CA2425710A1 - Method and system for merchandising management - Google Patents

Abstract

A method and system for merchandising management and for managing performance in a retail store. The present invention combines a method and system of checking, assessing and determining performance levels with a method of communicating expectation to employees and store management. Methods are adapted to bi-direction voice communication in which questions relative to performance expectations are transmitted from a base computer to an assessor using a remote speaker / microphone unit, the responses of the assessor being transmitted back to the base computer.

The voice computing apparatus, combined with the systems of checking and assessing current levels is capable of performing computerized functions such as ordering inventory. These computerized functions further aid merchandise management within a retail environment.

Description

TITLE OF THE INVENTION
Method and Apparatus for Merchandising Management RELATED APPLICATION
The present application is related to and claims the benefit under 35 USC
~119(e) of priority from U.S. provisional application Ser. No. 60/372,883 filed April 15, 2002, the disclosure of which is hereby incorporated by reference.
FIELD OF THE INVENTION
This invention relates to methods of managing the performance of employees in a retail stores and identifying the opportunities for improvement in merchandise management in order to facilitate an increase in retail sales.
BACKGROUND OF THE INVENTION
Retailing is an industry in which thousands of small tasks must be performed in timely manner.
The industry struggles with implementing these tasks such as planogramming products and re-stocking products, maintaining product pricing, implementing marketing programs. Any deficiencies in the execution of these tasks will cause a retailer to lose potential sales of their customers who patronize their store. Part of the problem is that most of retailers' workforce is made up of high turnover unskilled staffers earning little more than minimum wage. The other part of the problem is that retailers have not developed an effective method of managing the performance of these employees. Current methods of delegation and follow-up are ineffective.
As well, performance measurement is made more difficult due to the large number of tasks that the retailers are required to be performed on a regular and timely basis, such as stocking shelves, changing prices efc.
In conventional retailing, the most common method of delegation and follow-up currently used is a store walk-around. The store manager walks around the store, with pen and paper, viewing the retail displays, signage, stock levels, and general appearance and cleanliness of the store.
The store manager generates a task to be completed based upon his/her observations. The problem with this method is it relies on the management person's ability to notice deficiencies and produce this "things to do list" and is therefore prone to inconsistent performance by the management person. This method is also undesirable because it is a reactionary approach rather then a proactive approach to merchandising management and managing performance. A
more effective methods of delegation and follow-up which is sometime used, would involve scheduling routine tasks, such as fill the shelves, place P.O.P. ("Point of Purchase") material or signage for example and then use this schedule as a checklist to follow-up on performance.
Some of the problems with this method of delegation and follow-up is that it is time consumptive, burdensome and therefore expensive to undertake consistently and comprehensively: the larger the retail facility, the larger the number of task to be performed, and the more difficult it is to keep up with the merchandising tasks and in tracking performance.
Another important element of retail management that is currently lacking in today's retail environment is the ability to measure performance of such a large number of tasks.
Performance measurement allows the merchandise/store managers to determine if current efforts are causing a progression or digression in workforce performance. The merchandise or store manager can then take better control of the situation with this informed to make the appropriate changes.
There is therefore a need in the retail industry for an effective method of merchandising management and managing and measuring pertormance.
SUMMARY OF THE INVENTION
This invention relates in a first aspect to a method for merchandise management for a plurality of merchandise and supporting marketing material, comprising the steps of:
~ selecting a plurality of primary merchandising tasks;
~ paraphrasing each of the plurality of primary merchandising tasks for at least one of the plurality of merchandise into at least one sub merchandising task, forming a set of sub merchandising tasks;
~ combining the set of sub merchandising tasks into a standards manual; and ~ conducting a check-and-assessment of the plurality of merchandise using the set of sub merchandising tasks.
In a first variation to the invention, the plurality of primary merchandising tasks comprises Product Placement I Planogramming, Product Pricing, Product Availability I
Service Levels, Product Promotion / P.O.P. Implementation, and Product Image / Freshness.

In a second variation, the invention further includes the step of using results from the check-and-assessment for evaluating performance of at least one person responsible for display of said merchandise.
The evaluating performance of the at least one person responsible for display of said merchandise may comprise the user performing sub merchandising tasks and determining the percentage of affirmative replies.
In a third variation, the invention further includes the step of using results from the check-and-assessment for generating a list of further things to do for merchandise management.
In a fourth variation, the invention further includes the step of using results from the check-and-assessment for generating a list of further things to do to complete merchandise management.
In a fifth variation, the invention further includes the step of using results from the check-and-assessment for printing P.O.P. or shelf price tags identified to be missing.
In a sixth variation, the invention further includes the step of using results from the check-and-assessment for generating a printed or electronic inventory order.
In a seventh variation, the invention further includes a set of sub merchandising tasks involving the use of at least one planogram.
In an eighth variation, the check-and-assessment of the plurality of merchandise comprises the steps of: performing at least one sub merchandising task of the set of sub merchandising tasks;
and Recording the result of the at least one sub merchandising task.
In a ninth variation, the step of combining the set of sub merchandising tasks into a standards manual comprises storing the sub merchandising tasks in a storage of a computer, wherein the computer comprises a processor, memory, further storage, and communication facilities; and the step of conducting a check-and-assessment of the plurality of merchandise using the sub merchandising tasks comprises using a speaker element in electronic communication with the computer for providing a first voice information to the user from the computer and a microphone element in electronic communication with the computer for receiving a second voice information from the user and transmitting said second voice information in electronic form to the computer.
In accordance to a second aspect, this invention relates to a voice interactive system for assisting a user to manage merchandise for a plurality of merchandise and supporting marketing material, comprising:
~ A computer, comprising a processor, memory, storage, and communication facilities;

~ A speaker element in electronic communication with the computer for providing a first voice information to the user from the computer;
~ A microphone element in electronic communication with the computer for receiving a second voice information from the user and transmitting said second voice information in electronic form to the computer;
~ A file or database containing a plurality of sub merchandising tasks; and ~ Software stored at the computer for performing the steps assisting the user to conduct a check-and-assessment, the steps comprising:
~ Retrieving a sub merchandising task from the file or database;
~ Communicating the sub merchandising task to the user using the speaker element;
~ Receiving a response to the sub merchandising task from the user using the microphone element; and ~ Processing said response.
In a first variation to the system, the plurality of sub merchandising tasks are paraphrases of a plurality of primary merchandising tasks for the plurality of merchandise, including Product Placement / Planogramming, Product Pricing, Product Availability / Service Levels, Product Promotion / P.O.P. Implementation, and Product image / Freshness.
In a second variation, the check-and-assessment is used for evaluating performance of at least one person responsible for display of said plurality of merchandise.
Evaluating performance of the at least one person responsible for display of said merchandise may comprise the user performing sub merchandising tasks and determining the percentage of affirmative replies.
In a second variation, the invention further comprises the step of using results from the check-and-assessment for generating a list of further things to do for merchandise management.
In a third variation, the invention further comprises the step of using results from the check-and-assessment for generating a list of further things to do to complete merchandise management.
In a fourth variation, the invention further comprises the step of using results from the check-and-assessment for printing P.O.P. or shelf price tags identified to be missing.
In a fifth variation, the invention further comprises the step of using results from the check-and-assessment for generating a printed or electronic inventory order.

In a sixth variation, the invention further comprises an electronic display for presenting the content of at least one planogram to the user.
In a seventh variation, the check-and-assessment of the plurality of merchandise comprises the steps of:
~ Performing at least one sub merchandising task of the set of sub merchandising tasks; and ~ Recording the result of the at least one sub merchandising task.
In an eighth variation, a headset comprises the speaker element and the headphone element for allowing the check-and-assessment to be conducted by the user hands-free.
In a ninth variation, the software comprises a speech recognition component for the step of receiving the response to the sub merchandising task from the user.
BRIEF DESCRIPTION OF THE DRAWINGS
Fig. 1 illustrates performance summary.
Fig. 2 shows sections from a sample Standards Manual.
Fig. 3 shows sections from a sample Standards Manual.
Fig. 4 shows sections from a sample Standards Manual.
Fig. 5 shows sections from a sample Standards Manual.
Fig. 6 shows the opening screen.
Fig. 7 shows the main screen.
Fig. 8 shows the screen for the merchandise management menu.
Fig. 9 is a diagrammatic representation of the process flow.
Fig. 10 shows a flow chart for one implementation of the voice interactive system.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
A preferred embodiment of the present invention uses a standards manual as a method of communicating expectations in performing standards and incorporating a method of checking, assessing and measuring performance of these standards.

