Skip to main content

How to Organize a Retail Audit: Step by Step Guide

Looking for retail audit automation solutions? VisitBasis Retail Audit Software allows you to organize your retail auditing process using PC, tablets and smartphones.

VisitBasis is a complete mobile data collection solution for managing, scheduling, and monitoring field team activities in real-time. It allows field operations managers to oversee all stages of the store audit, field merchandising and field sales processes, from assigning territories and scheduling visits/tasks to immediately retrieving results through VisitBasis online dashboard and reports.

How to Organize a Retail Audit Using VisitBasis Retail Audit Software?

Retail audit automation with VisitBasis is extremely fast and simple. See for yourself how easy it is to implement our retail audit software by following the steps below.

Step # 1
Register your free account at It takes less than a minute. After the registration is complete you  get the  immediate free access to our retail audit application and can start your retail audit automation free of charge.

Step # 2
Log in to the VisitBasis Application with the e-mail address used during registration and the password provided in the e-mail from VisitBasis after registration.

Step # 3

Add office managers and mobile field reps. Assign users to divisions and assign a security role to each user.

Step # 4
Let your field reps to install the VisitBasis Retail Execution App on their tablets or smartphones. The VisitBasis App is downloaded free on Google Play and App Store for any number of users. To start using the application a field rep should use the e-mail address used in the office part of application when registering the user and the password received in e-mail from VisitBasis.

Step # 5
Save customer information on points of sale that have to be visited. The information may include address, contacts, installed equipment, documents attached, price lists and more.

Step # 6
Add products that have to be audited, split products into various product trees, attaching photos and adding additional properties.

Step # 7
Create task templates to define tasks to be performed at points of sale. The simple but powerful task builder allows creating various types of tasks with different types of answers (number, text, electronic signature, photo, multiple choice.

Step # 8
Schedule retail visits to the points of sale and optimize their routes to get the shortest route for the day.

Step # 9
Add tasks to each visit. All sheduled visits and tasks are instantly displayed in tablets and smartphones of tour field reps. Field reps can performs all the tasks paperless, using just their tablets or smartphones.

Step # 10
Monitor all field reps activities live on the map to get the clear picture of current retail conditions. All the data collected at points of sales is instantly displayed in the office part of application due to automatic synchronization. Verify visits and tasks execution live and monitor the progress of tasks performance.

Step # 11
Built analytic reports based on time-stamped and GPS-confirmed data. Get the exact information you need at the moment using sophisticated data filters and reg expression. Export reports to MS Excel and integrate easily with your back-end system.

Start your retail audits automation today with VisitBasis – a simple but powerful data collection solution that does not require installation or license purchase. Implement VisitBasis to your retail auditing process to improve the efficiency of your field team management.


Popular posts from this blog

Implementing Sustainable Merchandising

In the factory-to-customer cycle, merchandising is one of the most wasteful processes. From the fuel consumed by field reps to the amount of paper used in traditional audits and surveys, on top of promotional and seasonal displays, it is easy to see why merchandising is considered “eco-unfriendly”. A field merchandising app can make a world of difference when it comes to sustainability. By adopting a field merchandising app, CPG and FMCG businesses can expect the following: Virtually eliminate the use of paper in in-store activities such as planogram checks, audits, surveys, and orders, among others. A state-of-the-art field merchandising app will also allow for instant access to the data collected, slashing the time and cost spent on data entry. Considerable savings in rep travel time and fuel thanks to the route optimization functions of field merchandising apps that automatically calculate the shortest store rounds. A cross-platform field merchandising app will all

Cloud for Retail Execution: Make Away with Data Storage Costs

Why Go Paperless? In order to store 2 million paper documents, an organization can expect to spend between $40,000 and $60,000 on filing cabinets alone. Those same files could fit on fewer than ten CD-ROMs (Business Guide to Paper Reduction) . If we assume that a filing cabinet uses from 6 to 20 square feet of space and the office space costs $23 per square foot , the space for a one filing cabinet will cost a company $1656– 5520 per year .   How to Go Paperless? When you choose paperless data collection your data storage costs can be significantly reduced or even brought to zero. Digital data collected using mobile forms require much less space than paper sheets and therefore cost less money. With the development of mobile technology you don’t need CDs or any other data carriers to store and access your data. More and more companies opt for Cloud storage. The price of Cloud storage starts at $0.01 GB per month and the average number of MS Word pages per GB is 64782.

Solving Information Loss in Merchandising Once and For All

Information loss used to be an inevitable consequence of retail merchandising. With many field reps performing a number of tasks on each one of the stores in their individual territories, it is easy to see how the amount of data collected on the field grows exponentially and is, therefore, increasingly difficult to handle and more subject to information loss. Mobile merchandising software  is the ideal solution to information loss in retail merchandising. When businesses implement a mobile merchandising software solution, they prevent information loss in the following stages of data processing: Data collection It is easy to see how information can get lost in traditional pen-and-paper merchandising. With mobile merchandising software, field reps perform tasks such as filling out forms and taking pictures in their mobile devices, leading to less misunderstanding and mix-ups. Data transcription With mobile merchandising software, there is no data transcription. The information goe