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The Basics of Merchandising are C.L.E.A.R
COMMUNICATION
- HELPS BUILD A STRONGER TEAM
- IMPROVES CUSTOMER RELATIONS
- STRENGTHENS PROFESSIONALISM
COMMUNICATION
GREET THE RETAILER
CHECK IN
GREET THE RETAILER
- Vendor Log
- Sign in with your name, date, time
- Obtain visitor badge if required
- Let the Receiver or Manager know you've arrived
Who communicates
information on your merchandising team?
MERCH
TEAM
SUPERVISOR
Supervisors
- Scheduling & daily routing
- Time keeping
- Monthly Safety Topics
- Main contact for any questions or concerns
Leads
LEAD
- Leads team when the supervisor is off
- Assists in team support and with training new hires
TRAINING TEAM:
Trainers
You'll run with a trainer for your first week of onboarding. They will teach best practices & safety and be there to answer any questions!
Sales Team
SALES TEAM
How does the sales team communicate with merchandisers?
Lists of tasks for merchandisers to execute. Always look for and read sales notes before executing load
THROUGH NOTES
- Tasks could include:
- Display builds
- Display changes
- Rotation needs
- Location of the task that needs to be completed
- Date that task is to be done
EXAMPLES OF NOTES
Sales team may send notes via text message, to you or to your supervisor/lead
BY PHONE
When in doubt, reach out!
Asking questions will yield proper and efficient execution
LIST MAKING
LIST
MAKING
Walking the Store
WALK THE STORE
SURVEY
- Do a perimeter walk
- Check for any displays
- Front and back end-caps
- Lobby displays
- Produce/meat department
- Look for coolers
- Check-stands, Deli, garden center
- Know aisle locations
- Beer, NAB, Wine/spirits, CHIPS
- mOP SINK
PRIORITIZE WORK LOAD
- What needed the most attention on the floor?
- Beer/NAB?
- What is the easiest to work?
- Number of pallets
- Number beer pallets
- Number of NAB pallets
- How many people will be at the Account?
How we write lists
LISTS
- Only write one list at a time
- Beer/NAB
- Organize your list
- Break it down into sections
- Package types/families
- Writing lists should be quick yet effective
- Practice abbreviation and short hand
- Write clearly so it's easy to read
Execution on the Sales Floor
EXECUTION ON THE FLOOR
FILLING
PRODUCT
Filling Product
Product needs to be filled onto the floor using the list you just made
- Pulling from back stock and the load
Fill product on sales floor accurately
- Do not over stuff shelves
- Do not stock items incorrectly
List accuracy ensures proper amount of product goes out to the sales floor
How do
you rotate?
Rotation
Oldest date should be purchasable in front
- Think: First In, First Out
Don't assume the product is necessarily in rotation based on when it came in on deliveries
Rotating back stock will allow for proper rotation on the sales floor
It's as simple as looking at dates and codes
Best By
Born On Dates
Born On
- The date that the bottle or can was filled
Julian Dates
Variations of a 3-digit number based off of 365 days in a year
- Usually a born on date
January 1, 2007 is represented as: 2007001
December 31, 2007 is represented as 2007365
Julian
Alpha-Numeric Dates
Alpha-Numeric
DISPLAYS
Displays
- Impactful and presentable
- Point of Sale (POS)
- Items and display pieces to bring the customer's eye to the product
- Usually brought in on the truck with the load
- Items that are on sale for a lower price
- Holiday themes
- Extra holding power during busy seasons and holidays
ARRANGING BACK STOCK
ARRANGING
BACK STOCK
What is back stock??
The Backroom
An area designated for Columbia beer/NAB, in the back room of accounts/stores
We keep product organized by
- Family
- Size
- Package type
- Beer separate from NAB
- Safe stacks
When we work in the backroom, be aware of
- Heavy equipment around you
- Wet or uneven floors
- Other vendors
- Respect the space your working in
What to expect with back stock
What to Expect with Back Stock
- Not all back stocking is done the same
- There are different ways to arrange
- Some accounts/stores will have less space available, so you will have to build pallets
- Accounts will occasionally be in rough shape
- Many accounts/stores also have their own staff working our product, so things may be altered. Don't jump to conclusions
Examples
of Opportunities to Improve
Do you see the opportunities for improvement in this back stock?
- Brew Dr. Kombucha
- Calypso
- Beer stacked with NAB
- Empty shells
- Product sitting on the floor
- Unsafe stacking on the top, in the back
What about in this back stock?
- Broken product
- Product falling
- Multiple open cases
- Beer on NAB
- Product that isn't ours
Take a close look at this one. This pallet is still mostly 'warehouse-stacked'.
Here are some ways leaving a board from a load like this impacts the team
- Very hard to get to anything on the bottom
- Not setting the next merchandisers up for efficient execution
- Usually indicates to the store that there was product that wasn't worked
Finally, walk the back room- Sometimes pallets get moved around
What opportunities for improvement do you see in this back stock?
- Product sitting on the floor
- Use a pallet
Anything good to take away?
- Like-items together
- Items are condensed
- Most of the stacks are consistent
This back stock has product tipping over, This is dangerous, and may result in injury or damaged product
Solution?
- Full cases on the bottom/base
- Mixed cases on the top of stacks
- Cross stacks to prevent them from splitting apart
The art of back stocking
The Art of Back stocking
- How to take a delivery and turn it into workable back stock
- Think about it before you start, organize as you go
- Set your team up for success
- Yourself
- Your merch team
- The sales team
Ideal Examples
Keep like items together
- 12 packs flavor-stacked
- Each flavor can be reached
- Safe height
Keep like items together
- 12 and 24 pack beer
- Flavor-stacked
- Everything is reachable
Keep like items together
What do we see in this back stock?
- 6 pack beer
- Flavor-stacked
- Nothing is buried
Arrange by type
What do you see in this back stock?
- Categories
- Craft
- Imports
- Domestics
- Cider/Malt
- Family/ Package size
- Singles packs on top shelf
Arrange back stock by weight
We can see
- Light product is stacked on the top shelf
- Heavier product is in an easier location to grab