SPEQ User Manual - DC Setup and Mapping (V1.5)

Burger King Corporation
User Guide
DISTRIBUTION CENTER
SETUP, MAPPING, & ACTIVITY TRACKING
USER GUIDE
DOCUMENT VERSION 1.5
VERSION DATE: 06/25/2015

SPEQ – USER GUIDE
CONTENTS
1.! DISTRIBUTION CENTER SETUP AND MAPPING ........................................................................................................................3!
1.1.! UNMAPPED ACTIVITIES QUEUES ....................................................................................................................................................... 3!
1.2.! UNCONFIRMED ACTIVITIES QUEUES.................................................................................................................................................. 3!
1.3.! DISTRIBUTION CENTER SETUP ........................................................................................................................................................... 4!
1.3.1.! DC FACILITY ENROLLMENT – BK PROCESS .................................................................................................................................................. 4!
1.3.2.! RESTAURANT SELECTION PROCESS .............................................................................................................................................................. 8!
1.3.3.! UPLOADING A MONTHLY REPORT – DC ACTIVITY PROCESS – DC PROCESS ................................................................................................ 10!
1.3.4.! MAPPING PROCESS – SKU’S AND DISTRIBUTION CENTER CUSTOMERS.......................................................................................................... 18!
2 OF 32 BURGER KING CORPORATION

SPEQ – USER GUIDE
1.!DISTRIBUTION CENTER SETUP AND MAPPING

The purpose of this guide is to demonstrate the process of setting up a Distribution Center (DC) facility for the
Activity Tracking Module. This process can also be used to map products and Burger King® Restaurants to a
DC in a one time setup. This guide will demonstrate both the Burger King® Corporate process and the DC
process.
1.1.! U NMAPPED A CTIVITIES Q UEUES

The following unmapped queues display in All Unmapped Activities view for both DC Users (DC
Corporate and DC Facility) and for BK® Users (SCM, QA Lead, and QA User). These queues will display
unmapped SKU and unmapped Distribution Center Customers from the DC import files.
1.2.! U NCONFIRMED A CTIVITIES Q UEUES

The following unconfirmed queues display in All Unmapped Activities view only for BK® Users (SCM, QA
Lead, and QA User). These queues will display unconfirmed SKUs and Distributor Center Customers that
have been mapped by a DC Corporate/Facility user and require confirmation by Burger King.

SPEQ – USER GUIDE
1.3.! D ISTRIBUTION C ENTER S ETUP

The steps below demonstrate the process of enrolling a DC Facility for Activity, which will allow them to
upload DC Activity Tracking reports. This will also demonstrate the process of mapping restaurants prior
to any activities being uploaded.
If a DC Facility does not already exist in SPEQ, an Approval Request is required in order to
onboard the DC into the system. Refer to the Approval Request user guide for additional assistance.
1.3.1.! DC F ACILITY E NROLLMENT – BK P ROCESS

The following steps will demonstrate the process of enrolling a facility to allow them to upload DC
Activity Tracking reports. There are three types of reports:
•! Pricelists
•! Inbound (Supplier to Facility)
•! Outbound (DC Facility to Client)
User Profiles: SCM, QA User,

DC Facility Activity Tracking Enrollment QA Lead
Steps Instructions
1. Navigate to From the SPEQ Main Navigation, select Distributor Facilities: All Distributor
Distributor Facilities Facilities.
This will display the Finalized Distributor Facilities queue.

SPEQ – USER GUIDE

Steps Instructions
2. Select a DC Facility For this example, we are going to select a facility that has an Activity Tracking
Status of NOT ENROLLED.
Click the Open button from the Facility Name column.
This will open the Facility record displaying the Facility tab.
3. Select Activity Click the Activity Tracking tab and select Settings.
Tracking: Settings
This will open the setup view for the DC Monthly Activity Reporting
4. Start Enrollment The system will inform you that the DC has not been enrolled.
process

SPEQ – USER GUIDE

Steps Instructions
Click the Start Enrollment button.
This will expose the Settings section.

