Task Management
Every gap becomes a task, tracked until it is closed.
Merchy turns shelf issues into assigned tasks with clear instructions, owners and deadlines, so problems found in the store get fixed in the store.
THE CHALLENGE
Finding a problem is not the same as fixing it.
Audit findings live in spreadsheets and email threads. Nobody owns the fix, nobody checks it happened, and the same gap shows up on the next visit.
STRATEGIC BENEFITS
What changes for your business
01
Close the loop
Every issue has an owner, a deadline and photo proof that it was fixed.
02
Prioritise what matters
Tasks are ranked by the sales each gap is costing, so teams fix the biggest problems first.
03
Run campaigns at scale
Launch a promo, reset or survey to hundreds of stores and watch progress live.
HOW IT WORKS
From the aisle to the answer, in four steps.
01
Detect
Image detection or a rep flags the issue.
02
Assign
A task is created with instructions and a due date.
03
Fix
The rep follows the guide and submits a photo.
04
Confirm
The fix is verified and the task closes.
CAPABILITIES
Built for the way field teams really work
Clear instructions for every task
Each task shows what is wrong, what to do and how the shelf should look when it is done.
- Photo examples and checklists
- Priority and due date on every task
- Works offline in the aisle
Live view for managers
See open, overdue and closed tasks by store, rep and region, and step in where work is stuck.
- Real-time status by territory
- Overdue alerts and escalation
- Bulk campaigns across many stores
WHO IT IS FOR
One view of the shelf for every team
Field repsA clear daily list of what to fix.
Sales managersKnow what is open, overdue and done.
Trade marketingRoll out promos and track execution live.
WHY MERCHY
Software built by retail execution specialists.
Merchy is made by Analyticsmart, a retail analytics, planogram and category management partner for CPG brands and retailers across North America. The product is built on years of hands-on store work.
15+
years of space planning and planogram expertise at Analyticsmart
35%
revenue increase for an alcohol beverage client
35→65%
store efficiency for a cosmetics client after rollout
90%
planogram compliance after moving from paper to digital
| MERCHY | TYPICAL AUDIT APP | |
|---|---|---|
| Every shelf photo read by AI trained on your products | ✓ | — |
| Gaps become tracked tasks automatically | ✓ | — |
| Store-specific planograms built in | ✓ | — |
| Works fully offline in the store | ✓ | Partly |
| Shelf data linked to sales and forecast | ✓ | — |
| Planogram and analytics experts on your team | ✓ | — |
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FAQ
Questions about Task Management
Yes. Gaps found by image detection become tasks with no manual step.
Yes. Send a task or survey to any group of stores and track completion.
The rep submits a photo, which is checked before the task closes.
Yes, through push alerts on their device.
See Task Management on your own shelves.
A 30-minute walkthrough with your categories and planograms.