Current use of Standards Manual by the majority of retailers has been ineffective because they do not clearly set out expectations. Nor are current use of Standards Manuals developed in a manner that would permits performance of the standards to be measured.
Paraphrasing An important aspect of the Standards Manual of the present invention is that all of a retailer's standards as such relate to the execution of Primary Merchandising Tasks/PMT's (discussed below) are paraphrased as smaller, more specific Sub-Merchandising Tasks/SMT's. Compared to the prior art, the present invention's "paraphasing of SMT's" communicates performance expectations in a clearer, more concise manner. Additionally, converting retailing standard into smaller more specific tasks that can then be assessed as being performed "Yes"
or not performed "NO", enables the retailer to measure performance objectively.
Existing Standards Manuals are designed for the most part as "resource tools" used to document and communicate factual information and not designed to clearly communicate expectation, making performance assessments so subjective to interpretation that they are not reliable, often causing more harm than good to workplace performance.
Another important aspect of the Standards Manual of the present invention is the identification of the five (5) Primary Merchandising Tasks (PMT) identified as the following:
1 ) Product Placement / Planograming 2) Product Pricing 3) Product Availability / Service Levels 4) Product Promotion / P.O.P. Implementation 5) Product Image / Freshness These five (5) primary merchandising tasks (PMT) identify the merchandising tasks that cause the majority of a retailer's sales to be lost due to poor execution of standards. The present invention sets out to identify these five (5) primary merchandising tasks as a parameter for effective performance management in a retail environment. A retailer may still wish to add other smaller and less significant factors to this list. Prirnary merchandising tasks (PMT) are comprised of smaller more numerous and more specific sub merchandising tasks (SMT). For example the re-stocking of KitKatT"~ chocolate bars is a (SMT) of the (PMT) namely Product Availability/Service Levels. It is common for a store to carry as many as 10,000 different products, this store would be said to have 10,000 (SMT's) that make up it's Primary Merchandising task (PMT) of Product Availability/Service Levels. This illustrates the challenge retailers face and the potential for loss sales due 1:o poor performance of just this one single P MT.
It's important to note that paraphrasing relates to these sub merchandising tasks. And because of the large number of products carried, the Standards Manual paraphrases some SMT's in a PMT group, and still clearly communicates the standards and expectation An example of a Product Placement / Planograming paraphrased is as follows:
"Ensure that all products on the planogram are properly merchandised". A copy of the planogram would be contained in the manual along with the paraphrase. If there are 100 different products on the planogram and a check-and-assess identifies that: only 85 of the 100 items were properly planogrammed, an 85% measurement would be determined for Product Placement Planograming. In this instance, all 100 Product Placement / Planograming SMT's are grouped together and linked to the planogram listing to be founding the Standards Manual.
A generic example of such an SMT would be: "Correctly merchandise [insert specific product, type of product or category of product] to planogram." This question type is applicable for virtually all vendible products.
An example of a Product Pricing paraphrased is as follows: "Ensure that all products on the planogram are properly merchandised". A copy of the retailer's price list would be contained in the manual along with this paraphrase. If there ara 100 different products on the price list and a check-and-assess identifies that only 95 of the 100 items were properly priced, a 95%
measurement would be determined for Product Pricing. In this instance, all 100 Product Pricing (SMT) are grouped together and linked to the planogram listing to be founding the Standards Manual.
A generic variation of this example question would be "Establish that price of [insert specific product, type of product or category of product] ai: or below maximum pricing [insert pricing scheme]."
An example of a Product Availability / Service Levels paraphrased is as follows: "Ensure that stock levels on all products found on the planogram are properly merchandised". A copy of the planogram or a listing of the products on the planogram would be contained in the manual along with this paraphrase. If there are 100 different products on the planogram or list and a check-and-assess identifies that only 60 of the 100 items were on the shelves, a 60%
measurement would be determined for Product Availability / Service Levels. In this instance, all 100 Product Availability / Service Levels (SMT) are grouped together and linked to the planogram listing to be founding the Standards Manual.
A generic variation of this "Maintain an in-stock position of all [insert specific product, type of product or category of product] on the planogram.°' An example of a Product Promotion / P.O.P. implementation paraphrased is as follows: "Ensure that all products on the promotional signage are properly displayed". If there are 100 different promotional signs to be properly displayed and a check-and-assess identifies that only 95 of the 100 items were properly displayed, a 95% measurement would be determined for Product Promotion / Planograming. In this instance, all 100 Product Promotion / P.O.P.
SMT are grouped together.
A generic example of this is: "Ensure properly display of [insert specific signage to be found, i.e.
shelf talkers, counter promotional sign]."
An example of a Product / Store Image paraphrased is as follows: "Ensure that none of the products on the shelf are 'expired' or damaged". If there are 100 different products where a check-and-assess identified that 5 of the 100 items were expired or damaged, a 95%
measurement would be determined for Product Image / Freshness. In this instance, all 100 Product / Store Image SMT's are grouped together.
"Maintain the image of [insert specific product, type of product or category of product] freshness by checking expiration dates and removing outdated products from shelf' and "Keep [insert specific product, type of product or category of product] clean and remove any soiled or opened product from the shelf' are further examples of paraphrasing SMT's for Product / Store Image.
An aspect of the Standards Manual of the present invention is Performance Summary used to quantify as a percentage. 100% representing perfect performance. An important aspect of the Summary reporting of performance measurement is that it is done in a way that mirrors the standards manual of the present invention. This facilitates easily understood dialog that would follow between management and store personnel.
Figure 1 is a sample Performance Summary indicating the store's overall performance in the five (5) Primary merchandising tasks (PMT's). The merchandise or store manager might delegate each Primary merchandising task (PMT) to a different person or team of people for the 5 tasks and will be able to use this summary to communicate performance results to the individual stakeholders.

The elements in Figures 2 to 5 jointly constitute an example of a Performance Summary indicating the performance broken down by section department or product category and then into the five (5) Primary merchandising tasks (PMT's). The merchandise or store manager might delegate the entire section, department or product category to an employee Team of employee's and will be able to use this summary to communicate performance results to the individual stakeholders.
Strategically, the Performance Summary identifies where the opportunities for improvement exists. In the case of the Figure 1 for overall store Performance Summary, Service t_evels is shown as a clear area where more resources should be placed with potential opportunity for improving performance. Product Pricing and P.O.P. Implementation on the other hand indicate proper performance level and may possible be where less resources may be required without effecting performance levels.
In either of these two reporting examples (Figures 1, and Figures 2 to 5), week-by-week results can be tracked to show progression or digression in performance, further aiding the dialog between management and store personnel.
By way of an operative example, the principles identified above have been incorporated into a Standards Manual entitled Best Practice Retailing Standards in Schedule 1. By following the method embodied in the manual and working through a check and assessment of in-store corresponding sections, a manager or designated employee can identify and determine whether any tasks have been completed in order to conform the retailing area to the established retailing standards. A list of items to be done, in order to bring the retail area into compliance with the standards set out in the manual, can be determinE:d with reference to the particular items where performance was determined to be less that 100°io (or an acceptable level), based on the completion of the page by page analysis of the manual while reviewing the retail area to which the manual relates.
The employee or Team of employees responsible for the retail area will obtain a quantified, objective indicator of their level of performance arid compliance relative to a perfect level established by the retailing standards manual. This information on performance and compliance can be tracked over time to determine which areas and/or employees consistently under-perform and require targeted efforts to improve performance/compliance with standards. The performance of employees charged with responsibilities for the tasks in a given retail area can be judged against the standards provided in the manual.

Another embodiment relates to a system using bi-directional voice communication which allows the merchandising system to be automated and operated by voice (abbreviated in this document as "Voice Computing" or the "System"). Each Sub merchandising task is posed as a question that is transmitted from a base computer to a remote unit including a headphone/microphone worn by the assessor. For example, the base computer transmits the following question: "Is the Kit Kat promotional sign properly displayed ?".
The assessor responds to the questions with voice inputs relative to the observed performance of the standard: a "Yes" voice input if the task was properly completed; a "No" voice input if the task was not properly completed. The inputted voice response from the assessor is then transmitted back to the base computer, which records, correlates and tabulates the responses into a performance summary.
Voice Computing The System (Voice Computing) is a system with hardware and software components for automating the check-and-assessment process associated with a Standards Manual performed by a user. The means of carrying out the process, typically a writing instrument such as a pen and a printed copy of the manual, is replaced by electronic devices as part of a multimedia system. A computer (the "Computer"), having electronic memory elements for storing the contents of the Standards Manual (a file or database including an electronic version of the associated voice track), runs software to facilitate the check-and-assessment process. The Computer may be part of a telecommunication network of such computers and other network devices, such as a local area network (LAN), an intranet, extranet, or the Internet.
The remote unit of the system corresponding to the assessor/user has a number of input-output elements. These include a visual display such as a LCD or CRT display and a voice input-output device, such as a headphone/microphone headset (more generically microphone and speaker). An electronic device for entering characters is also included, such as a manual pointing device such as a mouse or trackball (spec;ially coupled with the display as in the case of PDA's), or a keyboard. These are linked electronically either directly with the display, or via the Computer. A printed copy of the Standards Manual may be included as the means by which information such as the planogram (instead of a CRT or LCD display screen) is displayed.
There may be one component of the remote unit to act as an intermediary between the Computer and the i/o devices in collecting and distributing signals in both directions. In a further variation, there may be further intermediary devices, such as routers and switches between the Computer and the remote unit (networking on a peer-to-peer or client-server basis).

