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Oracle® Retail Sales Audit Store Day Review Mobile User Guide
Release 22.1.201.0
F56743-01
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4 Store Day Summary Dashboard

You can see the following views in the Store Day Summary Dashboard:

Store Day Summary - Open Store Days

The Store Day Summary - Open Store Days view shows the number of open stores for which the sales audit manager is responsible. The stores for which you are responsible are those associated with you in Sales Audit's employee maintenance using location traits.

To view the Store Day Summary - Open Store Days:

  1. Login to the application and navigate to the Sales Audit task options, tap Store Day Summary. The Store Day Summary - Open Store Days screen appears.

    Figure 4-1 Store Day Summary - Open Store Days

    Store Day Summary - Open Store Days
  2. There are seven sections displayed in the Store Day Summary - Open Store Days view.

    • The first five sections contain the five most recent days, starting with yesterday (today's date minus 1).

    • The date is displayed on the left side of the section with the day of the week displayed below it. The five dates displayed are today minus 1 through today minus 5.

    • The right side of the section contains the count of open stores to which you are assigned for the date followed by the word Open. If no open stores are found the count is displayed as 0 Open.

    • The length of the blue bar represents the number of open stores for each time period out of the total number of open stores, except the All Days sections.

  3. If there are open stores to which you are assigned for dates beyond the initial five days (open days before today minus 5), the count of those stores is displayed in the section labeled Older. If no open stores are found the section will still display with a count of 0 Open.

  4. A total count of all open stores to which you are assigned is displayed in the section labeled All Days.

  5. You can view more details by tapping anywhere inside any of the seven sections. The details for that selection appear.

Store Day Summary - Over/Short (O/S) Store Days

The Store Day Summary - Over/Short Store Days view provides the count of overages and the count of shortages for all open store days on a given day for which the current user is responsible. If the Over/Short value for the store day is a positive value it is considered an overage; if the Over/Short value for the store day is a negative value it is a shortage.

To view the Store Day Summary - O/S Store Days:

  1. From the Sales Audit Task list, tap Store Day Summary. The Store Day Summary - Open Store Days screen appears.

  2. Tap the Open Store Days to view the four available Store Day Summary views.

    Figure 4-2 Store Day Summary Options List

    Store Day Summary Options List
  3. Tap O/S Store Days. The screen refreshes and shows the Store Day Summary for O/S Store days.

    Figure 4-3 O/S Store Days

    O/S Store Days
  4. The screen is divided into seven sections for O/S Store Days. Previously selected rows are indicated by a light blue color..

    • The first five sections contain the five most recent days, starting with yesterday (today's date minus 1), each containing the count of open store days with overages and the count of open store days with shortages. Only the stores to which you are assigned are shown here.

    • The date is displayed on the left side of the section with the day of the week displayed below it. The five dates displayed are today minus 1 through today minus 5.

    • The right side of the screen displays the count of open stores to which you are assigned for the date followed by the word Over and the count of open stores to which you are assigned with shortages for the date followed by the word Short. The shortage count appears below the overage count. If no stores are found the count will be 0 Over or 0 Short.

  5. If there are open stores to which you are assigned for dates beyond the initial five days (open days before today minus 5), the count of open stores to which you are assigned are labelled Older. The right side displays the word Over and the count of open stores to which you are assigned with shortages followed by the word Short. The shortage count appears below the overage count. If no stores are found the count will be 0 Over or 0 Short.

  6. For all open stores to which you are assigned is displays in the section labeled All Days. It is the count of open stores to which you are assigned for All Days followed by the word Over and the count of open stores to which you are assigned with shortages for All Days followed by the word Short. The shortage count appears below the overage count. If no stores are found the count will be 0 Over or 0 Short.

  7. You can view more details by tapping anywhere inside any of the seven sections. The details for that selection appear.

Store Day Summary - Over/Short (O/S) Sums

The Store Day Summary - Over/Short Store Sums view provides the sums of all overages and all shortages for all open stores on a given day for which the current user is responsible. If all locations to which you are responsible have the same local currency, all monetary values are displayed in the local currency. Otherwise, all monetary values are displayed in the retailer's primary currency. If the Over/Short value for the store day is a positive value it is considered an overage; if the Over/Short value for the store day is a negative value it is a shortage.

