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Grocery Field reps In storeWorks offline

Incident logged in store

A rep finds damaged stock, tells the store manager and logs a High-priority incident with a photo before moving on.

The story

Priya · Territory rep · Metro Grocer Bondi Junction

At 9:48, during her chilled check at Metro Grocer Bondi Junction, Priya finds two yogurt tubs with split lids at the front of the shelf. She tells the duty manager, who removes them. She then opens Log Incident from the visit, which already knows the store and the visit. She enters "Split lids, yogurt 1 kg", sets the priority to High, adds a photo and saves. It uploads at her next sync, and her company's flow routes it to quality.

Two 1 kg yogurt tubs with split lids leaking at the front of a chilled shelf — Split lids, front of shelf

On the phone

Logged from the visitThe incident is started from the visit, so the store and the visit are filled in for her.
Priority and a photoSubject, priority, description and a photo record what happened. Your company chooses the fields.
Routed to the right teamIncidents upload at sync, and a Salesforce flow can send them straight to the team that acts on them.

In Salesforce, after sync

Priya syncs at 10:26. The quality team has the incident before 10:30.

Two 1 kg yogurt tubs with split lids leaking at the front of a chilled shelf — Captured in FieldKo AtlasSplit lids, front of shelfSynced

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

Incidents Offline sync

FIELDKOMetro Grocer Bondi JunctionTue 21 Oct

Check-in9:31 AM

Incidents logged1

PriorityHigh

Photos1

Check-out10:24 AM

Sent toSalesforce

✓ SYNCED

Related 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

Price check, three wrong tickets

A merchandiser checks shelf prices against the account's price list and photographs three tickets that are wrong, so they're fixed before the weekend.SurveysOffline syncAisha · Merchandiser · Metro Grocer Surry Hills

← All examples All grocery examples →The problem this solves: We find out on Friday →

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

Related reading

Best practiceShort-dated stock, damage and waste in the field →

See this in your own org.

We'll walk through Incidents and Offline sync in a demo org, using your stores and products.