Inventory check task purpose and captured indicators
Key Takeaway
An inventory check is a store-visit task where a field rep records product assessment indicators. These include the share-of-shelf percentage for a product and the number of your company's product facings compared with competitor product facings.
An inventory check is a task a field rep completes during a store visit to record how products or product categories are doing on the shelf. The rep captures values such as how much stock is available, how much shelf space a product gets, and whether a product is out of stock. The results show when products need to be restocked and how well products are distributed.
Inventory check as an assessment task
Inventory check is one of the assessment task types that Agentforce Consumer Goods provides. The assessment task types are:
- Inventory checks
- Planogram checks
- Promotion checks
- In-store surveys
- Order creation
- Other, which lets you build custom tasks
A single visit can include multiple KPI-based tasks. A field rep sees an inventory check task only if their manager assigns it to the visit, so reps can't add one on their own.