Retail Execution
• How to Add Locations by CSV Import
• How to Assign Locations to a Client
• How to Create and Assign Planogram Pictures to Locations
• How to Create a Visit on the Mobile App
• How to Create Recurring Visits
• How to Create Visits by CSV Import
• How to Delete Visits in Bulk
• Merchandiser Visit Count Report
• How to Download a Master Report
• How to Update Smart Task Reports
• OptimMerchandising Mobile Application Tutorial (Retail Execution)
• OptimMerchandising Retail Execution Module – Reports & Analysis
• OptimMerchandising Retail Execution Module Quick Start Tutorial
Stock Management
• How to Download a Planogram Report for All Locations
• How to Download a Stock Take Report for All Locations
• How to Import a Stock Take Report
• How to Setup Stock Take PDF Report
• Updating Photos in Stock Take Reports
• How to View a Stock Receipt Report
• How to View a Stock Take Report
• How to Generate a Transfer Order (TO)
• How to Submit a Stock Receipt
• How to Submit a Stock Request
• How to Submit a Stock Transfer
• How to View a Discrepancy Report
• How to Create and Assign a Store Model to a Retailer
• How to Update by Import an Existing Store Model
• OptimMerchandising Mobile Application Tutorial (Stock Management)
• OptimMerchandising Stock Management Module Quick Start Tutorial