Alternatively, the i/o devices are connected to the Computer with the related signals (in communication channels) associated with the particular user. The link between the Computer and the remote unit may be by cable or wireless telecommunication means.
In order to facilitate the check-and-assessment process, a voice recognition component is part of the software run by the Computer. One advantage of using Voice Computing is its "hands-free" characteristic which allows the assessor to make small correcting adjustment with his/her hands, thus further aiding the merchandising of products in the stores and increasing merchandising efficiency.
Each task is posed as a question that is transmitted from the Computer to the remote unit (the headphone/microphone worn by the assessor). For example, the Computer transmits the following question either visually as displayed on the screen or verbally by the headphone: "Is the KitKatT"~ promotional sign properly displayed ?". A graphic of a correct display may also be displayed on screen or its location (page number) recited in an accompanying Standards Manual. The assessor then responds orally to the questions relative to the observed performance of the standard: a "Yes" voice input if the task was properly completed; a "No"
voice input if the task was not properly completed. The inputted voice response from the assessor is then transmitted back to the base computer, which captures, recognizes, records, correlates and tabulates the responses (ultimately into a performance summary). There are a large number of technologies available for speech recognition and synthesis.
The responses are preferably, but not exclusively, of the Yes-No binary type. For example, a number may also be the response in relative to a question about the inventory quantity of a certain product placed on a shelf._Pre-determined minimum inventory levels enables the computer to sort "Yes" inputs from responses indicating inventory levels at or above the minimum.
Conversely, "No" inputs would come from responses indicating inventory levels below the minimum. The purpose of using the inventory quantity rather then a simple "Ves/No" is to allow the system to operate as a perpetual inventory order device. To be discussed in more detail later in embodiment that explains how the system can further aid the merchandising.
Figures 6 to 8 illustrate one possible initial series of screen displayed to a user of the System.
As shown in Figure 6, the user is first required to enter his user identifier and password in the corresponding text boxes. Once selecting and clicking on the box indicated as "Enter", the user is permitted to initiate a new session.
Each session commences with a selection of the task areas to be performed as part of the check-and-assessment. Figure 7 illustrates one possible layout for this menu screen, permitting the user to select the specific task areas and the order in which the areas are to be performed.
The actual check-and-assessment process involving questions is then carried out. The user has at all times the option of returning to this menu.
Once the check-and-assessment has been completed (or a part thereof), the user (with properly authorization) can generate a report (including hardcopies) by indicating to the System to initiate and show the Merchandising Management Application screen (sample shown in Figure 8). At this point, a number of reports can be generated. -The reports in Figure 8 are discussed in further detail below in relation to Figure 9.
This invention optionally includes software modules for entering questions into a particular System for a particular check-and-assessment session. For example, a software component may allow a manager or merchandising specialist to produce an electronic Standards Manual (including possible interface software with other merchandising systems, such as an inventory database or standalone system), including questians under each of the categories for each product and any graphic display. In addition to a session linked to the planograms, sessions can be linked to coincide with a list of pre-set initiative, a list of a specific group of products to be checked (i.e. only those products on promotion to be checked) as well, the Standards Manual can then be used as the basis for the check-and-assess session.
The system may also run a component using the Standards Manual as a basis as a training session tool, which requires the trainee to respond with affirmation that they understand what they read in the standards manual and what they observe. The benefit of linking the training with the check and assess is that there is even greater consistency in expectations. This would have tutorial capabilities that would allow the trainee to call up "Help" for more clarification of the standard and expectation.
Figure 10 shows the process flow of a preferred embodiment. Square boxes indicate input and output means; oval boxes show functions; parallel horizontal entities denote one or more files or databases (storage of information); and circular entities with inset numerical reference and accompanying arrow refer to or indicate the presence of a separate section of the overall flow chart.
Sequencing and Combining Questions One important advantage of using Voice Computing is that sequentially asked questions of a normal nature can be posed in combinations for reducing redundancies and taking advantage of heuristics, making this significantly more time effecaive than other methods.
Two steps are involved here. Firstly, the normal set of questions for a Standards Manual is produced; then analysis follows of the questions for sequencing and combining purposes and generating the hierarchical order in which the reduced set questions should be posed (as for example in a decision tree or flow chart) is carried out. These si:eps are typically performed by the manager or a merchandizing specialist and then entered into the System for a particular session of check-and-assessment.
An example sequencing and combining questions is as follows: The base computer poses a question about the inventory level of a product in the order that product is planogrammed to appear on the shelves, if read from left to right. If the assessor answers with a "NO" voice input response, the base computer records the "No" voice input responses as an indicator that the product in question was not the product in that place on the planogram. If the assessor answers with a inventory quantity example "24" voice input response, the base computer records a response for 2 sequentially combined questions. The base computer records a yes to the product being in the sequentially correct place on the planogram. At the same time, the base computer records either a "Yes or Na" for Product availability, depending on the pre-determined minimum/ critical inventory level set for that product In addition to sequencing questions, the answer to a single combination question can form indicators of the validity of a number of related propositions . For example, the base computer might ask the assessor "What is the inventory of KitKatT"~ chocolate bars and are they promotionally priced at 99 cents ?" If the assessor responds with a number, e.g. 24, the base computer records not only that a quantity of 24 is i:he inventory amount indicating that KitKatT"~
is available, but also that it indicates the following: The system user would be instructed or trained (possibly under a training component of the System) to answer in a hierarchy simply as follows: If all responses are positive the response is a quantity response.
The computer will accept "yes" for the other 4 propositions. If all responses are ""No" the order of utterances are (1 ) "wrong" for wrong price; (2) "no" for product is not found in that place on shelf; (3)" damaged"
for damaged product; (4) "missing" for missing P.O.P. (material etc.); and (5) a "quantity" for inventory/service level, referring to the actual numerical quantity. As far as the invention is concerned, "wrong" is actually a "no"-type answer. Likewise, If an assessor checks the quantity and it is below the minimum/critical level established, then the answer is "no" to the implied question/instruction "Maintain an in-stock position on that product".
Based on the assessor's "quantity" response of 24 to the above mentioned question, the base computer would record that ~ KitKatT"" is properly planogrammed;
~ KitKatT"" is properly priced at 99 cents;
~ the KitKatT"' product has not past its expiry date nor has it been damaged;
and ~ the KitKatT"' product has a promotional sign properly displayed. Properly display only relates to P.O.P.
If the assessor response with a "No" to the above question, the base computer records the "No"
input response that KitKatT"" is not properly planogrammed. The base responds then follows with the follow-up question, "Is Kit KatT"" somewhere else on the shelf, if so what is the inventory of KitKatT"" ?" If the assessor responds with a number, e.g. 12, the base response records not only 12 as the inventory figure indicating that KitK;atT"" is available, it also indicates to the base computer:
~ KitKatT"" is properly priced at 99 cents;
~ KitKatT"~ product was not expired or damaged; and ~ the KitKatT"~ product has a promotional sign properly displayed.
If the assessor responds with "Wrong" to the original question. "What is the inventory of KitKatT~' chocolate bars and are they promotionally priced at 99 cents ?", the base computer records the "Wrong" input response that KitKatT"" is not properly priced at 99 cent. The base computer asks the follow-up question "what is the inventory of KitKatT"" ?" If the assessor responds with a number, e.g. 12, the base computer records 12 as the inventory figure indicating that KitKatT"" is available, and the response indicates to the base computer that the KitKatT"~
product was not expired or damaged. The assessor will only respond with the number of vendible products, being trained to only include saleable items in inventory amount. Therefore if there is a quantity of 24 and one is damaged the response to the question would be "23". It also indicates to the base computer a "yes" response that the KitKatT"~ product has a promotional sign properly displayed. It would only count as a "Yes or no" response if a tag line on the original questions voice prompt. If no tag line is uttered by the computer, the computer and the assessor ignores that step and there is no effect on the % for P.O.F'.
If the assessor responds "Damaged", the base computer records the "Damaged"
input response that KitKatT"~ is expired or damaged. If one or more are damaged the response is "Damaged"
because it effects the freshness image of that product and others. The user will be trained on what is damaged, i.e. torn or faded labels, have empty or opened packages and soiled basically. The base computer asks the follow-up question "what is the inventory of KitKatT"~ ~°
(referring to the undamaged portion of goods). If the assessor responds with a number, e.g. 12, the base response records not only 12 as the inventory figure indicating that KitKatT"" is available, it also indicates a "yes"-input response that KitKatT"~ is properly priced at 99 cents It indicates to the base computer a "yes"-input response that the KitKatT""
product has a promotional sign properly displayed.
If the assessor response with "Missing", the base computer records the "Missing" input response that the KitKatT"~ promotional sign is not properly displayed. The base computer asks the follow-up question "What is the inventory of KitKatT"~ ?" If the assessor responds with a number, e.g. 12, the base computer records not only 12 as the inventory figure indicating that KitKatT"" is available, it also indicates to the base computer a "Yes" input response that KitKatT""
is properly priced at 99 cents. It indicates to the base computer a "yes"
input response that the KitKatT"~ product was not expired or damage.
When a product is on promotion, the starting question for that product will be something like "What is the inventory of KitKatT"~, is there a shelf talker (P.O.P.) and is the product priced at 99cents ?" The expected responses are varied accordingly.
This aspect of the present invention enables the assessor to check-and-assess the five (5) Primary merchandising tasks (PMT's) all at once, in a very time effective manner. This aspect is not limited to these five (factors), an unlimited number of factors can be checked with appropriate modifications which would be clear to the person skilled in the art.
A preferred embodiment of the present invention uses the System including the core check-and-assess methodology to perform computerized functions that further aid the execution of merchandising tasks in addition to producing a Performance Summary.
The base computer uses the negative input responses captured during the performance check-and-assess session i.e. all of the "Missing", "Damaged", "Wrong", "No" and "Quantity" that are below minimums / critical levels as deficiencies. These no-type or deficient responses collectively summarize the store's opportunities for improvement and requirements for timely corrective action.
A chart of the possible process flow is indicated in Figure 9. At step 910, a Standards Manual is created and obtained by a store manager, which sets the standards /
expectations and paraphrase in question with preferably Yes/No type answers. Also may be set at step 910 are parameters for a Performance Audit which may be invoked later (as step 930).

