Distribution Analytics Tool Manual

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Distribution Analytics Tool – Vendor/Broker
Distribution Analytics Tool
User Guide
Vendors/Brokers
The Item Distribution Grid Reports will provide visibility to Item
Authorized (based off schematics) for a user‘s specified group of
items. It allows you the ability to know the distribution on items.
Distribution Analytics Tool – Vendor/Broker
Table of Contents:
Learning Objectives.......................................................................................... 2
Log In………....................................................................................................... 3
Access to Distribution Grid Reports ……………………………………………. 5
Report 1...............................................................................................................11
Report 2………………………………………………………………………………..17
Report 3...............................................................................................................21
Report 4………………………………………………………………………………..24
Export Report Capabilities………………………………………………………….27
Contact Information…………………………………………………………………..38
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Distribution Analytics Tool – Vendor/Broker
Learning Objectives
As a Learning guide, you will be able to:

Navigate the MicroStrategy Web Distribution Analytics Tool to perform basic functions

Create reports in MicroStrategy Web using prompts

Understand fields for each report

Exporting reports
Distribution Analytics Tool – Vendor/Broker
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Distribution Analytics Tool – Vendor/Broker
Distribution Analytics Tool – Vendor/Broker
Step 1: Login to Microstrategy to Access Item Distribution Reports via
the Safeway Vendor Portal
Go To: https://partner.safeway.com/portal/site/guest
Under “Other link” CLICK on “Item Distribution Analytics Reports”
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Distribution Analytics Tool – Vendor/Broker
Step 2: Login to Microstrategy to Access Item Distribution Reports
Enter Your User Name and Password and CLICK the “Login” button.
(This is your regular computer or LDAP user_id and password) Make sure LDAP
Authentication is chosen.
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Distribution Analytics Tool – Vendor/Broker
Step 3: Access Reports
CLICK ON the “Item Distribution Reports” link
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Distribution Analytics Tool – Vendor/Broker
Step 4: Access Shared Reports
CLICK ON the “Shared Reports” link
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Distribution Analytics Tool – Vendor/Broker
Step 5: Access Distribution Grid Reports
CLICK ON the “Distribution Grids” link
Distribution Grids – The Item Distribution Grid Reports will provide visibility to Item
Authorized (based off schematics) for a user specified group of items. It allows
Consumer Demand, Corporate Brands and Vendors/Brokers the ability to know the
distribution of an item. (i.e. – the Number of Stores an item is authorized for in a given
division).
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Distribution Analytics Tool – Vendor/Broker
Step 6: Access Distribution Grid Reports
CLICK ON the “Vendor Reports” link
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Distribution Analytics Tool – Vendor/Broker
Step 7: Access Desired Report View
CHOOSE the desired report view
1.
All Divisions View: How do I determine the count or % of stores by Division that my item(s) are authorized for?
2.
Divisions by Stocking Section Size: How do I determine the count or % of stores by division by Stocking
Section Size that my items are authorized?
3. Items Within A Store: How do I determine what items are authorized in a given store?
4. Stores Having Specific Item: How do I determine what Store(s) are authorized to carry a specific
item?
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Distribution Analytics Tool – Vendor/Broker
Step 8: Select Report Criteria & Run Report
SELECT report filtering criteria.
Each report has a series of filtering criteria that allows each user the ability to customize
the report.
NOTE: You will see the *(Required) note next to filtering criteria that is required in order
to run the report.
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Distribution Analytics Tool – Vendor/Broker
1. All Divisions View Report– How do I determine the count of stores
by Division that my item(s) are authorized for?
Division and Group are required.
Selected defaults to all divisions.
Step 1: Put your cursor on double arrows box.
Step 2: Divisions are now in the Available box.
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Distribution Analytics Tool – Vendor/Broker
All Divisions View Report
Select a Division(s) and a Group:
Step 3: Select a Division(s)
Step 4: Select a Group
CLICK Run Report Button
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Distribution Analytics Tool – Vendor/Broker
All Divisions View Report
Item Retail Status (optional)
D: Discontinued - Item discontinued and no inventory in Warehouse
H: Hold - Status put on DSD items, Similar to X status
N: New – New item to the store
S: Seasonal - Limited purchasing time frame
V: Valid – A valid item for a store(s) to order
X: Discontinued – Discontinued items, inventory in Warehouse
Select a Schematic Date Type are also optional.
CLICK Run Report Button
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Distribution Analytics Tool – Vendor/Broker
All Divisions View Report
A new report screen appears. Optional Selection for Specific Stocking Section, Category,
Schematic Name and/or Vendor.
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
All Divisions View Report
To see your specific items within that Stocking Section select a Vendor.
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
All Divisions View Report:
REPORT METRICS:











UPC
Item Description
CIC
CSC
CPC
CRC
Pack/Size
Division(s)
Value – Count of Stores Authorized
Value – Percent of Total Stores Authorized
Total Store Count within Safeway Division
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Distribution Analytics Tool – Vendor/Broker
2. Division by Stocking Section Size Report – How do I determine the
count of stores by Division by Stocking Section that my item(s) are
authorized for?
Division, Group and a Schematic Date Type are required
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Distribution Analytics Tool – Vendor/Broker
Division by Stocking Section Size Report
Schematic Date Type:
Current – Stocking Section as of today. Default.
Future – Upcoming reset or P&P. In system but is not effective yet. If there is no change, they is
no record.
History – Goes back one (1) schematic.
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
Division by Stocking Section Size Report
A new report screen appears.
Stocking Section Name is required.
Optional selection for Category, Schematic Name and Vendor.
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
Division by Stocking Section Size Report:
REPORT METRICS:














