Outlets

Outlets are the physical store or point-of-sale locations that field staff visit. The Outlets module has four sub-sections accessible via tabs at the top of the page.

Navigating Outlet Sections

The Outlets page is divided into four tabs:

Tab	Purpose
Outlet List	All registered outlets with enrichment data
Outlet Proposals	Outlets proposed by field staff from the mobile app
Outlet Regions	Geographic regions for outlet classification
Outlet Types	Categories/types of outlet (e.g., minimarket, hypermarket)

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Outlet List

[Screenshot: web_outlets_list]

The outlets table shows: outlet name, code, region, type, address, GPS coordinates, status, assigned project, and enrichment data columns (Channel Group, Channel, Account) when applicable.

Filters

Filter the list by:

• Keyword (name or code)
• Region
• Type
• Status
• Project
• Channel Group
• Channel
• Account
• Sub Area
• Store Province
• Store City

Adding an Outlet

1. Click Add Outlet
2. Fill in the form:
   • Name
   • Code — unique identifier
   • Address
   • Region — select from configured regions
   • Type — select from configured outlet types
   • Latitude / Longitude — primary GPS coordinates
   • Geofence Radius — allowed check-in radius in meters (defaults to workspace setting)
   • Project — assign to a project
   • Status — Active / Inactive
3. Click Save

[Screenshot: web_outlet_form]

Note

Adding and editing outlets requires the outlet.manage permission.

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Enrichment Data

When adding or editing an outlet, you can optionally provide additional classification and location data to better organize and filter your outlet network.

Classification Hierarchy

The classification hierarchy allows you to categorize outlets by their trade channel and operational structure.

Field	Description	Example
Channel Group	Broad category (e.g., Modern Trade, Traditional)	Modern Trade
Channel	Specific channel within group	Supermarket
Account	Trade account name	Indomaret, Carrefour
Sub Area	Operational sub-area for field teams	Jakarta South 1

How to fill:

1. Select a Channel Group first from the dropdown
2. The Channel dropdown will automatically filter to show only channels belonging to that group
3. Select a Channel to enable the Account dropdown
4. Select an Account (optional) — filters based on selected channel
5. Select a Sub Area (optional) — independent dropdown for operational assignment

[Screenshot: web_outlet_enrichment_hierarchy]

Note

The hierarchy is enforced: you must select a Channel Group before selecting a Channel, and a Channel before selecting an Account.

Timezone

Select the outlet’s operating timezone to ensure accurate visit scheduling and reporting:

Option	Description	UTC Offset
WIB	Western Indonesia Time (Default)	UTC+7
WITA	Central Indonesia Time	UTC+8
WIT	Eastern Indonesia Time	UTC+9

Alternative Location

For outlets with multiple GPS reference points (e.g., separate delivery entrance or warehouse location):

Field	Description	Format
Alt Latitude	Alternative latitude coordinate	Decimal (e.g., -6.2088)
Alt Longitude	Alternative longitude coordinate	Decimal (e.g., 106.8456)

Tip

Use alternative coordinates when the primary GPS points to the building center but deliveries happen at a different entrance.

Remark

Free-form text field for additional notes about the outlet:

• Operating hours not covered by standard fields
• Special delivery instructions
• Contact person details
• Historical notes about the outlet

[Screenshot: web_outlet_enrichment_remark]

Regional Location (Indonesia)

For precise administrative location tracking within Indonesia’s governmental structure:

Field	Description	Cascade Dependency
Store Province	Province where outlet is located	Independent
Store City	City or Regency (Kota/Kabupaten)	Depends on Province
Store District	District (Kecamatan)	Depends on City
Store Village	Village (Kelurahan/Desa)	Depends on District

How to fill:

1. Select Store Province first — loads all 34 Indonesian provinces
2. Select Store City — options automatically filter based on selected province
3. Select Store District — options filter based on selected city
4. Select Store Village — options filter based on selected district

[Screenshot: web_outlet_regional_location]

Note

Regional data is sourced from the official Indonesian Regional Database and updated regularly to reflect administrative changes.

Note

All enrichment fields are optional. Only outlet name, code, address, and primary GPS coordinates are required to create an outlet.

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Exporting Outlets

Click Export CSV to download the current filtered outlet list. The exported CSV includes all enrichment fields:

• Classification: Channel Group, Channel, Account, Sub Area
• Location: Timezone, Alternative GPS coordinates
• Regional: Store Province, Store City, Store District, Store Village
• Notes: Remark field

Tip

Use enrichment field filters before exporting to generate targeted outlet lists (e.g., all outlets in “Modern Trade” channel group within “Jakarta” province).

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Outlet Proposals

Field staff can propose new outlets from the mobile app when they visit a location not yet in the system. These proposals appear here for admin review.

[Screenshot: web_outlet_proposals]

For each proposal you can:

• Approve — converts the proposal into a registered outlet
• Reject — dismisses the proposal

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Outlet Regions

Regions allow you to group outlets by geography (e.g., “Jakarta Selatan”, “East Java”).

Adding a Region

1. Click Add Region
2. Enter the region name
3. Click Save

[Screenshot: web_outlet_regions]

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Outlet Types

Types allow you to classify outlets by category (e.g., “Minimarket”, “Supermarket”, “Pharmacy”).

Adding an Outlet Type

1. Click Add Type
2. Enter the type name
3. Click Save

[Screenshot: web_outlet_types]

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Bulk Import

To import many outlets at once, use the Import Center with the Outlets template. The import template includes columns for all enrichment fields.

Related Documentation

• Master Data Management — Technical details on Channel Group, Channel, Account, and Sub Area entities
• Indonesian Regional Service — How regional location data is integrated
• Import/Export Guide — Bulk outlet operations