Feature
Pack-outs examples
Fixture and planogram resets with before and after photos and time on task. These stories show a pack-out in store and the proof in Salesforce.
About Pack-outs in FieldKo →5 examples
On the phoneWorks Offline
Pack-out, before and after
A merchandiser sets a new planogram on a hardware bay, and the before and after photos and the time on the job sync to Salesforce.Pack-outsOffline syncLiam · Merchandiser · Trade Depot AlexandriaOn the phoneWorks OfflinePack-out skipped, reason given
A restaurant manager refuses a fixture change, and the merchandiser can't check out until she records why.Pack-outsStore visits & call cyclesOffline syncZoe · Merchandiser · Grill House, BurwoodOn the phoneWorks OfflineBefore and after, side by side
An agency merchandiser rebuilds a relaunch fixture in 22 minutes, and the before and after photos go to the brand, not a timesheet.Pack-outsStore visits & call cyclesOffline syncLeah · Agency merchandiser · Corner Fresh RandwickOn the phoneWorks OfflineThree brands, one visit
An agency merchandiser services three brands in one store, with tasks grouped by brand so each one's time and work can be billed separately.Store visits & call cyclesPack-outsOffline syncLeah · Agency merchandiser · Metro Grocer Bondi JunctionOn the phoneWorks OfflineShort-dated stock, recorded by barcode
A merchandiser scans short-dated stock with its expiry dates and quantities, so the brand can act before it has to be written off.Pack-outsBarcode scanningOffline syncAisha · Merchandiser · Corner Fresh RandwickOther features
Store visits & call cycles 29Route planning 4Recurring visits 2Tasks & field campaigns 2Surveys 20Core ranging 8Barcode scanning 4Vision AI 2Shelf Health Scorecards 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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