{"id":1601,"date":"2025-08-28T13:13:16","date_gmt":"2025-08-28T19:13:16","guid":{"rendered":"https:\/\/centros.sotol.com\/?page_id=1601"},"modified":"2025-11-06T12:59:57","modified_gmt":"2025-11-06T18:59:57","slug":"docs","status":"publish","type":"page","link":"https:\/\/centros.sotol.com\/en\/docs\/","title":{"rendered":"Documentation"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"1601\" class=\"elementor elementor-1601\">\n\t\t\t\t<div class=\"elementor-element elementor-element-73352a9 e-flex e-con-boxed e-con e-parent\" data-id=\"73352a9\" data-element_type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-fe75197 elementor-widget elementor-widget-html\" data-id=\"fe75197\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<section id=\"docs-shdc\" class=\"docs\">\n  <aside class=\"docs-sidebar\" aria-label=\"Documentation navigation\">\n    <div class=\"brand\">\n      <div class=\"brand-mark\" aria-hidden=\"true\"><\/div>\n      <div class=\"brand-text\">\n        <strong>Documentation<\/strong><br\/>\n        <span>Consumer Centers - SHDC<\/span>\n      <\/div>\n    <\/div>\n\n    <button class=\"sidebar-toggle\" aria-expanded=\"false\" aria-controls=\"docs-nav\">Sections<\/button>\n    <div class=\"search-box\">\n      <label for=\"docs-search\" class=\"sr-only\">Search<\/label>\n      <input id=\"docs-search\" type=\"search\" placeholder=\"Search in docs...\" autocomplete=\"off\"\/>\n    <\/div>\n\n    <nav id=\"docs-nav\" class=\"nav\" role=\"navigation\">\n      <ul>\n        <li><a href=\"#bienvenida\">Welcome<\/a><\/li>\n        <li><a href=\"#acceso\">Access and passwords<\/a><\/li>\n        <li>\n          <button class=\"nav-accordion\" aria-expanded=\"true\">Roles and functions<\/button>\n          <ul class=\"nav-nested\">\n            <li><a href=\"#rol-admin-bar\">Bar Manager \/ Administrator<\/a><\/li>\n            <li><a href=\"#rol-mesero\">Waiter<\/a><\/li>\n            <li><a href=\"#rol-desarrollo\">Market Developer<\/a><\/li>\n            <li><a href=\"#rol-supervisor\">SHDC Supervisor<\/a><\/li>\n            <li><a href=\"#rol-marketing\">Marketing<\/a><\/li>\n            <li><a href=\"#rol-admin-general\">General Manager<\/a><\/li>\n          <\/ul>\n        <\/li>\n        <li>\n          <button class=\"nav-accordion\" aria-expanded=\"true\">Commands<\/button>\n          <ul class=\"nav-nested\">\n            <li><a href=\"#comandas-crear\">How to create an order<\/a><\/li>\n            <li><a href=\"#comandas-validar\">Validate an order<\/a><\/li>\n            <li><a href=\"#comandas-errores\">Frequent errors<\/a><\/li>\n          <\/ul>\n        <\/li>\n        <li>\n          <button class=\"nav-accordion\" aria-expanded=\"true\">Products and Supplies<\/button>\n          <ul class=\"nav-nested\">\n            <li><a href=\"#productos-solicitar\">Request product<\/a><\/li>\n            <li><a href=\"#productos-seguimiento\">Follow-up of requests<\/a><\/li>\n          <\/ul>\n        <\/li>\n        <li>\n          <button class=\"nav-accordion\" aria-expanded=\"true\">Agenda and Visits<\/button>\n          <ul class=\"nav-nested\">\n            <li><a href=\"#visitas-programar\">Schedule visits<\/a><\/li>\n            <li><a href=\"#visitas-ver\">See scheduled visits<\/a><\/li>\n          <\/ul>\n        <\/li>\n        <li>\n          <button class=\"nav-accordion\" aria-expanded=\"true\">Incentives and Reports<\/button>\n          <ul class=\"nav-nested\">\n            <li><a href=\"#incentivos-ver\">See my incentives<\/a><\/li>\n            <li><a href=\"#reportes-kpi\">Reports and KPIs<\/a><\/li>\n          <\/ul>\n        <\/li>\n        <li><a href=\"#soporte\">Support and troubleshooting<\/a><\/li>\n        <li><a href=\"#glosario\">Glossary<\/a><\/li>\n      <\/ul>\n    <\/nav>\n  <\/aside>\n\n  <main class=\"docs-content\" id=\"docs-content\" tabindex=\"-1\">\n    <!-- Bienvenida -->\n    <article id=\"bienvenida\">\n      <h1>User's Guide - SHDC Consumer Centers<\/h1>\n      <p>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.<\/p>\n      <ul class=\"highlights\">\n        <li>Clear language - No technicalities<\/li>\n        <li>Optimized for mobile<\/li>\n        <li>Direct links to each task<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Acceso -->\n    <article id=\"acceso\">\n      <h2>Access and password recovery<\/h2>\n      <p>To log in to the platform use your assigned username and password. If you forgot your password, use the \u201cForgot your password?