ChecklistGuro

Retail Merchandising and Planogram Execution

Streamline your store operations with our Retail Merchandising and Planogram Execution workflow. Master the art of visual merchandising by optimizing product placement, ensuring-brand compliance, and driving sales through precise, data-driven execution. Transform complex floor plans into high-performing retail displays with ease.

Début

1. Fetch Store Master Data

2. Retrieve Product Catalog

3. Create Planogram Assignment

4. Assign Planogram Design Task

5. Calculate Shelf Capacity

6. Distribute Planogram to Stores

7. Update Planogram Status

8. Execute In-Store Implementation

9. Log Compliance Variance

10. Calculate Compliance Rate

11. Create Non-Compliance Issue

12. Notify Regional Manager of Compliance Drop

13. Generate Monthly Merchandising Audit Report

14. Archive Obsolete Planograms

Fin

Début

Début du flux de travail/processus.

1. Fetch Store Master Data

Retrieve store locations, regional manager details, and store dimensions from the Store Data Model.

2. Retrieve Product Catalog

Get current SKU details, dimensions, and category information from the Product Data Model.

3. Create Planogram Assignment

Generate a new Planogram Execution entry linked to a specific store and time period.

4. Assign Planogram Design Task

Create a task for the Visual Merchandising Team to design the layout based on product specs.

5. Calculate Shelf Capacity

Calculate the total linear shelf space available vs. the required space for the assigned SKUs.

6. Distribute Planogram to Stores

Create tasks for Store Managers to download and review the new digital planogram instructions.

7. Update Planogram Status

Update the status of the Planogram Execution entry to 'In Progress' or 'Completed'.

8. Execute In-Store Implementation

Create a task for Field Merchandisers to physically rearrange products according to the planogram.

9. Log Compliance Variance

Update the execution entry with notes if the physical shelf setup deviates from the planogram.

10. Calculate Compliance Rate

Aggregate all execution entries within a region to calculate the average % of planogram compliance.

11. Create Non-Compliance Issue

Create a new entry in the 'Audit Issues' data model if a significant deviation is detected.

12. Notify Regional Manager of Compliance Drop

Send an automated email to the Regional Manager when the aggregate compliance falls below the threshold.

13. Generate Monthly Merchandising Audit Report

Create a comprehensive report summarizing execution success, variances, and stock alignment across all stores.

14. Archive Obsolete Planograms

Delete or archive old Planogram Execution entries that are no longer relevant to the current season.

Fin

Fin du flux de travail/processus.

Début

Début du flux de travail/processus.

1. Fetch Store Master Data

Retrieve store locations, regional manager details, and store dimensions from the Store Data Model.

2. Retrieve Product Catalog

Get current SKU details, dimensions, and category information from the Product Data Model.

3. Create Planogram Assignment

Generate a new Planogram Execution entry linked to a specific store and time period.

4. Assign Planogram Design Task

Create a task for the Visual Merchandising Team to design the layout based on product specs.

5. Calculate Shelf Capacity

Calculate the total linear shelf space available vs. the required space for the assigned SKUs.

6. Distribute Planogram to Stores

Create tasks for Store Managers to download and review the new digital planogram instructions.

7. Update Planogram Status

Update the status of the Planogram Execution entry to 'In Progress' or 'Completed'.

8. Execute In-Store Implementation

Create a task for Field Merchandisers to physically rearrange products according to the planogram.

9. Log Compliance Variance

Update the execution entry with notes if the physical shelf setup deviates from the planogram.

10. Calculate Compliance Rate

Aggregate all execution entries within a region to calculate the average % of planogram compliance.

11. Create Non-Compliance Issue

Create a new entry in the 'Audit Issues' data model if a significant deviation is detected.

12. Notify Regional Manager of Compliance Drop

Send an automated email to the Regional Manager when the aggregate compliance falls below the threshold.

13. Generate Monthly Merchandising Audit Report

Create a comprehensive report summarizing execution success, variances, and stock alignment across all stores.

14. Archive Obsolete Planograms

Delete or archive old Planogram Execution entries that are no longer relevant to the current season.

Fin

Fin du flux de travail/processus.

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