Wednesday, June 3, 2015

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.

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