These are the following machine types:
Soda
Snack
Soda/Snack
Juice
Cigarette
Honor Box
Toy Capsule
These are all machine types for products that can be counted.
The most important thing to remember for these machine types is that system tracks the inventory also inside the machines, not only in the warehouse. This is done by tracking the Last Count (the Last Fill Level) of each selection/column of the machine, i.e., the number of items in the selection after the machine was filled during the last visit. The system uses this number to calculate sold quantities on the next visit.
Based on Sales History, the system calculates an average Sales Per Day (SPD) value for each product in the machine, and that number is later used in calculations to predict the quantities you need to bring to fill the machine.
On the Planogram tab, you define machine slots/selections and what product is placed in each.
Use the buttons to add, edit or delete selections. The Add Column button opens the Add Column screen:
Enter the following data:
Product (Required): Select a product from the dropdown. This is a searchable field; you can search product by typing its code or name.
Column (Required): This is the column name or description. This corresponds to the physical label in the machine that the user would press to vend the column—for example, A1 or 10.
Max Capacity (Mandatory): This is the total number of products that will physically fit in a column. Leave it 0 if you don’t want to set a limit.
Vend Price (Optional): The selling price of the product. You can define different prices for the same product in different machines.
Last Count (Optional): This is the last fill level of the selection/column, the number of items in it after filling it during the last visit. The system uses this number to calculate the sold quantities on the next visit.
Scenario 1: If you want to define a new machine that has yet to be placed on the market, leave the field blank.
Scenario 2: You want to create a record for a machine that was already installed on the market and already has products inside:
Option a) You know what the last fill levels of the machine (the inventory in the machine after the last fill) are - That’s great! Enter the number here in Last Count. How will this affect the inventory? The In Machines quantity for this product will be increased with the entered value, and the Total In-Stock quantity for the product will be recalculated.
Option b) You don’t know the last fill levels of the machine - this option is not so great and not recommended as a best practice, but if it happens, leave the Last Count field blank. Then create a trip for this machine, and when visiting the machine, make sure to record two numbers and input them in enter trip results screen: Current Count (the quantity inside the machine on arrival) and Filled Quantity (the number of items you put in the machine). What you should have in mind, in this case, is that the system won’t be able to calculate the sales for the very first trip because the Last Count was unknown. This will result in cash differences between the expected amount and collected cash, so it is recommended to begin tracking Cash Collected from the next trip.
Important You should enter a value in this field manually only when initially creating the machine configuration in the system. After creating the first trip to the machine, it is still possible but not recommended to modify it manually. The system will update the Last Count automatically.
Edit Column
To edit column data, click on the row in the Planogram grid. Make the changes and save.
Delete Column
To delete a column record, click the row in the Planogram grid. Then click the Delete button.