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ABInBev Platform - Quick User Guide
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**A complete reference for using the ABInBev POC Visit Platform**


Getting Started
===============

**What is ABInBev?**

The ABInBev Platform is a digital solution designed for merchandisers to manage point-of-sale (POS) visits, track sales performance, and access real-time analytics. The platform operates through three main components: an enrollment system, a visit form application, and an interactive dashboard.

**Key Features:**

- **Merchandiser Enrollment** - Generate personalized visit links in seconds
- **POC Visit Form** - Conduct structured point-of-sale visits with guided workflows
- **Dashboard Analytics** - Track performance, sales, and key metrics in real-time
- **Mobile-Friendly** - Fully accessible on desktop and mobile devices
- **Secure & Simple** - No complex setup required


Step 1: Enroll as a Merchandiser
================================

**Location:**
Go to ``https://abinbevform.kaeyros.org/sales-representative/form``

**What You'll Need:**
- Your full name
- Your country (select from dropdown)

**How to Enroll:**

1. Enter your **name** in the designated field
2. Select your **country** from the dropdown menu
3. Click the **Send** button
4. A confirmation page will display with your **personalized visit link**

**Important:** Copy and save your personalized link. You will use this link for all your POS visits. Each link is unique to you and your country.

**Example Link:** ``https://abinbevform.kaeyros.org/KA-7oZEe3/visit``


Step 2: Conduct POC Visits
==========================

**What is a POC Visit?**

A POC (Point of Sale) visit is a structured inspection of a retail location where you gather information about product placement, stock levels, pricing, and promotional displays.

**Accessing the Visit Form:**

1. Use the **personalized link** provided during enrollment
2. The link opens the **POC Visit Form** directly
3. No login or additional authentication required

**Visit Form Sections:**

The form guides you through multiple stages:

- **Store Information** - Location details, store name, manager contact
- **Product Inventory** - Current stock levels and product availability
- **Pricing & Promotions** - Verify pricing accuracy and active promotions
- **Display & Placement** - Document product positioning and shelf allocation
- **Sales Performance** - Record recent sales figures and trends
- **Photo Evidence** - Capture images of displays, pricing, and inventory (optional)
- **Notes & Comments** - Add observations or issues for follow-up

**Best Practices:**

- Complete visits during business hours for accurate data
- Verify all information with store staff when possible
- Take clear photos for documentation
- Submit forms promptly for real-time data accuracy
- Contact store managers if discrepancies are found

**Submission:**

Once all required fields are completed, click **Submit**. Your data is automatically saved to the dashboard and becomes visible immediately.


Step 3: Track Performance on the Dashboard
===========================================

**Accessing the Dashboard:**

Your dashboard is automatically populated once you submit visit forms. Visit the main platform URL to access your analytics.

**Dashboard Components:**

**Overview Tab**
- Summary of total visits completed
- Recent visit submissions
- Key performance indicators (KPIs)
- Quick-access links to common reports

**Visits Tab**
- Complete history of all conducted visits
- Filter by date, location, or status
- View detailed visit reports
- Download visit data as CSV or PDF

**Analytics Tab**
- Sales trends over time
- Product performance metrics
- Geographic distribution of visits
- Inventory and stock-out analysis
- Promotion effectiveness tracking

**Reports Tab**
- Customizable report generation
- Pre-built report templates
- Export options (PDF, Excel, CSV)
- Scheduled report delivery

**Filters & Search:**

- **Date Range** - Select custom periods or predefined ranges
- **Location** - Filter by store, region, or country
- **Status** - View completed, pending, or problematic visits
- **Performance Metrics** - Compare KPIs across time periods


Key Features & Functions
=========================

**Attendance Tracking**

Monitor merchandiser activity and visit frequency. Track:

- Total visits per merchandiser
- Visit completion rate
- Average visit duration
- Consistency of scheduling

**Stock Management**

Keep inventory data current:

- Record current stock levels
- Identify stock-outs and shortages
- Track product availability trends
- Generate reorder alerts

**Sales Monitoring**

Track sales performance:

- Period-over-period sales comparison
- Product-level sales data
- Promotion impact analysis
- Regional sales trends

**POS Management**

Manage point-of-sale operations:

- Positioning and shelf space allocation
- Promotional display tracking
- Competitor product monitoring
- Price verification and compliance

**Order Placement**

Submit orders directly from visits:

- Quick order entry during visits
- Automatic inventory adjustments
- Order confirmation tracking
- Historical order data

**Photo Documentation**

Capture visual evidence:

- Store layout and display photos
- Product pricing verification
- Stock level documentation
- Promotional material verification


