Store Visit Report – Supermarket

Strengthen management effectiveness and controls with a mobile enabled app for the Perfect Store Visit Review

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Notify stores as you share updated SOPs
so they always know what they need to do

Any-Format

Unlimited Storage

Targeted Assignment

Auto-notifications

Progress Report

One-click Reminder

Get the proven Wooqer WorkApp
so you get access to industry best practices and fast forward years of learning

Offline Mode

Geo-fencing

Auto-assignment

Auto-reminders

Predefined Cut-off or End Date

Enable a Store 360 degree view
so your Managers have all the information they need to conduct an informed review

Auto Data Collation and Reporting

Report Sharing

Integration APIs

Enable updation during store visit
so the review during the visit is effective and complete

Offline Mode

Geo-fencing

Auto-assignment

Auto-reminders

Capture visual evidences from the review
so there is complete accountability

Live Camera Evidence

Visual Gallery

Filter Engine

Automated PPT Generator

Orientation Toggle

Auto-generate tasks on issues noted during visit
so issues identified during the visit get closed

Compliance Report

Contextual Tasks

Smart Assignment

Predefined Cut-off or End Date

Notifications

Report Sharing

Get visibility into all visits and reviews
so you can help your Managers and be more effective

Completion Report

Compliance Report

Organization Map

Contextual Tasks

Customer experience in stores or outlets is the function of well-trained staff, a consistent store experience, and a seamless bridge between strategy from HQ and on-ground teams.

Hence, Store Visits are not mere tick-of-the-box exercises but essential for retail stores.

Why Store Visit Reports are Important

1. Quality Assurance and Standards Compliance

2. Employee Engagement and Knowledge Sharing

3. Customer Experience and Feedback

4. Operational Efficiency

5. Strategic Insights

6. Sales and Merchandising

7. Building Relationships

Challenges with the Current Store Visit

1. The ghost store visit

2. Inconsistency and lack of standardization

3. Lack of one place for all observations

4. Ineffective use of Store Visit time

5. Risk of subjectivity

6. Actionable follow-up

7. Store Visit history

8. Insight and analytics

Persistent Business Impact of Inefficeint Store Visits

Ineffective Area and Regional Managers:

When Area / Regional Managers fail to conduct complete or consistent reviews, the visit and the review conducted during the visit itself become ineffective. The inability to see issues through to closure led to further loss in effectiveness even when the visit itself was well conducted and documented.

Unresolved issues

Missed observations and the loss of context, as most observations are documented during the visit, sometimes lead to missed or misunderstood tasks. This, in turn, leads to delayed, missed, or inaccurate actions.

Inconsistent customer experience across stores:

The inability to see actions through to closure often leads to inconsistencies across stores. The customer experience is far from what the HQ has envisioned.

Cultural impact – Frustrated teams:
The store and managers often misalign if the issues persist in subsequent visits. The misalignment arises from the lack of well-documented, consistent, and trackable Store Visit reports. This leads to unnecessary friction among teams. This and the ineffectiveness of an underlying process lead to the best team members feeling frustrated and ineffective, a completely avoidable situation.

Perfecting the Store Visits

Set the right expectations, share standard guidelines across all stores, manage compliance adherence, and hold teams accountable. This provides structure and frees up time for high-value tasks during store visits:

Challenges	The Perfect Way
The ghost Store Visit	Geo-fencing and Geo-tracking: Allow Area Managers to open the Visit report only while at the store or track distance from the store at the time of submission. Know that the visit really happened. Date \| Time capture: Automatically detect the time of form opening and submission to get visibility into the time spent at the store. Get insights for improving efficiency and effectiveness.
Inconsistency and lack of standardization	Configurable Visit report template Access the standardized Wooqer Store Visit report, designed in partnership with industry experts. Configure this to your needs or create your own from scratch within 60 minutes without technical dependence.
Lack of one place for all observation	Configurable Visit report template Data Collection Collect data from every aisle and every outlet. Standardized data collection ensures all observations are noted in the desired format.
Ineffective use of Store Visit time	Configurable Visit report template Dynamic Form Allow the Store Visit report to flow differently by creating dependencies within questions. For example – If a pest issue is noted, the form can expand dynamically to get more details about the pest issue. If not, no such fields come up. Nothing is missed.
Risk of subjectivity	Configurable Visit report template Evidence Backed: Cut down friction by documenting each observation backed with evidence. You could ask for pictures, videos, documents, and even live camera clicks. This removes any risk of subjectivity and lack of information due to mere discussions.
Actionable follow-up	Automated Corrective Task Management Initiate tasks and assign them to the store or HQ rep automatically. Enable Area Managers to initiate tasks manually during or after the visit. All corrective tasks, generated automatically or manually, are tracked to closure with built-in reminders to drive timely actions. Get complete visibility.
Store Visit History	Dashboard and Store 360 Review KPIs, store performance, and previous Store Visit’s task completion to ensure you are well-informed and armed for your Store Visits
Insight and Analytics	Auto-scoring on Visits All visit reports can be automatically scored to generate a Scorecard for each store. Measure progress to manage stores better. Reports & Insights Get insights to understand the top issues across stores, identify stores that have not been visited recently, understand how many visits each Area Manager is doing and much more.

Improve Evey Store and Eventually Business with Perfect Store Visits

More Effective Managers

Zero misses by area and store managers with immediate documentation of all observations. Close all action items faster and have complete visibility with auto-reminders on the corrective tasks.

More Efficient Area Managers

Area managers can save time in note-taking and follow-up tasks by documenting on the move (Wooqer App works offline, too). The saved time could lead to more visits, self-development, more quality time with the team, or even better work-life balance, all while being more effective

Improved Culture

Area and Store Managers’ relationships become more cordial as friction disappears from the discussions with documented facts and standardized processes. Improved effectiveness further adds to the happiness quotient.

Better Customer Experience

With more issues promptly actioned, customers get a better experience across all stores.

Higher Sales

Sales inevitably benefit from more effective and happier staff and a consistently better customer experience. After all, that’s the reason the Store Visit Report is such an essential part of the SOP.