Monday, July 31, 2017

Solve the Problem of Out-of-Stocks with Retail Store Audit Software

Out-of-stocks are a major problem for any retail business. When a customer comes in looking for a product and it is not in stock, the sale is already lost and, in the process, the customer might convert to another brand or store.

But how to shorten the time between an out-of-stock and replenishment or, better yet, how to prevent out-of-stocks to happen in the first place?

Retail store audit software has become an ally to manufacturers, distributors, and retail in addressing out-of-stocks.

With a retail store audit software, field reps and store employees use a mobile app to record out-of-stocks (or any other mission-critical situation, for that matter) and then the information is readily available in the Cloud for all the appropriate stakeholders to take immediate action.

This means that, with a retail store audit software in place, the time between the detection of an out-of-stock to the order for product replenishment can be virtually shortened to mere seconds.

Not only is retail store audit software instrumental in reacting to out-of-stocks, but it can also help prevent them as well: Since the audit data is stored in the Cloud, it becomes straightforward for brand managers, demand planners, and purchasing to generate historic reports to better plan product shipments and avoid out-of-stocks altogether.

VisitBasis is a complete retail store audit software solution that offers all the elements needed to perform mobile POS audits and surveys in one package, from data collection to reporting.

The VisitBasis retail store audit app is available at Google Play and App Store and can be downloaded for free for an unlimited number of users.

Want to learn more? Schedule an online demo or sign up today for a free trial!

Wednesday, July 19, 2017

The True Cost of Delayed Reporting – or Why Adopt a Retail Audit Application

VisitBasis retail audit application
Performing regular retail audits are a necessity for any business with a retail footprint, from CPG manufacturers monitoring brand compliance to convenience stores verifying safety checklists.

However, due to delayed reporting, red flags in retail audits can sometimes take a long time to reach the appropriate decision-maker and will easily snowball. In addition to internal communications issues – such as when marketing and operations only talk during quarterly meetings – paper-based audits turn the data transcription and reporting process into a nightmare.

Retail audit applications have changed that. With a retail audit application, field reps and auditors can use their mobile devices to fill in checklists and capture information that include photos and signatures.

The information collected by a retail audit application will be stored on the Cloud, where decision makers can then use the application’s reporting interface to constantly monitor the information coming from the field.

Some retail audit applications have even real-time capabilities, allowing management to be aware of mission-critical issues at the retail outlets – such as out-of-stocks or potential liabilities – as soon as the audit is finished.  State-of-the-art retail audit applications will even provide time and GPS verification, authenticating the time and place where the audit was performed.

VisitBasis is a comprehensive retail audit application for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be monitored at retail outlets as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps you take full control of store audits.

Ready to take full charge of your retail audits? Sign up today at for a free trial, or book a free online demo to see how it works.

Tuesday, June 27, 2017

How Retail Audit Software Improves Brand Appeal

Visuals can make or break a sale in retail: Customers can get turned off by something as simple as sloppy product placement on a shelf or rack, or damaged packaging. Therefore, enforcing brand consistency and merchandising standards is so important in retail.

However, retail auditing needs do change with the seasons and promotions, and checklists must be revised periodically. This is why paper-based merchandisers are a rare find these days – traditional pen-and-paper data collection is not only clumsy, but also difficult to implement and update.

Retail audit software not only allows merchandising and category managers to easily update checklists but also opens the door for more consistent implementation and audit of visual category and brand standards in retail through the following:

  • Increased monitoring – By letting field reps and merchandisers complete checklists on their mobile devices, retail audit software allows much more intensive monitoring.
  • Up-to-date checklists – Retail audit software makes it easy to make mid-season or even mid-campaign checklist adjustments and updates.  
  • Visual accuracy – The option of capturing photos in retail audit software allows merchandising and brand managers to see exactly what is going on at each retail location.
  • Faster reaction time – One of the biggest problems with paper forms and checklists is the amount of time it takes for the information to go from the field rep to management. Some retail audit software solutions grant access to the captured information as soon as the mobile app is synchronized, allowing stakeholders to view and react to mission-critical situations as soon as they are reported.

VisitBasis provides a complete retail audit software solution for product manufacturers, distributors, and agencies alike. VisitBasis allows for easy creation and updating of checklists, as well as straightforward audit scheduling and reporting.

See what VisitBasis can do for your retail audits! Go to and request a free online demo!

Wednesday, May 24, 2017

3 Ways in Which Merchandising Apps Forever Changed Retail

Mobile technology revolutionized many industries and retail is no exception. Retail merchandising apps are now a welcome reality for sales and marketing agencies, retailers, and manufacturers alike, since they streamline an old-fashioned, cumbersome process.

But how did merchandising apps changed retail marketing?

