Planogram check task assignment through action plan templates
Key Takeaway
Planogram check work reaches a visit through an action plan template that contains Planogram Check tasks and is associated with the visit. A visit can have only one action plan, so every planogram check for that visit goes into the same template.
A planogram check is a visit task in which a field rep checks how products sit on a store shelf against a reference planogram, including the share of shelf. Reps are not given planogram tasks one by one. Instead, a sales manager places Planogram Check tasks in a reusable action plan template. The manager then associates that template with a visit, which gives the rep the task.
What a planogram check is
In a planogram check, the rep compares the real shelf with the reference planogram. During visit execution, the rep goes through these steps:
- Review the planogram details.
- Upload images of products from the in-store location.
- Compare those images with the reference planogram.
- Audit the differences.
- Complete the task.