retail store visit best practices

Retail store visit best practices

In the dynamic world of retail, ensuring that your brand presence and product displays are up to par is critical for business success. One of the key elements of achieving this is scheduling regular retail store visits. Whether you are managing your own brand’s stores or working with retailers as a merchandiser, the art of scheduling retail store visits can be complex and time-consuming. However, there’s a solution that simplifies the process – VisitBasis, a powerful merchandising software that offers convenient ways to schedule retail store visits. In this blog post, we’ll explore the complexity of scheduling these visits and highlight how VisitBasis makes it a breeze.

The Complexity of Scheduling Retail Store Visits

Scheduling retail store visits is no small task. It involves coordinating with multiple stores, ensuring that visits align with your brand’s goals, and managing the time and resources of your field team effectively. Here are some of the challenges you might face when scheduling these visits:

  • Geographic Distribution: Managing stores spread across different locations or territories can be a logistical puzzle. You need to ensure that your merchandisers can efficiently cover all the areas without wasting time or resources.
  • Consistency: Maintaining a consistent presence in all your stores is essential for brand image and customer experience. This means scheduling visits at regular intervals while avoiding gaps or overlaps.
  • Data Management: Keeping track of visit schedules, reports, and tasks for multiple stores is a data-heavy task. Manually managing this data can be error-prone and time-consuming.

VisitBasis: The Solution to Simplify Retail Store Visits

VisitBasis is a merchandising software that streamlines the scheduling of retail store visits, making it efficient and hassle-free. Here are three ways in which VisitBasis simplifies the process:

  • Interactive Map Interface:
    With VisitBasis, scheduling a store visit is as easy as a few clicks. The software provides an interactive map interface that allows you to see all your store locations. To schedule a visit, you can filter places, select a store marker, and simply click on “create visit.” It’s a quick and visual way to ensure that you’re sending your team to the right locations at the right time.
  • Scheduling in bulk:
    Whether you need to plan visits for all the stores in a chain or within a specific territory, VisitBasis has you covered. The software allows you to filter your places based on your criteria, select all the results, and then schedule visits for all of these places simultaneously. This feature significantly reduces the time and effort required for planning visits across multiple locations.
  • Excel or Google Sheets Integration:
    If you’re already using spreadsheets to manage your visit schedules, VisitBasis lets you seamlessly transition your data into the software. You can create your visit tables in Excel or Google Sheets and then copy and paste them into VisitBasis. This feature ensures that your existing data can be easily incorporated into the scheduling process, saving you from re-entering information.


Scheduling retail store visits is a complex yet crucial task in the world of retail and merchandising. VisitBasis, with its user-friendly map interface, mass scheduling capabilities, and Excel/Google Sheets integration, simplifies this process, ensuring that your brand maintains a consistent and effective presence in stores. By utilizing VisitBasis, you can optimize your field team’s productivity, reduce errors, and enhance your brand’s visibility in retail locations. Say goodbye to the complexities of scheduling retail store visits and embrace the efficiency and convenience of VisitBasis for a brighter retail future.

Sign up today and see for yourself how VisitBasis can help you implement the above retail store visit best practices! VisitBasis offers a 14-day, fully-functioning free trial.

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