Chain Store Guide Online 2.0 User Guide

Transcription

1 Chain Store Guide Online 2.0 User Guide TABLE OF CONTENTS ADVANCED SEARCH... BUILDING YOUR QUERY... CATEGORIES, SUB-CATEGORIES & VALUES... COMPANY CATEGORY... SALES CATEGORYUNITS CATEGORY... GEOGRAPHY CATEGORY... MENU CATEGORY... DISTRIBUTION CATEGORY... FOODSERVICE MANAGEMENT CATEGORY... FRANCHISING CATEGORY... POINT-OF-SALE CATEGORY... PERSONNEL CATEGORY... DE-DUPLICATE OPTIONS... PERSONNEL TITLE DEFAULTS... VIEWING RESULTS... PRINTING COMPANY PROFILES... HOW DO I VIEW AND/OR PRINT A SINGLE COMPANY PROFILE?... HOW DO I VIEW AND/OR PRINT ALL THE COMPANY PROFILES IN MY QUERY RESULTS?... KEY DATA CHANGES IN THE LAST 4 WEEKS... EXPORTING... SEARCHING FOR A SPECIFIC COMPANY OR PERSON BY NAME OR TITLE... INDUSTRY INFORMATION... FREQUENTLY ASKED QUESTIONS... TECHNICAL SUPPORT... WARNING: It has come to the attention of Chain Store Guides, LLC that subscribers to som e of its publications have, on occasion, used these publications to compile mailing lists, marketing aids, and/or other types of data, which are sold or otherwise provided to third parties. Such use may be illegal and a violation of the federal copyright laws. Chain Store Guides, LLC intends to exercise its right to prohibit and punish such misuse.

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3 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a3 BUILDING YOUR QUERY The new Online 2.0 Interface is constructed to make queries faster, and easier to navigate. All the Primary Categories are listed on a separate pull down menu, and one can drill down into that Category by clicking on the Name of the Primary Category.

4 a4 Advanced Search Chain Store Guide Building your query 1. Select the Primary Category of your choice. (All criteria is checked by default.)

5 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a5 2. Uncheck the box to filter the results further. 3. Click Run Search to get your results. 4. To add additional criteria, repeat steps 1 through 3.

6 a6 Advanced Search Chain Store Guide Categories, Sub-Categories & Values COMPANY CATEGORY SUBCATEGORY TYPE OF BUSINESS Indicates the type of business in which the company engages. TYPE OF FOODSERVICE - Indicates the type of restaurants the company operates or the type of foodservice provided by foodservice management operators. LISTING TYPE This is the company s position within the corporate hierarchy. INTERNET HOMEPAGE Indicates whether or not the company has an internet homepage. COMPANY Indicates whether or not the company has an address to receive electronic mail. PUBLICLY HELD Indicates whether or not the company issues shares of unrestricted stock. CATERING SERVICES Indicates whether or not the company offers catering services. COMPANY NAME Allows user to search on full or partial company name. Other criteria may be added. TRADE NAME Allows user to search on full or partial trade name. ALL CHANGES IN LAST 4 WEEKS Indicates the company has been updated within the last four weeks. KEY DATA CHANGES IN LAST 4 WEEKS Indicates that a key data element has been updated within the last four weeks. Specific changes to key elements are shown on the Company Profile. (Refer to page 15 for more information on Key Data changes.) VALUE List of applicable business types, such as: Chain Restaurant Operator, Foodservice Management Operator, etc. List of applicable types of foodservice, such as: Cafeteria, Casual Dining, Fine Dining, etc. List of applicable listing types such as: Corporate Office, Distribution Center, Headquarters, etc.. Yes/No Yes/No Yes/No Yes/No Text entered by user. Text entered by user. Updated. List of key data elements, such as Address, Phone, Personnel, etc.

