DATTLE / Field collection
Merchandising Audit
Record how a particular product or display appeared during a store visit. One entry per product or display connects its identity with stock, pricing, and presentation checks.
Make it your own
On the web, sign in and choose New Dattle → Template. Web Dattles use Shared access; you can start with just yourself and invite people later. For a Private Dattle stored on your device, use the mobile app.
After signing in, search for Merchandising Audit under New Dattle → Template. You can leave the invite list empty while you get started.
Start from the template
In New Dattle, choose Template and search for Merchandising Audit, or browse Field collection. Open its preview, choose Use template, and review the name and fields before saving. The suggested name is Merchandising Audit.
Capture your first entry
Enter the store and product, scan or enter its code, and record display status, stock level, and price-label result. Add a photo and explanatory notes.
Review and keep it useful
Compare entries for the same product and location. Review Display Observations against the photo and the checks you recorded.
TEMPLATE FIELDS
What Merchandising Audit includes
These are the starting fields and choices in this template. You can review and adjust the setup before saving your Dattle.
| Field | Type | What to record |
|---|---|---|
| Store / Location | Text | Use a clear description that will make sense when you revisit the record. Required in the template. |
| Brand / Product | Text | Use a clear description that will make sense when you revisit the record. Required in the template. |
| Product Code | Sensor — Scan code | Scan a code on supported devices or enter the identifier manually. Preserve letters and leading zeros. |
| Display Status | Choice | Choices: Correct; Needs adjustment; Missing; Damaged. |
| Stock Level | Choice | Choices: Full; Adequate; Low; Out of stock. |
| Price Label | Choice | Choices: Correct; Incorrect; Missing; Not checked. |
| Display Photo | Image | Add a photo that shows the details relevant to this record. |
| Notes | Text | Use a clear description that will make sense when you revisit the record. |
Sensor capture depends on the device and permissions. On the web, use Enter manually for sensor values. Keep the reading’s unit and measurement context with the record.
Choose whether to use AI
This template includes AI enrichment for the fields below. To start without AI, open Edit Fields during setup and turn off AI enrichment for these fields before creating your Dattle. For each one, replace Output Columns with the field’s own name so your entry appears under one clear heading. You can still enter and keep your own notes.
- Display Photo → Display Observations
When enabled, AI processing sends the selected field content to the selected AI provider. Subscription or credit requirements may apply. Compare generated text with your original entry and correct it before using or sharing it.
READY TO START?
Create your first few records
In Dattle, choose New Dattle → Template and search for Merchandising Audit.
You can also use this field layout in a notebook or spreadsheet.
Available in the US on iOS, Android, and the web. Features and limits vary by plan; some require a subscription.