  1. No more clipboard-holding merchandisers roaming the stores
    The age of paper in retail marketing is officially over. Merchandising apps make it easy for reps to perform the in-store activities on mobile devices and therefore are a much better alternative than the messy paper-and-clipboard combination.
  2. Solutions to issues come faster 
    Besides being messy, paper is inefficient. When a rep notices an out-of-stock and marks it on his audit form, he will either have to make a call or send an email to notify the office, or someone will have to read through every single store visit report to find the issue. Additionally, the data collected in those forms needs to be transcribed so sales and marketing managers can have access to it. Merchandising apps automatically make the data available to decision makers in supply chain, sales, and marketing, and allow for a much faster resolution of store-level issues in addition to supplying information critical to strategic decision-making.
  3. More brand consistency
    Merchandising apps allow for better communication with reps. Period. Brand consistency is then improved because, not only can merchandising managers supply detailed documents to retail reps, but the whole system allows for a better feedback from the field, as most merchandising apps provide the capability of capturing photos.
VisitBasis was designed by merchandisers, for merchandisers. It is a complete merchandising app solution that allows you to quickly and easily implement a cost-efficient retail data collection system with no need for technical knowledge.

See for yourself how VisitBasis can help with your organization's merchandising: sign up today!

Monday, April 10, 2017

How Software Increases Accuracy of Retail Store Audits

Retail store audits are unavoidable. Besides allowing management to verify compliance with corporate standards, audits are a part of preventive control record-keeping requirements and also a way to safeguard businesses against lawsuits.

Stores, however, have been slow in automating audits and pen and paper checklists are still the norm, raising several concerns especially when it comes to record-keeping.

Retail store audit software brings many benefits to businesses, among them:

  • AccuracyBy using mobile retail store audit software, store staff can perform activities on smartphones and tablets, allowing them to fill in detailed forms as well capture pictures and signatures. Management can then instantly generate a single audit report document with all the elements included as soon as the activity is finished and data is synchronized.
  • Easier record-keeping
    Retail store audit software allows for easy searching and reporting of previous audits, making it much easier for managers to locate historical records.
  • Faster resolution of issues
    By implementing a retail store audit software solution and having the right audit checklists, management and corporate can more easily identify specific issues and address them accordingly, without loosing time in data transcription.

VisitBasis retail store audit software makes it easy and straightforward to manage retail audits. VisitBasis runs in the Cloud, assuring that your retail data is accessible to you at any time, from anywhere. It works on common Android and iOS tablets and smartphones, allowing BYOD (Bring Your Own Device) implementation to reduce hardware costs to your company.

VisitBasis retail audit software is extremely easy to deploy – and you can start up completely free! Just register for a free trial at and  download the free VisitBasis app from Google Play or App Store.

Thursday, March 16, 2017

Preventing Losses with Retail Store Audit Software

Profit margins in retail businesses are known to be razor thin. For instance, according to Sageworks, a financial information company, in 2014 US grocery and related merchant wholesalers were within the least profitable industries, with profit margins at only 2.3%.

These razor-thin margins make loss prevention a priority in retail, since the slightest slip has the potential of negatively impacting a store's bottom-line. Therefore, profit preservation must be a continuous part of every retail store day-to-day operations.

Retail store audit software can help retailers avoid losses and maximize profits by allowing managers to create a culture of awareness among all its employees.

By using retail store audit software to implement recurring inspections, not only is store management able to identify discrepancies in hard parameters, such as shelf inventory numbers, but also to generate regular reports on such inspections and then more quickly spot trends. This more agile reporting provided by retail store audit software - in addition to automatic notifications provided by some solutions - makes it easier for managers to pinpoint areas of the store that are more susceptible to out-of-stocks, shoplifting, slips and falls, or open/damaged items, for instance.

Likewise, retail store audit software can also be management's best friend when it comes to promoting the most profitable products at the store. More than inventory auditing, state-of-the-art retail audit store software allows merchandisers to use mobile devices to perform activities such as visual compliance checks and customer surveys.

VisitBasis is a comprehensive retail store audit software for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be checked at the retail location as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps managers take full control of store audits.

See how VisitBasis can help your retail business in its loss-prevention efforts - sign up today for a free trial or schedule an online demo!

Thursday, February 23, 2017

Effective Reporting for Retail Audits and Merchandising

reporting for retail audits and merchandising
VisitBasis PDF visit summary reports
Retail-related activities generate a lot of information. However, reporting for retail audits and merchandising can be quite intimidating, and reading through sheets and sheets of data is hardly an effective way to pinpoint in-store issues that might be affecting retail sales. In that scenario, important issues such as frequent out-of-stocks can get lost within the large amount of information coming from different reps and locations.

Therefore, for retail businesses such as CPG manufacturers and sales and marketing agencies, it is imperative to have an effective system in reporting for retail audits and merchandising in addition to data collection. Reporting for retail audits and merchandising can be a powerful tool for any sales organization that wish to have a thorough understanding of their retail channels.

VisitBasis is a complete mobile data collection software solution that offers a state-of-the-art package for retail businesses, and includes:

  • Mobile data collection in Apple and Android smartphones and tablets, with full online/offline capabilities.
  • Full customization of in-store instructions, checklists, and forms, allowing managers to create not only mission-type activities – such as setting up displays, performing audits or customer surveys – but also ad-hoc tasks for mission-critical scenarios, as in the case of out-of-stocks or damaged products.
  • Real-time field activity tracking with map-based dashboards, GPS verification of visits, and instant notification of specific activities.
  • Advanced reporting for retail audits and merchandising activities, with straightforward data filtering options that deliver targeted reports in seconds and produce instant PDF documents for viewing and sharing.

Learn more how VisitBasis can improve your reporting for retail audits and merchandising: sign up for a free trial at or request an online demo!