Merchandising App

Advanced Merchandising Software Application

Field merchandisers can use the app to record product availability, track promotional displays, capture shelf photos, manage outlet visits, and submit reports instantly. All updates flow directly into the ERP or central dashboard for supervisors to review.

With accurate data on stock levels and store conditions, sales and operations teams can react quickly to restocking needs or display issues. The app also supports task assignments, ensuring field teams work efficiently and consistently across all outlets.

By digitising merchandising activities, businesses gain clearer insights, more reliable data, and improved on-shelf execution across their retail network.

WHO

Merchandisers, retail field teams, and sales personnel responsible for store checks, stock monitoring, and display execution.

WHAT

A mobile merchandising tool that captures stock levels, monitors product displays, records outlet activity, and submits real-time reports linked to the ERP.

WHY

It improves on-ground visibility, enhances task accuracy, ensures proper stock and display management, and allows fast reporting for better decision-making.

HOW

Merchandisers log into the app, check stock, update product status, take photos or notes of displays, complete outlet visits, and submit findings directly into the ERP-connected system.

Features & Functions

Benefits to Daily Operations

Store audit & visit tracking
Record outlet visits, checklists, and activity logs in real time.

Real-time store condition tracking
Field teams capture stock, displays, and photos instantly for quick decision-making.

Stock level monitoring
Ensure shelves are replenished by capturing accurate stock levels at each outlet.

Improved merchandising compliance
Supervisors can verify promotional setups and outlet execution through digital records.

Display & promotion validation
Photograph and record merchandising displays, promotional setups, and compliance.

Fewer manual reports
Data flows directly from the field into dashboards, removing paperwork.

Real-time data submission
All collected data syncs instantly to the ERP or central dashboard.

More accurate stock and display insights
Helps teams maintain proper on-shelf availability and presentation standards.

Product update management
Update product details, availability, or display requirements as needed.

Outlet performance reporting
Generate insights from field data to improve merchandising effectiveness.

Merchandising App — Connection to BC

The Merchandising App connects to Business Central to feed real-time field data—such as stock levels, display photos, and store activity logs—directly into the ERP. This integration ensures outlet insights are instantly available to sales, operations, and planning teams. BC reflects accurate product status and store performance data, helping companies respond faster to issues like low stock, poor display execution, or promotion non-compliance.

Merchandising App

Workflow - 6 Steps Process

Benefits

1.Login to the App:

Store lists and product info sync from BC.

2.Conduct Store Audit:

Record stock levels, display status, and compliance.

3.Capture Photos & Notes

Document promotions and shelf conditions.

6.Supervisor Reviews Outlet Data:

Managers analyse performance and assign actions.

5.BC Updates Store Records:

Data informs planning, replenishment, and promotions.

4.Submit Visit Report

Updates sent instantly to the backend.