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Field & Merchandising

Field agents record every visit — instantly, from mobile.

Give your field team a mobile-first tool for store visits: log arrival, capture shelf photos, complete merchandising checklists, note stock issues and competitor activity, and complete training modules on the road. Every visit lands in DARCY in real time — no end-of-week paperwork.

Field & Merchandising in use

Who it's for

Field sales agents

One app for visits, photos, notes and training.

Merchandisers

Structured shelf checks with photo evidence.

Head office

Live visit data — no waiting for Friday reports.

Why teams love it

Outcomes, not just features.

Instant information

Visits, photos and orders sync live from the field to head office.

Photo evidence

Shelf photos tagged to product, store, agent and time.

Structured visit forms

Custom checklists per brand, category or campaign.

Training on the go

Product training modules assigned and completed in-app.

How it works

1

Plan the route

Assign accounts and visits to each agent from head office.

2

Record on-site

Agent checks in, completes the visit form, takes photos, logs orders.

3

See it live

Head office dashboards update in real time; feeds CRM & Insights.

Everything included

In the field

Visit check-in with geofence

Prove the visit happened where and when it should.

Photo capture

Shelf, POS and issue photos tagged to store and product.

Merchandising checklists

Custom per brand, category or campaign.

Order capture

Raise orders on-site against the customer's price list.

Training & knowledge

Product training modules

Short-form training assigned per role or product line.

Completion tracking

See who's certified on what — expiry alerts included.

Head office

Live visit feed

See visits as they happen, filter by agent, region or brand.

Feeds CRM & Insights

Visit data enriches the customer record and intelligence views.

Plays nicely with

DARCY MobileCRM & DealsProducts & PricingCustomer Intelligence

Frequently asked questions

Does it work offline?+

Yes — visits, photos and orders queue on the device and sync when connectivity returns.

Can I build custom visit forms?+

Yes — per brand, category or campaign, with required fields and photo prompts.

How is training delivered?+

Short-form modules assigned per role or product line, completed in the mobile app.

Pairs well with

Try Field & Merchandising free for 14 days

No credit card required for demo requests.