7 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a7 SALES CATEGORY SUBCATEGORY FOODSERVICE SALES Indicates the foodservice sales figure the company generates each fiscal year. TOP # OF COMPANIES BY FOODSERVICE SALES Indicates the top number of companies based on their sales. SYSTEMWIDE SALES Indicates the estimated foodservice revenue generated by units which are company-owned and/or franchised to others. Companies which only "franchise from" another company do not have systemwide sales. Sales include international revenues when applicable. CSG estimates are noted with an (e). ALCOHOL SALES This is the percentage of revenue derived from beer, wine and/or liquor sales. AVERAGE CHECK - This is the average amount spent for each meal for one person (breakfast, lunch, and/or dinner). VALUE User enters sales range selections, such as: 3,000,000 to 4,999,999. Number is entered by user. User enters sales range selections, such as: 2,000,000 to 2,999,999. User enters percentage scales, such as 1 to 9, 10 to 19, 20 to 29, etc. User enters sales range selections, such as: 3 to 5, 13 to 15, 30 to 50, etc. UNITS CATEGORY SUBCATEGORY TOTAL UNITS Indicates the total number of units the company currently operates and/or franchises to others. PREFERRED SQUARE FOOTAGE This indicates the standard or projected size of new or remodeled units for the company. PREFERRED LOCATIONS TYPES Indicates the real estate types in which the company operates units. PROJECTED OPENINGS Indicates the number of retail units the company plans to open during the next 12 months. PROJECTED REMODELINGS Indicates the number of retail units the company plans to remodel during the next 12 months. VALUE Text entered by user. For example: 3 to 4, 5 to 9, 10 to 24, etc. Text entered by user. For example: 9,000 to 10,000. List of applicable locations types, such as: Community Mall, Downtown, etc. Text entered by user. For example: 3 to 4, 5 to 9, 10 to 24, etc. Text entered by user. For example: 3 to 4, 5 to 9, 10 to 24, etc.

8 a8 Advanced Search GEOGRAPHY CATEGORY Chain Store Guide SUBCATEGORY STATE/PROVINCE HEADQUARTERED IN Indicates the state or province in which the company s office is located. REGION HEADQUARTERED IN Indicates the region in which the company s office is located. AREA OF OPERATION Indicates the states and provinces in which the company operates retail units. REGIONAL AREA OF OPERATION Indicates the regions in which the company operates retail units. AREAS OF EXPANSION - This lists the states and provinces in which the company anticipates opening new stores. AREA CODE Indicates the area code in which the company s phone number is listed. ZIP CODE Indicates the zip code or postal code in which the company s office is located. CBSA s Indicates the Core Base Statistical Area in which the company s office is located. VALUE List of applicable states and provinces. List of applicable regions such as: Atlantic, Mid-West, South, United States (All US), Canada etc. List of applicable states and provinces. List of applicable regions such as: Atlantic, Mid-West, South, United States (All US), Canada etc. List of applicable states and provinces. List of applicable area codes. Zip Code range is entered by user. Canadian postal codes are not valid at this time. List of applicable Core Base Statistical Areas such as: Micro Aberdeen, WA; Metro Abilene, TX; Micro Ada, OK. MENU CATEGORY SUBCATEGORY PRIMARY MENU Indicates the primary types of foods served by the company. BEER Indicates whether or not the company serves beer. WINE Indicates whether or not the company serves wine. LIQUOR Indicates whether or not the company serves liquor. VALUE List of applicable types of menus, such as: American, Italian, Japanese, Seafood, Tex-Mex, etc. Yes/No Yes/No Yes/No

