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How To Enter a New Dividers Store

Faq

Not everyone who has access to edit stores has access to all of the fields listed here. If you don't see one or more of the fields listed here and you require access to them, speak to your manager.

Tip

Keep track of your place below by clicking on the gray checkmarks.

Caution

This step is very important. Duplicate stores are easy to create, but are the leading cause of overbooking.

  • Check to see if the store is already in the system. When checking for existing stores, be sure to account for potential variations and misspellings in the name. For example, "Fort Collins" = "Ft. Collins" = "Fort Colins", "18th St" = "18th Street", etc.
    • Filter by Store Number
    • Filter by Address
    • Filter by City/Town
    • Filter by Postal Code

Tip

If all you have is the banner, you can use the Quick Entry form and come back later to fill out the rest of the information.

  • Start a new Dividers Store Document. If the Quick Entry form is displayed, click the "Edit in full page" button at the bottom-left of the form.
  • Fill out the form as described below, ignoring any sections or fields that are not listed.
  • Click the blue "Save" button in the upper-right corner above the form. The page will refresh and the new Dividers Store Document will load.
  • Scroll down to the ADDRESS AND CONTACT Section and click "New Address". You will be taken to the new Address form. Fill out the form following the instructions for entering addresses. After Saving the new Address form (you may need to click "Save" a second time"), you will be taken back to this form.
    • Repeat for each Address.
  • Scroll down to the ADDRESS AND CONTACT Section and click "New Contact". You will be taken to the new Contact form. Fill out the form following the instructions for entering contacts. After Saving the new Contact form (you may need to click "Save" a second time"), you will be taken back to this form.
    • Repeat for each Contact.
  • Scroll down to the PRIMARY ADDRESS AND CONTACT DETAIL Section.
    • Select the Store Primary Contact from the list of options.
    • Select the Store Physical Address from the list of options.
  • Save the document for the final time.

Dividers Store Form

Fields marked with an aserisk (*) are required, but all fields should be filled out if possible.

Top Section

Banner*
Fill this field out with the store banner (name), e.g. "Vons".
Store Number
Fill this field out with the store number where avaialable. The store number is the number assigned to the store by the chain for identification purposes.
Chain
Select the store's chain in this field, e.g. "Kroger".
Division
Select the chain's division the store belongs to. The chain should be selected first.

Top Section

STORE STATUS Section

Status

Indicate whether we can place ads in the store by selecting the appropriate status here.

Active
No restrictions.
On Hold
We are not currently selling the store.
Unavailable
The store is not available for us to sell.
Closed
The store is physically closed.
Inactive Reason(*) (hidden, unless a status other than "Active" is selected)
If the store is not Active, select the appropriate reason here.
Status Updated On (hidden, unless a status other than "Active" is selected)
This field defaults to today's date, and typically should not be changed. This field should reflect the day the store was made inactive.

Store Status Section

INTERNAL TRACKING Section

Source*
Select the source - i.e. who gave us the store - here.
Store Tags
Select any Dividers Store Tags that should be assigned to the store. Tags are Tags may or may not be visible to sales on the sales inventory page, according to the configuration of the tag.

Warning

If the Document does not save and it complains that a

Dividers Store Reference [reference name] already exists

the store reference you are entering is already associated with a different Dividers Store. You should look up the other store and sort out the store reference issue before entering in the new store, since it is highly likely the new store is a duplicate.

References

Enter any external references here - e.g. NAM ID, AdDividers ID, etc.

Type
Select the reference type. This is the group or organization that owns the list. For example, "NAM", "AdDividers".
Reference

Enter the ID the group mentioned under "Type" uses to identify the store in their system. Note that "NAM" uses the format:

[0-9]*-[USA|Canada]

For example, "1234-USA", or "1234-Canada".

Internal Tracking Section

INVENTORY Section

Checkout Lane Count
Enter the number of full-service checkout lanes here.
Self Service Lane Count
Enter the number of self-service checkout lanes here.
Surveyed ON
Enter the date the store inventory was taken here.

Inventory Section

PRODUCTION Section

Divider Type
Select the type of divider the store accepts here.
Gang Template
If you wish to select a specific Dividers Gang Template, select it here. This will override the default template used by both the Dividers Store Divider Type and Dividers Store Chain.

Production Section

STORE ASSIGNMENT Section

Store Assignment

This Table Field is used to assign the store to one or more Sales Persons or Sales Partners.

Document Type
Select the DocType that will be used for the assignment, either "Sales Person" or "Sales Partner". This field determines the options that are available under the "Assignment" column.
Assignment
Select the Sales Person or Sales Partner that will have access to the store.
Release After
Select the last day you wish the assignee to have access to the store here.
Notes
Enter any notes that describe the assignment here.

Store Assignment Section

STORE ASSIGNMENT OVERRIDE Section

Help

This section of the DocType is used to temporarily override any existing store assignment(s). While the override is active, only the Sales Person or Sales Partner to whom the override applies is permitted to see the Dividers Store on the Sales Inventory.

Document Type
Select the DocType that will be used for the override, either "Sales Person" or "Sales Partner". This field determines the options that are available under the "Assignment Override" field.
Assignment Override
Select the Sales Person or Sales Partner that will temporarily have exclusive access to the store.
Release After
Select the last day you wish the assignee to have exclusive access to the store here.
Notes
Enter any notes that describe the assignment override here.

Store Assignment Override Section