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Outlets

The Outlets screen provides a centralized visual interface for managing and monitoring outlets. It allows quick access to outlet-level details, images, performance data, ordering information, and operational insights for administrative and field teams.


Overview

When you navigate to the Outlets section, a gallery-style layout displays each outlet as a card showing:

  • Outlet name
  • Unique outlet code
  • Latest image capture
  • Timestamp of the last approved image

Search and filter options

Use the top-right toolbar to refine and personalize your view:

  • Search bar – Filter outlets by name, location, code, or asset serial.
  • View modes:
    • Small – Compact card layout for fast browsing.
    • Large – Detailed card layout with extended outlet information.
    • Map – Location-based layout showing outlets on a map.
  • Options – Access advanced filters and display preferences.

Outlet summary indicator

A counter (for example, "Outlets: 29") displays the total number of outlets currently visible based on applied filters.


Outlet card and detail modal

Click an outlet card to open the Outlet detail modal. This modal is structured into seven tabs, each representing a specific operational area.


Tab 1: Information

This tab provides complete metadata of the selected outlet, grouped into logical sections.

General information

  • Code – Unique internal outlet identifier.
  • External code – Code used in external systems (if mapped).
  • Outlet type – Classification (for example, Store, Mini-Super).
  • Address – Street, city, state, postal code, and country.
  • Outlet name – Official outlet name.

Group information

  • Market / Channel / Classification – Defines commercial segmentation.
  • Route / Pre-seller route / Key account – Indicates sales hierarchy and association.

Business information

  • Infield contact person – Assigned field representative.
  • Buyer GTIN / Outlet GTIN – Tracking codes for inventory integration.
  • Restock schedule days – Planned delivery or restocking cycle.

Purpose

Use this tab to validate outlet master data and ensure synchronization between systems.


Tab 2: Assets

The Assets tab provides detailed visibility of installed equipment (coolers, fridges, etc.) and real-time stock insights.

Overview

Each outlet may have multiple assets, represented by asset tabs at the top (for example, Asset-1, Asset-2). When an asset is selected, the following information appears:

FieldDescription
TypeEquipment model or cooler type (for example, CFX-24 Izq).
DeviceDevice ID or hardware tag associated with the cooler.
Lat/LongGPS coordinates of the asset installation.
InstallDate, time, and installer name for installation.
PlanogramReference planogram assigned to the asset.

Image section

  • Displays the latest captured image from the asset camera.
  • Navigation arrows allow movement between multiple images.
  • Timestamp shows when the image was taken.
  • The cases advised value indicates the system suggestion for product replenishment.

Replenishment details

The Replenishment details table provides insights into recognized SKUs and their stock levels.

ColumnDescription
Product nameDetected product label or SKU name.
Stock levelPercentage or quantity available.
POG facing / CasesExpected planogram configuration versus actual.
Cases advisedRecommended replenishment quantity.
Case price / TotalPricing breakdown for each SKU.

Comparison view

The Comparison view compares the Planogram layout with the recognized image.

View options

  • Combined – Shows Planogram and Recognized SKUs side-by-side.
  • Planogram – Displays the ideal Planogram setup.
  • Recognized – Displays actual detected SKUs from live data.

Purpose

Identify compliance gaps, misplaced SKUs, or stock deviations visually.


Tab 3: Installation Audit

The Installation Audit tab captures the historical record of installation and audit-related files uploaded to the outlet.

Data table

ColumnDescription
FilenameName of the uploaded file (for example, AuditSummary_20250610_001.pdf).
TypeFile category (for example, Installed Camera, Audit Summary).
Created byUser who uploaded the file.
Created onDate and time of the upload.

Functional features

  • Columns – Customize visible columns.
  • Filters – Narrow data by filename, creator, or date.
  • Clear filter – Reset all applied filters.
  • Export – Download the filtered audit list.
  • Preferences – Save preferred table configuration.

A preview pane on the right displays the selected image or file for quick review. If no file is selected, the pane displays: "Please select an image in the table to visualize it."


Tab 4: Location

The Location tab shows a Google Map view of the outlet's geographic position.

