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.
Start
Start of the Workflow/Process.
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.
End
End of the Workflow/Process.
Start of the Workflow/Process.
Retrieve store locations, regional manager details, and store dimensions from the Store Data Model.
Get current SKU details, dimensions, and category information from the Product Data Model.
Generate a new Planogram Execution entry linked to a specific store and time period.
Create a task for the Visual Merchandising Team to design the layout based on product specs.
Calculate the total linear shelf space available vs. the required space for the assigned SKUs.
Create tasks for Store Managers to download and review the new digital planogram instructions.
Update the status of the Planogram Execution entry to 'In Progress' or 'Completed'.
Create a task for Field Merchandisers to physically rearrange products according to the planogram.
Update the execution entry with notes if the physical shelf setup deviates from the planogram.
Aggregate all execution entries within a region to calculate the average % of planogram compliance.
Create a new entry in the 'Audit Issues' data model if a significant deviation is detected.
Send an automated email to the Regional Manager when the aggregate compliance falls below the threshold.
Create a comprehensive report summarizing execution success, variances, and stock alignment across all stores.
Delete or archive old Planogram Execution entries that are no longer relevant to the current season.
End of the Workflow/Process.
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