The next step is the check-and-assess session during step 920 using Voice Computing or done manually.
As referred to earlier in relation to Figure 8, the System, incorporating the check-and-assess method, can be used as an aid in merchandising management to produces various reports. This would include a printed version of a "Things to do list" to be utilized as a delegation tool (step 940). All negative responses can be summarized in a "Things to do list" and printed in a "Things to Do" report format after a check-and-assess session has been completed (during step 920).
Every product on the planogram can be coded in the programming of the computer with a specific employee or department identified. This allows for printing of separate "Things to Do"
reports for each of the individual stakeholders. This results in greater time and cost effectiveness.
Another way this system can be used as an aid in merchandising management is to reproduce printed P.O.P. or shelf price tags at the base computer printer (step 950).
Responses that have identified missing P.O.P. or the wrong price during the check-and-assess session (step 920) can be summarized and printed after a check-and-assess session has been completed. The printed P.O.P. and/or shelf price tags can be immediately delegated to the appropriate employee so that corrective action may then take place. Every product on the planogram can be coded with a specific employee or department identified so that separate batches of P.O.P. or shelf price tags can be run for each individual stakeholders.
A further way the System can be used in merchandising management is to produce (at step 960) a printed or electronic inventory order that can be sent to the supplier immediately following a check-and-assess session (step 920). All inventory response may be captured on a "Stock card styled " spreadsheet capable of keeping a perpetual inventory and generate a product order. Items with inventory levels inputted below minimum / critical levels trigger an output response printed to the appropriate suppliers pre-formatted order form.
Every product on the planogram is coded in the programming of the computer with a suppliers code to identify the source for replenishment.
In a variation, such orders are sent electronically to a supplier using a Business to Business system, such as that implemented using the Internet or any other means of telecommunication.
The retailer may choose to run a check-and-assess session for any one of the purpose above or other customized reports.

The use of the voice-based system, including the check-and-assess method of inventory levels of products and producing a printed or electronic inventory order, is a method embodied in the present invention (as indicated above for step 960 of Figure 9). Voice Computing in this manner can also be used by suppliers acting on their own behalf during a sales call to the retailer's store or by any organizations in any other industries that require replenishment of inventories or supplies. The system is viable and universal in most industries where workplace performance, price audit, supplies and inventories etc. are a factor. Voice Computing, combined with a check-and-assess of inventory for the purpose of reordering can take the form of any inventory or supply listing, in the same way as a planogram listing. The method creates much greater time and cost effectiveness then any prior arts methods found in retailing today.
It will be appreciated that the above description relates to the preferred embodiments by way of example only. Many variations on the apparatus for delivering the invention will be clear to those knowledgeable in the field, and such variations are within the scope of the invention as described and claimed, whether or not expressly described.
Ali patents, patent applications, and publications referred to in this paper are incorporated by reference in their entirety.

Best Practice Retailin Standards __ _Tobacco Cate or Standard _ On Standard_Off Standard_ Assessment Value Image One (1 ) point value is 1.) Keep Tobacco Picture of full Picture of half given for keeping Supertrays full. Supertrays empty i Supertrays full.
Sunertrav 2.) Brands packaging Picture of Picture of One (1 ) point value is displayed so that packages packages not given for pack front faces farina customer farina merchandising all customer. tobacco product facin the customer 3.) Use coloured Picture of Back Picture of One (1 ) point value is brand strips given for using supplied by the Wall with Strips Backwall Without manufactures cigarette strips. i coloured strips on all company's . tobacco shelves r _ _ __._ --_- _ I~ Image Scoring ' 3 out of 3 = 100 2outof3= 66.6%
_- __ 1 out of 3 = 33.3 !!~Tobacco Pricing One (1 ) point value is ' 1.) 20 packs at or ~3 . ~ given for pricing 20 below maximum t packs at or below pricing Jan 15, 01 I ' maximum pricing.
established by __ price survey.
i 2.) 25 packs at or i ', One (1 ) point value is below maximum I ~3 , given for pricing 25 pricing ~ ' ', packs at or below established by Jan 15, 01 ', maximum pricing.
price survey. -3.) Carton packs at or One (1 ) point value is below maximum ' ~27 , given for pricing pricing ' Carton packs at or established by Jan 15, 01 below maximum III, price survey. - pricing. I
Price Strategy Scoring 3 out of 3 = 100 2outof3= 66.6%
1 out of 3 = 33.3 % , Standard _ On Off Assessment Standard _ Standard Value _ P.O.P. Implementation Picture of One (1 ) point price value is 1.) Properly I.D properly given for displaying display CTP authorized displayed CTP authorized on interior price backwall. interior cigarette price identification signs.
sign on backwall.

I
2.) Properly display Picture of One (1 ) point value is CTP authorized exterior sign on given for displaying exterior price pole. CTP authorized identification sign ~ exterior cigarette price on outside pole. j signs.
3.) Properly display One (1 ) point value is approved age given for using restriction signs approved age i on beside restriction sign beside I backwall. backwall.
P.O.P. Implementation 3 out of 3 = 100 Scoring 2 out of 3 = 66.6 1 out of 3 = 33.3 Planogram Implementation 11 Ft Planogram ~ Planogram 1.) Correctly ~ One (1 ) point value for merCltandise ITL__ ITL RBH ITL ITL RBH every shelf properly I tobacco shelves to ITL ITL RBH I_TL _- _ITL_ RBH Set t0 planogram.
I planogram. ITL ITL_ RBH_ IT_L ITL_ RBH Total Of tW2lVe (12) I ITL ITL RBH RJR RJR RJR points are assessed _ for tobacco i - lano ram.
2.) Properly display One (1 ) point value for the ITL and RBH Picture of ITL Picture of every tobacco counter counter display in ~ and RBH counter displays display properly in a visible area of l counter display not to standard. ~ position. Total of two the pay point I and proper (2) points are counter. i location. assessed for tobacco i - counter displays.
i I __ I _ i Planogram Scoring ~ 14 out of 14 = 100%

Standard _" ", On Standard i - Off Standard ~ Assessment Value Service Levet r i 1.) Carry the Top 75 SKU's of tobacco See top 75 list One (1 ) point value for products. And attached ir~astock.p Fe eK h'en maintain the Top _ 4 packs of any Top 30 30 SKU's at all SKU is considered out time. or about to be out of ' stock.
' Service Level Scoring 30 out of 30 = 100%
.-~ ~.- __- - ~___ _ _ _._ Best Practice Retailin Standards - _ ___ Gum & Mint Cate or Standard On Standard Off Standard Assessment Value Image 1.) Maintain freshness One (1) point value for of product by Show picture of each of the 73 SKU's checking date code on so long as the expiration dates on product packages for each products regularly. SKU are not expired, Remove outdated soiled, or opened product from the shelf.
2.) Maintain the Gum Show a box of Show a box of & Mint display by Hall's SKU that ~ Hall's SKU
always keeping is full almost empty the product ~' with one of the packaging clean broken open and unopened jj~Image Scoring ~ 73 out of 73 =100%
' _ i _ _ j Pricing Strategy ', ~ t One (1 ) point value is I 1.) Price regular gum . given for pricing at or below Regular gum at or maximum pricing Jan 15,01 below maximum established by price pricing.
survey. ' i 2.) Price premium gum One (1 ) point value is at or below ' ~ given for pricing maximum pricing ~ ~ ', i Premium gum at or established by price Jan 15, 01 ' I below maximum survey. I pricing.
i _ ___ __- _--3.) Price SuperPak ~ ~ One (1 ) point value is gum at or below i ~ . ' given for pricing maximum pricing ', Superpak gum at or established by price Jan 15, 01 ! below maximum survey. pricing.
Pricing Strategy Scoring ' 3 out of 3 = 100 2outof3= 66.6 _. -- ~. 1 out of 3 = 33.3 % I

