chain store guide online 2.0 user guide · plying the company with food, equipment, and/or...

Chain Store Guide Online 2.0 User Guide

TABLE OF CONTENTSADVANCED 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.

a3CHAIN RESTAURANT ONLINE USERS GUIDE®

CHAIN STORE GUIDE | 1-800-927-9292 | Outside U.S.A. 813-627-6800 | http://www.chainstoreguide.com

Advanced SearchBUILDING 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.

Chain Store Guide®a4


Advanced Search

Building your query 1. Select the Primary Category of your choice. (All criteria is checked by default.)



Advanced Search2. 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.



Advanced SearchCATEGORIES, SUB-CATEGORIES & VALUES

COMPANY CATEGORY

SUBCATEGORY VALUE

TYPE OF BUSINESS– Indicates the type of business in which the company engages.

List of applicable business types, such as: Chain Restaurant Operator, Foodservice Management Operator, etc.

TYPE OF FOODSERVICE - Indicates the type of restaurants the company operates or the type of foodservice provided by foodser-vice management operators.

List of applicable types of foodservice, such as: Cafeteria, Casual Dining, Fine Dining, etc.

LISTING TYPE – This is the company’s position within the corporate hierarchy.

List of applicable listing types such as: Corporate Office, Distribution Center, Headquarters, etc..

INTERNET HOMEPAGE – Indicates whether or not the company has an internet homepage.

Yes/No

COMPANY EMAIL – Indicates whether or not the company has an address to receive electronic mail.

Yes/No

PUBLICLY HELD – Indicates whether or not the company issues shares of unrestricted stock.

Yes/No

CATERING SERVICES – Indicates whether or not the company of-fers catering services.

Yes/No

COMPANY NAME – Allows user to search on full or partial company name. Other criteria may be added.

Text entered by user.

TRADE NAME – Allows user to search on full or partial trade name. Text entered by user.

ALL CHANGES IN LAST 4 WEEKS – Indicates the company has been updated within the last four weeks.

Updated.

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. (Re-fer to page 15 for more information on Key Data changes.)

List of “key” data elements, such as Ad-dress, Phone, Personnel, etc.



Advanced SearchSALES CATEGORY

SUBCATEGORY VALUEFOODSERVICE SALES – Indicates the foodservice sales figure the company generates each fiscal year.

User enters sales range selections, such as: 3,000,000 to 4,999,999.

TOP # OF COMPANIES BY FOODSERVICE SALES – Indicates the top number of companies based on their sales.

Number is entered by user.

SYSTEMWIDE SALES – Indicates the estimated foodservice reve-nue 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).

User enters sales range selections, such as: 2,000,000 to 2,999,999.

ALCOHOL SALES – This is the percentage of revenue derived from beer, wine and/or liquor sales.

User enters percentage scales, such as 1 to 9, 10 to 19, 20 to 29, etc.

AVERAGE CHECK - This is the average amount spent for each meal for one person (breakfast, lunch, and/or dinner).

User enters sales range selections, such as: 3 to 5, 13 to 15, 30 to 50, etc.

UNITS CATEGORY

SUBCATEGORY VALUETOTAL UNITS – Indicates the total number of units the company currently operates and/or franchises to others.

Text entered by user. For example: 3 to 4, 5 to 9, 10 to 24, etc.

PREFERRED SQUARE FOOTAGE – This indicates the standard or projected size of new or remodeled units for the company.

Text entered by user. For example: 9,000 to 10,000.

PREFERRED LOCATIONS TYPES – Indicates the real estate types in which the company operates units.

List of applicable locations types, such as: Community Mall, Downtown, etc.

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.




Advanced SearchGEOGRAPHY CATEGORY

SUBCATEGORY VALUE

STATE/PROVINCE HEADQUARTERED IN – Indicates the state or province in which the company’s office is located.

List of applicable states and provinces.

REGION HEADQUARTERED IN – Indicates the region in which the company’s office is located.

List of applicable regions such as: Atlan-tic, Mid-West, South, United States (All US), Canada etc.

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.

List of applicable regions such as: Atlan-tic, Mid-West, South, United States (All US), Canada etc.

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.

List of applicable area codes.

ZIP CODE – Indicates the zip code or postal code in which the com-pany’s office is located.

Zip Code range is entered by user. Ca-nadian postal codes are not valid at this time.

CBSA’s – Indicates the Core Base Statistical Area in which the com-pany’s office is located.

