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Smartup · Retail Execution

Perfect Store: Shelf, OSA and Promotions

Turn the store standard into action - not a report after the visit.

Compare assortment, availability, layout, price and promotions with the outlet standard. Review photo evidence, assign a correction and verify the result.

Discuss shelf standards
  • 5execution controlsAssortment · availability · display · price · promotion
  • FACTvisit evidenceOutlet · SKU · image · time · standard version
  • NEXTnext actionCorrect · order · verify · escalate

Outlet card

Five signals about shelf conditions

This illustrative scenario shows why an overall Perfect Store Score should open into the control, primary evidence and next action behind it.
Illustrative scenario · no customer dataOutlet PS-024
Format
Proximity store
Standard
Proximity · version 04
Visit
Planned audit
  1. 01AssortmentMML gap found
  2. 02AvailabilityShelf OOS
  3. 03DisplayCorrection required
  4. 04PriceWithin tolerance
  5. 05PromotionPOSM missing

Five Perfect Store controls

From shelf standards to action

Select a control. Its passport separates the standard, observed fact and decision so the team does not correct the shelf from one opaque score.
Control passport

Required SKUs are present for the applicable outlet format.

Control question
Which SKUs must be present in this outlet?
Signal
One or more SKUs from the active MML are absent from the audited zone.
Evidence
MML version · SKU · outlet · audit date
Next action
Create an order, check supply or confirm an applicable exception.
OwnerCommercial team / category owner
RecheckGoods receipt or the next visit

Execution evidence

Source evidence behind each signal

An image alone does not close an audit. It becomes evidence when linked to the outlet, SKU, visit, standard version and review outcome.
  1. 01

    Outlet

    Identifier, channel, segment and applicable standard format.

  2. 02

    SKU and zone

    Product, shelf, backroom, promotion zone or price label.

  3. 03

    Visit and time

    Employee, date, audit step and agreed geolocation context.

  4. 04

    Standard version

    MML, planogram, price and promotion active at audit time.

  5. 05

    Outcome review

    Automated flag, human confirmation and correction reason.

Exception centre

OOS causes and next actions

Select a situation. Smartup helps separate shelf, stock, promotion and evidence-quality issues before assigning an action.
Shelf OOS

The shopper cannot see the SKU although stock is in the outlet.

Observation

The shelf is empty while available backroom stock is confirmed.

What to verify

SKU · shelf · backroom · audit time

Action

Replenish the shelf and attach evidence after correction.

OwnerMerchandiser / sales representative

Closed retail-execution loop

Rechecking after a correction

The supervisor checks the correction against new shelf evidence. If the issue remains, the task returns to its owner or is escalated.
  1. 01

    Standard

    Segment, criterion and version are assigned before the visit.

  2. 02

    Visit

    The field team completes the required steps.

  3. 03

    Evidence

    Images and answers are linked to outlet and SKU.

  4. 04

    Diagnosis

    A real deviation is separated from a data error.

  5. 05

    Action

    Owner, due date and closure criterion are explicit.

  6. 06

    Recheck

    New evidence confirms the outcome or escalation.

Roles and decisions

Data for each role

01

Merchandiser / sales representative

What should be corrected in this outlet now?

Display · replenishment · price label · POSM · confirmation image
02

Supervisor

Which deviations repeat and require control?

Evidence review · priorities · diagnosis · escalation
03

Trade Marketing Manager

Where are the standard or promotion repeatedly missed?

Segment · planogram · POSM · promotion mechanic · rule version
04

Commercial / Operations Director

Which causes constrain OSA and quality of presence?

Assortment · supply · process · territory · accountable owner

Solution boundaries

Automation and responsibility boundaries

01

AI helps review evidence

Recognition can structure SKUs, facings, OOS, price labels and POSM within the agreed scope. Ambiguous cases remain in the review process.

02

The business owns the standard

MML, planogram, price tolerances, promotions, weights and thresholds are defined by category, channel and outlet format.

03

The denominator defines the metric

OSA, OOS and Perfect Store Score are comparable only with agreed SKUs, outlets, period, rules and evidence quality.

A bounded first scope

Validating standards, evidence and corrections

The first productive scope limits outlet format, SKUs and audit scenario so the team can accept the rules and verify outcomes on a controlled sample.
  1. 01

    One format and territory

    Select an outlet channel or segment with an accountable owner.

  2. 02

    Active standards

    Approve the MML, planogram, price, promotion and validity dates.

  3. 03

    Evidence control

    Agree image requirements, quality, human review and disputed cases.

  4. 04

    Repeat visit

    Acceptance checks not only the signal, but closure with new evidence.

Method and product

Definitions and related modules

The resources explain OSA/OOS, MML and Perfect Store; product pages show where evidence is captured and how it returns to execution.

FAQ

Frequently asked questions

01Is Perfect Store one standard for every outlet?

No. Criteria and thresholds are defined by channel, segment, category and outlet role, and each audit retains the applicable standard version.

02Does image recognition close the audit automatically?

Not necessarily. It provides structured evidence; manual-review and dispute rules are agreed for the project.

03How are OSA and warehouse inventory related?

OSA measures shelf presence, while warehouse inventory belongs to another stock location. Together they help separate a display gap from physical unavailability.

04Can promotions and POSM be checked?

Yes. Active promotion terms and POSM requirements become audit steps for the applicable segment and are supported by answers or images.

05What happens after a gap is found?

The issue receives an owner, action and status. A later visit confirms correction or routes the case for escalation.

06What should be prepared for a pilot?

Target SKUs, segment standards, planogram and promotion examples, image requirements, review roles and a controlled outlet sample.

Next step

Review the task using your data

Select an outlet format, five controls, evidence requirements and a controlled sample for the first productive scope.

Discuss shelf standards

Discuss shelf standards

Which in-store standard gap should be addressed first and who owns the corrective action.

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