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Planogram Checks With VisitBasis: Step-by-Step Guide

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www.visitbasis.com
VisitBasis is all-in-one merchandising software solution that provides great opportunities for store planogram development and further execution to improve efficiency at the shelf, reduce out-of-stocks and overstocks, and increase in-store compliance. Our merchandising software solution empowers managers to build and manage more planograms in less time.

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Planogram Checks With VisitBasis: Step-by-Step Guide

  1. 1. VisitBasis Planogram checks with VisitBasis Mobile data collection for field reps, merchandisers and retail auditors TM 30 Aug, 2015
  2. 2. VISITBASIS Overview 1. Load your product catalogue 2. Set up planogram for each store 3. Create “Planogram Check” task form 4. Execute “Planogram Check” in-store with mobile app 5. Review audit results 6. Analyse field data with instant reports and analytics
  3. 3. 1. Load your product catalogue Import your product catalogue using Excel spreadsheets.
  4. 4. 2. Set up planogram for each store Build store-specific planograms with MSL (Must Stock List) and product counts
  5. 5. 3. Create “Planogram Check” task form Create a task form that will dynamically include product lines and expected quantities depending on a store planogram.
  6. 6. 4. Execute “Planogram Check” in-store with mobile app ● Merchandisers can add Visits and Tasks any time using the mobile app. ● Perform planogram checks, collect photos, run price audits, etc. ● Collect data offline or online ● Use your own smartphone or tablet
  7. 7. 5. Review audit results Review all your field data in one place.
  8. 8. 6. Analyse field data with our instant reports and analytics There are three types of reports available: 1. Excel Reports 2. BigQuery Reports 3. Analytics charts and graphs * Custom reports are also available on demand.
  9. 9. VisitBasis Retail Execution ● Increases field reps productivity ● Reduces cost of field operations ● Eliminates paperwork and errors ● Boosts revenues www.visitbasis.com sales@visitbasis.com +1 (800) 497 6293 +1 (954) 505 2059 Contact Us

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