9 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a9 DISTRIBUTION CATEGORY SUBCATEGORY PRIMARY DISTRIBUTOR - Indicates the wholesale distributor supplying the company with food, equipment, and/or supplies. ON-SITE DISTRIBUTION CENTER - This indicates that the company operates a distribution center at the same address. SELF DISTRIBUTING Indicates whether or not the company distributes to itself. VALUE List of applicable primary distributors such as: Alliant Foodservice, PYA Monarch, Sysco Corporation, etc. Yes/No Yes/No FOODSERVICE MANAGEMENT CATEGORY SUBCATEGORY FOODSERVICE MANAGEMENT VENUES Indicates the types of institutions for which the company provides foodservice. LOCATIONS SERVED Indicates the number of separate locations served by the foodservice management accounts. TOTAL ACCOUNTS SERVED Indicates the total number of foodservice management accounts the company serves. VALUE List of applicable venues, such as: Business/Industry, Lodging, Sports Venues, etc. Text entered by user. For example: 30 to 49, 50 to 99, 100 to 249, etc. Text entered by user. For example: 30 to 49, 50 to 99, 100 to 249, etc. FRANCHISING CATEGORY SUBCATEGORY COMPANY OWNED UNITS This indicates the number of units owned and operated by the company and excludes franchised units. UNITS FRANCHISED FROM Indicates whether or not the company franchises its retail concept from another company. UNITS FRANCHISED TO - Indicates whether or not the company franchises its retail concept to another company. FRANCHISE AFFILIATION - Indicates the name and location of the company's franchiser. VALUE Text entered by user. For example: 30 to 49, 50 to 99, 100 to 249, etc. Text entered by user. For example: 30 to 49, 50 to 99, 100 to 249, etc. Text entered by user. For example: 30 to 49, 50 to 99, 100 to 249, etc. List of applicable affiliates such as: KFC Corporation, Pizza Hut Inc., Taco Bell Corp., etc.

10 a10 Advanced Search POINT-OF-SALE CATEGORY Chain Store Guide SUBCATEGORY POS HARDWARE Indicates the manufacturer and model information of the point-of-sale hardware. POS SOFTWARE Indicates the manufacturer and model information of the point-of-sale software. VALUE List of applicable manufacturers such as: Apple, Casio, Dell etc. List of applicable manufacturers such as: American Business Systems, Compris Technologies, Firefly Technologies, etc. PERSONNEL CATEGORY SUBCATEGORY PERSONNEL BY TITLE/FUNCTION Identifies personnel selections by title. PERSONNEL BY FUNCTIONAL AREA Identifies personnel selections by functional area or departmental area. PERSONNEL BY PRODUCT Identifies personnel selections as related to specific product lines. VALUE List of applicable titles, such as President, CEO, General Buyer, Buyer, etc. List of applicable functional areas, such as: Finance, Operations, Merchandising, etc. List of applicable product lines, such as: Beverages, Bakery, Dairy, Produce, etc. De-Duplicate Options Online 2.0 has the option to Remove Duplicate Records, with this option, one can choose One Record Per Company or One Record Per Person, depending upon their preferences.

11 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a11 One record per company This selection generates one contact name per company. The person with the highest ranking title appears in the query results. One record per person This will generate multiple contacts per company. Every contact name from each company appears in the query results.

12 a12 Viewing Results Chain Store Guide To view query results, click on the View Personnel or View Companies buttons on the Right-Hand Sidebar. The Query View List window opens.

13 CHAIN RESTAURANT ONLINE USERS GUIDE Viewing Results a13 The Query View List displays the Status, Company Name, Address, City, State, Zip Code, and Phone number of the companies that met your query criteria. The View Personnel window displays person s name, title and the company name, address and phone number. To view a detailed listing or Company Profile for a single company, click on the company name. You can sort by clicking on the column headings in the Query View List window. Click the Select All button to select all companies shown. Click the De-Select All button to de-select all selected companies. Then select the appropriate profile you would like to view:

14 a14 Printing Results Chain Store Guide Click the Print This Profile button to print the list of companies shown. Click the Export List button to export the query results.

15 CHAIN RESTAURANT ONLINE USERS GUIDE Key Data Changes a15 Key Data Changes in the Last 4 Weeks Key data elements that have been updated in the last four weeks are shown on the Company Profile next to Company Changes. Only key data element changes are shown; this does not include all changes that may have been made to the company in the last four weeks. Key data elements are identified as follows: Personnel Telephone Physical Address Fax Mailing Address Sales Total Number of Units Trade Names New Company

16 a16 Exporting Chain Store Guide How do I export my query results? 1. To export, click the Export List button on the Right Hand Sidbar.

