Step-by-Step Guide
Follow these steps to effectively use the application when documenting your visits to various locations.
Step 1: Open the "Locations" Menu
- Log in to the application if you haven't done so already.
- In the top left corner of the screen, you will see the menu icon. Click on it to open the menu.
- From the menu, select "Locations". This will take you to the list of locations that require your attention.
Step 2: Start a Visit to a Location
- Select the location you want to visit by clicking on its name.
- Once you have selected the location, review the planograms for that location to get a clear understanding of the product layout.
Step 3: Complete Surveys and Document the Visit
- Fill out the surveys for the products, locations, and brands. Ensure that you have recorded all the necessary information.
- Take photos at each level—location, product, and brand—to visually document the condition and arrangement of the products.
Important: Completing the Visit
- To successfully document your visit, you must complete it within the application. Locking your phone, minimizing the app, or exiting it will not save your actions.
- Make sure to complete the visit before leaving the location or exiting the application.