Standard _ On Standard _ Off Standard______ Assessment Value P.O.P. Implementation Picture of Price One (1 ) point value is 1.) Properly Display Ip sign and given for properly price identification holder using the Gum & Mint signs. Price Id. sign and holder.
2.) Properly display Picture of a ~ One (1 ) point value is current monthly Gum self given for properly promotional shelf dangler using the current Gum danglers. & Mint promotional shelf dangler.
___ 3.) Properly display ~ ! One (1 ) point value is current monthly ~ i given for properly promotional ? using the current Gum counter signs. f ~ & Mint promotional ~ counter sign.
i 4.) Properly display ~ One (1 ) point value is current monthly ~ given for properly promotional ~ ', using the current Gum Nozzle Talkers. ~' ! & Mint promotional i Nozzle Talkers.
5.) Properly display ~ j a One (1) point value is current monthly ~ i gmen for properly promotional Pump ' using the current Gum Toppers. ~ ~ ,~ & Mint promotional ~! Pump Topper.
_ ____ i P.O.P. Implementation ~' ~5 out of 5 = 100 Scoring i ', ~I 3 out of 5 = 60 % i _._-_- ' -'; 1 out of 5 = 20 Planogram ' I -Implementation i - i I ~ One (1 ) point value for 1.) Correctly ~ ~ I each of the 75 items merchandise Gum ~ on planogram so long & Mint section as ~ ~ as each is per planogram. I merchandised in the ~ proper location.
Planogram ~' i 75 out of 75 = 100%
Implementation I

Standard - On Standard Off Standard Assessment Value Service Level 2.) Maintain an in-stock position of See e0ach(of the' 73 SKU sor a!I Gum & Mint planogram in-stock. Fewer then SKU's on 6 packs of any SKU is planogram. considered out or about to be out of stock.
'. Service Level Scoring ~ 73 out of 73 = 100%

I Roof P,.or.fir.o Dete;li.,rr Cto.,.~a..rl~ I r~H~.,..~..a,, n....
n..........__. I
_ .., Standard On Standard Off Standard v Assessment Value Image 3.) Maintain freshness One (1 ) point value for of product by Show picture of each of the 44 SKU's checking date code on so long as the expiration dates on product packages for each products regularly. SKU are not expired, Remove outdated I, soiled, or opened product from the shelf.
i I 4.) Maintain the Show a shelf of ' Show a shelf of Chocolate Bar O'Henry full O'Henry almost display by always empty with one keeping the ~ opened product packaging _ i clean and j unopened I
age Scoring -- , 4I 4 out of 44 =100%
I_.~ _ -- 1_ Pricing Strategy One (1 ) point value is 4.) Price regular bars ~ given for pricing at or below , Regular Bars at or maximum pricing Jan 15, 01 below maximum established by price ~ pricing.
survey.
i i I
~ 5.) Price King Size One (1 ) point value is Bars at or below ~ , given for pricing King I
maximum pricing Size Bars at or below established by price ; Jan 15, 01 maximum pricing.
survey. I
I
_ __ ___ __ __ ______ _' _ i Pricing Strategy Scoring 2 out of 2 = 100 %~
L__ -...-_._-._- _~ 1 out of 2 = 50 Standard _ On Stan__dard Off Standard Assessment Value P.O.P. Implementation Picture of price One (1 ) point value is 6.) Properly display given for properly ID sign and price identification holder using the Chocolate sign for Chocolate Bar Price Id. sign and Bars. holder.
7.) Properly display Picture of a One (1 ) point value is current monthly Chocolate Bar given for properly promotional shelf self dangler using the current dangler for Chocolate Bar chocolate bars . promotional shelf dangler.
-.
8.) Properly display One (1 ) point value is current monthly i given for properly promotional ; using the current counter sign. v Chocolate bar promotional counter sign. i -i 9.) Properly display ~ One (1 ) point value is current monthly ~ ~~I given for properly promotional j ~ using the current Nozzle Talkers i ~ ' Chocolate Bar for chocolate j - promotional Nozzle bars. I ';, Talkers. , i ; ~ ~ _ I 10.)Properly display ~ --, ~ -- ~ One (1 ) point value is current monthly ! ; given for properly promotional Pump I using the current Toppers for I i ! , Chocolate Bar chocolate bar. ~ ~ ~ promotional Pump i ' Topper.
P.O.P. Im lementation -._- __-.____.-_--.._ ' t of 5 = 100 p I ;
Scoring , ~ 3 out of 5 = 60 _ _. _ ~ bout of 5-= 20 % J
Planogram . _ __....- .... _- _ Implementation ~ One (1 ) point value for 2. Merchandise each of the 57 item s ________ _ _.1 __~ _ Chocolate Bar on planogram so long section as per as each is planogram. merchandised in the proper location.
Planogram I 57 out of 57 = 100%
Implementation Scorina Standard ~ On Standard----Off Standard ~ Assessment Value --r Service Level 3.) Maintain an in- One (1 ) point value for stock position of See each of the 44 SKU's all Chocolate Bar planogram in-stock. Fewer then SKU's on __ 6 packs of any SKU is planogram. considered out or about to be out of stock.
Service Level Scoring I ~ I 44 out of 44 = 100%

I Rwct Pr.~rtii~w 1?wt~ilinrt Qt9nrlarrle 1 Rm.nronro !'n~w.r.,.... I
Standard ~On Standard ~ Off Standard v Assessment Value __-~ Image 1.) Maintain freshness One (1 ) point value for of product by Show picture of each of the 173 SKU's checking date Code on so long as the bottles expiration dates product for each SKU is faced j on products up, not expired or regularly. Remove soiled.
outdated product from the shelf.
I
2.) Maintain the Show a shelf of i Show a shelf of Beverage display Coke Full j Coke Unfaced by always keeping i the product ~ --packaging clean and faced up. i _l _ _.Image 5corin~___ _-~._~_____.,..-» ~ 178 out of 178 _ . _ ---.~-. ~,._ . __,.___.! ._~_~_._- _ ~ =100 % -Standard ___ On Standard Off Standard Assessment Value Pricing Strategy One (1 ) point value is 1.) 355m1 Cans at or given for pricing below maximum 355m1 cans at or pricing. below maximum ricin .
2.) 600m1 bottles at or One (1 ) point value is below maximum given for pricing pricing 600m1 bottles at or below maximum ricin .
3.) 1 It bottles at or One (1 ) point value is below maximum given for pricing 1 It pricing bottles at or below maximum ricin .
4.) 2 It bottles at or One (1 ) point value is below maximum given for pricing 2 It pricing _ bottles at or below maximum ricin .
5.) 473 ml Alternative One (1 ) point value is Bev. at or below given for pricing 473 maximum pricing ml Alt. Bev. at or below maximum pricing.
~, 6.) 571 ml Neutracitical One (1 ) point value is drinks at or below given for pricing maximum pricing 571m1 Neutracitical at or below maximum _..--_._____-__-- _._-__.. ricinc .~_ 7.) 710 ml Gatorade at One (1 ) point value is or below maximum given for pricing pricing 710m1 Gatorade at or below maximum __--_ _--_-_ ..__.--.-_.__ Wing 8.) 500m1 Montclair One (1 ) point value is water at or below given for pricing maximum pricing 500m1 Montclair at or - below maximum ricin .
9.) 710 ml Montclair One (1 ) point value is water at or below given for pricing maximum pricing 710m1 Montclair at or below maximum ricin .

10.) 1.5 It Montclair One (1 ) point value is water at or below given for pricing 1.51t maximum pricing Montclair at or below _ __ maximum ricin .
Pricing Strategy Scoring 10 out of 10 = 100 out of 10 = 50 I -_- __%
Standard _ On Standard -_ Off Standard __ Assessment Valu P.O.P. Implementation Picture of Price One (1 ) point value is 11.)Price identification ~ ID shelf tags given for properly shelf tags used. using the Beverage Cooler Price Id. Shelf tags.

12.)Current monthly Picture of a One (1 ) point value is promotional cooler cling given for properly cooler cling used. using the current promotional cooler cling.
_-_.___ -_.___ __--.~_.__-- _-_._ i 13.)Current monthly One (1 ) point value is promotional given for properly counter sign used. ~ using the current Beverage promotional counter sign.

14.)Current monthly ! One (1 ) point value is promotional ~ given for properly Nozzle Talkers I, using the current used. - ~ Beverage promotional j Nozzle Talkers . i -. _-____ _ --L_ _____----_. t _ I

15.)Current monthly One (1 ) point value is promotional Pump given for properly Toppers used. using the current beverage promotional Pump Topper.
P.O.P. Implementation 5 out of 5 = 100 Scoring 3 out of 5 = 60 1 out of 5 = 20 Planogram i Implementation One (1 ) point value for 3.) Maintain each of the 173 Beverage cooler I facings on planogram as per planogram. I I so long as each is ' merchandised in the i I proper location.
- --_-_.-__-_ Planogram ! 173 out of 173 =
Implementation 100%
Scoring __ -~
Standard On Standard Off Standard Assessment Value Service Level 4.) Maintain an in- One (1 ) point value for stock position of See each of the 100 SKU's 97% of the 100 planogram in-stock. Fewer then SKU's on -6 packs of any SKU is planogram. , considered out or about to be out of stock.
Service Level Scoring 100 out of 100 =
100%
__ -.---- ___-__-_.

