The rep checks a store's contracted range line by line, finds two lines missing and leaves with a reason and a follow-up for each.
The story
Tom · Territory rep · Corner Fresh Randwick
Tom checks in at Corner Fresh Randwick at 11:02. The account's core range has seven contracted lines. He works down the list, scanning barcodes where tickets are missing. Five are on shelf. Cold Brew 4 x 250 ml has been delisted by the store's new manager, and the 1 L Orange Juice is out of stock with nothing in the back room. He records a reason for each, and FieldKo raises a follow-up task for the account manager before he checks out at 11:31.
9:41
‹ VisitOffline · 2 pending
Core Ranging
Corner Fresh Randwick
Checked in 11:02 AMTask 2 of 4
Cold Brew 4 x 250 mlReason required
Delisted by store · follow-up task for the account manager
Core range5 of 7
Sparkling Water 12 x 330 mlOn shelf
Still Water 6 x 1.5 LOn shelf
Cold Brew 4 x 250 mlMissing
Orange Juice 1 LMissing
Apple Juice 1 LOn shelf
Iced Tea 500 mlOn shelf
Kombucha 330 mlOn shelf
Saved on device · uploads at next sync2 pending
On the phone
1The list is the store's own rangeEach account carries its contracted products, so Tom checks what this store agreed to stock, not a generic list.
2Scan when the ticket is missingA barcode scan finds the product on the list in a second, even when the shelf ticket has fallen off.
3Every gap needs a reasonDelisted, out of stock or not yet ranged. Reasons are picked from a list so they can be reported across every store.
4The follow-up is created for himA delisted line raises a task for the account manager, so the conversation with the buyer happens this week.
In Salesforce, after sync
Tom syncs at 11:35. Two gaps and their reasons are on the account before lunch.
