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.

The story

Liam · Merchandiser · Trade Depot Alexandria

Liam checks in at Trade Depot Alexandria at 6:45, before the store opens to trade customers. The task is a pack-out of the new fastener planogram across a two-meter bay. He takes the before photo at 6:50, strips the old pegs, re-hooks 64 products to the new layout and fills from the delivery cartons. The after photo goes in at 8:05. One hour and 15 minutes of work is on the record, with both photos.

Configured for your team.

‹ Visit
Pack-Out
Trade Depot Alexandria
Checked in 6:45 AMTask 1 of 2
Fastener bay, 2 m
Untidy hardware fastener pegboard bay before the pack-out
Before · 6:50 AM
Neat fastener pegboard bay after the pack-out, packs grouped by color in rows
After · 8:05 AM
Pack-outComplete
Products re-hooked64
PlanogramNew fastener range
Time taken1 h 15 min
On the phone
  1. A before photo to startThe pack-out needs a before photo first, so there's always a starting point to compare against.
  2. The after photo closes the jobCompleting the pack-out asks for the after photo, taken at the shelf.
  3. Time on the job, recordedThe two photo times give the real time spent, useful for planning the next reset.
In Salesforce, after sync

Liam syncs at 8:20. The category team sees the bay set before the store opens.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5140 · Trade Depot Alexandria
FollowEdit
Status
Completed
Account
Trade Depot Alexandria
Owner
Liam
Visit Date
Fri 7 Nov
PlannedChecked InCompleted
Photos
Untidy hardware fastener pegboard bay before the pack-out
Captured in FieldKo AtlasBefore · 6:50 AMSynced
Neat fastener pegboard bay after the pack-out, packs grouped by color in rows
Captured in FieldKo AtlasAfter · 8:05 AMSynced
Visit Details
Check-In / Check-Out · 6
45 AM / 8:12 AM
Pack-Out
Before / After, 1 h 15 min
Captured by
Liam · Merchandiser
Source
FieldKo Atlas mobile app
Checked in
6:45 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
FIELDKOTrade Depot AlexandriaFri 7 Nov

Check-in6:45 AM
Pack-outDone
Photos2
Time on task1 h 15 min
Check-out8:12 AM

Sent toSalesforce
✓ SYNCED
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← All examplesAll hardware & trade examples →The problem this solves: A timesheet, not evidence →

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

Related reading

ProductField Tasks and Retail Campaign Execution →Best practiceCampaign Execution →

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