To create and maintain merchandising audits in Opmetrix, navigate to Retail Execution, then select Merch Template Maintenance.  

 An Administrator login is required to access the maintenance options. 

Any current audits that are active this month will be displayed. 

Click Add Template to create a new audit.

When creating an audit, there are three sections to complete 

  • Audit Details - The name and type of audit, and settings to be applied.

  • Products - A list of products to be checked within an audit.

  • Target - Where this audit should be completed.

Audit Details

Template Name
The name of the audit that will show in the Opmetrix App.

Template Type
Select whether the audit is a Distribution, Price or Shelf audit. For more details on these audits please click here.

History Auto Load
Select auto (automatically display results), manual (tap on load last audit) or off to display historical results from the prior audit.

In Task List
The audit will appear on the main task list for the field user. This focuses the sales team to complete the audits whilst in store.

Compulsory Task
Field users must complete this audit whilst in store. The audit will show in red indicating that it is compulsory.

If the sales person exits the store, they will be reminded by the app to complete the task. They can still exit the store, but a warning is given.

Start/End Date
The audit will only be available for use during these dates.

Adding Products

There are three ways to add products to an audit in Opmetrix.

Tap on the Add From Products heading and type in a product name or code to generate a list of products (based on master data). Select the products by clicking on the names of them.

Tap on the Add Category heading to add vendors or groups of products to the audit. Press +Add once selected.

Tap on the Add Manual Product heading to add products that do not exist within master data. This is commonly used to audit competitor products (external to the business). Press +Add once selected.

Delete products not required by clicking on the x icon. 

Certain core range products may need to be checked in an audit (and others not). Tick the mandatory option if this is the case.

Depending on the audit, there are some optional fields that may be filled out.

Alt Code is the alternative code of the product in store (Foodstuffs or Progressives for example).

RRP is the expected price of the product in store.

Facings are the number of expected facings in store.

Once the above has been created, it can be targeted to a specific subset of customers via the targeting section.

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