planogram checks with visitbasis: step-by-step guide
TRANSCRIPT
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VisitBasis
Planogram checks with VisitBasis
Mobile data collection for field reps, merchandisers and retail auditors
TM
30 Aug, 2015
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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
![Page 3: Planogram Checks With VisitBasis: Step-by-Step Guide](https://reader030.vdocument.in/reader030/viewer/2022021507/58ee81dc1a28ab5b468b4643/html5/thumbnails/3.jpg)
1. Load your product catalogueImport your product catalogue using Excel spreadsheets.
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2. Set up planogram for each store
Build store-specific planograms with MSL (Must Stock List) and product counts
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3. Create “Planogram Check” task form
Create a task form that will dynamically include product lines and expected quantities depending on a store planogram.
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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
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5. Review audit resultsReview all your field data in one place.
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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.
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VisitBasis Retail Execution● Increases field reps productivity
● Reduces cost of field operations
● Eliminates paperwork and errors
● Boosts revenues
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