Best Practice Retailin Standards ___ Saltv Snacks Cate or Standard On Standard Off Standard Assessment Value Image 5.) Maintain the Show picture of Show picture One (1 ) point value for Hostess display by full section of section that each of the 100 always keeping is not full facings so long as the display full and each facing is al least faced. half filled.
Image Scoring 100 out of 100 =100%

Pricing Strategy One (1 ) point value is 6.) Large 319g Dorito's given for pricing Large are priced at or Dorito's at or below below maximum maximum pricing.
pricing.
7.) Large 280g Ruffles -- One (1 ) point value is are priced at or given for pricing Large below maximum Ruffles at or below pricing. maximum pricing.
Pricing Strategy Scoring 2 out of 2 = 100 1 out of 2 = 50 Standard On Standard__ Off Stan_d__ard Assessment Value 'h P.O.P. Implementation Picture of Price One (1 ) point value is I~ 16.)Price identification Ip given for properly sign used in Take using the Price Id.
i home section. Signage in the take I, home section.
-_- _-_ 17.)Shelf strips used Picture of a self One (1 ) point value is in both the single strips given for properly serve and take using the shelf strips ' home sections. in both the single serve and take home i sections.
18.)Both Big Grab - One (1 ) point value is and Mega Grab Show red frame given for properly signs with red signs over using the red framed frames are single serve sign above the Big properly used. section Grab and Mega Grab product.
19.)Current monthly One (1 ) point value is promotional given for properly counter sign used using the current properly. promotional counter sign .
20.)Current monthly I - One (1 ) point value is promotional Pump i given for properly Toppers used. ~ using the current promotional Pump Topper.
I' P.O.P. Implementation I 5 out of 5 = 100 Scoring 3 out of 5 = 60 1 out of 5 = 20 Planogram Implementation One (1 ) point value for 4.) Maintaining the Show picture each of the 100 single serve and of planogram facings on planogram take home section so long as each is as per planogram. i merchandised in the proper location.
Planogram 100 out of 100 =
Implementation 100%
Scorin ____g --__-___.--.__.._.. ____.-. _ -:

_Standard On Standard ___ Off Standard __ Assessment Value Service Level 5.) Maintain an in- One (1 ) point value for stock position of See each of the 10 SKU's the top 10 planogram in-stock. Fewer then Hostess SKU's . 3 packs of any SKU is considered out or about to be out of stock.
Service Level Scoring 10 out of 10 = 100%

Best Practice Retailin Standards ____ __Sin le Serve Cate or Standard On Standard Off Standard Assessment Value Image 6.) Maintain freshness One (1) point value for of product by Show picture of each of the 66 SKU's checking date code on a so long as the each expiration dates on meat snack SKU is faced up and products regularly. product none of the product is Remove outdated expired, soiled, or product from the opened shelf.
~.) Maintain the Show a picture Show a picture Single serve of a full pegged of an almost section by always section empty section keeping the product packaging clean , unopened, full and faced up.
Image Scoring 66 out of 66 =100%
Pricing Strategy One (1) point value is 8.) Small Pringles at or given for pricing Small below maximum Pringles at or below pricing. maximum pricing.
3.) Trebor Single serve One (1 ) point value is at of below given for pricing maximum pricing. Trebor single serve product at or below maximum pricing.
4.) Kripry Kernals - i One (1 ) point value is Tubes at or below ~ given for pricing maximum pricing. i Krispy Kernals Tube at or below maximum -- pricing.
Pricing Strategy Scoring 2 out of 2 = 100 1 out of 2 = 50 Standard __ On Standard __- Off Standard- _ Assessment Value P.O.P. Implementation Picture of Price One (1 ) point value is 21.)Price identification ID shelf tags. given for properly shelf tags used in using the Price Id.
front of all SKU's ~ Shelf tags.
22.) Price tickets used Picture of a One (1 ) point value is on all pegged product with given for properly product. price tag on top using price tickets on right hand all pegged product.
r~rnor ~ 23.)Both "Snack to One (1 ) point value is Go" signs in red Picture of given for properly frames properly signs on top using the "Snacks to used above of section. Go" signs in red section. frames on top of section.
P.O.P. Implementation 3 out of 3 = 100 '%
Scoring 2 out of 3 = 66.6 1 out of 3 = 33.3 %
Planogram Implementation i One (1 ) point value for 5.) Maintain Single ~, each of the 81 items Serve section as I on planogram so long per planogram, i as each item is merchandised in the proper location.
Planogram ', ~ 81 out of 81 = 100%
Implementation Scoring ' -i Standard ----~On Standard---_-__~ Off Standard - ~ A~sment Value Service Level One (1 ) point value for 6.) Maintain an in- ~~ I each of the 66 SKU's stock position of See I in-stock. Fewer then 97% of the 66 planogram I 3 packs of any SKU is SKU's on _ ~ considered out or planogram. about to be out of ~ stock.

Service Level Scoring-~ 66 out of 66 = 100%
Best Practice Retailin Standards _Take Home Cate or Standard On Standard Off Standard Assessment Value Image 8.) Maintain freshness One (1 ) point value for of product by Show picture of each of the 52 SKU's checking date Code on so long as the expiration dates on product products for each products regularly. SKU are faced up and Remove outdated not expired, soiled, or product from the opened.
shelf.
9.) Maintain the Take Show a Full Show a section Home section by section . almost empty always keeping with one open the product faced up clean and un~ened Image Scoring 52 out of 52 =100%
Pricing Strategy -.
One (1 ) point value is Trebor take home size given for pricing at or below maximum Trebor take home at pricing. or below maximum ricin .
3.) Allan SuperPak at One (1 ) point value is or below maximum given for pricing Allan pricing. SuperPak at or below maximum pricing.
4.) Large Pringles at or -~ One (1 ) point value is below maximum given for pricing Large pricing. Pringles at or below maximum pricing.
i j Pricing Strategy Scoring 3out of 3 = 100 Standard On Standard Off Standard_ Assessment Value P.O.P. Implementation Picture of Price One (1 ) point value is I, 24.)Price ID shelf tags Ip shelf tag given for properly used in front of all using Price Id. Shelf products on shelf. - tags in front of all products on shelf.
I
~I 25.)Price tickets used Picture of a One (1) point value is on the top right price ticketed given for properly hand corner of all pegged product using price tickets on pegged product. all pegged product.
I
P.O.P. Implementation 2 out of 2 = 100 Scoring -_-Planogram Implementation One (1 ) point value for 6.) Maintain Take each of the 58 facings Home section as on planogram so long per planogram. as each item is -_,_~-, , merchandised in the proper location.
Planogram 58 out of 58 = 100%
Implementation Scoring Standard I On Standard I Off Standard I Assessment Value Service bevel 7.) Maintain an in- One (1 ) point value for stock position of See each of the 49 SKU's 97% of the 49 planogram in-stock. Fewer then SKU's on 3 packs of any SKU is planogram. considered out or about to be out of stock.
Service Level Scoring ~ ~ ~ 49 out of 49 = 100%

Best Practice Retailin Standards Automotive Cate or Standard On Standard _ Assessment Value Off Standard Image Show a shelf One (1 ) point value for 10.)Maintain each of the 162 the facing Automotive sectionfaced up so long as the face-up by always keeping and not soiled.

th t f d e pro uc ace-up~ and clean.

Image Scoring 162 out of 162 =100%

Pricing Strategy One (1 ) point value is 9.) Current retailer given for pricing all pricing to be retail product at followed. current retailer pricing.
I 10.)Current WWAF One (1) point value is pricing to be given for pricing followed. WWAF at the current retailer price..
i -._-4.) Current Formula 1 ! One (1 ) point value is i 10W-30 pricing to given for pricing ' j be followed. ; 10W-30 at the current retailer price.
i -_- - j i 5.) Current Quaker ' One (1 ) point value is i State 10W-30 f ! given for pricing pricing to be I~ I Quaker State 10W-30 followed. ! ' at the current retailer ', price.
Pricing Strategy Scoring ', 4 out of 4 = 100 % ;
3 out of 4 = 75 I, } ! 2 out of 4 = 50 1 out of 4 = 25 Standard On Standard-. Off Standard Assessment Value P.O.P. Implementation _.
Picture of Price One (1 ) point value is 26.)Price identification ID shelf tags given for properly i shelf tags to be using the Price Id.
used in front of all Shelf tags in front of i products on all products on shelf.
shelves.
i 27.)Price tickets to be Picture of a One (1 ) point value is i used on the top product with given for properly j right hand corner price tickets on using price tickets on of all pegged top right hand all pegged products.
product. corner _ __ P.O.P. Implementation 2 out of 2 = 100 Scoring ----Planogram Implementation One (1 ) point value for 7.) Maintain 8 Ft each of the 163 Automotive facings on planogram section as per so long as each item planogram. is merchandised in the proper location.
Planogram 75 out of 75 = 100%
Implementation Scoring Standard I On Standard I Off Standard I Assessment Value Service Level 8.) Maintain an in- -- One (1 ) point value for stock position of See each of the 158 97% of the 158 planogram SKU's in-stock.
SKU's on _Fewer then 2 packs of planogram, any SKU is considered out or about to be out of stock.
Service Level Scoring 158 out of 158 =
100%

Best Practice Retailin Standards _ Dair Cate or Standard On Standard ' Off Standard Assessment Value Image 11.)Maintain freshness One (1 ) point value for of product by Show picture of each of the 18 SKU's checking date code on so long as the product expiration dates on product is faced-up, clean, products regularly. unopened and not Remove outdated expired product from the shelf.
12.)Maintain the Dairy Show a full Show a shelf of display by always shelf of Dairy almost empty keeping the products products faced-up, clean and unopened - Image Scoring 18 out of 18 =100% i s -.- --_ .___ i ~ Pricing Strategy One (1 ) point value is i i 1.) 500m1 milk in given for pricing cartons at or below 500m1 milk in cartons i maximum pricing. - at or below maximum ____ __- -___ _-___ pricing.
2.) 400m1 milk shakes One (1) point value is in cartons at or given for pricing below maximum 400m1 milkshakes at pricing. -., or below maximum il pricing.
'~ ----- ._-_.. _--__._ ~~ 3.) 500m1 milk in One (1 ) point value is bottles at or below given for pricing maximum pricing. 500m1 milk in bottles at or below maximum ' -. pricing.