\u201d option on the login screen and follow the instructions in the automatic email.<\/p>\n      <div class=\"card\">\n        <h3>Tips<\/h3>\n        <ul>\n          <li>Check the <em>Spam<\/em> o <em>Unwanted<\/em> if you do not see the mail.<\/li>\n          <li>Use a corporate email when possible.<\/li>\n          <li>Don't share your password; if someone needs access, create a new user with their role.<\/li>\n        <\/ul>\n      <\/div>\n    <\/article>\n\n    <!-- Roles -->\n    <article id=\"rol-admin-bar\">\n      <h2>Bar Manager \/ Administrator<\/h2>\n      <p>He is the operational manager of the Consumer Center. His panel is focused on the daily management of the bar.<\/p>\n      <ul class=\"task-list\">\n        <li>Order product when inventory is needed.<\/li>\n        <li>See the agenda of visits scheduled by the Market Developer.<\/li>\n        <li>Review the performance of the center's wait staff and incentives.<\/li>\n        <li>Consult center orders and their status.<\/li>\n      <\/ul>\n      <p class=\"note\">Your center is automatically assigned. You do not need to select it.<\/p>\n    <\/article>\n\n    <article id=\"rol-mesero\">\n      <h2>Waiter<\/h2>\n      <p>Operational user for sales registration in your assigned center.<\/p>\n      <ul class=\"task-list\">\n        <li>Create commands quickly from your panel.<\/li>\n        <li>Consult your personal performance and incentives.<\/li>\n        <li>View the history of your orders.<\/li>\n      <\/ul>\n      <div class=\"card\">\n        <h3>If you see \u201cInvalid center\u201d<\/h3>\n        <ul>\n          <li>Your user must have an assigned center.<\/li>\n          <li>Log out and log back in after any profile change.<\/li>\n          <li>Contact your Manager if the problem persists.<\/li>\n        <\/ul>\n      <\/div>\n    <\/article>\n\n    <article id=\"rol-desarrollo\">\n      <h2>Market Developer<\/h2>\n      <p>Responsible for maintaining communication with assigned centers, driving sales and ensuring supply.<\/p>\n      <ul class=\"task-list\">\n        <li>Schedule and follow up visits.<\/li>\n        <li>Review performance dashboards by center and by waiter.<\/li>\n        <li>Support in product requests according to needs.<\/li>\n      <\/ul>\n    <\/article>\n\n    <article id=\"rol-supervisor\">\n      <h2>SHDC Supervisor<\/h2>\n      <p>Oversees the overall performance of all centers.<\/p>\n      <ul class=\"task-list\">\n        <li>View global reports, incentives and aggregate metrics.<\/li>\n        <li>Coordinate with market developers and managers.<\/li>\n      <\/ul>\n    <\/article>\n\n    <article id=\"rol-marketing\">\n      <h2>Marketing<\/h2>\n      <p>Consult global reports for campaigns and promotion.<\/p>\n      <ul class=\"task-list\">\n        <li>Analyze sales by product\/plant for strategies.<\/li>\n        <li>Identify trends and opportunities.<\/li>\n      <\/ul>\n    <\/article>\n\n    <article id=\"rol-admin-general\">\n      <h2>General Manager<\/h2>\n      <p>Manages the entire platform.<\/p>\n      <ul class=\"task-list\">\n        <li>Create\/edit users and assign roles.<\/li>\n        <li>Review and validate orders and incentives.<\/li>\n        <li>Manage centers and waiters.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Comandas -->\n    <article id=\"comandas-crear\">\n      <h2>How to create an order<\/h2>\n      <ol class=\"steps\">\n        <li>Enter the module <strong>Commands<\/strong>.<\/li>\n        <li>Select <strong>New<\/strong> and captures the data (products and quantities).<\/li>\n        <li>Save to register and check the status on your dashboard.<\/li>\n      <\/ol>\n      <div class=\"card\">\n        <h3>Tips<\/h3>\n        <ul>\n          <li>Clear and complete capture to avoid rejections.<\/li>\n          <li>Check your connection before sending.<\/li>\n        <\/ul>\n      <\/div>\n    <\/article>\n\n    <article id=\"comandas-validar\">\n      <h2>Validate an order<\/h2>\n      <p>Validation ensures the quality of the information and the correct calculation of incentives.<\/p>\n      <ol class=\"steps\">\n        <li>Open the pending order.<\/li>\n        <li>Verify products, quantities and plant.<\/li>\n        <li>Confirm to validate or return with comments.<\/li>\n      <\/ol>\n    <\/article>\n\n    <article id=\"comandas-errores\">\n      <h2>Frequent errors in orders<\/h2>\n      <ul class=\"bullet\">\n        <li><strong>Invalid center<\/strong>The user does not have an assigned center or it does not match.