Step 1
In this guide, we will show you how to update the outlet mappings in VAL whenever there is a new outlet opening or a change in outlet code (i.e. change in outlet concept).
Step 2
Checking for Missing Mappings
The first step is to check for any unmapped outlet in the statements uploaded into VAL using the "RR | Missing Mappings" dashboard.
The widget at the bottom shows the list of Statement Source and Outlet ID that are not yet mapped in VAL.
In this example, we see that there is 1 Outlet ID not mapped in the Grab statement.
There are a few scenarios that we may encounter:
it's a new outlet: please follow steps 3-6 and then step 9 to add the new outlet mapping
it's an existing outlet but not captured in the platform mapping: please follow steps 5-6 and then step 9 to update the outlet mapping
there is a change in outlet code (i.e. change in store concept) but the platform outlet code remains the same: please follow steps 7-9
Step 3
New Outlet: Adding it to the Master List Outlets
For new outlets, the first step is to update the outlet master list.
Click on Master List>Outlets at top of Missing Mappings dashboard to go to "Master List Outlets" table.
Click on the "+" button to add in a new outlet record.
Step 4
Input the following details of the new outlet
"ID": the new outlet code
"Outlet Name": name of the outlet, for reference
"Brand": the entity which the outlet belongs to
"Country": default to the value "SG"
"Open From": the date of the outlet opening, for reference
Step 5
Adding New Outlet Mappings into Platform Mapping Table
To add in the missing mapping for that platform, navigate to the Outlet Mapping table of the respective platform.
In this example, we will be adding in the missing Grab mapping.
Click Delivery>Grab to navigate to Outlet Map-Grab.
Click on the "+" button to add a new record.
Step 6
This opens up the form where we input the following:
"Store ID": Copy the Outlet ID from Missing Mapping dashboard and paste value here.
"Outlet": Select the outlet code that was added earlier in the Master List Outlets in Step 3.
Click "Save" once you're done.
Step 7
Updating Outlet Mappings
Search for the outlet mapping record using search filters available in row after fieldnames.
Open the form by double clicking on the selected record and update the master outlet code.
In the event that there is a change in the Outlet Code (i.e. change in store concept) from an effective date onwards where the same platform Store ID is being reused for another outlet:
a) Add Close From date on the original record. Save and Close.
b) Right Click the original mapping record and select Clone, update the new mapping record with the new Outlet Code, clear the Close From date and add the Open From date.
Step 8
For POS and Platform Outlet Mapping, once you're done updating the Outlet Mapping table, you can either wait for the workflow run the next day or rerun the necessary workflows manually to check the results.
However, if you updated the Bank Outlet Mapping, you will need to re-upload the Bank Statements first before rerunning the workflows for the change to be in place