Key features

  • Displays outlet and associated assets as map markers.
  • A green notification banner confirms alignment (for example, "Your assets are in the correct outlet location").
  • Map controls allow zoom, satellite toggle, and navigation.
  • Helps verify that assets are installed at the intended outlet site.

This ensures spatial accuracy between registered coordinates and actual device positions.


Tab 5: Alerts

The Alerts tab lists operational alerts generated for the outlet's assets.

Overview

Displays the total alerts count at the top (for example, "433 total alerts"). Each alert row provides details including type, status, owner, and age.

ColumnDescription
Alert typeCategory of alert (Battery, Recognition, Connectivity, etc.).
Alert textDetailed description of the issue.
StatusIndicates if the alert is New, Acknowledged, or Closed.
Alert atTimestamp of alert creation.
Age (days)Number of days since the alert was generated.
Owner / Assigned toPerson or team responsible for resolution.
Asset serial #Asset identifier linked to the alert.

Functional actions

  • Column customization – Show or hide specific columns.
  • Filters & clear filter – Quickly narrow alerts based on multiple criteria.
  • Export – Export alert data for audit or reporting.
  • Preferences – Save filter or column layouts for future use.

This section helps users prioritize and resolve issues while maintaining accountability and traceability.


Tab 6: Performance

The Performance tab provides analytical insights into merchandising, compliance, and product availability at the outlet.

Filters and range controls

  • Date range selector – Choose predefined periods such as Last 7 days or Last 30 days, or set a custom range.
  • Start and end date pickers – Define specific performance analysis windows.

Merchandising section

Sub-categoryKPIDescriptionExample value
Share of ShelfOwn share of shelfPercentage of display occupied by company products.77.5%
Share of ShelfForeign share of shelfShare occupied by competitor products.13.7%
Share of ShelfEmpty share of shelfShelf area detected as empty.8.8%
Product AvailabilityOccupancyCooler fill percentage.69.1%
Product AvailabilityAssortment depth (numeric)Count of active SKUs on display.14.1
ComplianceAssortment depth compliancePercentage of SKUs meeting planogram target.74.4%
ComplianceTarget portfolio complianceCompliance of outlet assortment versus sales portfolio.2.3%
CompliancePlanogram complianceVisual compliance accuracy.0.0%

Each KPI includes an info tooltip providing additional context or formula details.

Portfolio section

Displays SKUs detected during the period, including:

  • Product name (for example, Agua Ciel Limón 1L)
  • SKU code (for example, 7501055352463)
  • Foreign flag – Indicates whether the product is from another manufacturer.
  • Percentage presence – Visibility across analyzed images.

This section helps users understand SKU penetration, visibility share, and competitive presence within the outlet.


Tab 7: Ordering

The Ordering tab enables product replenishment and restocking directly from the outlet interface.

Layout overview

  • The left section shows the latest asset image for visual context.
  • The right panel lists order products with quantity controls.

Order product details

Each item includes:

  • Product name and category (for example, COCA-COLA 235 ML NR VID – Colas)
  • Packaging information (for example, Case of 8)
  • Quantity controls (plus/minus buttons) to adjust order quantities
  • Visual product thumbnails for quick identification

At the bottom:

  • Total order value – Dynamically calculated (for example, MX$2,821.00)
  • Ignore button – Allows discarding current order recommendations
  • Schedule button – Confirms and queues the order for dispatch

Add new product

The Add (+) button opens a selection dialog to include additional SKUs that might not have been auto-suggested.

Purpose

This tab helps the sales or replenishment team ensure timely product refills based on recognition and performance data.


Summary of tabs

TabNameDescriptionPrimary user
Tab 1InformationDisplays general outlet details and hierarchy.Supervisor/Admin
Tab 2AssetsShows equipment images, SKU recognition, and planogram comparison.Visual Merchandiser
Tab 3Installation AuditTracks uploaded installation and audit files.Technician/Auditor
Tab 4LocationMaps outlet and asset GPS coordinates.Field Operator
Tab 5AlertsDisplays alert logs and statuses.Operations Team
Tab 6PerformanceShows merchandising and KPI analytics.Analyst/Supervisor
Tab 7OrderingFacilitates product order management and replenishment.Sales/Replenishment