FieldKo for Merchandising Agencies

Show clients exactly what your team did.

Every visit records when your merchandiser arrived, where they were, what they did and what the shelf looked like. Your client report is built from the visit itself.

Works offlineNative to SalesforceiOS and Android
10:24
Visit DetailsMetro Grocer Bondi Junction
MerchandisingCompleted
Pack-Out and Promo CheckToday • 9:30 AM
5/5 Tasks
Checked in9:31 AM
Checked out10:24 AM
LocationRecorded
Photos6
Survey answers12
To be synced
Checked in 9:31 AMLocation recorded
6 photos attachedTo this visit
Proof of visit

What every visit records.

When a merchandiser checks out and syncs, the visit arrives in Salesforce with everything attached. No separate photo folders, no end-of-week spreadsheets.

Visit recordMetro Grocer Bondi Junction
Completed
Check-in and check-outThe time the visit started and finished, recorded by the app.
LocationWhere the rep checked in, if your company turns it on.
Completed tasksWhich tasks were done, and a reason for any that couldn't be.
Survey answersEvery answer, with photos and signatures where the survey asks.
PhotosShelf, pack-out and survey photos, attached to the visit they came from.
IncidentsAnything that went wrong in the store, logged with an optional photo.
All of it on one record in Salesforce. Report on it across every client, or show a client exactly what was done in their stores.
Pack-Outs

Before and after, on every shelf you touch.

Merchandisers scan products, record quantities and expiry dates, and capture before and after photos. Short-dated stock is flagged in the same flow.

GapGapGap
Before · 9:34 AM · 3 gaps
FilledFilledFilled
After · 10:12 AM · 3 gaps filled
Biozet Attack Regular 2kgGap filled · 2 packed
Biozet Attack +Softener 2kgGap filled · 2 packed
Radiant Whites or Colours 2kgGap filled · 3 packed
01Install the app. From the App Store or Google Play.
02Log in. With a Salesforce username. Data downloads for offline work.
03Check in. Open today's first visit on My Visits.
04Complete tasks. Surveys, photos, ranging and pack-outs.
05Sync. Upload the day's work and photos to Salesforce.
Onboarding

New merchandisers can be working on their first day.

Reps download FieldKo Atlas for iPhone, iPad or Android and log in with their Salesforce username. A guided first-day walkthrough in Support covers every step, from check-in to end-of-day sync.

Your First Day with FieldKo Atlas
Plan and cover

Keep every store covered, even when a rep is out.

Plan visits in Salesforce and they reach each rep's app on the next sync. When someone is away, transfer their visits to another rep.

Plan
Call cyclesPlanning periods for each rep, such as four weeks
Visit templatesA client's standard tasks and surveys, added in one step
Recurring and cloned visitsRepeat a schedule or copy it into the next period
Bulk allocationAssign call cycles, visit schedules and leave with Salesforce screen flows, not spreadsheet uploads
Cover
Transfer visitsMove a rep's visits to someone else while they're away
Field campaignsThe same work across many accounts and reps at once
Track
Attendance and locationSee where reps are and what they did
Manager dashboards on mobileCheck schedules, visits affected by leave and how each store is tracking from your phone
Brand Partner Portal

Give every brand partner their own view of the field.

A secure portal shows each client the store audits, product photos and survey answers from their visits as they sync. Turn that visibility into a service you can charge for.

Live data for clientsBrand partners log in to see real-time audit results, shelf photos and survey responses, without waiting for a weekly report.
Each client sees only their own dataSharing rules and public groups keep survey answers and audit records separate by brand partner or business unit.
A new revenue streamCharge brand partners for shelf reports on top of the merchandising work you already do for them.
Check-in and check-out

Every check-in records where the merchandiser was, and how accurate the location is.

The app takes a fresh location for each check-in and check-out, and the distance check allows for GPS accuracy. Your clients see the result on the visit record in Salesforce.

How check-in works →
9:41
Metro Grocer Bondi Jct
Today • 9:30 AM
Checked in 9:31 AM
Location found, accurate to 12 m
✓Core ranging5 / 5 Products
✓Shelf survey12 / 12
✓Pack-outDone
Promo displayReason: Stock not delivered
Check Out
A fresh location every timeA short message confirms the location was found and how accurate it is.
Distance from the storeEach visit records how far from the account the rep checked in, with a compliance reason such as "Checked in 1200 meter(s) away from Store".
A reason for every unfinished taskAt check-out, reps choose a reason for each task they couldn't do, or cancel the visit. Reasons come from the task type.
Missed check-in remindersReps get a notification when they miss a check-in or check-out on today's visits.
Future visits need confirmingChecking in to a visit planned for a later day asks the rep to confirm. Your admin can block it instead.
Daily attendanceOne record per rep per day, with login and logout times and locations, the location trail, and time worked on visits.
Fully offline

No signal in the back of the supermarket? No problem.

Check-in and check-out.
The time and location are saved on the device and upload with the visit.
Offline maps.
Reps download regional maps ahead of time, so stores, visit order and routes stay on screen without a network.
Photos stay with their visit.
Photos upload after the visit records they belong to, so every photo lands on the right visit in Salesforce.
Nothing is lost.
If a device fails before it syncs, the rep can send a copy of their app data to FieldKo Support to recover the work.

Merchandisers can sort out most problems without calling you.

Visit Support
Fix It by SymptomA missing visit, a failed sync, a login problem or photos that didn't upload.Sync, ExplainedWhat works offline, when the app syncs, and how to log out safely.Password Reset on WhatsAppMerchandisers reset their own login through WhatsApp, without raising a helpdesk ticket.Manager GuidesPlan your team's first week of visits and track the results.
Pitching a brand?See what brands get from FieldKo.FieldKo for Brands

Give your clients proof of every visit.

Get in Touch
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