Division
Stocking Section Name
UPC
Item Description
CIC
CSC
CPC
CRC
Pack/Size
Vendor
Stocking Section Size(s)
Value – Count of Stores Authorized
Value – Percent of Total Stores Authorized
Total Store Count within Safeway Set Size
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Distribution Analytics Tool – Vendor/Broker
3. Items Within A Store Report - How do I determine what items are
authorized in a given store?
Store and Group are required. In this report you input under the value a store number.
Browse values to list all stores.
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
Items Within A Store Report
Various options available in the selected and input store table
Most common equals greater than 0 (all stores).
CLICK Run Report
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Distribution Analytics Tool – Vendor/Broker
Items Within A Store Report:
REPORT METRICS:

Division

Store Number

UPC

Item Description

CIC

CSC
Schematic Name
Aisle
Aisle Side
Shelf #
Position
Facings

CPC
Retail Status

CRC
First Scan Date

Packsize
Last Scan Date

Vendor

Stocking Section Name
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Distribution Analytics Tool – Vendor/Broker
4. Stores Having Specific Items - How do I determine what store(s)
carry a specific item?
Item code is required. Recommend using UPC.
CLICK Run Report.
Universal Product Code (UPC) – Multi-digit number that identifies a product
Corporate Item Code (CIC) – Safeway’s internal identification code of a product
Consumer Selling Code (CSC) – Combine UPCs together that make up a single entity
(spot/facing) on the shelf. Allows for tracking sales of UPC’s to be aggregated together to
ensure space planning is optimized
Common Promotional Code – (CPC) –Groups items that are promoted together. Used by
Promotion Specialist. CPCs are National Brands.
Common Retail Code – Groups items that have a common retail. Used by Pricing Analyst. Can
vary by division.
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Distribution Analytics Tool – Vendor/Broker
Stores Having Specific Items
Enter UPC in the Enter Value box and Click OK.
Browse values will give you every UPC for that division.
CLICK Run Report Button.
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Distribution Analytics Tool – Vendor/Broker
Stores Having Specific Items Report:
REPORT METRICS:

Division

Store Number

UPC

Item Description

CIC

CSC

CPC

CRC

Pack/Size

Vendor

Stocking Section Name
Stocking Section Size
Aisle Side
Shelf #
Position
Facings
Retail Status
First Scan Date
Last Scan Date
Last Order Date
Next Scheduled Delivery Date
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Distribution Analytics Tool – Vendor/Broker
For any of the Eight (8) Reports
To Export to Excel
CLICK Export
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Distribution Analytics Tool – Vendor/Broker
CLICK Export to Excel with Plain Text
CLICK Export
1 - All Divisions View
UPC
Item Description
980089500 NUTELLA SPREAD HAZELNUT CHOCOLATE
980089525 NUTELLA SPREAD HAZELNUT CHOCOLATE
1251120135 WHOLESOME SWEETENERS-BLUE AGAVE 35 PACKE
1251120231 WHOLESOME SWEETENERS BLUE AGAVE
1852220080 GRANDMA HOERNERS PUMPKIN BTR ALL NATURAL
1852241536 GRANDMA HOERNERS ORGNC STRWBRY PRESERVES
CIC
4100126
4100134
4010071
4010090
4050164
4050163
CSC
348427
348428
474957
474958
458839
458834
CPC
CRC
77882
78194
3341
3343
97865
97865
Pack /
Size
Open
Store Cnt DENVER
Metrics
0 15.00 - 13.00 OZ
0 12.00 - 26.50 OZ
0 6.00 - 8.60 OZ
0 6.00 - 23.50 OZ
0 12.00 - 18.20 OZ
0 12.00 - 18.00 OZ
DENVER
-137
Cnt of
% of
Stores
TOTAL
Authorized STORES
136
99%
136
99%
125
91%
136
99%
133
97%
133
97%
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Distribution Analytics Tool – Vendor/Broker
CLICK Export to Excel with Formatting
CLICK Export
UPC
Item Description
CIC
CSC
CPC
CRC
Pack / Size
Open Store Cnt
Metrics
DENVER
(137)
980089500
NUTELLA SPREAD HAZELNUT CHOCOLATE
4100126
348427 77882 0
15.00 - 13.00 OZ
Cnt of Stores Authorized % of TOTAL STORES
136
99%
980089525
NUTELLA SPREAD HAZELNUT CHOCOLATE
WHOLESOME SWEETENERS-BLUE AGAVE 35
PACKE
WHOLESOME SWEETENERS BLUE AGAVE
4100134
348428 78194 0
12.00 - 26.50 OZ
136
99%
4010071
474957 3341
0
6.00 - 8.60 OZ
125
91%
4010090
474958 3343
0
6.00 - 23.50 OZ
136
99%
1251120135
1251120231
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Distribution Analytics Tool – Vendor/Broker
Graph
CLICK Graph icon
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Distribution Analytics Tool – Vendor/Broker
Graph
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Distribution Analytics Tool – Vendor/Broker
PDF
CLICK PDF icon
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Distribution Analytics Tool – Vendor/Broker
PDF
CLICK export
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Distribution Analytics Tool – Vendor/Broker
Email
CLICk on email icon
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Distribution Analytics Tool – Vendor/Broker
Email
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Distribution Analytics Tool – Vendor/Broker
Email (con’t)
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Distribution Analytics Tool – Vendor/Broker
Email (con’t)
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Distribution Analytics Tool – Vendor/Broker
Support
For Application Questions:
– Refer to User Guide
– For process questions, email Patricia Del Villar
patricia.delvillar@safeway.com
For Vendor Contact Changes:
– email Patricia Del Villar
patricia.delvillar@safeway.com
For Technical Issues:
– For all technical questions, call the Safeway Help Desk at 1-877-286-3200
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