For merchandising managers or regional account managers, store visits are a critical part of successful retail execution—whether it’s checking on product displays, confirming event setups, reviewing sales performance, or managing inventory levels. After all, recent studies have shown that more than 80% of retail sales in the U.S. are still happening in physical stores.
But until now, there hasn’t been a streamlined way to capture and report on store visits in a way that ties directly into broader workforce operations.
That’s changing with AllWork’s new custom forms feature.
At AllWork, we’re always innovating to make workforce management smarter, faster, and more effective—especially for the brands and teams on the front lines. That’s why our newest enhancement—merchandising manager features with customizable forms—is designed specifically for regional managers and account managers to use during store visits.
Fully customizable forms for merchandising managers
Now, brands can create their own custom forms within AllWork’s retail merchandising software, empowering field leaders to:
- Conduct inventory checks to ensure products are fully stocked and ready for customers.
- Capture in-store sales to measure performance in real time.
- Complete retail compliance checklists to verify merchandising standards, cleanliness, and compliance.
- Get event status updates to confirm that promotional events are set up and running correctly.
These forms are flexible and brand-specific, so you can design them to align with your team’s workforce management goals and help your merchandising term stay aligned on KPIs. Whether you want a simple checklist or a detailed multi-section report, AllWork makes it easy to build exactly what you need (no third-party tools or work-arounds required).
Seamless integration for a full end-to-end field management solution
With the introduction of custom forms for store visits, AllWork now delivers a truly end-to-end platform for field team management—perfect for retail operations managers, field marketing leads, and account managers overseeing store-level execution.
Here’s how it all connects:
- Staffing and scheduling: Assign the right talent to the right stores at the right times.
- Mobile app for field teams: Enable brand reps and sales associates to clock in, report hours, and complete in-store tasks.
- Manager forms and real-time reporting: Give regional and account managers a structured, efficient way to document store visits and report back in real time.
- Retail compliance and visibility: Keep everyone aligned with custom reporting and real-time data across all levels of your retail operation.
Better retail execution starts with better visibility
With all your team’s activities—from frontline sales reps to field managers—housed in one platform, you get:
- A complete picture of store performance, improving store visit accountability.
- More efficient and actionable store visits, increasing visibility into execution gaps.
- Streamlined communication between corporate and field teams, strengthening alignment and competitive advantage.
- Stronger retail execution at every location.
No more disconnected tools. No more spreadsheets. Just a smarter, all-in-one solution for managing your field merchandising team and driving brand performance at retail.
Want to take your retail execution to the next level? AllWork helps merchandising managers streamline field operations, retail audits, and team performance—all in one place.
Reach out to schedule a demo of our end-to-end freelancer management and payments platform.
