User's Guide - SHDC Consumer Centers

Welcome to the official documentation of the platform. Here you will find simple and clear guides to operate the tool on a daily basis: create orders, request product, manage visits, review incentives and understand your reports.

Clear language - No technicalities
Optimized for mobile
Direct links to each task

Access and password recovery

To log in to the platform use your assigned username and password. If you forgot your password, use the “Forgot your password?” option on the login screen and follow the instructions in the automatic email.

Tips

Check the Spam o Unwanted if you do not see the mail.
Use a corporate email when possible.
Don't share your password; if someone needs access, create a new user with their role.

Bar Manager / Administrator

He is the operational manager of the Consumer Center. His panel is focused on the daily management of the bar.

Order product when inventory is needed.
See the agenda of visits scheduled by the Market Developer.
Review the performance of the center's wait staff and incentives.
Consult center orders and their status.

Your center is automatically assigned. You do not need to select it.

Waiter

Operational user for sales registration in your assigned center.

Create commands quickly from your panel.
Consult your personal performance and incentives.
View the history of your orders.

If you see “Invalid center”

Your user must have an assigned center.
Log out and log back in after any profile change.
Contact your Manager if the problem persists.

Market Developer

Responsible for maintaining communication with assigned centers, driving sales and ensuring supply.

Schedule and follow up visits.
Review performance dashboards by center and by waiter.
Support in product requests according to needs.

SHDC Supervisor

Oversees the overall performance of all centers.

View global reports, incentives and aggregate metrics.
Coordinate with market developers and managers.

Marketing

Consult global reports for campaigns and promotion.

Analyze sales by product/plant for strategies.
Identify trends and opportunities.

General Manager

Manages the entire platform.

Create/edit users and assign roles.
Review and validate orders and incentives.
Manage centers and waiters.

How to create an order

Enter the module Commands.
Select New and captures the data (products and quantities).
Save to register and check the status on your dashboard.

Tips

Clear and complete capture to avoid rejections.
Check your connection before sending.

Validate an order

Validation ensures the quality of the information and the correct calculation of incentives.

Open the pending order.
Verify products, quantities and plant.
Confirm to validate or return with comments.

Frequent errors in orders

Invalid centerThe user does not have an assigned center or it does not match.
Incomplete datamissing products or quantities.
Insufficient permitsConsult with your Manager or Supervisor.

Request product

Go to Request product from your panel.
Select the product, presentation and quantity.
Send the application and save the folio.

Your request will be registered for follow-up.

Follow-up of requests

Check the status: Under review, Approved o Delivered.
If you need to change quantities, generate a new request with comment.

Schedule visits

Access to Agenda.
Choose the center and the date.
Add a brief objective of the visit and save.

See scheduled visits

From your dashboard you will be able to see your upcoming visits and history.

States: Programmed, Completed, Expired.
Reschedule if the date or time changes.

See my incentives

Check your progress by period.
Check the detail by product and center.

Reports and KPIs

Sales per center and per waiter.
Top products and goal fulfillment.
Effectiveness of visits and attention.

Support and troubleshooting

I can't log in: check your email and password, or request a reset.
I don't see my center: check with your Manager to confirm the assignment.
“Invalid center”: log out and log back in after updating your profile.

Glossary

Command: Registration of a sale made at the center.
Consumer Center: Bar or establishment registered in the platform.
Incentive: Bonus calculated on the basis of targets and sales.
Scheduled visit: Activity scheduled by the Market Developer for a center.
Equivalent drink: Unit of measurement that standardizes consumption for reporting.