Skip to main content

How to Streamline Your Merchandising Activities in 6 Simple Steps

Regular merchandising audits allow to investigate a company's goals and strategy and also give you a reading on customers’ reactions to your product that translate into their satisfaction and loyalty. Merchandisers perform regular retail visits to help CPG companies stay competitive by making sure that their products are correctly displayed on shelves, efficiently promoted and always in stock.

Merchandising software solutions give merchandisers easy access to all merchandising and sales data and tools required to perform in-store activities and provide managers and supervisors with an opportunity to manage all merchandising-related activities in one easy-to-use system. To help companies improve merchandising performance in the field, VisitBasis prepared a step-by-step guide to streamlining merchandising activities. Hope it works!
  1. Determine a party responsible for merchandising performance. Merchandising audits can be conducted using a company’s workforce or outsourced. In-house merchandising audits provide higher quality of retail data and faster data workflow. Merchandising software allows conducting merchandising audits with highly professional approach to retail data data collection and managing mobile workforce in the most efficient and cost-effective way.
  2. Decide on a frequency of merchandising audits. The schedule of merchandising audits is determined by the specific of each organization’s business processes. Merchandising software provides managers with new scheduling opportunities, including planning merchandising audits in bulk for any periods of time, cloning the schedule of visits from one merchandiser to another, and using mapping tools to assign retail locations to merchandisers.
  3. Set up the areas for merchandising audits. The main purpose of merchandising audits is to ensure that a product is located on the shelf in accordance with marketing strategy in the most appealing manner and customers can easily find and buy the product. Besides, depending on company’s goals, merchandising audits may cover the issues of stock availability, storage conditions, and quality of service, store equipment, promotions, POS materials, and competitor analysis.
  4. Develop task templates for merchandisers. A task template should include actions to be performed by a merchandiser at point of sale. To cover everything that should be checked during a merchandising audit, group questions into tasks and set up merchandising task templates according to the natural course of the visit. Merchandising software allows you to easily create various task templates with different types of answers (photo, text, numbers, multiple choice, electronic signature) and attach images, PDFs, videos and multimedia materials to task templates to make tasks as clear as possible.
  5. Monitor in real time merchandising activities. Empowered with a mobile merchandising software solution, your merchandisers can perform merchandising audits on their tablets and smartphones while the managers are able to monitor all the activities on the map and communicate with merchandisers directly through the application. Merchandising software virtually eliminates fraudulent check-ins among merchandising teams by allowing supervisors to track and monitor each field rep's activities in real time and by GPS and time-stamping every activity. Real-time data workflow speeds up decision-making and improves merchandising performance.
  6. Analyze retail data collected by merchandisers. Merchandising software solutions provide team leaders with an opportunity to receive instant reports and manage operational priorities in real time. The web-based dashboards and reports help you identify productive employees and perform workflow analysis, taking informed strategic decisions using reliable up-to-date data.
To learn more about how to optimize your merchandising activities visit


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