4.) 1.It milk in cartons One (1 ) point value is at or below given for pricing 1 It maximum pricing. milk in cartons at or below maximum pricing.
' Pricing Strategy Scorin~ 4 out of 4 = 100 Standard _ On Standard_Off Standard Assessment Value P.O.P. Implementation Picture of Price One (1 ) point value is 28.)Price identification Ip shelf tags properly using the shelf tags used in Price Id. Shelf tags in front of all front of products with product. different price points.
P.O.P. Implementation 1 out of 1 = 100 Scorin I Planogram Implementation I One (1 ) point value for ' 8.) Maintain the Dairy each of the 21 facings section as per I on planogram so long planogram. ~ as each item is merchandised in the proper location.
Planogram 21 out of 21 = 100%
Implementation '__Scoring -___:-_-Standard On Standard Off Standard Assessment Value Service Level 9.) Maintain an in- -! One (1 ) point value for stock position of See each of the 11 SKU's 97% of the 11 planogram in-stock. Fewer then SKU's on 2 units of any SKU is planogram. considered out or about to be out of ' stock.
Service Level Scoring 11 out of 11 = 100%

Best Practice Retailin Standards _Deli Sandwich Cate or Standard On Standard Off ~itandard Assessment Value Image 13.)Maintain freshness One (1 ) point value for of product by Show picture of each of the 6 SKU's checking date code on so long as the expiration dates on product packages for each products regularly. - SKU are not expired, Remove outdated soiled, or opened product from the shelf.
I
14.)Maintain the Deli Show an Sandwich section Opened by always keeping peckage the product packaging clean and unopened Image Scoring 6 out of 6 =100%
Pricing Strategy -~ One (1 ) point value is 11.) Follow supplier given for each of the 6 suggested pricing. SKU that are priced at the suppliers suggested pricing.
12.)Have one specially -One (1) point value is I priced sandwich. given for specially pricing one sandwich.
Pricing Strategy Scoring 7 out of 7 = 100 Standard _ On Standard--Off Standard ~ sment Value P.O.P. Implementation Picture of Price One (1 ) point value is 29.)Price tickets on ticket on given for properly the top right hand product using price tickets on corner of all each of the 6 SKU's..
product.
__-_ -~ 30.)Special red price Picture of a One (1 ) point value is ticket used to sandwich with a given for properly indicate one red price ticket. using a special red sandwich on -price ticket to indicate special. one sandwich on special..
I 4.) Use at least one One (1 ) point value I Show picture price id shelf tags given for properly to identify one of $2.99 shelf using price id. Shelf $2.99 shelf of ~ tag to identify one sandwiches. ~ ~ shelf of $2.99 i ! sandwiches.
_P.O.P. Implementation t_ -_ 8 out of 8 = 100 -Scoring. _-~-i! -_ Planogram i Implementation I One (1 ) point value for 9.) Maintain 2 maintaining 2 shelves shelves of ~ of sandwiches, sandwiches as per planogram 2.) :Maintain one of the One (1 ) point value for 2 shelves for ~2.~)9 maintaining 1 shelf of sandwiches. ~ $2.99 sandwiches.
Planogram i ' ', 2 out of 2 = 100%
Implementation I
i Scorina i Standard On Standard-Off Standard Assessment Value ~I Service Level See 10.) Have a minimum planogram One (1 ) point value for of 12 sandwiches each of the 12 in stock at all sandwiches in stock times.
2.) Have a minimum One (1 ) point value for of 6 sandwiches each of the 6 at a $2,99 price sandwiches in stock point in stock at ~ with a $2.99 price all times. point.
Service Level Scoring 18 out of 18 = 100%

tsest Practice ltetailin Standards __ _ _ _ Chocolate Bar Cate or Standard . __ On Standard Off Standard Assessment Value Image 15.)Maintain freshness One (1 ) point value for of product by Show picture of each of the 44 SKU's checking date Code on so long as the expiration dates on product packages for each products regularly. SKU are not expired, Remove outdated ~ soiled, or opened product from the I
shelf. ' 16.)Maintain the Show a shelf of I Show a shelf of Chocolate Bar O'Henry Full O'Henry I display by always almost empty keeping the _ with one of the product packaging I broken open clean and unopened i Ima a Scorin o ~g g I~ 44 out of 44 =100 /o I._--______ ___- -_- ____L
Standard __--___ On Standard--__.1 O_ff Standard _---. Assessment Value Pricing Strategy One (1 ) point value is 13.)Regular Bars at or ~ given for pricing below maximum Regular gum at or pricing. ~ below maximum - I pricing.
14.)King Size Bars at or -- One 1 below maximum ( ) point value is given for pricing pricing. Premium gum at or below maximum pricing.

Pricing Strategy Scoring 2 out of 2 = 100 1 out of 2 = 50 -__- __ P.O.P. Implementation Picture of Price One (1 ) point value is 31.)Price identification ID sign and given for properly sign used. holder using the Chocolate Bar Price Id. sign and holder.
i 32.)Current monthly Picture of a One (1 ) point value is promotional shelf Chocolate Bar given for properly dangler used. self Dangler using the current i I Chocolate Bar promotional shelf :
w dangler.
-_ ~ --I
i 33.)Current monthly One (1 ) point value is promotional given for properly counter sign used. using the current Chocolate Bar promotional counter ! I i ~ sign.
I
-_~
j 34.)Current monthly ~ One (1 ) point value is promotional ; ~ ! ~ given for properly Nozzle Talkers i ! using the current used. ' j ~ Chocolate Bar i ; promotional Nozzle Talkers .
_ ' !
_-_ -. ___ _ --_- _ _ '~ 35.)Current monthly ~~ One (1 ) point value is promotional Pump I ~ given for properly ', Toppers used. ~ I using the current -. ~ Chocolate Bar promotional Pump Topper.
P.O.P. Implementation ' 5 out of 5 = 100 Scoria___-_- -___. -.____-_-_ Standard _- _ On Standard- _ Off Standard -- j Assessment Value PlanograrrW~
Implementation i i ; One (1 ) point value for 10.)Maintain ' each of the 57 items Chocolate Bar I ~ on planogram so long section as per _ li as each item is planogram. ~ merchandised in the j proper location.

Planogram 75 out of 75 = 100%
Implementation Scoring Standard On Standard Off Standard Assessment Value Service Level 11.) Maintain an in- One (1 ) point value for stock position of See each of the 44 SKU's 97% of the 44 planogram in-stock. Fewer then SKU's on 6 packs of any SKU is planogram. considered out or about to be out of stock.
Service Level Scoring 44 out of 44 = 100%

Best Practice ~ocolate Bar Retailin Standards Cate or Standard _ _ Assessment Value On Standard Off ~>tandard Image 17.)Maintain One (1) point freshness value for of product by Show picture each of the of 44 SKU's checking date code on so long as the expiration datesproduct packages for on each products regularly. SKU are not expired, Remove outdated soiled, or opened product from the shelf.

18.)Maintain the Chocolate Bar Show a shelf Show a shelf of of display by alwaysp'Henry Full O'Henry keeping the almost empty product packaging with one of the clean and unopened broken open Image Scoring ~ 44 out of 44 _ ~-.-- - __._':=100%

Pricing Strategy-_ ._-_.-_ _~ _ -.

j One (1 ) point value is 15.) Regular ! given for Bars at or pricing below maximum ~ Regular gum at or pricing. below maximum pricing.

16.) King Size One (1 ) point Bars at or value is below maximum given for pricing pricing. Premium gum at or below maximum pricing.

Pricing Strategy 2 out of 2 =
Scoring 100 1 out of 2 =

Standard _ On Standard Off Standard_ Assessment Value __ P.O.P. Implementation Picture of One (1) point Price value is 36.)Price identificationID sign and given for properly sign used. holder using the Chocolate Bar Price Id.
sign and holder.

