Summary

There are 6 different store check types:

  • Survey Question
  • Compliance Check
  • Action
  • Product Check
  • Over and Above
  • Competitor Info


'Survey Question', 'Compliance Check', 'Action' and 'Product Check' allow for adding notes or attaching a photo once they've been answered.

Using the camera in the Perenso app to take photos will also save a copy of them to its own photo album on the device, but you will first need to grand permission for the app to do so when prompted.


Survey Question

This item type can be used for surveying customers and recording their responses from a list of pre-defined answers or by inputting an answer in the text field.

Survey answers can be configured to allow users to score points either by answering the question or by choosing a specific answer. Survey questions with weightings are displayed in the Store Check top bar.


Compliance Check


A head office requirement used to capture whether or not the customer complies with a particular conduct.
A compliance check can have an answer of 'Check Passed' or 'Check Failed' with accompanying notes or photo.

NOTE: Results from the last 5 calls will be shown to the left. 

 

Action


A head office requirement whereby a task should be completed as part of an agreement and recorded as being 'Done' or 'Not Done' with notes and/or a photo if applicable.


Product Check


Used for performing a "walk the store" to check distribution status, stock levels, facings, shelf pricing or make a suggested order.

All fields will show the last answered values. If the account is new with no prior product check activity, then all fields will be blank and the "In Distribution" column will be all crosses (X) in grey.


Over and Above


These are optional activities but may be encouraged by an organisation for reps to act beyond the call of duty to receive incentives.


Competitor Info

Capture information on competing brands such as pricing, promotions and shelf position.