Set up Display Status Collection Conditions

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1. Configuring Display Status Collection

▸ Learn about display status collection >

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▪︎ Enabling the Display Status Feature (Administrator)

1. Go to Dashboard > Features > Display Status and select it.
2. Activate "Use" for display status.
3. Set the maximum quantity that can be entered for a product’s display count.
4. Configure data viewing permissions by clicking the settings (gear) icon.
   • Define who can view the collected data.
   • If leaders are included in the viewing permissions, specify the data scope they can access.
     💡Administrators can view company-wide data. For leaders, you can choose whether they can access all company data or only the data collected by employees within their assigned groups.
5. Enable or disable the "Load Recent Data" feature when collecting display status data. This function automatically loads the most recent data collected at the store, allowing for easy editing and re-uploading.
6. Set the date range for data uploads. Employees can select dates within this range from the calendar to upload data.
   💡This setting only applies to data collected via the app. Administrators and leaders can upload data for any date via the dashboard!

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▪︎ Configuring Display Status Collection Conditions (Administrator)

1. Go to Dashboard > Display Status > Settings.(If you see the message "No product categories registered", refer to the "Brand and Product Settings" manual.)
2. Select the product category for which display status collection conditions will be set.
3. Specify the products within the selected category for display status collection.
   • Choose the brand from the left-side brand list.
   • Products to Collect Display Status > Click the Settings (gear) > Add/Edit tab.
   • From the brand’s product list (left column), select the products to collect display status for using the checkboxes.
   • Click the blue right-arrow button to move selected products to the Selected Products box.
   • Click Save > Confirm.
   • Repeat this process for each brand.
4. Define who will collect the data and when.
   • Employees to Collect Data > Click the Settings (gear) icon > Select who will collect data for the product category > Click Save
   • Required Collection Date > Click the Settings (gear) icon > Set the mandatory collection dates.(For any setting other than "Collect at any time", employees will see the collection tasks under "Today's Task" in the app.)

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2. Adding Display Status Data (Administrator/Leader)

▸ Learn how to add display status data via the dashboard >