Flat Secondary Order Dump

Flat Secondary Order Dump

This dump report contains every  record of the transactions done by the complete field staff through the FA App.  It contains all the details of the order booking i.e. the SKUs booked, Outlet  details from where the order was taken, No Sales reason in the case where no  booking was done, etc.

Who can access this report: Only Admin user can  download this report.

Report Logic:

No Parameters available to download the report for a particular hierarchy level.  

The report is transaction based and contains data as per the transactions.  

Download Data: This report cannot be accessed for more than a day at once. It can be downloaded for max. 1 day.  

Request Report: In order to access the data for a date range (limited to 31 days), the user can put in a request through the ‘Request Report’ button. After the request, the user will get a link on the registered email address to download this dump data on next day’s morning.  

Report can also be downloaded from the “My Requests” option on Dashboard. The report is available via. two-time request mechanism where if the report is requested in morning it gets processed by 1 pm and if requested in evening it gets processed by next day morning.

 How it Works: Request a Report for required date range. Click on “Request Report”. If the report is requested in morning, it will be processed by 1 PM and if requested in evening it gets processed by next day morning.   

Go to “My Requests” option.  Click on “My Requests”.

The list will reflect all the requested report. 

Requester Email: Mail id of the Requester.  

Date From & Date To: Date Range for which report is requested.   

Request Status: Status of the report whether its Executed/Failed/In Process.  

Details: Click on the “Details” button to download the executed report.

Understanding the Headers in the sheet (from  left to right):

1.Order No.: The order ID generated against the order done by the User.

2. Header (2-6) Employee Hierarchy: Hierarchy of a Field User. For Ex: ZonalSalesManager (Level-4) > RegionalSalesManager(Level-3) > AreaSalesManager(Level-2) > Reporting Manager (Whom the user is reporting) > User.

3. User Rank: Rank of the user at which he is present in Company Hierarchy.

4. Distributor:Name of the Distributor against whom the Order is done. 

5. Region:A geographical entity which is a subset of the Zone. 

6. Zone:It is an entity which is superset of all Geographical entities. Zone is the largest geographical area in which regions are present which further break down into Territory. 

7. Territory:A geographical entity to locate the beat geographically. 

8. Beat ERP Id: A unique ID to represent that beat. Beat name can be same but the ERP id is unique and carries the identity of that beat. 

9. Beats: Name of the beat on which the Order has been done. 

10. Outlet ERP Id: A unique ID to represent that Outlet. Outlet name can be same but the ERP id is unique and carries the identity of that outlet.

11. Outlet: Name of the outlet on which the Order has been done.

12. Owner Name: Name of the outlet’s Owner.

13. Owner No.: Owner contact number. 

14. Address: Address where the outlet is present. 

15. Market, City, State: Market name, City Name and the State Name where the Outlet exists. 

16. Outlet Created On: Date when the outlet was created. 

17. Order Date: Date when order was taken on that outlet. 

18. Time: Time at which Order was taken. 

19. Primary Category: Primary Category of that Product which is booked by the user against the Order Id. 

20.Secondary Category: Primary Category of that Product which is booked by the user against the Order Id.

21. Product: Name of the Product booked by the user against the Order Id. 

22.Qty (Std Unit): Total quantity of order booked by the user in Standard Unit.

23. Standard Unit: Entity in which company measures its sales. It is defined by the company for Category of that Product.

24. Qty (Unit): Total quantity of order booked by the user in Unit.

25. Unit: A smallest entity defined by the company for a Product (SKU). 

26. Discount: Discount provided to the Retailer against the Order Booked. 

27. Price: PTR (Price to Retailer) value of 1 unit of a Product (SKU). 

28. Sale Value: Total Sales Value done by the user for a SKU on a particular outlet. (Price*Qty “unit”)

29. Net Value: Net value amount of the product (SKU) booked on a particular outlet. (Sales Value – Discount).

30. No Sales Reason Category: Reason Category for No sales done on a particular outlet. 

31. No Sales Reason: Reason for No sales done on a particular outlet.

32. Order Remarks to Distributor: Additional information for the Distributor along with the Order. 

33. Type of Visit: Type of visit done by the user on a particular outlet. Like, whether the user has physically visited the outlet or taken the order telephonically.