Top Ten Goals and Objectives as Merchandiser

1. Bring all necessary paperwork (this will include a call report form, order form, and may include a planogram, urgent concern form and service guidelines) with you to each service call so you have a reference if any questions arise.

2. All projects must be completed as scheduled . If, for some reason, you cannot fulfill your obligation to see each account, contact your field manager immediately.

3. You are not to exceed time limits without prior approval from your field manager.

4. Complete each job thoroughly and accurately. The compnay must be able to read your handwriting in order to enter the data correctly. The timely processing of your paycheck is dependent on this.

5. Optimize the amount of client product(s) displayed by restocking or stocking displays/fixtures.

6. Obtain the best display position, fill, straighten and dust. Pull all products forward so fixture looks full.

7. Develop a rapport with the store manager or assistant manager to ensure their cooperation during your visit.

8. Placing an order, when required, is of utmost importance. If the account is managed correctly, this should not be difficult to accomplish.

9. Getting in and out of each store in a timely fashion is important. Stay focused and get the job done and move on. If you cannot complete the job within the time limit, leave the store with instructions to complete what you’ve started.

10. Always report on time your completed paperwork within 24 hours of servicing each account.

Standard Procedures for a Merchandiser Account Service Call

1. Appropriate attire must be worn when performing your merchandising duties. Business casual preferred.

2. Sign in, using the store’s Vendor Log Book. If the store does not have a Vendor Log Book, ask them to stamp our paperwork with a store stamp.

3. Follow store specific rules and regulations.

4. Identify the person in charge and introduce yourself.

5. Walk the department and assess the situation. Check the status of each display you plan to service. Ask yourself all of the appropriate questions and then determine an action plan. Follow your planogram and fill in product.

6. When the display has been serviced, complete your paperwork. Placing an order, when required, is important. This is the time to check out with the department or store manager and confirm the order you intend to submit. They must sign off on all paperwork.

7. Getting the appropriate signatures from a store representative is required. We must be able to read the signature. If you feel we cannot read it, print the name next to the signature before you fax it to us. Your hire company MUST be able to read all handwriting. Write legibly with a dark, gel type pen to ensure the faxed copy is easy to read.

Follow store sign out procedures by letting someone in authority know you have completed your call.

Techniques to Produce a Positive Outcome

The way you present yourself as a merchandiser will determine your success in overcoming obstacles.

  • Present ideas with conviction.
  • Show enthusiasm for the work you will be doing.
  • Resolve any objections in a professional manner.
  • Remain calm and businesslike at all times.
  • Keep a positive attitude, regardless of the situation.

Important: The following list of “No-No’s” must be adhered to at all times:

  • Never bring children with you! This could be a distraction, as well as a safety concern.
  • Inappropriate attire should not be worn when servicing your accounts.
  • Smoking, chewing gum/tobacco, drug use, or alcohol consumption is not permitted in any work environments.
  • Bad language and any form of inappropriate behavior will not be tolerated.

Terminology Used in the Industry:

  • Planogram (POG) – a picture of the display set to standard
  • Reset – a complete setup or redo of a new or existing fixture
  • Call report –template used to complete each service call
  • Urgent Concern – form used to document a priority problem or situation
  • Vendor Log – store uses a vendor log to document and verify visitors; you must sign in upon entering the store
  • RA form – Return Authorization request form used to return product for credit
  • Time sheet – Report your time at the end of pay cycle.
  • EDI – Electronic digital input (ordering process)
  • DSD – Direct Sales Distribution used in CVS and Walgreen’s (requires a manual order)
  • POS – Point of Sale (the store’s system counts the product at time of sale and automatically orders replacement product)
  • DM – District or Department Manager Top Ten Goals and Objectives as Merchandiser

Defined by Webster’s Dictionary as “A firm adherence to a code of ethics or values.” …While contagious, it seems integrity is a lost art. We challenge ourselves and each of you to practice this often. Practice makes perfect.


We must dress, speak, approach, think and convey an image of being the best we can be. “Be who you are and be that well.”  Show the world you are proud of YOU.


Accountability often is a  team effort. Be well equipped.  If you determine you cannot meet the expectations of the task you have accepted, it is your obligation to communicate your concerns to the proper people. Does that make you a failure ? No! That makes you honest and forthright.


The art of getting things done. As a company policy, we are driven to execute- . Join in the art of getting things done. Good gets better, Better becomes your BEST and the BEST never rests.