GroceryMerchandisersIn storeWorks offline

Short-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.

The story

Aisha · Merchandiser · Corner Fresh Randwick

Aisha's task at Corner Fresh Randwick includes a short-dated stock check on the dairy principal's yogurt range. She picks the principal and the category, then scans each line with less than ten days left. Four lines qualify: 3 cases and 7 units expire on 14 November, and 2 cases on 16 November. She sets each expiry date and saves. The record is on the phone straight away and syncs with the visit at 11:05.

‹ Visit
Add Short Dated Stock
Corner Fresh Randwick
Checked in 8:40 AMTask 3 of 5
Photo
Close-up of a 1 kg yogurt tub lid printed Use by 14 Nov
Use by 14 Nov
Principal
PrincipalDairy brand
CategoryYogurt
Lines4
Short-dated lines
Yogurt 1 kg · Exp 14 Nov× 3 cases, 7 units
Yogurt 500 g · Exp 16 Nov× 2 cases
On the phone
  1. Scan, then date itEach product is scanned by barcode, then given its expiry date and quantity in cases or units.
  2. Saved item by itemEvery scanned line is saved on the phone as soon as it's entered, even with no signal.
  3. Time to act before write-offShort-dated stock reaches Salesforce at sync, so the brand can arrange a markdown or a return in time.
In Salesforce, after sync

Aisha syncs at 11:05. The account manager sees the short-dated lines that morning.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Short Dated Stock
Corner Fresh Randwick
FollowEdit
Status
Fri 7 Nov
Owner
Aisha
Photos
Close-up of a 1 kg yogurt tub lid printed Use by 14 Nov
Captured in FieldKo AtlasUse by 14 NovSynced
Short-Dated Lines
ProductQty
Yogurt 1 kg · Exp 14 Nov3 cases, 7 units
Yogurt 500 g · Exp 16 Nov2 cases
Details
Check-in
10:21 AM
Short-dated lines
4
Cases
5
Units
7
Earliest expiry
14 Nov
Check-out
10:58 AM
Principal
Dairy brand
Category
Yogurt
Lines
4
Captured by
Aisha · Merchandiser
Source
FieldKo Atlas mobile app
Checked in
8:40 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
FIELDKOCorner Fresh RandwickFri 7 Nov

Check-in10:21 AM
Short-dated lines4
Cases5
Units7
Earliest expiry14 Nov
Check-out10:58 AM

Sent toSalesforce
✓ SYNCED
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← 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 practiceShort-dated stock, damage and waste in the field →

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