5. Select report types Select the appropriate checkbox option indicating the reports that the DC will
be uploading: 1) Pricing List, 2) Inbound (Supplier to DC Facility), and/or 3)
Outbound DC Facility to Client). For this example, we are selecting all 3.
SPEQ will allow the DC to upload any of the 3 report types even if it was
not selected in this setup.
6. Select default Select the default currency that the DC facility will use for reporting. For this
currency example we are selecting US Dollars (USD).
7. Select the Region(s) Select the Region(s) that this DC Facility distributes to. For this example, we are
selecting North America (NA).
This will expose a list of countries for the selected region.

If you need to select multiple regions, select Global and indicate the regions by clicking the
appropriate checkboxes.

SPEQ – USER GUIDE

Steps Instructions
8. Select country(-ies) Select the country(-ies) that this DC Facility distributes to. For this example, we
are selecting Canada and USA.
Since Canada and USA were selected, the system will display a list of states for
USA and a list of provinces for Canada.
9. Select States and Select the US States and Canadian Provinces that apply by selecting the
Provinces appropriate checkboxes.

SPEQ – USER GUIDE

Steps Instructions
10. Confirm the settings Confirm the settings selected above, and then click the Confirm Settings button.
11. Enroll the DC a.! Click the Enroll DC Facility button to enable enrollment.
Facility
b.! Click Yes to confirm enrollment.
The enrollment process is now complete, and the DC Facility is able to see the Activity Tracking
module. However, you may choose to select Restaurants that this DC Facility distributes to, so that the DC
Facility can provide mapping in advance of their first import. Doing so will also allow Restaurants to select
from a list of DC Facilities that distribute to them, when they are reporting an incident.
To unenroll a DC Facility, click the Unenroll DC Facility button located in the Activity Tracking>Settings
view. Doing so will mean the DC Facility can no longer see the Activity Tracking Module.
1.3.2.! R ESTAURANT S ELECTION P ROCESS

The following steps will demonstrate the process for a BK® SCM user or DC Facility user to map
restaurant(s) to a DC Facility.

SPEQ – USER GUIDE

Restaurant Selection Process QA Lead
Steps Instructions
1. Select Restaurants The system will inform you that the DC Facility has been enrolled, but has not
been mapped to a restaurant(s).
a.! Click the Restaurant Selection button.
b.! Select the restaurants from the Restaurant Selection list by clicking the
appropriate checkbox and then click the Select Restaurants button.
The BK® SCM user will be able to see all the BK® Restaurants for the
selected countries. If US or Canada had been selected, then the Restaurant list
will only show BK® Restaurants in the selected states/provinces.
2. Confirm to add a.! Click the checkbox to confirm restaurant selections.
restaurant(s)
b.! Click the Update button.
Click the Cancel button to cancel or update restaurant selections.

You will notice that your selected restaurants are now appearing in the
Restaurants serviced by this Distribution Center queue.

SPEQ – USER GUIDE

Restaurant Selection Process QA Lead
Steps Instructions
To remove a restaurant from this list, select the appropriate checkbox for the restaurant(s), and then
click the Deselect Restaurants button. If the DC Facility has already mapped the BK® Restaurant, then the
Restaurant will no longer appear in this list.
You will notice that after the restaurant(s) have been selected, the enrollment status has updated to
Enrolled – Inactive.
The enrollment status will remain as Inactive until the DC has uploaded a report to the system.
THIS COMPLETES THE DC ENROLLMENT PROCESS
1.3.3.! U PLOADING A M ONTHLY R EPORT – DC A CTIVITY P ROCESS – DC P ROCESS

The steps below demonstrate the process for a DC user to upload a monthly report for either: 1)
Pricelist, 2) Inbound (Supplier to Facility) and 3) Outbound (Facility to Client). For this example, we will
demonstrate the process for uploading an Outbound report. The process for uploading a Pricelist
report or an Inbound report would be similar.
A template is provided for each report type, which requires Microsoft Excel 2007 or newer.
User Profiles: DC!Corporate,!DC!