17 CHAIN RESTAURANT ONLINE USERS GUIDE Exporting a17 2. The Define Export window opens.

18 a18 Exporting Chain Store Guide Select a format: Select Export Now. Select columns to export by clicking on the check box next to the field s name, or click the Select All button to export all the columns. Listed below are the columns available for export. Company Name Address City State Zip Telephone Fax Mailing Address Mailing City Upper Case Mailing Address Upper Case Mailing City Mailing State Mailing Zip Plus 4 Mailing Zip Mailing Zip4 Company URL Full Name First Name Middle Initial Last Name Suffix Salutation Title Total Units Foodservice Sales Company ID Company Status Updated Status Date

19 CHAIN RESTAURANT ONLINE USERS GUIDE a19 Searching for a Specific Company or Person How do I search for a company name? Click on the Company Name Search Bar: Type a full or partial company name in the Company Name text box. Click the Search button. {image} To view query results, click on the View Personnel or View Companies buttons on the Right-Hand Sidebar. Note: Follow the steps above to search by Trade Name.

20 a20 Chain Store Guide Searching for a Specific Company or Person How do I search for a person s name or title? 1. On the menu, click Personnel. 2. The Personnel window opens. 3. Type a first name and/or last name, or a title in the respective text box. 4. Click the Search button. {image} 5. The Query View List window opens showing the query results.

21 CHAIN RESTAURANT ONLINE USERS GUIDE Industry Information a21 Industry Information contains the Profile & Analysis for the industry. Industry statistics, information on major trade associations, and a calendar of events are some of the sections found in the Profile & Analysis. This is the same information that is found in the front-end section of the corresponding Chain Store Guide directory. How do I open industry information? On the menu bar, click Industry Information. A PDF opens using Adobe Acrobat Reader. Note: You must have Acrobat Reader installed to view this page. Refer to Acrobat Reader s Help for on-line assistance on using Acrobat Reader. 1. To print, click on the Print button or select File

22 a22 Chain Store Guide Frequently Asked Questions 1. The counts returned are very low? Why does this happen? This sometimes happens when mutually exclusive criteria are selected. One piece of criteria can inadvertently eliminate a large number of companies. Relax the criteria selected and recount. This can also happen when selections are made on the Personnel Category without using the Title Slug option. Use the title slug option to ensure that every company that meets all other selection criteria is represented with at least one record. (Refer to page 10 for more information about Title Slug.) 2. Must I specify criteria on every Category? No. Select criteria to limit the data range. If any data is acceptable, leave the criteria blank. Choosing all options acts the same as choosing none of the options, but increases the processing time. 3. How do I select all the companies? Simply click the Run Query button without selecting any criteria. 4. How do I exclude companies? On the View window, select the company/companies you want to exclude and click the Exclude button. Excluded companies will not appear in Output. (Refer to pages for more information about View.) 5. Why do I get more than one record per company in output? If you select One Record per Person or Select All under De-Duplicate Options, you will get more than one contact per company, therefore more than one record per company. Change your selection to One Record per Company. (Refer to page 10 for more information about De-Duplicate Options.) 6. Can I export other fields that are available on the prospect profile, but do not appear in my Export preview? No, the fields available for export include: company name, address, city, state, zip code, phone, fax, mailing address, contact name(s), title, update status, company id, total sales or industry sales (depending on the industry) and total locations (depending on the industry). If there are fields that you want to purchase separately that are not available on the Online export, call our sales department at and ask for our Database Marketing Division. 7. I can not find the personnel selections I made on the view window. Where can I view personnel? On the Advanced Search window, select View Personnel. (Refer to pages for more information about View.) The View Personnel window displays the Person s Name and Title and the Company Name, Address, City, State, Zip Code, and Phone Number. To view a detailed listing of the company s information, click on the company name. (Refer to page 15 for more information about Company Profiles.) 8. How do I view my exported results? After you ve named your query and selected the elements you wish to export, click the Run Export button. The Export Download window opens. Click on the file name, and the File Download window opens. Here, you can decide to either open or save your file. If you are running IE 6.0 you must click save and follow the instructions to save the file before opening in the preferred software application. (Refer to pages for more information about Exporting.)

23 CHAIN RESTAURANT ONLINE USERS GUIDE Technical Support a23 Technical Support is available Monday - Friday 8:30 a.m. - 5:30 p.m. Eastern Standard Time at or Us: techsupport@csgis.com

24 a24 Advanced Search Chain Store Guide

25 CHAIN RESTAURANT ONLINE USERS GUIDE Advanced Search a25