Running an inventory check in the Retail Execution mobile app
Key Takeaway
In an inventory check, a field rep captures actual values against each product's assessment indicators. When all indicators for a product have actual values, that product's progress ring turns green and the progress bar counts it as a completed product-level check.
An inventory check is a visit task where a field rep records how a store's products are doing at their in-store locations: how many are there, how much shelf space they get, and whether they are out of stock. The rep runs the check in the Retail Execution mobile app and enters actual values against defined targets with minimum clicks. The business uses the results to see when products need restocking and how well the products are distributed.
Inventory check as an assessment task
Agentforce Consumer Goods provides these assessment task types:
- Inventory check
- Planogram check
- Promotion check
- In-store survey
- Order creation
- Other, for custom tasks
An inventory check tracks products or product categories in a store. A field rep sees an inventory check only if their manager assigns it to the visit. A visit can include multiple KPI-based tasks, so an inventory check can sit alongside other assessment tasks on the same visit.
During an inventory check, field reps can update product availability and placement information and can also take orders for the products. Order creation is still a separate task type, used when reps take orders for products that need replenishment.