> ## Documentation Index > Fetch the complete documentation index at: https://support.fieldko.com/llms.txt > Use this file to discover all available pages before exploring further. # Run a Great Store Visit > Follow a proven call sequence from pre-call planning to check-out, and see where each step lives in the FieldKo Atlas app. A store visit is where your commercial plan turns into what the shopper actually sees. A good call follows the same sequence every time, so reps fix the shelf, sell in, and leave a clean record before they move on. This page sets out that sequence for reps, and shows managers and admins where each step lives in the FieldKo Atlas app. ## Why It Matters Most buying decisions happen in the aisle. The 2012 Shopper Engagement Study by Point of Purchase Advertising International (POPAI) found that 76% of purchase decisions were made in store.[1](#source-1) If the product, the price, or the display isn't right on the day, the shopper picks something else. Store-level execution is also where plans break down. Raman, DeHoratius and Ton found that execution problems such as inaccurate inventory records can cut a retailer's profits by more than 10%, and that at one retailer about one in six customers who asked for help couldn't find products that were in the store.[2](#source-2) POPAI UK and Ireland, its United Kingdom (UK) and Ireland arm, reports that full compliance with in-store campaigns can be as low as 29%.[3](#source-3) A consistent call closes that gap, and it makes the results comparable. Salesforce's consumer goods data model works the same way: each check in a visit, from a planogram check to order capture, is a task in the visit's task list, and the results are compared with store targets.[4](#source-4) ## Best Practice Company call structures use different names and step counts, but they share the same core steps. Treat this as the default order for a standard call, and adapt it to your stores and your [store standards](https://support.fieldko.com/retail-execution/perfect-store.md). **1. Plan Before You Arrive** Review the store's last visit, last order, open follow-ups, and any active promotions or launches. Set 1 to 3 objectives for the call, each tied to a gap: a core product missing last time, a promotion not yet live, or share of shelf below target. **2. Arrive and Check In** Check in when you walk in, not from the car park or after you leave. Accurate check-in times and locations are what make coverage and time-in-store reports trustworthy. **3. Greet Store Staff** Find the store or department manager before you touch the shelf. Say what you plan to fix, and ask what they've noticed: late deliveries, gaps, fixture changes. Store-level buy-in, not head-office agreement alone, is what keeps displays up after you leave.[3](#source-3) **4. Walk the Store** Audit the shelf against your picture of success: core range availability, facings, planogram, price tags, secondary displays, and competitor activity. Record what you see before you change it. **5. Check the Backroom and Stock** Before you call a product out of stock, check the backroom. Stock that's in the building but not on the shelf is a fix, not an order. Check dates and rotate stock while you're there. See [Keep Products on the Shelf](https://support.fieldko.com/retail-execution/availability.md). **6. Fix the Shelf** Fill gaps, correct facings and blocking, fix price tags, and put up point-of-sale material. The visit exists to correct the shelf, not only to report on it. Take before and after photos of anything you fix. **7. Check Promotions and Displays** Confirm every agreed promotion is live: the display is built in the agreed spot, with the right product, price, and point-of-sale material, and it's stocked. A shopped-out display is a lost promotion. See [Execute Promotions and Displays](https://support.fieldko.com/retail-execution/promotions-and-displays.md). **8. Take the Order** Build the order from what you found: stock on the shelf and in the backroom, what has sold since your last visit, and any promotion coming up. Present new items or displays with a short story backed by evidence from this store. **9. Record and Photograph** Capture audit answers, photos, and notes while you're still in the store. Write notes the next rep could act on without calling you. **10. Agree Follow-Ups** Agree next actions with the store manager. Log anything you couldn't finish as a follow-up for the next visit, with an owner. **11. Check