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Performing Merchandising Audits

To clearly communicate how an account is displaying the company's products, retail sales representatives perform merchandising audits. Merchandising audits allow representatives to record the status of a specific merchandising location at a point of time. Criteria are set at the company level and then compared and recorded against the merchandising location.

NOTE:  You must have already added merchandising locations to the appropriate account to perform the following procedure. For more information, see Adding Merchandising Locations to Accounts (End User).

To perform a merchandising audit

  1. Navigate to the Visit Execution screen, and locate your visit in the visit form.
  2. In the Activities list, create a new record with an activity type of Merchandising Audit.

    NOTE:  For information on adding an activity to an account visit, see Creating Retail Activities (End User).

  3. In the Activity Type field, drill down on the Merchandising Audit hyperlink you have just created.
  4. In the Merchandising Audit list, create a new record, and complete the fields.

    Some fields are described in the following table.



    The name of the Inventory location that you want to audit.

    Entry Compliance

    Record the entry compliance against the criteria agreed upon at the company level.

    Exit Compliance

    If you make any changes to the merchandising location that qualify for a status change, record your changes.

    Shelf Space

    Record the percentage of the merchandising location given to the company's products.

    Last Relay

    (Optional) If a full relay of the display is performed, enter the current date. Recording the last relay date allows representatives to see the level of maintenance required to keep the display compliant over a period of time.

  5. When you are finished conducting the audit, in the Account Activity form, choose Done from the Status field drop-down list.
Related Topics

Adding Merchandising Locations to Accounts (End User)

Associating Account Products with Merchandising Locations (End User)

Siebel Consumer Goods Guide