Feature

Core ranging examples

Each account's contracted range checked line by line, with a reason for every gap. These stories show ranging on the phone and the exceptions in Salesforce.

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8 examples

On the phoneWorks Offline

Shelf gap, fixed same visit

Vision AI flags a shelf gap from one photo; the rep fills it from the back room and the score moves from 78% to 92% before she leaves the aisle.Vision AICore rangingShelf Health ScorecardsPriya · Territory rep · Metro Grocer Bondi Junction
On the phoneWorks Offline

Core range, 5 of 7 on shelf

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.Core rangingBarcode scanningOffline syncTom · Territory rep · Corner Fresh Randwick
On the phoneWorks Offline

Barcode scan finds a delisted line

A barcode scan in a pharmacy turns up a product that's no longer in the account's price book, and the account manager is told before the next order.Barcode scanningCore rangingOffline syncSam · Field rep · Harbour Pharmacy Coogee
On the phoneWorks Offline

Shelf Health Scorecard, weighted

The shelf is scored against the brand's own weights for availability, facings, price and promo, so the rep knows what to fix first.Shelf Health ScorecardsCore rangingSurveysPriya · Territory rep · Metro Grocer Paddington
On the phoneWorks Offline

Out of stock, logged with a photo

Vision AI counts facings against the planogram, confirms two lines are out of stock, and the account manager is alerted within the hour.Vision AICore rangingOffline syncAisha · Merchandiser · Northside Fuel & Go
On the phoneWorks Offline

Price-marked packs, checked in a symbol store

A rep checks a UK convenience store is stocking the brand's price-marked packs, not the plain packs, and records the gap.Core rangingBarcode scanningOffline syncJames · Field rep · Hartley's Convenience, Leeds
On the phoneWorks Offline

Pharmacy range, checked against the planogram

A rep checks a UK pharmacy's cough and cold range before winter and finds two lines missing from the planogram.Core rangingSurveysOffline syncPriya · Territory rep · Brook Street Pharmacy, Manchester
In Salesforce

A must-stock line missing creates a follow-up

When a rep records a must-stock product as missing, a flow creates a task for the account owner with a due date.AutomationCore rangingChris · Salesforce admin · Head office
Other features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Barcode scanning 4Vision AI 2Shelf Health Scorecards 5Pack-outs 5Orders 6Turn-in orders 3Transfer visits 4Leave requests 1Offline sync 37Reporting & Power BI 22Experience Cloud portal 1Salesforce setup 9Incidents 1Visit reminders 1Dashboards 1Smart Camera 1Notifications 1Automation 3Approvals 1Chatter 1All examples →

Store names, people and figures in these examples are illustrative.

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