Out** Check out as you leave. Before you drive off, review your objectives: what you achieved, and what carries over. ## How FieldKo Helps Each step of the call maps to a screen or action in the FieldKo Atlas app. Your company decides which tasks and actions appear on a visit. | Practice | In FieldKo | Learn How | | - | - | - | | Plan before you arrive | **My Visits** lists **Today's Visits** and **Overdue Visits** with a task counter. **Visit Calendar** and **Visit Map** help you plan the day and the route. An account's **Related** tab shows records such as its orders. | [Find Your Way Around the App](https://support.fieldko.com/getting-started/navigation.md#the-home-screen), [Plan Visits on the Calendar](https://support.fieldko.com/visits/calendar.md) | | Arrive and check in | **Check In** records when and where you started. If you're farther away than your company allows, the app records your distance from the account. | [Check In](https://support.fieldko.com/visits/visit-details.md#check-in) | | Walk the store and record | Survey tasks open with **Take Survey**. On photo questions, **Smart Capture (Guided)** in Smart Camera checks lighting, clarity, completeness, and stability. | [Complete a Survey](https://support.fieldko.com/visits/surveys.md), [Use Smart Camera](https://support.fieldko.com/field-work/photos.md#use-smart-camera) | | Check the core range | **Core Ranging** lists the account's contracted products, so you mark each one present and enter quantities if your company tracks them. | [Record Ranging](https://support.fieldko.com/field-work/core-ranging.md#record-ranging) | | Fix the shelf | A pack-out records a **Before Photo**, each scanned product, and an **After Photo**. **Cases Packed Out** totals automatically. | [Record a Pack-Out](https://support.fieldko.com/field-work/pack-outs.md#record-a-pack-out) | | Take the order | **Place Order** builds a cart from the account's price book and captures the customer's signature, even offline. | [Place an Order](https://support.fieldko.com/field-work/place-order.md) | | Agree follow-ups and check out | **Add Note** records what you saw on the account. **Next Visit To Do's** carries tasks and notes to the next visit. **Can't Do** records why a task wasn't done, and **Check Out** closes the visit. | [Next Visit To Do's](https://support.fieldko.com/visits/notes-and-follow-ups.md#next-visit-to-dos), [Check Out](https://support.fieldko.com/visits/visit-details.md#check-out) | > [!TIP] > > Follow-ups you save in **Next Visit To Do's** are added to the account's next visit. That turns step 10 of this visit into step 1 of the next one. ## Common Pitfalls * **Skipping the backroom.** Much of what looks out of stock is in the building. Check before you order or report a gap. * **Recording without fixing.** A visit that only reports a problem leaves the shopper with the same empty shelf. * **No agreed follow-up.** Issues you find but don't log as follow-ups rarely get closed. * **Checking in late or out early.** Time in store and coverage reports are only as accurate as the check-in and check-out. ## See Also * [Keep Products on the Shelf](https://support.fieldko.com/retail-execution/availability.md) * [Win the Shelf](https://support.fieldko.com/retail-execution/shelf-and-planogram.md) * [Orders, Stock Rotation, and Short-Dated Stock](https://support.fieldko.com/retail-execution/orders-and-stock.md) * [Check In and Complete a Visit](https://support.fieldko.com/visits/visit-details.md) * [Your First Day with FieldKo Atlas](https://support.fieldko.com/getting-started/first-day.md) ## Sources 1. Supermarket News, "POPAI: 76% of Decisions Made In-Store," 2012. [Read the article](https://www.supermarketnews.com/consumer-trends/popai-76-of-decisions-made-in-store) 2. Raman, DeHoratius, and Ton, "Execution: The Missing Link in Retail Operations," California Management Review, 2001. [Read the article](https://cmr.berkeley.edu/2001/05/43-3-execution-the-missing-link-in-retail-operations/) 3. POPAI UK and Ireland, "In-Store Insights, Issue 24: Compliance Report," 2015. [Read the report](https://popai.co.uk/Uploaded/Documents/In-Store-Insights/Issue%2024/CompReport24.pdf) 4. Salesforce Trailhead, "Set Up Store Visits and Capture Data," Consumer Goods Cloud Data Model module. [Read the module](https://trailhead.salesforce.com/content/learn/modules/consumer-goods-cloud-data-model/set-up-store-visits-and-capture-data) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.