Types of Assessment Tasks Definitions
You can create several types of assessment task definitions to capture business data. Inventory checks, planogram checks, in-store surveys, promotion checks, or order creation are provided by Consumer Goods. You can even create custom tasks for your specific business needs. You can add multiple KPI-based tasks to a visit.
Required Editions
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
- Inventory Check
- Use this task type to track products or product categories in a store. Field reps can
check and update information about product or product category availability and their
placements at in-store locations and take orders for the products. While performing an
inventory check task, a field rep can select an in-store location to capture the
information for products or product categories available at that location.
Inventory check tasks capture inventory available, product share of shelf, its facings, and if a product is out of stock at a location. The inventory check task helps you monitor and analyze when products need to be restocked, or how well products are distributed.
- Promotion Check
- Use this task type to audit current promotions at a store and verify if they with the
agreed-upon terms. Additionally, it also makes sure that the store is ready for upcoming
promotions. Promotion check tasks help assess the impact of promotions on sales figures
and customer satisfaction.
A promotion can be related to a store, a store group, or an account, and can be tied to a product or category. Field reps can check promotions at the product category, individual product, and general promotion levels.
- Planogram Check
- Use this task type to track product displays on shelves. Additionally, use them to assess share-of-shelf percentages at in-store locations. Planogram check tasks lets users capture the quantity and number of product facings at a store. Field reps can upload images of products from stores, compare them to reference planograms, and audit any discrepancies during the visit.
- Order Creation
- Use this task type if you want field reps to take orders for the products that need replenishment. Field reps can either reorder a previous order or take fresh orders. If field reps reorder a previous order, they can change the quantity of the products ordered. When placing new orders, field reps can take orders for all products available at a store, specific assortments, or only the products that are marked as favorites.
- In-Store Survey
- To use this task type, enable Surveys for your org. Create survey invitations that field reps can use to conduct surveys. You can generate survey invitations in the context of a retail store ID or a specific visit ID in the subject. Conducting surveys helps gather information and feedback from store staff and consumers.
- Other
- Use this task type to create a custom task. Field reps can use custom tasks to capture data that can’t be captured with the provided task types.
