Visit instructions

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1 When you arrive at the store: Sign into the vendor log book. (Located at the receiving desk) Introduce yourself to the General Merchandise Manager (GMM). Explain the project and show the LOA (Letter of Authorization). Ask the manager for cleaning supplies (Lysol wipes, etc.) Located a shopping cart to hold the cards being removed from the display. 2 Locate the Main Gift Card display 3-SIDED END CAP 4-SIDED FREESTANDING If you are unable to locate a display similar to one shown here YOU MUST CALL CASTFORCE 3 Measure the END CAP width (in inches) of the visible pegboard on the front and sides of the display. MEASURE THE VISIBLE PEGBOARD ONLY USING THE MEASURING TAPE YOU BROUGHT WITH YOU If the display size does not match the store profile YOU MUST CALL CASTFORCE DO NOT perform service on any Checklane displays during this visit. These displays will be serviced on a future visit. Waiting for Image of shipment and label 4 Request all back-stock along with the shipment of new cards from the General Merchandise Manager and place on the display according to the planogram. (WILL LOOK SIMILAR TO ONE OF THE DISPLAYS ABOVE) FORCETIP: Tracking numbers for shipments to stores will be available on your web portal.

Transcript of Visit instructions

Page 1: Visit instructions

1 When you arrive at the store: • Sign into the vendor log book. (Located at the receiving desk) • Introduce yourself to the General Merchandise Manager (GMM). • Explain the project and show the LOA (Letter of Authorization). • Ask the manager for cleaning supplies (Lysol wipes, etc.) • Located a shopping cart to hold the cards being removed from the display.

2 Locate the Main Gift Card display

SET ALL SIDES of the displays shown below to the provided planogram. The Main End Cap will require a National Planogram (Same for all stores) and a Regional Planogram (Will

vary from store to store) The Secondary End Cap (Pharmacy) has 2 possible planograms. One is for stores WITH Amazon gift cards

and the other is for stores WITHOUT Amazon gift cards. DO NOT place cards in empty spots to fill in for missing cards. Work with the manager to locate any back stock that can be used to fill the displays. Product can be moved from the secondary end cap to the main end cap if needed. Do not remove any

products from the main end cap to fill other displays.

SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM, LEFT TO RIGHT WITH THE STORE # VISIBLE. PICTURES WILL BE AUDITED AND YOUR VISIT WILL NOT BE

CONSIDERED COMPLETE IF THE PICTURES ARE NOT CORRECT

3-SIDED END CAP 4-SIDED FREESTANDING

If you are unable to locate a display similar to one shown here

YOU MUST CALL CASTFORCE

3 Measure the END CAP width (in inches) of the visible pegboard on the front and sides of the display.

MEASURE THE VISIBLE PEGBOARD ONLY USING THE MEASURING TAPE YOU BROUGHT WITH YOU

If the display size does not match the store profile

YOU MUST CALL CASTFORCE

DO NOT perform service on any Checklane displays during this

visit. These displays will be serviced on a future visit.

Waiting for Image of shipment and label

4 Request all back-stock along with the shipment of new cards from the General Merchandise Manager and place on the display according to the planogram.

(WILL LOOK SIMILAR TO ONE OF THE DISPLAYS ABOVE)

FORCETIP: Tracking numbers for shipments to stores will be available on your web portal.

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6 Remove all cards, pegs, and signs:

Sign into the vendor log book. Introduce yourself to the manager. Explain the project and show the LOA (Letter of Authorization).

SET ALL SIDES of the displays shown below to the provided planogram. The Main End Cap will require a National Planogram (Same for all stores) and a Regional Planogram (Will

vary from store to store) The Secondary End Cap (Pharmacy) has 2 possible planograms. One is for stores WITH Amazon gift cards

and the other is for stores WITHOUT Amazon gift cards. DO NOT place cards in empty spots to fill in for missing cards. Work with the manager to locate any back stock that can be used to fill the displays. Product can be moved from the secondary end cap to the main end cap if needed. Do not remove any

products from the main end cap to fill other displays.

SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM, LEFT TO RIGHT WITH THE STORE # VISIBLE. PICTURES WILL BE AUDITED AND YOUR VISIT WILL NOT BE

CONSIDERED COMPLETE IF THE PICTURES ARE NOT CORRECT

• Do one section of the display at a time and place in cart • Keep like cards together (by category) • Keep cart(s), removed product, boxes and other items out of customers way • Discard any other fixtures/signs found on the display that are not part of the new planogram.