Uploading Monthly Reports Facility,!SCM,!QA!User,!QA!Lead

SPEQ – USER GUIDE
Steps Instructions
1. Select Activity From your SPEQ Home screen, click the Activity Import button to open the
Import Distribution Center Import screen.
The Activity Import button will only appear on the SPEQ Home screen for
DC Facility Users aligned to a single facility.
If there are multiple facilities, you will need to select a facility from the Distribution Facilities queue to
import a report.
2. Select Activity The system will display the following notice along with the current required
Report type action.

SPEQ – USER GUIDE

Steps Instructions
Using the drop-down list, select an activity report type. For this example, we are
selecting DC Activity Outbound.
You will notice when selecting the Activity Report Type, the system will expose a
template that can be downloaded to be used for this report type.
To download the template, click the Download button to download this file to your computer. This
requires Microsoft Excel 2007 or newer.
Highlighted columns in the file are required fields, which must contain data in each row. The
columns in white are optional. Refer to the BK® DC Activity File specification guide.

SPEQ – USER GUIDE

Steps Instructions
3. Select activity report Using the dropdown list options, select a month and a year for this report.
month and year. For this example, we are selecting May 2015.
4. Upload the report. a.! Click the Browse button to upload the report from your computer
b.! Click the Import Data File button.
The system will display a notice to inform you to wait while the file is being
imported. For example, this process can take up 2 minutes for a file containing
5000 rows.

SPEQ – USER GUIDE

Steps Instructions
You will notice that the system will display the data from the imported file in the
Distribution Import Details queue below.
The system will check the uploaded file for missing data or formatting errors. The system will always
provide you with an import log. If the imported data fails validation for data type (Date, Numeric) or
missing required information, the SPEQ system will also provide you with a data validation PDF with
information regarding the errors found during the import.

SPEQ – USER GUIDE

Steps Instructions
The system will display the following warning:
a.! Review the Import Details section.

This section displays the status of the File Import and the errors found in the import file.
b.! If available, click the download button to download the Import Validation PDF file in the Import
Result Log Files section. This log contains a detailed list of the error including the location of the
error in the import file.
The Import.log file can also be downloaded in this section. This file contains a detail log of
the import including successful imports and errors (see screenshots below).
Also note, the Import.log file is generated for all imports, including successful imports.
If available, the ImportValidation.pdf will look similar to below:

SPEQ – USER GUIDE

Steps Instructions
Import.log Sample:

SPEQ – USER GUIDE

Steps Instructions
If the file contains more than 200 errors, the system will abort the file importation process and will
display a message regarding the error.
c.! Click the Discard Data Import button to re-upload a new file.
d.! Click the YES button to confirm.
The system will display a notice to inform you that your import is resetting in order to allow
you to remove the file and upload a new file.
e.! Remove the file by clicking the X button.
f.! Upload the updated file following the steps demonstrated in STEP 4.
5. Finalize Import a.! Once you have imported a file that passes validation, click the Finalize
Data Import button.

SPEQ – USER GUIDE

Steps Instructions
You may discard the import if necessary to make changes prior to

finalizing the import by pressing the Discard Data Import button.
b.! Click the Yes button to confirm the import and to update the DC Activity
Records.
The system will display a notice letting you know that your activities are
being saved to the SPEQ system.
You will see that the system will display a notice informing you that your DC Activity has been updated
with this import.
THIS COMPLETES THE DC ACTIVITIES IMPORT PROCESS
1.3.4.! M APPING P ROCESS – SKU’ S AND D ISTRIBUTION C ENTER C USTOMERS

The following steps demonstrate the process of mapping a DC SKU to a BK® Specification, and a
Distribution Center Customer to a BK® Restaurant or Distributor.
1.3.4.1.! U NMAPPED SKU S BY DC F ACILITY U SER

The steps below demonstrate the process for the DC Facility user to map an unmapped DC SKU to
a BK® Specification.
This process can be completed by a BK® SCM, QA Lead or QA User, which will not require a
confirmation process. DC Corporate/Facility user SKU mappings require confirmation by BK®.