Troubleshooting & Support
=========================

**Common Issues:**

**"My personalized link doesn't work"**
- Verify the full URL is correct and complete
- Ensure you're connected to the internet
- Clear browser cache and try again
- Contact support with your enrollment date

**"Form data didn't submit"**
- Check that all required fields are completed (marked with *)
- Ensure internet connection is stable
- Verify file uploads are under size limits (max 10MB per image)
- Try submitting from a different browser

**"Can't access the dashboard"**
- Verify you've submitted at least one visit form
- Clear browser cookies and log in again
- Try using an incognito/private browser window
- Check that your enrollment is confirmed

**"Photos won't upload"**
- Confirm image file size is under 10MB
- Use supported formats: JPG, PNG, WebP
- Compress images if needed before uploading
- Try uploading from a wired internet connection

**Need Help?**

For technical support:
- Email: ``support@abinbev-platform.com``
- Phone: Available during business hours


Best Practices & Tips
====================

1. **Plan Your Visits** - Schedule visits in advance for consistent coverage and accurate tracking.

2. **Verify All Data** - Double-check information with store staff to ensure accuracy and reliability.

3. **Document Everything** - Use photos and notes liberally to support your findings and aid follow-up.

4. **Submit Promptly** - Submit forms immediately after visits for real-time data accuracy in the dashboard.

5. **Regular Check-ins** - Review your dashboard weekly to identify trends and address issues early.

6. **Update Contact Info** - Keep your profile and contact information current for important notifications.

7. **Use Filters** - Leverage dashboard filters to focus on specific metrics or locations relevant to your goals.

8. **Export Reports** - Download reports regularly for offline analysis and sharing with management.

9. **Follow Up Issues** - Act on discrepancies and flag problems immediately with store management.

10. **Stay Organized** - Maintain records of all visits and submissions for audit and compliance purposes.


Quick Reference
===============

**Important URLs:**

- **Enrollment:** ``https://abinbevform.kaeyros.org/sales-representative/form``
- **Your Personalized Link:** (Provided at enrollment - unique to you)
- **Dashboard:** Access via main platform website
- **Support:** ``support@abinbev-platform.com``

**Key Acronyms:**

- **POC / POS** - Point of Sale
- **KPI** - Key Performance Indicator
- **CSV** - Comma-Separated Values
- **PDF** - Portable Document Format

**Supported Browsers:**

- Google Chrome (recommended)
- Mozilla Firefox
- Apple Safari
- Microsoft Edge

**System Requirements:**

- Internet connection (broadband recommended)
- Modern web browser (updated to latest version)
- JavaScript enabled
- Cookies enabled for login persistence


Success Metrics
===============

**How to Know You're Using the Platform Effectively:**

✓ **Enrollment** - Successfully generated personalized link within 5 minutes

✓ **Visit Submission** - Completed and submitted first visit form within 1 hour

✓ **Dashboard Access** - Viewed your first dashboard report with submitted visit data

✓ **Data Quality** - All form fields completed (no empty required fields)

✓ **Consistency** - Maintaining regular visit schedule (targets vary by role)

✓ **Photo Documentation** - Including 3+ photos per visit for evidence

✓ **Performance Tracking** - Reviewing dashboard monthly to identify trends

✓ **Issue Resolution** - Following up on flagged discrepancies within 48 hours


Getting the Most from Your Data
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The ABInBev Platform transforms raw visit data into actionable insights. Here's how to leverage your information:

**Identify Trends:** Compare KPIs month-over-month to spot patterns in sales, stock, and performance.

**Optimize Visits:** Use historical data to visit high-priority locations more frequently.

**Train Teams:** Share dashboard insights with store teams to improve compliance and performance.

**Create Reports:** Generate custom reports for stakeholders, focusing on key metrics.

**Make Decisions:** Use data-driven insights to inform merchandising strategy and inventory allocation.

**Monitor Compliance:** Track adherence to pricing, promotion, and placement standards across locations.

**Forecast Needs:** Identify stock-out patterns to prevent future shortages and lost sales.

**Measure Impact:** Quantify the impact of promotional activities and merchandising changes on sales.


Conclusion
==========

The ABInBev Platform streamlines merchandiser operations and provides real-time visibility into point-of-sale performance. By following this guide, you'll be able to efficiently conduct visits, track important metrics, and make data-driven decisions.

**Ready to get started?** Begin your enrollment today at the enrollment URL above, and complete your first visit within the week.

For questions or feedback, don't hesitate to reach out to the support team.


**Document Version:** 1.0  
**Last Updated:** February 2026  
**Platform Version:** 1.0