Tire display and POS audit

A rep audits a tire dealer's display stand, point-of-sale and rack stock, and requests replacement POS from the forecourt.

The story

Marcus · Field rep · Westside Tires, Penrith

Marcus arrives at Westside Tires in Penrith at 10:15. The dealer audit has eleven questions: is the brand display stand on the forecourt, is the summer promo POS up, and how many of the six focus sizes are on the rack. The stand is there, but the banner is sun-faded and the counter card is missing. Four of the six sizes are in stock. He takes three photos and requests a new banner and counter card in the survey.

‹ Visit
Dealer Audit
Westside Tires Penrith
Checked in 10:15 AMTask 11 of 11
Photos
Tire display stand on a dealer forecourt with a sun-faded promo banner above a rack of tires
Faded banner
Tire storage racks inside the dealer with gaps on the lower shelves
Rack · 4 of 6 focus sizes
Display and POS1 of 3
Display stand on forecourtOn shelf
Summer promo bannerMissing
Counter cardMissing
Focus sizes in stock4 of 6
205/55 R16On shelf
215/60 R16On shelf
225/45 R17Missing
225/65 R17On shelf
235/55 R18Missing
265/65 R17On shelf
On the phone
  1. The same audit at every dealerEvery dealer is checked against the same questions, so the network compares like with like.
  2. Stock on the rack, not on paperMarcus counts the focus sizes in stock, so gaps are found at the dealer.
  3. Ask for POS on the spotReplacement point-of-sale is requested in the survey, so it's sent without a separate email.
In Salesforce, after sync

Marcus syncs at 10:50. The POS request is with marketing before lunch.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5162 · Westside Tires Penrith
FollowEdit
Status
Completed
Account
Westside Tires Penrith
Owner
Marcus
Visit Date
Mon 10 Nov
PlannedChecked InCompleted
Photos
Tire display stand on a dealer forecourt with a sun-faded promo banner above a rack of tires
Captured in FieldKo AtlasFaded bannerSynced
Tire storage racks inside the dealer with gaps on the lower shelves
Captured in FieldKo AtlasRack · 4 of 6 focus sizesSynced
Display and POS
ProductStatus
Display stand on forecourtOn Shelf
Summer promo bannerMissing
Counter cardMissing
Focus sizes in stock
ProductStatus
205/55 R16On Shelf
215/60 R16On Shelf
225/45 R17Missing
225/65 R17On Shelf
235/55 R18Missing
265/65 R17On Shelf
Visit Details
Captured by
Marcus · Field rep
Source
FieldKo Atlas mobile app
Checked in
10:15 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
FIELDKOWestside Tires PenrithMon 10 Nov

Check-in10:15 AM
Audit11/11
Focus sizes4 of 6
Photos3
POS requested2 items
Check-out10:44 AM

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

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

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