SPEQ – USER GUIDE

Mapping an Unmapped SKU Facility,!SCM,!QA!User,!QA!Lead
Steps Instructions
1. Select Unmapped From the SPEQ Main Navigation, click Activity Tracking and select Unmapped
Activities Activities.
BK® SCM, QA User and QA Lead users will need to click Distributor
Facilities from the main navigation, click Activity Tracking and select Unmapped
Activities.
2. Select a SKU From the Unmapped Distribution Center SKUs queue, click the Map button to
select a SKU to map. For this example, we are selecting SY-OUTSKU-0001.
This will expose the details for this unmapped SKU.
The data displaying here was imported from the DC Activity Import report.
You will notice that the BK Vendor Code field is blank.

SPEQ – USER GUIDE

Steps Instructions
Alternatively, you can choose to view the unmapped SKUs from a monthly activity import.
a.! Click Activity Tracking, and select Monthly Imports.
BK® SCM, QA User and QA Lead users will need to select the Distributor Facilities from the
main navigation, click All Distributor Facilities and select the DC Facility.
b.! Select a monthly report from the Monthly Reports queue. For this example, we are selecting May
2015.
This will open all the mapped and unmapped activities for the selected month and import type.
c.! For this example, we are mapping SKUs from an Outbound file for May 2015. Click the Edit button
to select a SKU to map from the Outbound: Unmapped Distribution Center SKUs queue. For this
example, we are selecting SY-OUTSKU-0001.
3. Select a vendor The system will display a notice with the current required action.
code and confirm
selection.
a.! Select a vendor code by clicking on the (select) box.

SPEQ – USER GUIDE

Steps Instructions
This will expose a list of vendor codes containing approved commodities.
You may use the Product Type and Product Category drop-down
list to filter the approved commodities in the Vendor Code list.
b.! Select a vendor code by selecting from the Ingredient Name column.
For this example, we selected Product Category: Food and Product
Category: Bread to filter the list.
For this example, we are selecting vendor code TR002.
c.! Review the data before confirming selection.
d.! Click the Confirm Selection button.
If you select the Confirm and Next button instead, it will confirm
this selection then automatically take you to the next unmapped SKU.
Burger King Corporate will review this SKU mapping.

If the process was completed by a BK® SCM, QA User or QA Lead, the confirmation process will not
be required.

SPEQ – USER GUIDE
1.3.4.2.! C ONFIRMING M APPED SKU PROCESS BY BK® SCM, QA L EAD OR QA U SER

The following steps demonstrate the process for a BK® SCM, QA Lead or QA User to confirm an
SKU mapped by a DC Corporate/Facility user.
This process is not required if the mapping was processed by BK® SCM, QA Lead or QA
User.
User Profiles: SCM, QA Lead or

Confirming Mapped SKU QA User
Steps Instructions
1. Select Unmapped From the SPEQ Main Navigation, click Distributor Facilities, click Activity Tracking
Activities and select Unmapped Activities.
2. Select a SKU From the Unconfirmed Distribution Center SKUs queue, click the Map button to
select a SKU to map. For this example, we are selecting SY-OUTSKU-0001.
1.3.4.2.1.! This will open the details for the unconfirmed SKU.
The data displayed here was imported from the DC Activity Import report
and from selections made by the DC Corporate/Facility user.

SPEQ – USER GUIDE

Steps Instructions
a.! From the SPEQ main navigation, click Distributor Facilities, and select All Distributor Facilities
b.! Locate the DC Facility from the Finalized Distributor Facilities queue. For this example, we are using
DC Training Facility.
c.! Click Activity Tracking, and select Monthly Imports.
d.! Select a monthly report from the Monthly Reports queue. For this example, we are selecting May
2015.
e.! For this example, we are mapping SKUs from an Outbound file for May 2015. Click the Edit button
to select a SKU to map from the Outbound: Unmapped Distribution Center SKUs queue. For this
example, we are selecting SY-OUTSKU-0001.

SPEQ – USER GUIDE

Steps Instructions
3. Confirm SKU The system will display a notice with the current required action.
a.! Review the data before confirming selection.
b.! Click the Confirm Selection button.
If the SKU is not mapped correctly, remove the vendor code and select another specification.
Refer to section 1.3.4.1 to review the process to select an SKU.

