Moment
Examples: in store
The work done in the aisle: check-in, range, photos, surveys, pack-outs and orders. Each story shows one task on the phone and the record it leaves.
32 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 JunctionOn the phoneWorks OfflineCore 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 RandwickOn the phoneWorks OfflineBarcode 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 CoogeeOn the phoneWorks OfflinePromo compliance, 12 of 12
A merchandiser confirms a summer promo end is built to plan with a 12-question survey and three photos, all saved with no signal.SurveysOffline syncAisha · Merchandiser · Harbourside Fuel & GoOn the phoneWorks OfflinePromo not up, reason recorded
A bottle shop hasn't built the funded display, and the rep records why, so the national account manager can fix it with head office.SurveysOffline syncBen · Field rep · Cellar Door Liquor, NewtownOn the phoneWorks OfflinePrice 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 HillsOn the phoneWorks OfflineOrder from the shelf, signed on the spot
The rep builds an 18-unit order from the store's price book and the manager signs on the phone, with no signal in the store.OrdersOffline syncJosh · Field rep · Riverside Fuel & GoOn the phoneWorks OfflinePack-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 OfflineCooler purity check
A rep photographs the brand's own cooler in a quick-service restaurant and finds a competitor's drinks on two shelves.SurveysOffline syncJosh · Field rep · Burger Bar, ParramattaOn the phoneWorks OfflineSurvey saved as a draft, finished later
A store manager interrupts a survey halfway through, and the merchandiser picks it up after lunch exactly where she left it.SurveysOffline syncLeah · Merchandiser · Metro Grocer Bondi JunctionOn the phoneWorks OfflineCheck in with no signal
A rep checks in from the back of a store with no coverage; the time and location are saved on the phone and reach Salesforce at the next sync.Offline syncStore visits & call cyclesPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineShelf 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 PaddingtonOn the phoneWorks OfflineNew store, first visit
A rep signs up a new bottle shop in the app, with its contact and trading details, and completes the first visit in the same stop.Store visits & call cyclesSurveysOffline syncBen · Field rep · The Corner Cellar, MarrickvilleOn the phoneWorks OfflineCompetitor launch spotted
A rep photographs a competitor's new line on day one and logs it as market intelligence the whole team can see.SurveysOffline syncTom · Territory rep · Metro Grocer ChatswoodOn the phoneWorks OfflineOut 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 & GoOn the phoneWorks OfflineStore contact changed at the counter
A hardware store has a new manager, and the rep updates the contact and preferred visit day in the app before he leaves.Store visits & call cyclesOffline syncLiam · Field rep · 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 OfflineTurn-in order reaches the wholesaler
An order taken in store is checked, sent to the wholesaler with a transmission reference, and the store gets a signed PDF in minutes.Turn-in ordersOrdersTom · Field rep · Corner Fresh RandwickOn the phoneWorks OfflineCheck-in, 40 meters from the store
Every agency visit records the check-in time and distance from the store, so the brand knows the visit happened where and when it should.Store visits & call cyclesOffline syncLeah · Agency merchandiser · Metro Grocer PaddingtonOn the phoneWorks OfflineTire display and POS audit
A rep audits a tire dealer's display stand, point-of-sale and rack stock, and requests replacement POS from the forecourt.SurveysOffline syncMarcus · Field rep · Westside Tires, PenrithOn the phoneWorks OfflineIncident logged in store
A rep finds damaged stock, tells the store manager and logs a High-priority incident with a photo before moving on.IncidentsOffline syncPriya · Territory rep · 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 RandwickOn the phoneWorks OfflineSmart Camera asks for a retake
The camera checks a survey photo on the phone, flags glare, and the rep retakes it before leaving, so the evidence is usable.Smart CameraSurveysOffline syncLeah · Merchandiser · Metro Grocer PaddingtonIn SalesforceAn outbound call, run like a visit
An inside sales rep works through 28 planned calls to small accounts, with the same questions on every call and orders taken on the phone.Store visits & call cyclesSurveysOrdersEllie · Inside sales rep · Customer service teamOn the phoneWorks OfflinePrice-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, LeedsOn the phoneWorks OfflineA pub's taps and point-of-sale, audited
A rep audits a London pub's font, glassware and point-of-sale against the brand's standards, and requests new drip mats from the bar.SurveysOffline syncHannah · Field rep · The Red Lion, ClaphamOn the phoneWorks OfflineOrder taken in store, sent to the cash and carry
A rep takes an order in a UK independent and sends it to the store's wholesaler, so the retailer doesn't have to re-order it.Turn-in ordersOrdersJames · Field rep · Patel's Food & Wine, BradfordOn the phoneWorks OfflinePharmacy 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, ManchesterOn the phoneWorks OfflinePromo 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.SurveysOffline syncAisha · Merchandiser · Northgate Superstore, BristolOn the phoneA shelf photo, shared with the team in Chatter
A rep posts a competitor display to Chatter from the app and mentions her manager, so the team sees it within minutes.SlackChatterMia · Field rep · Metro Grocer ChatswoodStore names, people and figures in these examples are illustrative.
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