We are well and truly into the second half of 2023. More importantly, we continue to update and improve the articles houses in the DotActiv PowerBase. For July, the PowerBase team proudly presents four updated articles for you to read.
Our vision with the DotActiv PowerBase is to increase knowledge and skills and bridge any gap for software clients and others interested in using our software. If you would like to read past articles on what we’ve added or updated on the DotActiv PowerBase, you can browse those PowerBase summaries. You can also read why we introduced the DotActiv PowerBase.
Updated articles on the DotActiv PowerBase
How To Create A Custom Report
This article provides a step-by-step process for creating a custom report in the DotActiv software.
In addition to adding data sources, images, grids, text, and planograms to a Customer Report, you can add and edit pages when creating a Custom Report.
Reporting On Changes For Proposed Vs. Existing Planograms
The Changes Report compares current in-store planograms to your proposed or suggested planograms.
Creating a Changes Report requires a few prerequisites, including linking a current and proposed planogram. A critical aspect of linking the planograms via a directory is ensuring they follow the same naming conventions.
Read more about linking your planograms to a Changes Report.
How To Create A Custom Planogram Highlight Spectrum
This article guides you on creating a highlight spectrum for your planogram while working with the DotActiv software.
We added a new section to the article to explain how to turn on the highlight legend in the software. The legend allows you to interpret the highlight spectrum accurately.
How To Use The Custom Report Approval Feature
We created the Custom Report Approval feature to simplify the approval process. With this feature enables, you can send files through the software to get approval/sign-off from an internal or external user.
To utilize this function, you must add specific users to the software and give them the correct permissions. We updated the software with a more appealing interface by grouping these permissions together.
Articles With Missing Images
The team is working tirelessly to update all the articles that are currently missing images and software GIFs. Please continue to comment on any PowerBase articles that show missing images.
Conclusion
The DotActiv PowerBase answers specific questions about making the most of DotActiv’s products and services.
If you find an article that doesn’t answer a question to your satisfaction, please leave a comment. It’s entirely anonymous and will help us to help you get the answers you deserve.
Are you currently not a DotActiv client but want to learn more about how DotActiv software can help your business increase sales while pleasing your customers? You can book a meeting with a DotActiv expert or browse our various software and service options on our online store.
