www.visitbasis.com VisitBasis is all-in-one merchandising software solution that provides great opportunities for store planogram development and further execution to improve efficiency at the shelf, reduce out-of-stocks and overstocks, and increase in-store compliance. Our merchandising software solution empowers managers to build and manage more planograms in less time.

1. VisitBasis
Planogram checks with VisitBasis
Mobile data collection for field reps, merchandisers
and retail auditors
TM
30 Aug, 2015

2. VISITBASIS
Overview
1. Load your product catalogue
2. Set up planogram for each store
3. Create “Planogram Check” task form
4. Execute “Planogram Check” in-store with mobile app
5. Review audit results
6. Analyse field data with instant reports and analytics

3. 1. Load your product catalogue
Import your product catalogue using Excel spreadsheets.

4. 2. Set up planogram for each store
Build store-specific planograms with MSL (Must Stock List) and
product counts

5. 3. Create “Planogram Check” task form
Create a task form that will dynamically include product lines and
expected quantities depending on a store planogram.

6. 4. Execute “Planogram Check” in-store with mobile app
● Merchandisers can add
Visits and Tasks any time
using the mobile app.
● Perform planogram checks,
collect photos, run price
audits, etc.
● Collect data offline or online
● Use your own smartphone
or tablet

7. 5. Review audit results
Review all your field data in one place.

8. 6. Analyse field data with our instant reports and
analytics
There are three types of reports
available:
1. Excel Reports
2. BigQuery Reports
3. Analytics charts and graphs
* Custom reports are also
available on demand.

9. VisitBasis Retail Execution
● Increases field reps productivity
● Reduces cost of field operations
● Eliminates paperwork and errors
● Boosts revenues
www.visitbasis.com
sales@visitbasis.com
+1 (800) 497 6293
+1 (954) 505 2059
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