DATTLE / Field collection
Store Visit
Keep the observations from a store visit together with its purpose and reviewed areas. One entry per visit provides context for follow-up across locations.
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 Store Visit 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 Store Visit, or browse Field collection. Open its preview, choose Use template, and review the name and fields before saving. The suggested name is Retail Store Visits.
Capture your first entry
Enter the store, select the visit type, and rate its overall condition using your team’s criteria. Select the areas reviewed and add factual visit notes.
Review and keep it useful
Search a store to review its visits. Check Visit Summary and Follow-up against the original notes and photo before assigning the next action.
TEMPLATE FIELDS
What Store Visit 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. |
| Visit Type | Choice | Choices: Routine; Opening; Training; Compliance; Support. |
| Overall Condition | Rating | Use the same rating meaning across records so comparisons stay useful. |
| Areas Reviewed | Choice | Choose one or more: Exterior; Sales floor; Stockroom; Checkout; Displays; Safety. |
| Photo | Image | Add a photo that shows the details relevant to this record. |
| Visit Notes | Text | Use a clear description that will make sense when you revisit 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.
- Visit Notes → Visit Summary, Follow-up
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 Store Visit.
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.