GroceryMerchandisersIn storeWorks 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.

The story

Aisha · Merchandiser · Metro Grocer Surry Hills

Aisha runs the Check Prices task at Metro Grocer Surry Hills at 9:10 on Thursday. The task lists 18 products with the price the store should be charging. Fifteen match. Three are wrong: two juice lines still show last month's promo price, and the 1 L cold brew is ticketed 40 cents above the agreed price. She photographs each ticket, records the shelf price and tells the duty manager. All three are flagged to the account manager.

‹ Visit
Check Prices
Metro Grocer Surry Hills
18 products · 15 match · 3 exceptions
Sync
Exception exampleCold Brew 1 L
Agreed $4.50
Shelf $4.90
Photo
On the phone
  1. The right price for this storeThe task shows the account's own price for each product, not a national list.
  2. Wrong prices, with proofEach mismatch has the shelf price and a photo of the ticket, ready for the conversation with the store.
  3. Reported by productPrice exceptions are reportable by product and store, so a chain-wide ticketing error shows up fast.
In Salesforce, after sync

Aisha syncs at 9:44. The account manager sees three price exceptions before lunch.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5133 · Metro Grocer Surry Hills
FollowEdit
Status
Completed
Account
Metro Grocer Surry Hills
Owner
Aisha
Visit Date
Thu 6 Nov
PlannedChecked InCompleted
Visit Details
Exception example
Cold Brew 1 L
Agreed $4.50
Shelf $4.90
Photo
Price Check
15 of 18 match
Exceptions
3, with photos and shelf prices
Captured by
Aisha · Merchandiser
Source
FieldKo Atlas mobile app
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
FIELDKOMetro Grocer Surry HillsThu 6 Nov

Check-in9:04 AM
Prices checked18
Exceptions3
Photos3
Check-out9:38 AM

Sent toSalesforce
✓ SYNCED
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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

Survey 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 Junction
← All examplesAll grocery examples →The problem this solves: What's actually on the shelf? →

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

Related reading

Best practicePlanograms, facings, shelf share and price: what to measure →

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