How the system works
A store-visit management app: an area manager visits a store, runs a structured audit, and the system computes a score and creates corrective actions.
How to navigate
On mobile — open the menu with the ☰ button at the top left. On desktop the menu is always open on the side. There are four main pages:
Dashboard
The overall snapshot: how many stores, how many visits, average scores, open actions, and the weakest stores. Everything starts here.
- Filters at the top to pick period/store
- Tabs: Overview / Coverage / Performance / Actions / Visits
Stores
The store list with code, city, channel and the responsible area manager. Retail managers can add and edit stores.
- Click a store to see details
- 'Add store' button opens a new store form
Visits
All completed visits. Each visit shows a score and rating. Click a visit to open the full report.
- Click a row to open the report
- 'Compile a visit' button opens the new-visit wizard
Actions
Corrective actions generated from visits. Open / Closed tabs. Mark as closed once the issue is fixed.
- Open tab to see what to fix
- Button to open/close each action
The main flow: how to run a visit
- 1Start a new visit
In the menu tap 'New visit', or on the Visits page tap 'Compile a visit'.
- 2Fill visit details
Store, date, times, visit type, traffic, staff present.
- 3Go through 7 sections (101 questions)
For each question pick an answer, add notes and photos. The score updates live at the top.
- 4Summary and corrective actions
See the score and rating. For each issue you can open a corrective action with a due date.
- 5Submit
Tap Submit — the visit is saved, the score is set, a summary email is sent, and you land on the full report.