[Lion-Commercial Excellance.pdf](attachment:17a45d79-8968-4d08-bcba-7c76ee15b8c3:Lion-Commercial_Excellance.pdf)

[Finalized Version POSM Rationale v2.xlsx](attachment:ea20d015-3f58-41c3-97d9-d84e718cf9dc:Finalized_Version_POSM_Rationale_v2.xlsx)

1. There will be main 5 process flows (categories- Impulse, Cooler, Branding, Pouring Material, Competier, Audit). Each flows has steps need to be followed on picture taking process. Each step will have instructions, Sample photos and other details. Steps can be mark as mandatory step. Also step should have type of selection. (yes/no or Photo submissions).
2. Workflow templates, Service ticket creation base
3. For the YES/NO type. Need to mark correct section(optional). This will be used on reporting
4. Each outlet will be assigned to one of main process flows. After attaching refined process flows, they can add extra steps if needed or remove the attached steps
5. Outlet should able to configure **must have base** brands and optional brands to be maintained in the outlet.
6. Outlet should able to configure Cooler, Branding, Pouring Material per outlet. these data will be used to load the list to the mobile app.
7. Outlet list should be display based on user roles (LSR, TM. SM)
8. Based on geotag nearby outlets should be displayed in top of the list
9. Outlets should able to filter by name
10. Outlet quick action should have CTA to Snap Stock
11. PICOS photo takings should be step wizard. Each step have sample angle of the picture should taken. To move next step previous step should be completed. for each step they can attach more than one picture.
12. There should be option to skip the steps with reason.
13. They should able to brands avaibilty using Yes/NO selection.
14. They should able to repot broken coolers/taps
15. Each step should have option to add remarks even if input type is image or yes/no selection
16. LSR/TM visit to the each outlet should be logged. CHecked in time, Checked out time, Time spend and geo tag
17. POSM Audit
    1. Flow
       ● The POSM tracker must be integrated with this, ensuring all outlet norms and
       quantities are accurately reflected.
       ● Audit quantities must be updated every 20 days.
       ● A notification should be sent on the scheduled audit date. Susitk suggested
       adding this as a task within the system.
       ● A 5-day buffer period should be provided for the TM to review stock levels,
       identify restocking needs, and complete the restocking process. Once done, the
       TM must update the audit accordingly.
       ● If the audit is not completed by the 30th of each month, it must be flagged and
       reported.
       ● Additionally when the process of conducting the audition starts, it is counted as
       the TM'S check in time. Upon completion it will complete the timing.
    2. Audit task should be generated every 20 days after the last completed audit.
    3. Norms sheet should be generated.
18. Dashboard - The dashboard needs to track how many outlets the TM has visited, if there are any outlets that have red flags and the progress of the market and the TM. This can be
    represented through a graph. (Plan the Dashboard data required)
19. Dashboard data should be drill down in to each layer
20. Reports

**Missing points from the meeting**

1. Sub options under impulse modules are missing. These can be optional fields
    1. Kiosk
    2. Bar look and feel
    3. sitting area
2. Competitions process flow is completely missing.
    1. Competitor stock
    2. Competitor POSM
    3. Competitor pouring materials
3. Picos define process flow
4. Automated service request creation process.