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Automated Merchandising Agency

Master Retail Execution with a Unified Merchandising OS

Eliminate the chaos of scattered WhatsApp photos and manual stock reports. Centralize every SKU audit, planogram check, and field agent visit into a high-performance relational database designed for absolute operational transparency.

Configure Your Workspace

Centralizing Niche Operational Data

For modern marketing agencies, managing hundreds of field agents across diverse retail formats—from local convenience stores to massive hypermarkets—presents a significant operational challenge. Reliance on manual spreadsheets and fragmented chat groups often results in delayed reporting, mismanaged inventory, and friction with brand manufacturers. QuintaDB provides the structural backbone where product EANs, store GPS locations, and visit logs are interconnected. This relational integrity ensures that every shelf-level insight is instantly converted into actionable intelligence, allowing managers to monitor out-of-stock (OOS) trends and promotional execution with surgical precision while maintaining a secure audit trail for every manufacturer client served by the agency.

Core Infrastructure Modules

This workspace can be configured to include a complete ecosystem of tools designed for your specific workflows. Here is how your data components operate together:

Online Database

Construct a comprehensive product master list and store directory with relational links that ensure data integrity. Maintain detailed manufacturer profiles and SKU-specific attributes, such as standard MSRP and EAN barcodes, within a secure environment.

Web Forms

Deploy mobile-optimized audit checklists for field agents. These forms capture high-resolution shelf photos, current stock counts, and GPS-verified check-ins, ensuring that data entry is standardized across all retail outlets and supermarkets in your network.

Client Portal

Provide manufacturers with restricted, branded access tiers. Clients like PepsiCo or Unilever can log in to view their specific product performance, audit galleries, and shelving efficiency reports without accessing competitor data or internal agency logs.

Live Dashboards

Visualize agency health through a 16-widget command center. Track visit completion rates, active store coverage, and SKU availability in real-time. Use geographic clusters to identify regional performance gaps and optimize your field team's routing.

Scenario: Automated Retail Audit Workflow

A regional manager schedules a visit to a Target Midtown location via the Visit Calendar. The assigned field agent receives a notification and opens the Merchandising Visit form on-site. As they scan a Pepsi 500ml EAN, the system retrieves the relational SKU data. The agent completes the shelf stock count and uploads a planogram photo. Upon marking the visit as "Completed" via an action button, QuintaDB automatically triggers a status update, refreshes the global Shelf Stock Count chart, and generates a PDF audit report available for the manufacturer's review.

Geospatial Asset Clustering

Visualize your entire retail store coverage using integrated Google Maps. Identify high-performing clusters and underserved regions to optimize agent territories and logistics costs. Every record is pinned with precise GPS coordinates for maximum geographic accuracy.

  • Interactive store mapping
  • GPS check-in validation

Retail Map View

Live visualization of all supermarkets and retail outlets currently managed within the merchandising cycle.

Subform Audit Checklists

Drive deeper insights by nesting detailed product audits within each store visit log. Capture stock availability, expiry dates, and shelf positioning for multiple SKUs in a single entry, ensuring your field team never misses a critical data point.

  • SKU-level stock tracking
  • Real-time OOS alerts

Audit Grid

Detailed relational view of every product audit performed during a specific visit, including stock counts.

Relational Architecture for Merchandising Pro

Review the blueprint architecture of tables, specific field parameters, and data types engineered to manage this operation without duplication:

  • Table: Manufacturers
    • Fields: Company Name (String), Primary Contact (String), Email (Email), Brand Logo (Image)
  • Table: Products (SKUs)
    • Fields: Product Name (String), Manufacturer (Link), EAN Barcode (Barcode), MSRP (Currency)
  • Table: Retail Stores
    • Fields: Store Name (String), GPS Location (Location), Retail Format (Select), Manager (String)
  • Table: Merchandising Visits
    • Fields: Visit Date (Date), Store (Link), Status (Select), Agent (Owner), Audit Checklist (Subform)

Specialized Implementation Paths

Explore how different specialized tasks and operational branches apply this data structure:

Competitor Pricing

Track rival brand pricing and promotional activity to give your clients a competitive edge in the marketplace.

POS Material Tracking

Log the installation and maintenance of point-of-sale displays and branded racks across diverse store networks.

Expiry Management

Monitor sell-by dates for perishable goods, allowing manufacturers to optimize markdown strategies and reduce waste.

Planogram Verification

Use high-resolution photo audits to ensure retail outlets are adhering to signed shelf-space agreements and layouts.

Seasonal Campaigns

Rapidly scale field teams for short-term holiday promotions while maintaining strict data collection standards and KPIs.

Pharmacy Auditing

Manage sensitive pharmaceutical merchandising with detailed logging of stock levels and specialized store manager feedback.

Engineered Data Pipelines

Examine the specific automated data pipelines engineered to handle critical tracking demands:

Visit Status Logic

When an agent clicks "Mark as Done", the system updates the visit status to Completed and locks the record for audit integrity.

Low Stock Notifications

If an audit stock count falls below a defined threshold, an automated email trigger alerts the manufacturer's regional sales manager.

Daily Activity Logging

Every field interaction is logged in an activity history table, providing a non-repudiable record of time-on-site and task execution.

Auto-PDF Reporting

The system generates a branded PDF summary for every completed visit, consolidating photos and stock data into a shareable document.

The Advantage of Structural Integrity

Unlinked chats and flat spreadsheets lead to organizational drift and data loss. Relational constraints and automated pipelines secure your agency's reputation and long-term revenue by providing verifiable proof of work for every manufacturer client you serve.

Audit Trails

Every change is tracked with precise timestamps and user IDs to maintain total database accountability.

Mobile Precision

Field agents enter data directly at the shelf, eliminating the lag and errors associated with office-based transcription.

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Technical Operational FAQ

How are manufacturer clients kept separate?

We utilize the Portal and relational permissions. Each manufacturer can be assigned to a portal group that only has read-access to records linked to their specific company ID, ensuring strict data privacy.

Can agents scan barcodes for SKU lookup?

Yes, by using the barcode field type in our mobile forms, field agents can use their smartphone camera to scan EAN-13 or UPC codes, instantly pulling up the correct product record for auditing.

Is there a limit on shelf photo storage?

QuintaDB offers flexible storage tiers. High-resolution shelf photos are stored as encrypted assets linked to specific visit records, allowing you to build an extensive visual history for every retail outlet.

How do we verify agents were actually at the store?

The Location field type captures the exact GPS coordinates at the time of form submission. You can compare this against the store's master GPS data in our reporting engine to ensure on-site compliance.

Can I generate weekly client reports automatically?

Yes, using the Document Generator and scheduled automation, the system can consolidate all visits from the previous week into a single PDF report and email it to the manufacturer contact automatically.

How does the subform work for multi-SKU audits?

The subform allows an agent to add multiple "rows" of data within a single visit form. Each row represents one SKU audit, making it easy to log 50+ products during one supermarket visit.

Is the system accessible via mobile?

Absolutely. QuintaDB is web-based and fully responsive. Field agents can use their mobile browsers to access forms, upload photos, and update visit statuses without needing a dedicated app installation.

Can I track different retail formats?

Yes, our Stores table includes a select field for formats like Hypermarket, Convenience Store, or Pharmacy, allowing you to segment your charts and KPIs by store type to see performance variations.

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