This article contains the list of info that needs to be gathered before escalating admin field site / vendor portal issues
Information gathering to determine if they are using Admin Site, Field Site or Retail Logic.
- Contact Number
- Merchandiser ID
Admin Site Information
This information needs to be collected from a supervisor, coordinator and director before escalating to Level 2
- Lead/Merchandiser Name
Field Site Information
Information that needs to be collected from a Lead Merchandiser or Merchandiser before escalating to Level 2.
- Date and Time
- Store number
Retail Logic Information
Information that needs to be collected from a supervisor, manager, data analyst, coordinator and director before escalating to Level 2.
- Account Name (Customer):
- Project Name (Project):
- Project Cycle Number (Cycle):
- Last Reported Date:
- Scheduled Date:
Information that needs to be collected before escalating to Level 2 if a new vendor portal is requested
- Vendor name:
- Account Type:
- Account View: The account view allows the logged in user to view all data including all new items.
- Vendor Specific View: The vendor specific view allows the user to see all categories and photos but only their own new items.