List of applicable Core Base Statistical Areas such as: 10140 Micro Aberdeen, WA; 10180 Metro Abilene, TX; 10220 Micro Ada, OK.

MENU CATEGORY

SUBCATEGORY VALUE

PRIMARY MENU – Indicates the primary types of foods served by the company.

List of applicable types of menus, such as: American, Italian, Japanese, Seafood, Tex-Mex, etc.

BEER – Indicates whether or not the company serves beer. Yes/No

WINE – Indicates whether or not the company serves wine. Yes/No

LIQUOR – Indicates whether or not the company serves liquor. Yes/No



Advanced SearchDISTRIBUTION CATEGORY

SUBCATEGORY VALUE

PRIMARY DISTRIBUTOR - Indicates the wholesale distributor sup-plying the company with food, equipment, and/or supplies.

List of applicable primary distributors such as: Alliant Foodservice, PYA Mon-arch, Sysco Corporation, etc.

ON-SITE DISTRIBUTION CENTER - This indicates that the com-pany operates a distribution center at the same address.

Yes/No

SELF DISTRIBUTING – Indicates whether or not the company dis-tributes to itself.

Yes/No

FOODSERVICE MANAGEMENT CATEGORY

SUBCATEGORY VALUE

FOODSERVICE MANAGEMENT VENUES – Indicates the types of institutions for which the company provides foodservice.

List of applicable venues, such as: Busi-ness/Industry, Lodging, Sports Venues, etc.

LOCATIONS SERVED – Indicates the number of separate locations served by the foodservice management accounts.


TOTAL ACCOUNTS SERVED – Indicates the total number of food-service management accounts the company serves.


FRANCHISING CATEGORY

SUBCATEGORY VALUE

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 com-pany 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.

List of applicable affiliates such as: KFC Corporation, Pizza Hut Inc., Taco Bell Corp., etc.



Advanced SearchPOINT-OF-SALE CATEGORY

SUBCATEGORY VALUE

POS HARDWARE – Indicates the manufacturer and model informa-tion of the point-of-sale hardware.

List of applicable manufacturers such as: Apple, Casio, Dell etc.

POS SOFTWARE – Indicates the manufacturer and model informa-tion of the point-of-sale software.

List of applicable manufacturers such as: American Business Systems, Compris Technologies, Firefly Technologies, etc.

PERSONNEL CATEGORY

SUBCATEGORY VALUE

PERSONNEL BY TITLE/FUNCTION – Identifies personnel selec-tions by title.

List of applicable titles, such as President, CEO, General Buyer, Buyer, etc.

PERSONNEL BY FUNCTIONAL AREA – Identifies personnel selec-tions by functional area or departmental area.

List of applicable functional areas, such as: Finance, Operations, Merchandising, etc.

PERSONNEL BY PRODUCT – Identifies personnel selections as related to specific product lines.

List of applicable product lines, such as: Beverages, Bakery, Dairy, Produce, etc.

DE-DUPLICATE OPTIONSOnline 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.



Advanced SearchOne record per companyThis 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.



Viewing ResultsTo view query results, click on the View Personnel or View Companies buttons on the Right-Hand Sidebar. The Query View List window opens.



Viewing Results

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:



Printing Results

Click the Print This Profile button to print the list of companies shown.

Click the Export List button to export the query results.



Key Data ChangesKEY 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



ExportingHOW DO I ExPORT MY QUERY RESULTS?

1. To export, click the Export List button on the Right Hand Sidbar.



Exporting2. The Define Export window opens.



ExportingSelect 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 Company Email

Address URL

City Full Name

State First Name

Zip Middle Initial

Telephone Last Name

Fax Suffix

Mailing Address Salutation

Mailing City Title

Upper Case Mailing Address Total Units

Upper Case Mailing City Foodservice Sales

Mailing State Company ID

Mailing Zip Plus 4 Company Status

Mailing Zip Updated Status Date

Mailing Zip4



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.



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.



Industry InformationIndustry 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



Frequently Asked Questions1. 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 12-13 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 1-800-927-9292 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 11-12 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 17-18 for more information about Exporting.)



Technical SupportTechnical Support is available Monday - Friday 8:30 a.m. - 5:30 p.m. Eastern Standard Time at 1-800-252-9793 or Email Us: [email protected]



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chain store guide online 2.0 user guide · plying the company with food, equipment, and/or...

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