Availability matters, but products also have to be suitable for sale. In food and other date-sensitive categories, field teams may identify short-dated, damaged or incorrectly rotated stock. The role of a good program is to make these observations consistent, notify the right owner and prevent the same issues recurring.
Define a safe, retailer-approved workflow
Before asking field teams to move or remove stock, agree the retailer's rules, product handling procedures and authorized responsibilities. Do not treat shelf observations as permission to change stock records, dispose of goods or relabel dates.
Use three separate checks:
- Condition: is packaging damaged or compromised?
- Date: is the item approaching a relevant sell-by, use-by or best-before threshold under local policy?
- Rotation: is the stock displayed in a manner consistent with the retailer's approved rotation approach, often FEFO (first-expiring, first-out) where suitable?
Different date labels and product classes have different regulatory significance. Staff must follow applicable food-safety rules and retailer procedures, not a generic online checklist.
Gather enough detail to enable action
Record SKU or product identifier, store, quantity if reliably counted, the observed condition or date, permitted evidence and the action taken. Escalate immediately when product safety may be at issue. For routine short-dated findings, define a rule for when to notify the store contact, retailer replenishment team or brand representative.
Find structural patterns
Trend recurring damage by packaging format, route, store handling or delivery process. Trend expiry risks by store, SKU, promotion and replenishment pattern. A high volume of write-offs may reflect forecasting or delivery cadence rather than a shelf-team performance problem.
Where FieldKo fits
Reps can record pack-outs, scan barcodes, and capture quantities and short-dated stock during a visit. Use these records to support your stock-handling procedures. They don't replace the retailer's food-safety rules.
See how FieldKo supports this →Further reading
- GS1: 2D barcode retail implementation guidance
- ECR Retail Loss: research on availability, shrink and food waste
Next: Make photographic evidence useful
Reviewed October 26, 2026. Examples, scores and thresholds are illustrative, not benchmarks. See the research and sources library for independent references.