Convenience & petrolMerchandisersIn storeWorks 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.

The story

Aisha · Merchandiser · Northside Fuel & Go

Aisha photographs the energy drinks door at Northside Fuel & Go at 7:15. Vision AI reads the photo on the phone and counts 14 facings against a planogram of 18. Two lines are missing completely, with nothing in the back room. She marks both out of stock. When she syncs at 7:40, both lines show on the out-of-stock report with the photo, and the account manager has a task to check the store's last order.

Vision AI is a paid add-on.

‹ Visit
Shelf Photo
Northside Fuel & Go
Checked in 7:08 AMTask 2 of 5
Shelf photo · Energy door
Energy drinks cooler door with two empty facings on the second and fourth shelves
Read on device · 14 of 18 facings · 2 gaps
2 lines missingNo back-room stock
Marked out of stock.
Planogram · 18 facings2 of 4
Energy 500 mlOn shelf
Energy sugar free 500 mlOn shelf
Energy 250 mlMissing
Energy 4 packMissing
On the phone
  1. Counted from the photoVision AI counts facings and compares them with the planogram, so gaps aren't guessed.
  2. Out of stock, confirmedAisha confirms the back room is empty, so the record is out of stock, not a missed fill.
  3. The alert goes to the accountOut-of-stock lines raise a task for the account manager, with the photo attached.
In Salesforce, after sync

Aisha syncs at 7:40. The account manager has the task by 8:00.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5175 · Northside Fuel & Go
FollowEdit
Status
Completed
Account
Northside Fuel & Go
Owner
Aisha
Visit Date
Fri 14 Nov
PlannedChecked InCompleted
Photos
Energy drinks cooler door with two empty facings on the second and fourth shelves
Captured in FieldKo AtlasRead on device · 14 of 18 facings · 2 gapsSynced
Planogram · 18 facings
ProductStatus
Energy 500 mlOn Shelf
Energy sugar free 500 mlOn Shelf
Energy 250 mlMissing
Energy 4 packMissing
Visit Details
Shelf Photo
14 of 18 facings
Out Of Stock
2 lines
Task
Check last order
Captured by
Aisha · Merchandiser
Source
FieldKo Atlas mobile app
Checked in
7:08 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
FIELDKONorthside Fuel & GoFri 14 Nov

Check-in7:08 AM
Facings14 of 18
Out of stock2 lines
Photos1
Tasks raised1
Check-out7:34 AM

Sent toSalesforce
✓ SYNCED
Related examples
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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 & Go
On the phoneWorks Offline

Order 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 & Go
On the phoneWorks Offline

Nearby account added to the day

Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.Route planningStore visits & call cyclesJosh · Field rep · Riverside Fuel & Go area
← All examplesAll convenience & petrol examples →The problem this solves: What's actually on the shelf? →

Store names, people and figures in these examples are illustrative. Vision AI is a paid add-on.

Related reading

Best practiceOn-shelf availability: from finding gaps to fixing causes →Best practiceUsing AI image recognition in retail responsibly →

See this in your own org.

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