For this example, we selected the monthly report for May 2015 and the SKU is from an outbound report.
Therefore, when the SKU was mapped, it moved from the May 2015 Outbound: Unmapped Distribution
Center SKUs queue to the May 2015 Outbound: Mapped Activities queue.

SPEQ – USER GUIDE

Steps Instructions
THIS CONCLUDES THE SKU MAPPING PROCESS
1.3.4.3.! U NMAPPED D ISTRIBUTION C ENTER C USTOMERS

The steps below demonstrate the process to map an unmapped DC Customer. A DC Customer
can be a BK® Restaurant or Distributor.
This process can be completed by a BK® SCM, QA Lead or QA User, which will not require a confirmation
process. DC Corporate/Facility user customer mappings require confirmation by BK®.

Mapping an Unmapped Customer Facility,!SCM,!QA!User,!QA!Lead
Steps Instructions
1. Select Unmapped From the SPEQ Main Navigation, click Activity Tracking and select Unmapped
Activities Activities.
BK® SCM, QA User and QA Lead users will need to click Distributor
Facilities from the main navigation, click Activity Tracking and select Unmapped
Activities.
2. Select an From the Unmapped Distribution Center Customers queue, click the Map button
unmapped Customer to select a customer to map. For this example, we are selecting customer 04.

SPEQ – USER GUIDE

Steps Instructions
This will open the details for the unmapped customer.
a.! Click Activity Tracking, and select Monthly Imports.
BK® SCM, QA User and QA Lead users will need to select the Distributor Facilities from the
main navigation, click All Distributor Facilities and select the DC Facility.
b.! Locate the DC Facility from the Finalized Distributor Facilities queue. For this example, we are
using DC Training Facility.

SPEQ – USER GUIDE

Steps Instructions
d.! Select a monthly report from the Monthly Reports queue. For this example, we are selecting
May 2015.
This will open all the mapped and unmapped activities for the selected month and import
type.
e.! For this example, we are mapping customer 04 from an Outbound file for May 2015. Click
the Edit button to select a customer to map from the Outbound: Unmapped Distribution
Center Customers queue.
3. Confirm Selection The system will display a notice with the current required action.
a.! OPTIONAL STEP: Select a Region and Country using the drop-down list.
For this example, we are selecting NA and USA.
This will filter the list to only display customers for the region and

SPEQ – USER GUIDE

Steps Instructions
country selected.
b.! OPTIONAL STEP: Select the client type by selecting the radio-button for
Distributor or Restaurant. For this example, we are going to select
Restaurant.
c.! Click the (select) box to select a customer from the list.
This will open a list to select a customer.
For this example, we are selecting restaurant # TR008.
d.! Review the mapped BK Restaurant or Distribution Center.
e.! Click the Confirm Selection button.
SPEQ – USER GUIDE

Steps Instructions
this selection then automatically take you to the next unconfirmed

customer.
Burger King Corporation will review this SKU mapping.

If this process was completed by a BK®SCM, QA User or QA Lead, the confirmation process will
not be required.
1.3.4.4.! C ONFIRMING M APPED DC C USTOMER BY BK® SCM, QA L EAD , QA U SER

The following steps demonstrate the process for a BK® SCM, QA Lead or QA User to confirm a DC
Customer mapped by a DC Corporate/Facility user.
This process is not required if the mapping was processed by BK® SCM, QA Lead or QA
User.

Confirming Mapped DC Customer QA User
Steps Instructions
1. Select Unmapped From the SPEQ Main Navigation, click Distributor Facilities, click Activity Tracking
Activities and select Unmapped Activities.
2. Select a SKU From the Unconfirmed Distribution Center Customers queue, click the Map
button to select a SKU to map. For this example, we are selecting Customer
Number 04.

