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How to use the Check-in and Check-out functionality (checkin)

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The Check-in process in Demander’s ordering system is a key step in ensuring that the seller is within a specific radius of the customer when placing an order. This article details how the device’s geographic position is captured, how the customer listing is generated, and how check-in and check-out should be performed in Demander to ensure compliance and efficiency in the sales process.

In this article you will see:

The geographical position of the device is essential for check-in to work on Demander and can be obtained in two ways, following a specific hierarchy:

Last position saved on the device: Demander uses the last known position of the device, recorded by the operating system, if it was obtained in the last 5 minutes.

Best available provider: Demander automatically selects the best provider from three options:

  • GPS (GPS, AGPS)
  • Network
  • Passive
  • How does the customer list work?

Demander checks the seller’s current location and customer coordinates to generate the visible customer listing. Operation follows the following logic:

  • Display radius and range:
    • The system displays all customers that fall within the defined radius and range.
    • First, the customer radius and range are considered. If they are not filled in, the parameters configured for the seller are used.
  • New customers registered on mobile:
    • If they do not have latitude and longitude filled in or are within the configured radius, they will be displayed in the list.
    • If they have latitude and longitude defined, they will be displayed according to the seller’s settings.
  • Pending checkout:
    • If there is a pending checkout, only that customer will be displayed in the listing, ensuring the correct flow of service.

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  • How to check in?

For customers listed on the screen, only one option must be enabled: “Register Check-in”.

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  • When checking in, an event is created, initially without an event date.
  • It is possible to configure the new order screen to open automatically after checking in. To find out more, you can access the article “Registrations for Check-in and Check-out”
  • After issuing the order, the listing will only display the customer used in the previous check-in, forcing the seller to check out before accessing new customers
  • After Check-in, other options become available:
    • Register Event, New order, Visit without Sales…
  • Even if the seller leaves the screen, the listing will continue to display only that customer, and will only be updated after check-out.

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How do I check out?

Section titled “How do I check out?”

To check out, follow the steps below:

  • Return to the check-in screen.
  • Only one customer will be displayed on the screen until Checkout has been completed, regardless of where the seller is.
  • Press the listed customer and select the “Checkout” option.

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After check-out done:

  • The previously created event will be updated with the check-out date and time, automatically filling in the “Date of completion” field, which was empty at the time of registration.
  • The screen will be updated, and the system will again search for customers eligible for check-in registration.
  • What happens to customers outside the range?

To determine if a customer is out of range, the system checks the last recorded check-in event.

Rules for verification:

  • If there is a Check-in Event, the system compares the current date and time with the date of inclusion of that event.- If the difference in days is greater than the number of days configured in the client for check-in, the client will be considered out of range.
  • If there is no Check-in Event registered, the customer will automatically be considered within the interval.

What happens to out-of-range customers?

  • They are removed from the list of customers available for check-in.

How to take a photo of a check-in?

Section titled “How to take a photo of a check-in?”

On Demander, it is possible to require the user to take photographs when registering a check-in, such as, for example, the facade of the customer’s store.

Where is the photo registered?

  • The image will be linked to the Event created for Check-in.
  • It can be viewed on Demander Web, within the customer registration and other reports.

Important information:

  • If the user does not take the photo, the check-in will not be issued and, consequently, no order can be generated.

Want to know more? Access the article: “Registrations for Check-in and Check-out”

Where are registered check-ins saved?

Section titled “Where are registered check-ins saved?”

In Demander, there are several reports available to analyze the data obtained through registered check-ins. Some of the main reports are:

Export of registered Check-ins

Section titled “Export of registered Check-ins”

In Demander, it is possible to export check-ins to the ERP.

What do I need to know beforehand?

  • The Check-in functionality is part of the Events module.
  • Every registered check-in generates an event in Demander, and this event can be exported.

How to export?