Aforza Business Process Library

Perform a Stock Check

The Perform a Stock Check process is vital for maintaining accurate inventory levels and ensuring product availability. This process involves verifying the field user's presence at the customer location, capturing stock details, and optionally placing new orders to replenish out-of-stock items.

Business Process Overview

1.  Check into visit and confirm location: Verify the field user’s presence at the correct location.
2. Capture Photo: Get instant share of shelf results with image recognition.
3. Capture stock details: Capture new stock check, with stock levels, facings, pricing and any other data captured.
4. Capture new order: Capture new order, with suggested quantities automatically added to relieve out of stocks. Specific pricing and promotions also automatically applied.
5. Complete Visit: Check out, stopping the visit timer and sync new data captured to HQ.

By following this structured approach, field users can ensure that stock levels are accurately recorded, helping to prevent stockouts and overstock situations. Key insights captured include stock levels, facings, pricing, and promotional details, which are crucial for inventory management and sales optimization. This process supports efficient inventory control and enhances customer satisfaction by ensuring products are always available.

1. Check Into Visit and Confirm Location

This step focuses on ensuring the field user is at the correct customer location.

• Verify GPS coordinates.
• Confirm check-in with timestamp.
• Validate visit agenda.
• Notify relevant parties of arrival.
• Prepare for stock check activities.

2. Capture Photo

This step uses image recognition to get instant share of shelf results.

• Take a clear photo of the shelf.
• Ensure the image covers all relevant products.
• Use image recognition tools to analyze shelf share.
• Review results for accuracy.
• Save and upload the image for reference.

3. Capture Stock Details

This step records detailed stock information.

• Count current stock levels.
• Note the number of facings for each product.
• Check and record pricing information.
• Document any promotional displays.
• Save all captured data in the system.

4. Capture New Order

This step places a new order to replenish stock.

• Identify out-of-stock items.
• Use system suggestions for order quantities.
• Apply specific pricing and promotions.
• Confirm order details with the customer.
• Submit the order for processing.

5. Complete Visit

This step finalizes the visit and syncs data with headquarters.

• Review all captured data for accuracy.
• Ensure all tasks have been completed.
• Check out to stop the visit timer.
• Sync all new data with headquarters.
• Notify stakeholders of visit completion.