Skemaz™ field merchandising Auditor App training kit

Skemaz™ Auditor Training KitCutting to the chase on efficiently executing in-store retail merchandising project audits.

Contact: info@skemaz.net www.skemaz.net

1. Pre-Requisites• Your free Skemaz™ Login (an explanation on how to

obtain one follows).

• A modern internet connected mobile device such as an Android phone or tablet or an iPhone or iPad or Blackberry or Windows phone.

Go to www.skemaz.net on your browser.

2. Creating a Login

Above is what you will see on a PC, Mac or a large tablet.

Register for your free login or Login here if you already have a

user name and password

On a smaller mobile device you need to use the menu.

3. Creating a Login

Tap the menu icon.

Tap to Register or to Login.

4. Creating a Login

5. Launching the App

Tap here to launch the Auditor app.

6. Viewing the Store Groups assigned to you

When you first run the Auditor app you probably will not yet have been assigned any stores to audit. In that

case you will see this message. You should contact your Skemaz Administrator

responsible for managing the Designer app for assistance

7. Allow the app to use your GPS

When asked, you need to allow the app to record your Geo Location.

8. Store Groups

9. Account Settings

10. Account Settingson a very small device

A bit of swiping is required to move around very small screens but the device owner will soon become accustomed to the way the app handles the screen resolution in their browser.

11. Free-lance Merchandisers

If you are a Free-lance Merchandiser seeking merchandising project work you will need to understand these settings otherwise if you work for an MSO you will not need to bother with them.

12. Selecting a Store Group

Depending on your internet connection speed, on moving from one screen to another, data are loaded to and from

the server using your internet connection.

This can sometimes take a second or two and while the data are being

shunted up and down you will see a spinning progress wheel telling you that data transfers are taking place.

13. Selecting a Store Group

This is an example of the Auditor app on a 4th generation iPod Touch rotated

to landscape mode.

The various elements of the screen dynamically adjust to "best-fit" the available screen resolution of the

device's browser window.

Swipe to scroll up or down the list of Store Groups.

14. Stores are colour coded

This is an example of the colours of a “Started”, “Not Started” and “Complete” Store respectively within a Store Group.

15. Stores are assigned to Store Groups

16. Filtering the Stores list

A store list is displayed in 'Tile' view sorted alphabetically by store name. By default all stores in the group are shown. Tap this filter button to toggle from showing only started audits, audits not started and back to all stores.

17. Setting a Store’s Geo-location

Tap a store name. If the selected store has no geographic location details this pop-up will appear. If you are just browsing stores tap "No". Otherwise if you are at the store’s physical address tap "Yes" to set the store's geo-location (longitude and latitude) to your current location. This is a “once-only” exercise per store (unless the Designer deletes the store’s longitude and latitude data).

18. Viewing a Store Location on a Map

With a Store selected, tap here.

19. Viewing a Store Location on a Map

20. What the other buttonsdo

21. Auditing Stores

With a Store selected, tap "New Audit" to audit the store.

22. Auditing Stores

23. Auditing Stores

Using a smaller screen to view the same data as in the previous screen causes the text to wrap. The layout still works well and is still easy to read.

24. Auditing Stores

Tap "Start an Audit" to audit the store from the current location.

25. Auditing Stores

26. Selecting a Project

27. Store-Level Audit Questions

28. A Date Audit Questions

You just need to select the lowest value different to the current date/time.

Experiment a bit and you’ll see how this works.

29. Answer Priority & Resolution

When entering a severity level merchandisers also need to enter a resolution level of “Corrected”, “Uncorrectable”, “Deferred” or “No Issue” as per your instructions.

30. Answer Comments

31. Modify an Question that’s been Answered

32. Deleting an Answer

33. Selecting a Schematic / Planogram / Product Group

Once you have selected a Schematic / Planogram / Product Group, if you have images for each Schematic, tap to select the Schematic then tap here to view the image (see next screen).

34. Schematic Images

35. Answering Schematic / Planogram / Product Group Questions

36. AnsweringProduct Questions

1. Select a Schematic / Planogram / Product Group.

2. Tap here to see the Products in the Schematic.

37. Product Screen Buttons

Also, you can always switch screens by tapping one of these tabs.

38. The Products FilterButton

39. The Products FilterButton

This is an example of a Multiple or Single Selection Question.

After tapping the above "Done" button this currency entry box appears as well as the comments text box to be entered for the answer.In this example I entered 2.25 and the currency symbol was automatically inserted.

46. Automatically Answering Product Questions for a Schematic

• After answering questions for products that have issues, it would be a waste of the merchandiser's time to have to repetitively answer questions for each other product where they are all in the same condition.

• So say for example all the rest of the products in the selected schematic are all correctly stocked and are without issues.

• The merchandiser would answer one of the remaining products with a "model answer".

47. Answeringthe rest of the Product Questions in a Schematic with a Model Answer

48. Completing the Current Store Audit (Survey)

50. Manually Setting the Next Visit Date

The merchandiser can be instructed to set the Next Visit Date or alternatively the dates can be imported as explained in "Creating your own import file".If the status of a Store is "Complete" and the Visit Date is changed then the store's status will be changed back to "Not Started".This also happens when next visit dates are imported in the Designer app.

51. That’s it!

Skemaz™ Auditor Training KitCutting to the chase on efficiently executing in-store retail merchandising project audits.

Please contact us at info@skemaz.net if you have any queries

Skemaz™ field merchandising Auditor App training kit

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Transcript of Skemaz™ field merchandising Auditor App training kit

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