Retail Execution

Let's look at how you can plan and carry out your retail store visits. You can accomplish two key components of retail execution: merchandising and direct store delivery.

Merchandising

Use the retail execution activities in consumer goods to plan and perform your retail visits for the day. Here are a few merchandising tasks you do during the retail visit. Retail execution tasks can be categorized into the following:

• Prepare for your Store Visit: Plan and schedule activities for your upcoming visits and review route and store contact information.

• Start your Appointment: At the store, perform inventory audits, review promotions, and conduct compliance surveys.

• Finish your Appointment: Before you checkout, make a note of your pending activities, settle your route, and create appointments for follow-up visits.

Direct Story Delivery

Manage shipment delivery and payment collection on orders using the direct store delivery feature. You can:

• Manage your route and route assignments, and distribution centers.

• View your route inventory and inventory reload reports.

• Manage delivery, cancellation, and return of orders.

• Collect order delivery and credit payments.

• Settle routes.