

Question 68

1163 Why aren’t “Sales in the last 3 months” and “Sales/visits in the last 3 months” in the customer details up to date?

Answer 68

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.

Question 69

1073 Why does some product not appear in mobile app?

Answer 69

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;
<In the case of 1 and 2>
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

<In the case of 3>
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
<In the case of 4>
1. Inventory > Sub-inventory > Select Sub-inventory > Edit > Add the SKU

Question 70

1075 Can field staff edit plans after creation?

Answer 70

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

Question 71

1074 Can I approve plan after field staff created?

Answer 71

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

Question 72

1182 Give us typical example of how non-FMCG customers use schedule function. It should include the objective of using Schedule function

Answer 72

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.

Question 73

1199 How can I check #plans of upcoming week of each field staff?

Answer 73

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

Question 74

1067 Do new customer and new company use AI functions?

Answer 74

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.

Question 75

1189 Why we provide SENRI subscription, while some ERP vendors offer one-time?

Answer 75

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.

Question 76

1191 What is the competitive advantage of SENRI against its competitors?

Answer 76

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.”

Question 77

1193 How much is the security level of SENRI?

Answer 77

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.

Question 78

1145 What is the difference between ERP inventory and Main inventory?

Answer 78

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

Question 79

1154 What kinds of questions can be asked in Company Report?

Answer 79

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.

Question 80

How much is the internet data consumption in SENRI on app?

Answer 80

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

Question 81

1219 How much is the internet data consumption in SENRI on app?

Answer 81

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

Question 82

1262 What happens when changing user group of Field Staff?

Answer 82

• 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.

Question 83

1264 What kind of plans are counted in schedule summary?

Answer 83

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.

Question 84

1265 What should I check when delivery status is not default status?

Answer 84

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.

Question 85

1266 Why sales by product amount is empty?

Answer 85

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

Question 86

1267 What should we do when camera doesn’t work?

Answer 86

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/

Question 87

1314 What should we do to get accurate GPS information?

Answer 87

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.

Question 88

1315 What printer shall we prepare to print receipt on mobile?

Answer 88

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

Question 89

1316 Why does your phone take time to receive location?

Answer 89

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.

Question 90

1317 How does the app determine the location?

Answer 90

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.

Question 91

1318 Grant SENRI customer support login access to your account

Answer 91

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.

Question 92

1320 What are the restrictions enforced when sales label is changed to quotes?

Answer 92

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.

Question 93

1322 What is shown in sales quantity on the mobile app?

Answer 93

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.

Question 94

1323 What kinds of data are available to integrate with Tableau and Looker Studio?

Answer 94

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

Question 95

1326 How does phone number duplication work?

Answer 95

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.

Question 96

1327 When last visited at in customer detail updated?

Answer 96

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

Question 97

1329 Why user name is hidden with asterisk?

Answer 97

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.