To view the Store Day Summary - Over/Short Sums:

  1. From the Sales Audit Task list, tap Store Day Summary. The Store Day Summary - Open Store Days screen appears.

  2. Tap the Open Store Days to view the four available Store Day Summary views.

    Figure 4-4 Store Day Summary Options List

    Store Day Summary Options List
  3. Tap O/S Store Sums. The screen refreshes and shows the Store Day Summary for O/S Store Sums.

    Figure 4-5 O/S Store Sums

    O/S Store Sums
  4. There are seven sections displayed in this view. The first five sections contain the five most recent days, starting with yesterday (today's date minus 1); each containing the sum of overages for open stores and the sum of shortages for open stores.

    • The first five sections contain the five most recent days, starting with yesterday (today's date minus 1), each containing the sum of overages for open stores and the sum of shortages for open stores.

    • The date is displayed on the left side of the section with the day of the week displayed below it. The five dates displayed are today minus 1 through today minus 5.

    • The right hand section contains the sum of the over and shortages, together with their values in the local or retailer's default currency. The short value is preceded with a -. If no stores are found with an over or short value, a zero value is displayed rather than leaving the section blank. The over and short total values are represented in the local or the retailers primary currency.

    • The left portion of the bar represents shortages and the right portion of the negative stack bar represents overages. The red/blue for shortages/overages respectively is the percentage representation of the shortage/overage value for open stores for a specific day, assuming the width of each halves of the stack bar represents all possible open stores to which one is assigned.

  5. The Older section displays the sums of overages and shortages of open stores prior to the first five dates. If no overages or shortages are found, the section will still display with a sum of zero rather than leaving it blank.

  6. A sum of all overages and shortages for all open stores to which you are assigned is displayed in the section labeled All Days.

  7. You can view more details by tapping anywhere inside any of the seven sections. The details for that selection appear.

Store Day Summary - Error Count

The Store Day Summary - Error Count view shows the number of outstanding errors on the specified days for stores for which the current user is responsible. An outstanding error is defined as an error that exists against a store day that has not been overridden.

To view the Store Day Summary - Error Count:

  1. From the Sales Audit Task list, tap Store Day Summary. The Store Day Summary - Open Store Days screen appears.

  2. Tap the Open Store Days to view the four available Store Day Summary views.

    Figure 4-6 Store Day Summary Options List

    Store Day Summary Options List
  3. Tap Error Count. The screen refreshes and shows the Store Day Summary for Error Count.

    Figure 4-7 Error Count

    Error Count
  4. There are seven sections displayed in the Store Day Summary - Error Count view.

    • The first five sections contain the most recent days, starting with yesterday (today's date minus 1), each containing the number of outstanding errors.

    • The date is displayed on the left side of the section with the day of the week displayed below it. The five dates displayed are today minus 1 through today minus 5.

    • The right side of the section contains the count of outstanding errors for the date, followed by the word Errors. If no outstanding errors are found the count will be 0 Errors.

    • A visual representation of the error count is displayed in each section except for the All Days section. A blue bar representing the number of errors fills each section. Assuming the width of the screen represents all outstanding errors, the percentage of outstanding errors for the specified date out of the total outstanding errors for all open store days is used to fill the same percentage of the section. If there are 100 errors and 50 of the errors occurred against stores on the specified day, then 50% of the section will be blue, the bar extends exactly halfway across the screen.

  5. The Older section displays the counts of outstanding errors for store days which you are assigned prior to the first five dates.

  6. A total count of outstanding errors for all store days is displayed in the section labeled All Days.

  7. You can view more details by tapping anywhere inside any of the seven sections. The details for that selection appear.

Store Day Summary Detail

To view Store Day Summary Detail:

  1. Navigate to the Store Day Summary. See Getting Started for details.

    Figure 4-8 Open Store Days

    Open Store Days
  2. Tap inside any of the seven available sections to see the list of stores for that date or for the Older/All Days section.

    Figure 4-9 Store Day Summary Detail

    Surrounding text describes Figure 4-9 .
  3. To return to the previous screen, tap Back. The Store Day Summary dashboard appears.