GroceryMerchandisersIn storeWorks offline

Promo placement, checked against HFSS rules

Before a display is built, a survey question checks whether the product can legally go at the store's front end under England's HFSS placement rules.

The story

Aisha · Merchandiser · Northgate Superstore, Bristol

Aisha's task at Northgate Superstore in Bristol is to build the new biscuit range promo. The survey first asks where the display is going and whether the product is classed as HFSS. It is, and the planned site is an aisle end near the checkouts, which large stores in England can't use for HFSS products. The survey points her to an in-aisle display instead. She builds it there, photographs it, and the brand's compliance record is clean.

‹ Visit
Promo Survey
Northgate Superstore Bristol
Checked in 9:05 AMTask 2 of 5
Photo of display site
Empty aisle-end display unit beside the supermarket checkouts
Planned site: aisle end beside checkout 5
Location not allowedHFSS rules
HFSS products can’t be promoted at checkout aisle ends. Build the display in-aisle instead.
Promo SurveyQuestion 2 of 6
Is the product classed as HFSS?
YesNo
PlacementQuestion 3 of 6
Where is the display planned?
Checkout aisle endIn-aisle displayFront of store
On the phone
  1. The rule is in the surveyA placement question checks the rule before the display is built, not after.
  2. The right alternativeThe survey shows which locations are allowed, so the work still gets done.
  3. Evidence for complianceThe photo and the answers record where the display went, for the brand and the retailer.
In Salesforce, after sync

Aisha syncs at 12:10. The display is recorded as built, in a compliant location.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#UK-1220 · Northgate Superstore Bristol
FollowEdit
Status
Completed
Account
Northgate Superstore Bristol
Owner
Aisha
Visit Date
Fri 7 Nov
PlannedChecked InCompleted
Photos
Empty aisle-end display unit beside the supermarket checkouts
Captured in FieldKo AtlasPlanned site: aisle end beside checkout 5Synced
Visit Details
Is the product classed as HFSS?
Yes
Where is the display planned?
Checkout aisle end
Location not allowed
HFSS products can’t be promoted at checkout aisle ends. Build the display in-aisle instead.
Captured by
Aisha · Merchandiser
Source
FieldKo Atlas mobile app
Checked in
9:05 AM
Captured offline
Yes
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKONorthgate Superstore BristolFri 7 Nov

Check-in10:50 AM
Survey6/6
Display builtIn-aisle
Photos2
Check-out11:58 AM

Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: The promo nobody built →

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

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