Retail Audits allow you to collect and answer questions about your products in the store
For an overview of the Retail Audits feature, check out this short video:
Creating a Retail Audit
1. Click on the Gear Icon, located on the upper right hand corner.
2. Click on Retail Audits.
3. Click the New Retail Audit button.
4. Give the Retail Audit a name.
5. Some fields are already built-in, such as availability, promotion, product price and note.
6. You can also add specific custom questions, that you want your reps to answer in regard to your products.
7. Assign the audit to the individual products, and/or the entire product group(s) you wish it to be associated with. You can do this by clicking on the + sign next to the product line.
8. Once you have completed the steps above, make sure the Retail Audit is marked as active, then click Save.