Point of sale / company: a store or outlet in your portfolio (customer or prospect).

Status: where the point of sale stands in your sales funnel (for example prospect, customer, inactive). Customised by your administrators.

Additional field: a piece of information you add to your companies, products or campaigns (e.g. retail chain, buying group, store tier, outlet type). It then becomes a filter throughout Sidely.

Display mode (layer): colours the map according to a criterion (status, frequency, retail chain…) without removing any points.

Filter: a criterion that narrows the display down to the relevant points of sale.

View: a set of saved filters, reusable in one click and updated automatically. It can be shared with your team.

Frequency: the number of contacts you want per year with a point of sale (visit, meeting or call).

Event: a planned action — visit, call, meeting, task.

Form: the questionnaire filled in during a visit to collect field data.

Instance: one completed form, i.e. a visit carried out. Reports are built on instances.

Report: an analysis table built from instances (DN, product presence, promotions carried out…).

Product catalogue: the list of your SKUs, with name, EAN, brand and category.

Assortment: the list of products expected in a point of sale, with their availability (mandatory, picking or absent).

Multidimensional assortment: an assortment defined by several criteria at once (e.g. retail chain × buying group × store tier), in a single grid.

Path / dimension: the combination of criteria that determines a store's assortment (e.g. Retail chain AUCHAN HYPER > Buying group NATIONALE > Tier UNIQUE).

Campaign: a commercial operation linked to periods, products and points of sale.

Period: a date range within a campaign, which drives the calendar and the form (e.g. commitment, then verification).

Retail chain (enseigne): the store's trading name (e.g. Carrefour Market, Intermarché Contact). In Sidely: company additional field, assortment dimension.

Buying group (centrale d'achat): the entity that lists products for a group of stores, nationally or regionally (SCA, warehouse…). In Sidely: company additional field, assortment dimension.

Integrated (buying group): the point of sale depends on a buying group. Listings are largely decided at central level.

Direct: the point of sale makes its own purchasing and shelf placement decisions.

Store tier / cluster (strate): the size or format category of a store within a retail chain, which determines range depth. In Sidely: company additional field, assortment dimension.

Aisle / segment (rayon): the part of the store or range where the product sits (grocery, drinks…). In Sidely: product field.

Listing (référencement): the agreement by which a retail chain or buying group agrees to sell a product.

Mandatory assortment: the products the store must have on shelf. In Sidely: availability "Obligatoire" (mandatory).

Picking: listed products the store may choose to order, with no obligation. In Sidely: availability "Picking".

DN (numeric distribution): the share of points of sale stocking a product or category.

Theoretical (or negotiated) DN: the DN expected from your assortments. Actual DN: the DN observed in store during audits. The gap between the two is what remains to be done.

Store audit (relevé): an in-store check of product presence, prices or shelf space. In Sidely: a form.

Out-of-stock (rupture): a listed product missing from the shelf at the time of the visit.

Shelf space (linéaire): the length of shelf occupied by your products.

Facings: the number of products visible from the front on the shelf.

Placement (implantation): setting up products on the shelf or in a promotional location.

End cap (TG, tête de gondole): the end of an aisle, a prime location for promotions.

POS material (PLV): displays, shelf wobblers, posters… In Sidely: can be created as a product and added to a campaign.

Promotion (OP): a commercial operation negotiated with the store. In Sidely: a campaign.

Leaflet promotion (tract): a promotion with fixed dates, featured in the retail chain's leaflet.

Permanent ("pirate") promotion: a mechanism available on an ongoing basis (e.g. "buy 2 get 1 free", box, feature display), with no strict date constraint.

Commitment (engagement): the phase where the sales rep sells the promotion to the store and negotiates quantities. In Sidely: campaign period 1.

Verification (constatation): the phase where the sales rep checks in store that the promotion has been executed. In Sidely: campaign period 2.

Case quantity (colisage): the quantity ordered, expressed in cases.

Box: a promotional pack or display bringing together several SKUs.

Incentive (contrepartie): the benefit granted to the store in return for a volume (e.g. a free box, an in-store activation).

In-store activation (animation): a tasting or feature event in store, run by a brand ambassador.

Field sales rep (chef de secteur): the sales rep who visits the stores in a given area.

Department manager (chef de rayon): the in-store contact responsible for an aisle.

KAM (Key Account Manager): the person who negotiates with retail chains and buying groups.

Sales force (FDV): all of your field sales reps.

On-trade (CHR / RHD): out-of-home consumption outlets (cafés, hotels, restaurants, bars…).

Outlet type (typologie): the kind of establishment (bar, restaurant, brasserie, hotel, wine shop…). In Sidely: company additional field, or assortment dimension.

Distributor / wholesaler: the intermediary that delivers to the outlet. In the on-trade, orders usually go through them. In Sidely: company additional field, assortment dimension.

Purchasing group (groupement): a network of outlets or distributors that negotiate together. In Sidely: company additional field.

Indirect order: an order taken by the sales rep and passed on to the distributor, who delivers and invoices the outlet.

Menu listing: a product's presence on the outlet's menu.

Draught / tap: beer served from the keg. Installing a tap is often tied to a supply contract.

Brewery supply contract: a supply agreement between the outlet and a supplier, sometimes including loaned equipment.

Visibility / feature: your brand's presence in the outlet (chalkboard, POS kit, menu…).

Sell-in / sell-out: sales to the distributor (sell-in) and the distributor's sales to outlets (sell-out).

A store, a bar → a company

A retail chain, a buying group, a store tier, an outlet type, a distributor → a company additional field, usable as a filter and as an assortment dimension

A listed range → an assortment

A promotion, a leaflet, a feature display → a campaign

A visit, a store audit → an event and a form instance

A territory, a route → a filtered view on the map