planogram checks with visitbasis: step-by-step guide

VisitBasis

Planogram checks with VisitBasis

Mobile data collection for field reps, merchandisers and retail auditors

TM

30 Aug, 2015

VIS

ITBA

SIS

Overview

1. Load your product catalogue

2. Set up planogram for each store

3. Create “Planogram Check” task form

4. Execute “Planogram Check” in-store with mobile app

5. Review audit results

6. Analyse field data with instant reports and analytics

1. Load your product catalogueImport your product catalogue using Excel spreadsheets.

2. Set up planogram for each store

Build store-specific planograms with MSL (Must Stock List) and product counts

3. Create “Planogram Check” task form

Create a task form that will dynamically include product lines and expected quantities depending on a store planogram.

4. Execute “Planogram Check” in-store with mobile app

● Merchandisers can add Visits and Tasks any time using the mobile app.

● Perform planogram checks, collect photos, run price audits, etc.

● Collect data offline or online

● Use your own smartphone or tablet

5. Review audit resultsReview all your field data in one place.

6. Analyse field data with our instant reports and analytics

There are three types of reports available:

1. Excel Reports

2. BigQuery Reports

3. Analytics charts and graphs

* Custom reports are also available on demand.

VisitBasis Retail Execution● Increases field reps productivity

● Reduces cost of field operations

● Eliminates paperwork and errors

● Boosts revenues

www.visitbasis.comsales@visitbasis.com

+1 (800) 497 6293+1 (954) 505 2059

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