37.)Current Picture of One (1 ) point monthly a value is promotional Chocolate Bar given for properly shelf dangler used, self Dangler using the current Chocolate Bar promotional shelf I dangler.

38.)Current One (1 ) point monthly value is promotional given for properly counter sign using the current used.

Chocolate Bar promotional counter sign.

39.)Current One (1 ) point monthly value is promotional given for properly Nozzle Talkers using the current used. Chocolate Bar promotional Nozzle Talkers .

40.)Current One (1 ) point monthly value is promotional given for properly Pump Toppers used. using the current Chocolate Bar promotional Pump Topper.

P.O.P. Implementation 5 out of 5 =

Scoring 3 out of 5 =

_ _ -____-.___ ~-.__-.-__- - ----1 out of 5 =
_-I_ __-_- 20 Planogram Implementation One (1 ) point value for 11.)Maintain each of the 57 items Chocolate Bar on planogram so long section as per as each item is planogram. merchandised in the proper location.

Planogram 75 out of 75 = 100%
Implementation Scorina Standard On Standard Off Standard Assessment Value Service Level 12.) Maintain an in- One (1 ) point value for stock position of See each of the 44 SKU's 97% of the 44 planogram in-stock. Fewer then SKU's on 6 packs of any SKU is planogram. considered out or about to be out of stock.
Service Level Scoring 44 out of 44 = 100%
a _ -_-_-_ _ _ -- I

Best Practice ~ocolate Bar Retailin Standards Cate or Standard ___ Assessment Value On Standard Off Standard Image 19.)Maintain One (1 ) point freshness value for of product by Show picture each of the 44 of SKU's checking date Code on so long as the expiration datesproduct packages for each on products regularly.-_ SKU are not expired, II Remove outdated soiled, or opened product from the shelf.

20.)Maintain Show a shelf Show a shelf the of of Chocolate Bar O'Henry Full O'Henry display by always almost empty keeping the with one of the ', product packaging broken open clean and unopened Image Scoring 44 out of 44 =100%
.--__.-_-_ __- --__ __~. -_._-___-- _ Pricing Strategy One (1 ) point value is 17.) Regular Bars at or given for pricing below maximum Regular gum at or pricing. below maximum pricing.
18.)King Size Bars at or One (1) point value is below maximum given for pricing pricing. Premium gum at or below maximum pricing.

Pricing Strategy Scoring ~ 2 out of 2 = 100 I 1 out of 2 = 50 Standard On Standard Off Standard Assessment Value ~ _ _ _ _ -.

P.O.P. Implementation Picture of One (1 ) point Price value is 41.)Price identification(p sign and given for properly sign used. holder using the Chocolate Bar Price Id.
sign and holder.

42.)Current Picture of One (1) point monthly a value is promotional Chocolate Bar given for properly shelf dangler used. self Dangler using the current Chocolate Bar _ promotional shelf dangler.

___ _-- ____-_.

43.)Current ~ One (1 ) point monthly value is promotional I given for properly counter sign j using the current used.

Chocolate Bar promotional counter sign.

___- -_-- -_-_--_ 44.)Current One (1 ) point monthly value is promotional , given for properly Nozzle Talkers ' using the current used. Chocolate Bar promotional Nozzle i Talkers .

45.)Current One (1 ) point monthly value is promotional given for properly Pump Toppers used. using the current Chocolate Bar promotional Pump Topper.

P.O.P. Implementation 5 out of 5 =

Scoring 3 out of 5 =

1 out of 5 =

-~ __-._ . _ Planogram I

Implementation I One (1 ) point value for 12.)Maintain ' each of the 57 items Chocolate Bar i on planogram so long section as per as each item is planogram. merchandised in the proper location.

Planogram 75 out of 75 = 100%

Implementation I ~

Scoring ---. - -_-. !-_ -.

Standard On Off Standard Assessment Value Standard Service Level -13.) Maintain One (1 ) point an in- value for stock position See each of the of 44 SKU's 97% of the 44 planogram in-stock. Fewer then SKU's on _ 6 packs of any SKU is planogram. ! considered out or j about to be out of stock.

i _ --._ . --_-_ Service Level ~ 44 out of 44 Scoring = 100%

Claims (23)

1. A method for merchandise management far a plurality of merchandise and supporting marketing material, comprising the steps of:
.cndot.Selecting a plurality of primary merchandising tasks;
.cndot. Paraphrasing each of the plurality of primary merchandising tasks for at least one of the plurality of merchandise into at least one sub merchandising task, forming a set of sub merchandising tasks;
.cndot. Combining the set of sub merchandising tasks into a standards manual;
and .cndot. Conducting a check-and-assessment of the plurality of merchandise using the set of sub merchandising tasks.

2. The method of claim 1, wherein the plurality of primary merchandising tasks comprises Product Placement / Planogramming, Product Pricing, Product Availability /
Service Levels, Product Promotion / P.O.P. Implementation, and Product Image / Freshness.

3. The method of claim 1, further comprising the step of using results from the check-and-assessment for evaluating performance of at least one person responsible for display of said merchandise.

4. The method of claim 3, wherein evaluating performance of the at least one person responsible for display of said merchandise comprises the user performing sub merchandising tasks and determining the percentage of affirmative replies.

5. The method of claim 1, further comprising the step of using results from the check-and-assessment for generating a list of further things to do for merchandise management.

6. The method of claim 1, further comprising the step of using results from the check-and-assessment for generating a list of further things to do to complete merchandise management.

7. The method of claim 1, further comprising the step of using results from the check-and-assessment for printing P.O.P. or shelf price tags identified to be missing.

8. The method of claim 1, further comprising the step of using results from the check-and-assessment for generating a printed or electronic inventory order.

9. The method of claim 1, wherein the a set of sub merchandising tasks involve the use of at least one planogram.

10. The method of claim 1, wherein the check-and-assessment of the plurality of merchandise comprises the steps of:
.cndot. Performing at least one sub merchandising task of the set of sub merchandising tasks; and .cndot. Recording the result of the at least one sub merchandising task.

11. The method of claim 1, wherein:
.cndot. the step of combining the set of sub merchandising tasks into a standards manual comprises storing the sub merchandising tasks in a storage of a computer, wherein the computer comprises a processor, memory, further storage, and communication facilities;
.cndot. and the step of conducting a check-and-assessment of the plurality of merchandise using the sub merchandising tasks comprises using a speaker element in electronic communication with the computer for providing a first voice information to the user from the computer and a microphone element in electronic communication with the computer for receiving a second voice information from the user and transmitting said second voice information in electronic form to the computer.

12. A voice interactive system for assisting a user to manage merchandise for a plurality of merchandise and supporting marketing material, comprising:
.cndot. A computer, comprising a processor, memory, storage, and communication facilities;
.cndot. A speaker element in electronic communication with the computer for providing a first voice information to the user from the computer;
.cndot. A microphone element in electronic communication with the computer for receiving a second voice information from the user and transmitting said second voice information in electronic form to the computer;
.cndot. A file or database containing a plurality of sub merchandising tasks;
and .cndot. Software stored at the computer for performing the steps assisting the user to conduct a check-and-assessment, the steps comprising:
.cndot. Retrieving a sub merchandising task from the file or database;
.cndot. Communicating the sub merchandising task to the user using the speaker element;
.cndot. Receiving a response to the sub merchandising task from the user using the microphone element; and .cndot. Processing said response.

13. The system of claim 12, wherein the plurality of sub merchandising tasks are paraphrases of a plurality of primary merchandising tasks for the plurality of merchandise, including Product Placement / Planogramming, Product Pricing, Product Availability / Service Levels, Product Promotion / P.O.P. Implementation, and Product Image /
Freshness.

14. The system of claim 12, wherein the check-and-assessment is used for evaluating performance of at least one person responsible for display of said plurality of merchandise.

15. The system of claim 14, wherein evaluating performance of the at least one person responsible for display of said merchandise comprises the user performing sub merchandising tasks and determining the percentage of affirmative replies.

16. The method of claim 12, further comprising the step of using results from the check-and-assessment for generating a list of further things to do for merchandise management.

17. The method of claim 12, further comprising the step of using results from the check-and-assessment for generating a list of further things to do to complete merchandise management.

18. The method of claim 12, further comprising the step of using results from the check-and-assessment for printing P.O.P. or shelf price tags identified to be missing.

19. The method of claim 12, further comprising the step of using results from the check-and-assessment for generating a printed or electronic inventory order.

20. The system of claim 12, further comprising an electronic display for presenting the content of at least one planogram.

21. The system of claim 12, wherein the check-and-assessment of the plurality of merchandise comprises the steps of:
~ Performing at least one sub merchandising task of the set of sub merchandising tasks; and ~ Recording the result of the at least one sub merchandising task.

22. The system of claim 12, wherein a headset comprises the speaker element and the headphone element for allowing the check-and-assessment to be conducted by the user hands-free.

23. The system of claim 12, wherein the software comprises a speech recognition component for the step of receiving the response to the sub merchandising task from the user.