SPEQ – USER GUIDE

Steps Instructions
This will open the details for the unconfirmed DC Customer.
The data displaying here was imported from the DC Activity Import report
and from selections made by the DC Corporate/Facility user.
a.! From the SPEQ main navigation, click Distributor Facilities, and select All Distributor Facilities
b.! Locate the DC Facility from the Finalized Distributor Facilities queue. For this example, we are using
DC Training Facility.
d.! Select a monthly report from the Monthly Reports queue. For this example, we are selecting May
2015.

SPEQ – USER GUIDE

Steps Instructions
e.! For this example, we are mapping SKUs from an Outbound file for May 2015. Click the Edit button
to select a DC Customer to map from the Outbound: Unmapped Distribution Center Customers
queue. For this example, we are selecting Customer Number 04.
3. Confirm DC The system will display a notice with the current required action.
Customer
a.! Review the data before confirming selection.
b.! Click the Confirm Selection button.
If the customer is not mapped correctly, remove the customer and select another customer.

SPEQ – USER GUIDE

Steps Instructions
Refer to section 1.3.4.3 to review the process to select a customer.

1.3.4.4.1.! For this example, we selected the monthly report for May 2015 and the customer is from an outbound
report. Therefore, when the customer was mapped, it moved from the May 2015 Outbound: Unmapped
Distribution Center Customers queue to the May 2015 Outbound: Mapped Activities queue.
THIS CONCLUDES THE DC CUSTOMER MAPPING PROCESS

SPEQ User Manual - DC Setup and Mapping (V1.5)

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Burger King Corporation

SETUP, MAPPING, & ACTIVITY TRACKING

DOCUMENT VERSION 1.5

VERSION DATE: 06/25/2015

1.2.! UNCONFIRMED ACTIVITIES QUEUES.................................................................................................................................................. 3!

1.3.! DISTRIBUTION CENTER SETUP ........................................................................................................................................................... 4!

1.3.1.! DC FACILITY ENROLLMENT – BK PROCESS .................................................................................................................................................. 4!

1.3.2.! RESTAURANT SELECTION PROCESS .............................................................................................................................................................. 8!

1.3.3.! UPLOADING A MONTHLY REPORT – DC ACTIVITY PROCESS – DC PROCESS ................................................................................................ 10!

1.3.4.! MAPPING PROCESS – SKU’S AND DISTRIBUTION CENTER CUSTOMERS.......................................................................................................... 18!

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1.!DISTRIBUTION CENTER SETUP AND MAPPING

1.1.! U NMAPPED A CTIVITIES Q UEUES

1.2.! U NCONFIRMED A CTIVITIES Q UEUES

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1.3.! D ISTRIBUTION C ENTER S ETUP

1.3.1.! DC F ACILITY E NROLLMENT – BK P ROCESS

•! Inbound (Supplier to Facility)

•! Outbound (DC Facility to Client)

User Profiles: SCM, QA User,

This will display the Finalized Distributor Facilities queue.

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User Profiles: SCM, QA User,

Click the Open button from the Facility Name column.

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User Profiles: SCM, QA User,

This will expose the Settings section.

This will expose a list of countries for the selected region.

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User Profiles: SCM, QA User,

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User Profiles: SCM, QA User,

b.! Click Yes to confirm enrollment.

1.3.2.! R ESTAURANT S ELECTION P ROCESS

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User Profiles: SCM, QA User,

a.! Click the Restaurant Selection button.

b.! Click the Update button.

Click the Cancel button to cancel or update restaurant selections.

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User Profiles: SCM, QA User,

1.3.3.! U PLOADING A M ONTHLY R EPORT – DC A CTIVITY P ROCESS – DC P ROCESS

User Profiles: DC!Corporate,!DC!

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User Profiles: DC!Corporate,!DC!

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User Profiles: DC!Corporate,!DC!

b.! Click the Import Data File button.

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User Profiles: DC!Corporate,!DC!

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User Profiles: DC!Corporate,!DC!

The system will display the following warning:

a.! Review the Import Details section.

If available, the ImportValidation.pdf will look similar to below:

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User Profiles: DC!Corporate,!DC!

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User Profiles: DC!Corporate,!DC!

d.! Click the YES button to confirm.

e.! Remove the file by clicking the X button.

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User Profiles: DC!Corporate,!DC!