Minimum Version Required: 23.01
Pre-Conditions
This document assumes that an Acivity Objective or Objective Schedule is already set up to assign tasks to Merchandisers.
Two processes are outlines in this document. The traditional merchandising workflow and the streamlined workflow, Quick Replenishment. Typically only one of these is completed by a Merchandiser.
Steps
Please see the PDF tab for the full Merchandiser workflow.
Fields And Definitions
Traditional Merchandiser Workflow - involves creating store locations, shevles, facing and capacitites to take inventory or customer facing shelves and backstock. Involves completing 4 separate tasks per customer.
Quick Replenishment - a streamlined merchandising workflow that focuses less on inventory and more on empty spaces on shelves, needing replenished. Involves only 1 task to be completed per customer.
Best Practices
Choose the workflow that is best for your business and the data you'd like to track.
If product inventory, shelf capacity, facings or planograms are important for your tracking purposes, the Traditional workflow may be a better fit.
If keeping shelves stocked to full capacity is your primary goal, Quick Replenishment may be a better fit.