<\/li>\n        <li><strong>Incomplete data<\/strong>missing products or quantities.<\/li>\n        <li><strong>Insufficient permits<\/strong>Consult with your Manager or Supervisor.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Productos -->\n    <article id=\"productos-solicitar\">\n      <h2>Request product<\/h2>\n      <ol class=\"steps\">\n        <li>Go to <strong>Request product<\/strong> from your panel.<\/li>\n        <li>Select the product, presentation and quantity.<\/li>\n        <li>Send the application and save the folio.<\/li>\n      <\/ol>\n      <p class=\"note\">Your request will be registered for follow-up.<\/p>\n    <\/article>\n\n    <article id=\"productos-seguimiento\">\n      <h2>Follow-up of requests<\/h2>\n      <ul class=\"bullet\">\n        <li>Check the status: <em>Under review<\/em>, <em>Approved<\/em> o <em>Delivered<\/em>.<\/li>\n        <li>If you need to change quantities, generate a new request with comment.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Visitas -->\n    <article id=\"visitas-programar\">\n      <h2>Schedule visits<\/h2>\n      <ol class=\"steps\">\n        <li>Access to <strong>Agenda<\/strong>.<\/li>\n        <li>Choose the center and the date.<\/li>\n        <li>Add a brief objective of the visit and save.<\/li>\n      <\/ol>\n    <\/article>\n\n    <article id=\"visitas-ver\">\n      <h2>See scheduled visits<\/h2>\n      <p>From your dashboard you will be able to see your upcoming visits and history.<\/p>\n      <ul class=\"bullet\">\n        <li>States: <em>Programmed<\/em>, <em>Completed<\/em>, <em>Expired<\/em>.<\/li>\n        <li>Reschedule if the date or time changes.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Incentivos y Reportes -->\n    <article id=\"incentivos-ver\">\n      <h2>See my incentives<\/h2>\n      <ul class=\"bullet\">\n        <li>Check your progress by period.<\/li>\n        <li>Check the detail by product and center.<\/li>\n      <\/ul>\n    <\/article>\n\n    <article id=\"reportes-kpi\">\n      <h2>Reports and KPIs<\/h2>\n      <ul class=\"bullet\">\n        <li>Sales per center and per waiter.<\/li>\n        <li>Top products and goal fulfillment.<\/li>\n        <li>Effectiveness of visits and attention.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Soporte -->\n    <article id=\"soporte\">\n      <h2>Support and troubleshooting<\/h2>\n      <ul class=\"bullet\">\n        <li>I can't log in: check your email and password, or request a reset.<\/li>\n        <li>I don't see my center: check with your Manager to confirm the assignment.<\/li>\n        <li>\u201cInvalid center\u201d: log out and log back in after updating your profile.<\/li>\n      <\/ul>\n    <\/article>\n\n    <!-- Glosario -->\n    <article id=\"glosario\">\n      <h2>Glossary<\/h2>\n      <dl class=\"glossary\">\n        <dt>Command<\/dt><dd>Registration of a sale made at the center.<\/dd>\n        <dt>Consumer Center<\/dt><dd>Bar or establishment registered in the platform.<\/dd>\n        <dt>Incentive<\/dt><dd>Bonus calculated on the basis of targets and sales.<\/dd>\n        <dt>Scheduled visit<\/dt><dd>Activity scheduled by the Market Developer for a center.<\/dd>\n        <dt>Equivalent drink<\/dt><dd>Unit of measurement that standardizes consumption for reporting.<\/dd>\n      <\/dl>\n    <\/article>\n  <\/main>\n<\/section>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>Documentation Consumer Centers - SHDC Sections Search Welcome Welcome Access and passwords Roles and functions Bar Manager \/ Administrator Waiter Market Developer Supervisor SHDC Marketing Supervisor General Administrator Orders How to create an order Validate an order Frequent errors Products and Supplies Request product Follow-up of requests Agenda and Visits Schedule visits View scheduled visits [...]<\/p>","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1601","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/pages\/1601","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/comments?post=1601"}],"version-history":[{"count":10,"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/pages\/1601\/revisions"}],"predecessor-version":[{"id":2749,"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/pages\/1601\/revisions\/2749"}],"wp:attachment":[{"href":"https:\/\/centros.sotol.com\/en\/wp-json\/wp\/v2\/media?parent=1601"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}