Retail Execution

What is Retail Execution?

Retail Execution provides your merchandising team with the tools they need to ensure every store meets compliance standards and achieves peak performance. With Repzo, you can easily detect and address compliance issues, monitor merchandising effectiveness, and optimize store execution over time.

This module ensures that your team is always equipped to execute retail strategies effectively, driving sales and improving overall store performance.

Templates

Introduction

At the core of Retail Execution is the use of Templates, which you can create and customize as needed. Templates provide the structure for your merchandising tasks and data collection.

• Each template includes a Name and a Source.
• The Source defines where the template pulls its data from. You can select from various sources, such as products, categories, sub-categories, brands, or product groups. Additionally, you can apply filters to the source. For example, you can configure a template to gather data only from products within a specific category or brand.

Once the source is set, you can add Fields to the template, which your team will fill out during their store visits. Available field types include:

• Short Text: For brief responses or descriptions.
• Number: For capturing numerical data.
• Date: To log dates.
• Yes/No: For simple yes or no questions.

Once created, these templates will be synced to your reps' mobile devices, allowing them to collect and submit data while on-site in real-time.

Create a template

To create a new template for retail execution, follow these steps:

1. Navigate to the Templates section under the Retail Execution menu.
2. Click on the Create Template button.
3. Enter the details:

• Template Name: The main name for the template.
• Local Name: An Arabic name, if needed.
• Description: A brief explanation of the template’s purpose.
• Local Description: An Arabic version of the description, if necessary.

4. Select a Source: Choose the source of the data for this template. For example:

• If you want to measure out-of-stock products, select Product as the source.
• If you want to measure share of shelf, you can select Category or Brand.

5. Apply Filters (Optional): You can filter the source to limit what’s displayed in the template. For example, only show products from Category A and Category B.

6. Add Fields: Start adding fields to the template. Each field requires a Name and an optional Description. You can also mark fields as Required or Read-only. Available field types include:

• Long Text
• Short Text
• Date
• Yes/No
• Separator (for visual organization)
• Heading (for section titles)
• Custom List (for predefined options)
• Media (for uploading images or videos)

7. Once your template is set, you can click on the Preview button at the top right of the screen to see how it will look on a mobile device. This allows you to ensure the layout and fields are displayed correctly for your reps in the field.

Report Builder

Views

What is views ?

Since retail execution is highly dynamic and allows you to customize your own templates, reporting can be challenging. The field types are dynamic, meaning a fixed report format cannot be easily implemented. To address this, Views provide a robust solution that allows you to build customized reports based on the data collected through your templates.

With Views, you can create flexible and tailored reports that adapt to the specific needs of your retail execution tasks, ensuring you have the insights necessary for decision-making and performance tracking.

Create a view

To create a new view in the Retail Execution module, follow these steps:

1. Navigate to the Views section under the Retail Execution menu.
2. Click the Create View button.
3. Enter the following details:

• Name: Provide a name for the view.
• Local Name (Arabic name): This is optional.

4. Template Type: Choose between two template types:

• Retail Execution: This type pulls data from retail execution results.
• BI View: This type allows you to build on an existing view, adding another layer of analysis. For example, you can create a Retail Execution view as a table grouped by clients, then create a BI view based on that table and group it by another attribute. Note that only two levels of nesting are allowed.

5. If you select Retail Execution as the template type, you will then need to choose the relevant Retail Execution Template to pull the data from.

After Creating a View

Once you have created a view, you have several actions and options available to further customize and analyze your data:

1. Create a Version: Allows you to create multiple versions of the same view, offering flexibility in data analysis.
2. Save: Save your current view to keep your progress.
3. Preview: View how the data will appear.
4. Save & Publish: Finalize and publish the view.
5. Publish From: Choose an existing view to publish.

Visualization Options You can choose from various data visualization options, including:

• Table: Display your data in a tabular format.
• Number Box: Show key metrics in a simple number box.
• Bar Chart: Visualize data as horizontal or vertical bars.
• Stacked Bar Chart: Display segmented data in a stacked bar format.
• Pie Chart: Visualize portions of a whole using a pie chart.
• Area Chart: Show trends over time with an area chart.
• Line Chart: Display data trends with a line chart.

Time Cycle Options You can choose how frequently the data should be aggregated or visualized:

• Daily
• Weekly
• Monthly
• Quarterly
• Yearly

Filters & Fields You can add filters and customize your view .

Available Fields You have a wide variety of fields to choose from when building your view, including:

• Template source fields
• Client fields
• Custom fields

After selecting the desired fields, click Move to Selected Columns to include them in your view.

Now on the right section you can :

• Reorder Fields: Drag and drop fields to change their position in the view.

• Group By: If you want the data to be grouped by a specific field, you can check the Group By option next to that field.

• Aggregation Options: For fields that support aggregation, such as numbers, you can choose how the data should be aggregated. Available aggregation options include:

  • Sum: Calculates the total sum of the values.
  • Average: Calculates the average value.
  • Count: Counts the number of occurrences.
  • Min: Displays the minimum value.
  • Max: Displays the maximum value.
  • Last: Shows the most recent value.
  • First: Shows the first value.

Granularityoption available for date field type to format dates and group data based on your selection

• Year
• Year-Month
• Year-Week
• Month
• Year-Month-Day
• Year-Month-Day Time
• Year-Month-Day Time offset

These options allow you to fully customize how data is displayed and analyzed within your view.

Accessing and Visualizing Views

To access and visualize your view, follow these steps:

1. Navigate to the BI Dashboard in the side menu.
2. Click on Add Widget.
3. Under the Retail Execution section, select either:
   • Retail Execution: To visualize data directly from the Retail Execution templates.
   • Subview: To display data from an existing subview.
4. Click Next and configure your widget by selecting the desired view and customizing its display settings. Once set up, your widget will display the data in the BI Dashboard, providing real-time insights into your retail execution performance.

Presets

What is presets ?

Presets allow you to assign static values to templates for specific use cases, enhancing the clarity and precision of the data your reps gather. For example, in a Share of Shelf template, you may want to assign a contracted shelf share to your client per category and display it to your rep as a Read-only field. Another example is assigning an image of a planogram as a reference for reps to ensure accurate product placement.

Creating a preset

1. Navigate to the Presets section under the Retail Execution menu.
2. Click on the Add Preset button.
3. Select a Template and the Field you want to assign a preset for.
4. Choose a Source Value (e.g., product or category). If no source is selected, the preset will apply to all sources by default.
5. Optionally, choose a Client. If no client is selected, the preset will apply to all clients.
6. Click on Add Value and assign the preset value you want to display in the template.
7. Once done, click Save to finalize the preset.

Importing Presets

You can easily import or update your presets by using our import tool .

• Navigate to 3 dots button top right
• Click on Import presets
• Choose either to insert / update
• if you want to insert new presets you can download our sample csv/excel file , modify it and upload it with your data.
• if you want to update your existing presets choose update tab , and click on download presets list , modify your existing presets's data and reupload it by clicking import Presets .
• Repzo will check if there are any missing data or attributes that need to be fixed.

Custom List

The Custom List feature is useful when you need a dropdown field with predefined options in your templates. In Repzo, the Custom List module allows you to tailor dropdown lists based on either static data or by pulling data from other modules.

For example, you can create a custom list from various sources, such as:

• Products
• Clients
• Reps
• Tags
• Categories

Additionally, you can choose which attributes to display and fetch from each source, allowing you to fully customize the dropdown options based on your needs. This flexibility helps ensure that your reps are selecting from relevant and up-to-date information when completing their tasks in the field.