8 Place the new sign, per the planogram, at the top edge of the peg board on the display.

7 Clean the pegboard and all ledges using cleaning supplies provided by the store.

5 Remove all discontinued cards from the display and give to the manager to discard.

CVS

FORCETIP: Removing one section at a time will make this process much easier for you.

DO NOT remove the Hallmark Display on top

of the fixture

Use a cart to create your working area

DO NOT remove the Hallmark Display on top of the fixture

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10 Place pegs going down the left side of the display with the correct spacing adding signs as needed per the planogram.

Sign into the vendor log book. Introduce yourself to the manager. Explain the project and show the LOA (Letter of Authorization).

SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM, LEFT TO RIGHT WITH THE STORE # VISIBLE. PICTURES WILL BE AUDITED AND YOUR VISIT WILL NOT BE

CONSIDERED COMPLETE IF THE PICTURES ARE NOT CORRECT

Use an iTunes card for the spacing (iTunes cards are taller than all other card)

Insert the peg in the open hole DIRECTLY under the iTunes card

11 Continue placing pegs down and across with the proper spacing adding signs as needed per the planogram.

Use an iTunes card for the spacing (iTunes cards are taller than all other card)

4-Sided FreeStanding & 3 Foot End Cap – A FULL SET OF PLASTIC PEGS WERE SHIPPED TO THE STORE. Use new pegs first.

All other displays – 15 METAL PEGS WERE SHIPPED TO YOU. Use existing pegs where needed

9 Place the top row of pegs on the display DIRECTLY under the sign.

Leave 2 open peg holes on the left

side.

Leave 5 open peg holes between

each peg.

Use the first open peg hole DIRECTLY

under the sign.

Waiting for better picture

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12 Place the cards back on the display per the new planogram.

SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

START FROM THE BOTTOM AND WORK UP

STEP 1

Locate the specified card per the planogram. (For Regional cards see additional document)

Remove the empty peg from the display.

Exchange the empty peg with the cards ensuring the backer tag is correct (The backer tag must be placed from the back of the peg)

If the correct backer tag is not found, use the labels and backer tags shipped to you.

STEP 2

STEP 3

13 Repeat # 5 – 11 for all remaining sides of the display substituting for the correct signs per the planogram.

IF THEY DO NOT HAVE THE CARD IN STOCK, DO NOT FILL WITH OTHER

CARDS. LEAVE THE PEG EMPTY WITH THE CORRECT BACKER TAG.

14 Perform a full inventory count on all cards and record the results on the provided Inventory Sheet.

Be sure to include all back-stock in your inventory counts.

15 Meet with the manager and provide them with:

The discontinued cards to be discarded (Any cards that are no longer on the planogram) The overstock cards - work with the manager to secure a place to store them for future visits (Any cards

that are on the planogram but will not fit)

16 Ensure all areas you were working in are clean.

Discard any trash you may have. Return all carts to their designated location.

SEE THE DOCUMENT LABELED “INVENTORY ANALYSIS” for instruction on how to perform this step.

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SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM, LEFT TO RIGHT WITH THE STORE # VISIBLE. PICTURES WILL BE AUDITED AND YOUR VISIT WILL NOT BE

CONSIDERED COMPLETE IF THE PICTURES ARE NOT CORRECT 19 Sign out of the vendor log book.

17 Take a picture of each side of the display (3-4 pictures) after performing all services.

PICTURE MUST INCLUDE: PIC CODE

xxxx

18 Take a picture of the full display from a distance showing the section of the store it is in.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM WITH THE STORE # AND PIC CODE VISIBLE.

PIC CODE

xxxx

EXAMPLE PICTURES:

LEFT SIDE FRONT

Full display from top to bottom and left to right showing space around the display. Pic Code visible. (Found in the blue box to the right) Store # visible.

PICTURE

RIGHT SIDE

Store # AND Pic Code Visible

SPACE SHOWN AROUND THE ENTIRE DISPLAY

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SUPPORT HOTLINE: (877) 550-9799

6 Take all REQUIRED pictures.

MUST BE OF THE FULL DISPLAY FROM TOP TO BOTTOM, LEFT TO RIGHT WITH THE STORE # VISIBLE. PICTURES WILL BE AUDITED AND YOUR VISIT WILL NOT BE

CONSIDERED COMPLETE IF THE PICTURES ARE NOT CORRECT