PharmacyField repsIn storeWorks offline

Pharmacy 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.

The story

Priya · Territory rep · Brook Street Pharmacy, Manchester

It's the first week of November, and cough and cold season is starting. Priya checks in at Brook Street Pharmacy in Manchester at 9:15. The core range for independent pharmacies lists eight winter lines. Six are on shelf. The children's cough syrup and the 16-pack of lozenges are missing, and the pharmacist, Mr Ahmed, didn't know they'd been listed. Priya records both gaps, and he asks her to add them to his next wholesaler order.

‹ Visit
Core Ranging
Brook Street Pharmacy Manchester
Checked in 9:15 AMTask 1 of 4
Photo
Cough and cold shelves in a pharmacy with two empty gaps
Cough & cold bay · 2 gaps
2 lines missingWinter range
Children’s cough syrup 100 ml and Lozenges 16 pack.
Winter range6 of 8
Adult cough syrup 200 mlOn shelf
Children’s cough syrup 100 mlMissing
Cold & flu capsules 16On shelf
Lozenges 16 packMissing
Lozenges 36 packOn shelf
Nasal spray 15 mlOn shelf
Chesty cough 150 mlOn shelf
Throat spray 30 mlOn shelf
On the phone
  1. The season's range, store by storeEach pharmacy carries its contracted range, so Priya checks what this store should have now.
  2. Gaps the store didn't know aboutRecording the gap starts the conversation that gets the line on shelf.
  3. In time for the seasonThe gap is in Salesforce the same morning, not after the season's sales are lost.
In Salesforce, after sync

Priya syncs at 9:50. The gaps are on the account before the next order.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#UK-1213 · Brook Street Pharmacy Manchester
FollowEdit
Status
Completed
Account
Brook Street Pharmacy Manchester
Owner
Priya
Visit Date
Mon 3 Nov
PlannedChecked InCompleted
Photos
Cough and cold shelves in a pharmacy with two empty gaps
Captured in FieldKo AtlasCough & cold bay · 2 gapsSynced
Winter range
ProductStatus
Adult cough syrup 200 mlOn Shelf
Children’s cough syrup 100 mlMissing
Cold & flu capsules 16On Shelf
Lozenges 16 packMissing
Lozenges 36 packOn Shelf
Nasal spray 15 mlOn Shelf
Chesty cough 150 mlOn Shelf
Throat spray 30 mlOn Shelf
Visit Details
Check-in
9:15 AM
Core ranging
6 of 8
Gaps
2
Check-out
9:44 AM
2 lines missing
Children’s cough syrup 100 ml and Lozenges 16 pack.
Captured by
Priya · Territory rep
Source
FieldKo Atlas mobile app
Checked in
9:15 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
FIELDKOBrook Street Pharmacy ManchesterMon 3 Nov

Check-in9:15 AM
Core ranging6 of 8
Gaps2
Check-out9:44 AM

Sent toSalesforce
✓ SYNCED
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← All examplesAll pharmacy examples →The problem this solves: What's actually on the shelf? →

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

Related reading

ProductProduct Ranging and Shelf Compliance Scorecards →Best practiceAssortment and ranging: right product, right store →

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