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Merchandising Solutions — P2G

Process-driven
Merchandising that delivers

A highly configurable tool that helps in quick implementation of fast-changing Merchandising and Display strategies — especially for dynamic markets. Smart. Measurable. Built for the field.

Merchandising Solutions
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Merchandising activities,
audits & compliance — automated

Smart surveys with composite answer facility help FAST data entry in this information-intensive space. With all these flexibilities, the directio Merchandiser App is a tool that Merchandisers themselves look forward to using.

Merchandising Solution

A HIGHLY configurable tool for quick implementation of FAST changing Merchandising and Display strategies. Designed for the field reality of India's Traditional and Modern Trade — where display rules change frequently, outlet categories vary widely and compliance is hard to enforce manually.

  • End-to-end Merchandising workflow — from planning to payout
  • Planogram audits, shelf management and product placement tracking
  • Competitor product tracking — dynamic additions, deletions and modifications
  • Real-time communication with Merchandisers — private and public
  • Digital Dockets with full multimedia capability for brand communication
  • Usable in both Modern Trade and General Trade
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A team that makes HIGH INCENTIVES automatically means HIGH RESULTS

When Merchandisers can clearly see their KRAs, real-time incentive accruals and daily productivity scores — they self-manage to maximize earnings. The directio Merchandiser App aligns individual incentive with enterprise results, making high performance the natural outcome.

Productivity by Design

Well planned day.
Effective Beat Coverage.

A look at the Beat gives the Merchandiser a clear picture of what to focus on — and what NOT to — during the day's visit. Every tool needed to optimize effort and earn maximum incentive is available before the first outlet is visited.

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Beat-level Focus

A clear Beat view tells the Merchandiser exactly which outlets need attention, which planograms need checking, and which promotions are live — before the day begins.

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Productivity Indicators

Real-time Outlet Performance Indicators and Target visibility equip Merchandisers with the planning tools to optimize daily effort — and know exactly where they stand against incentive targets.

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Automatic Incentive Computation

KRA scoring and incentive computation happen automatically and in real time — no end-of-month surprises, no disputes. Merchandisers know what they've earned after every outlet visit.

Solution Highlights

Everything needed for
field merchandising excellence

Twelve capabilities that make the directio Merchandising Solution the most comprehensive and field-ready merchandising tool for Traditional and Modern Trade in India.

Merchandising Solution Highlights
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End-to-end Merchandising Workflow

Complete workflow from planning to execution to payout — fully digital and measurable at every step.

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Easily Configurable Workflows, Audits & Surveys

Design and deploy new workflows, audit checklists and surveys without IT involvement — in hours, not weeks.

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Configurable MLP / MSS Channel & Category-wise

Define Minimum Level of Presence (MLP) and Merchandising Standard Score (MSS) per channel and outlet category.

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Highly Versatile Scoring

Scoring by channel, outlet category and product — giving granular performance measurement across every dimension of your merchandising strategy.

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Smart Surveys with Composite Answer Facility

Composite question formats enable FAST data entry at the outlet — reducing time per visit while capturing richer, more structured field data.

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Flexible Mandatory Options within Composite Questions

Define which parts of a composite question are mandatory — ensuring critical data is always captured without making every field compulsory.

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Private & Public Real-time Communication

Two-way communication with Merchandisers — private messages for individual guidance, public broadcasts for team-wide updates and urgent instructions.

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Digital Dockets with Multimedia Capability

Push planograms, brand guidelines, promotional content and training material to Merchandisers digitally — images, video and documents all supported.

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Dynamic Competitor Product Tracking

Add, delete or modify competitor product tracking parameters dynamically — keeping your competitive intelligence current without app updates or IT changes.

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Automatic Real-time Outlet Payout Computation

Outlet payouts are computed automatically based on verified merchandising compliance scores — eliminating manual calculation, disputes and delays.

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KRA & Automatic Real-time Incentive Computation

KRA scoring and Merchandiser incentives computed in real time — giving individuals immediate feedback and enterprises accurate, audit-ready incentive reports.

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Usable in Modern Trade & General Trade

One solution for both MT and GT — configurable channel-wise so you run Modern Trade audits and General Trade compliance checks from the same platform.

Part of the directio Ecosystem

Works with your
existing directio tools

The Merchandising Solution draws data from directioMobility for Beat and PJP planning, directioHAWK for analytics and decision support, and directioAllCell for retailer-level visibility — making it a fully integrated part of your Sales ecosystem, not a siloed tool.

Integrates with

📊 directioMobility 📱 directioAllCell 🦅 directioHAWK 💳 Payment Gateways 🗄️ ERP Systems
Merchandising Solution in Action
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