Basic Sales and Merchandising Activities / Information
Company: _________________________________________________________
Nature of Business: _________________________________________________
Product / Brand being Carried: _______________________________________
Areas of Distribution ( Malls / Stores / Outlets )
Key Account
i.e. SM Group SSMI
SVI
SMC
Robinsons
Puregold
Secondary Account
i.e. Waltermart
Rustans
Shopwise
South Supermarket
Tertiary Account / Convenience Stores
i.e. Mercury drugs
Mini-stop
7 / 11
Family Mart
Others Ng Chain
i.e. Unimart
S&R
No# of SKU ( Stock Keeping Unit ) or Variety
i.e. Mineral Water - 330ml
- 500ml
- 1 Liter
- 1.5 Liters
Availability of Products / Refilling / Replenishment of Shelves or Gondola Displays need to
observed Mfg date & Expiration date
Plan-O-Gram ( Display Requirements )
P.O.P / Price tag attachment / Shelf-tacher
Facing ( Blocking / Vertical / Horizontal / Gondola end / Eye level / Mass Display /
Promo Display / End Cap )
Space ( Special Event, Customer Entrance / Check out Counter)
Location ( Selling Area / Whse / Bodega )
Condition / Cleanliness / Top Load / Orderliness arrangement products
Coverage Plan ( discuss store / mall / outlet assignment )
( including Rest Day and
Time schedule per day )
REPORTS ( including frequency of submission / cut offs / coverage days )
Roving
Stationary
Inventory
Near Expiry ( Near EX )
Bad Orders ( B.O. )
Suggested Order / Purchased order ( P.O.)
Competitive Analysis ( including pricing and promotional activity of competitor )
Move-Out / Sell out ( Sales Report )
MODCON ( Modified Consignor ) if any (normally at SM Group )
Price Survey Report
Monitoring Requirements
Introductory to Store / Mall / Outlet of Merchandiser to be qualified by store / mall /
outlets ( INTRO )
- intro letter from agency ( includes coverage plan schedule )
- requirements i.e. NBI, Health Permit, ID, etc.
- uniform / attire during introductory
- store / mall / outlet orientation schedule
Attendance ( absences, tardiness, lates, offsetting, change of schedule, duty on Rest Day
( DOD ) change of store / mall / outlet assignment, etc. )
Overtime Rendering ( need prior approval & letter as proof )
- DOD
- Regular OT ( Extension )
- Special Event / Promotional Activity
- Inventory schedule of store / mall / outlet
- Refacing of Display / Products at store / mall / outlet
- Holiday work schedule
Observance of FIFO ( First -In-First-Out ) correlated to selling area
Product Display / a Plan-O-Gram / Stocks at Whse / Bodega / Top Load
Merchandiser's Aura of Proper Hygiene and wearing of uniforms
- What uniform is allowed at store / mall / outlets?
- Ids need to wear
- Proper haircut
- Proper shoes to wear
- Customer Service related on Product pushing / selling and accommodation of
customers
Merchandiser's Knowledge on Products
- Product Orientation
- Product Plan-O-Gram
- New Launching of Products
- Promo / Freebies / Buy 1 Take 1 etc.
- Products need to Pull-out ( ATP )
- Delivery / Pull-out Schedule
Coordinator's Assignments
- 50 Merchandisers : 1 Coordinator or depends on No# or Volume of Products
displayed to store / mall / outlets
- Cluster / Area of Assignments
North Area
>
South Area
> GMA
Central Area
>
North Luzon Areas
South Luzon Areas
Visayas Areas
Mindanao Areas
- Frequency of required visitation / roving back-checking / audit
No# of stores / mall / outlet per deay
Cluster Visit
Pick-up Points, if any
- Merchandisers Meeting Schedule / Office Day
Weekly
Monthly
Semi-monthly
Quarterly
Incentive Scheme
Best on Sales
Best Displays
No B.O
Perfect Attendance
Loyalty Award
MergsCon ( Merchandising Contest )
Performance Appraisal / Evaluation 2 months before end of contract is subject for
renewal or EOC.
STANDARD Duties & Responsibilities of Merchandiser
On-Time Reporting / Attendance
Proper Hygiene / Aura
Refilling of Shelves / Selling Area
Inventory
Ensure Best Location / Display
Reports Compliance
Strictly Follow Company & Store / Mall / Outlets Policies and Rules & Regulations
Observe store / mall / outlets development and activities or upcoming events
