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Compliantia helps CPG field representatives drive in-store execution of merchandising programs and promotions with an app running on a smartphone, tablet or laptop.

Consumer Packaged Goods: Manufacturers, Distributors and Wholesalers

In-store merchandising, seasonal programs and promotions
Store exterior and outdoor signage
Signage, displays, bins, hotspots, fixtures and gondolas
Product, SKUs, facings, planograms, pricing
Staff training, customer service and product knowledge

Ready to take your in-store merchandising to the next level?


Work on any Device, Anytime, Anywhere

Work on smartphones, tablets and laptops. Use maps and geolocation to find the closest store. Work online or offline with synchronization.

Work on any device, anytime, anywhere

End-to-End Closed-Loop Merchandising Workflow

Built-in calendar, automated scoring, maps, action plans, signatures, notifications and reminders. Out of the box powerful reports, graphs and exports to PDF and Excel™. Enterprise ready with API access and Single Sign On.

End-to-end closed-loop audit workflow

Work Faster, Save Money

Prepare, conduct and follow-up on store visits faster and more effectively. Save over 2 hours per visit.

Work faster, save money

Easy Configuration and Management

It only takes a few clicks to create or import users, stores and forms. You can customize Compliantia to implement your own business workflows, hierarchy and taxonomy. Be up-and-running in one day.


Compliantia implements a complete CPG store visit workflow, including:

  • Smartphones, tablets and laptops
  • Online and offline
  • Calendar with Outlook™ support
  • Geolocation and maps
  • Electronic signatures with touch-screen
  • Two-way communication and automated follow-up
  • Action plans (assign deficiencies for resolution)
  • Email notifications and reminders
  • Support for photos and attachments
  • Web and Excel™-based form builder
  • Graphical dashboard
  • Goals and KPIs
  • Import and export users and stores to Excel™
  • Advanced analytics and reporting
  • Permission-based access
  • Encryption in transit and storage
  • API access
  • Single Sign On

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Best Practices

Conducting a merchandising audit and store visit is neither time-consuming nor difficult. It is an easy and effective way to boost in-store execution, merchandising program compliance and sales. See how you can conduct a merchandising audit in 10 steps.

Merchandising audits are nothing new. You are standing on the shoulders of giants! Read a case study on how a CPG used field software to implement a merchandising conversion at 3,200 restaurants.

Costs and Benefits

Not every CPG is aware there are highly efficient, largely automated systems for conducting merchandising audits. Some organizations have devised their own process, typically a "checklist", usually in Excel™. Is an in-house solution efficient and cost-effective? Let us answer this question by comparing Excel-based store visits to Compliantia store visits.


Checklists ensure that products are merchandised and sold consistently with company standards and contractual obligations. Regular store visits tend to boost merchandising execution and drive sales. Visits also help CPG manufacturers, distributors and wholesalers be proactive and address issues before they become major problems.

We are often asked what should go on a merchandising checklist. We have prepared a list of best-practices, intentionally high-level, to show CPGs how to build a merchandising checklist.

Below, a list of industry and purpose-specific checklists:

Merchandising Checklist

Checklist for Wine, Beer and Spirits Retailers

Checklist for Wireless Authorized Retailers

Petroleum Gas Station Checklist

Rapid deployment of dynamic, flexible surveys that provide insight into in-store operation.

National Operations Manager, 7-Eleven Stores Australia

The tool has become an integral part of store visitations with our franchised network.

Manager of Operations, The UPS Store Canada

We have been able to improve field execution and accountability to our brand standards through use of the Compliantia platform to document field visits.

Business Policy and Operations Standards Manager, Massage Envy Franchising

[Compliantia] has streamlined our audit process, saved time conducting the audit, getting reports and following-up with action plan items, [...] everything is in one place now.

Group Audit Manager, Indigo UK

I have realized a two hour time savings per visit and we have greatly improved our ability to analyze compliance with standards.

Director of Operations, HuHot Mongolian Grill

The reports also allow us to show our store leaders how they perform compared to the rest of the company which sparks friendly competition between teams.

Food Safety Manager, Festival Foods

We didn't have a good audit structure before and now we do. With Compliantia we can verify and audit procedures, set goals and then audit towards them.

Manager, Goodwill of San Antonio

We use Compliantia to check for safety compliance, food safety, health standards, forecourt compliance. [...] We are driving better focus now.

L&D and Technical Safety Manager, The Channel Islands Co-operative

Compliantia helps us ensure that none of our fundamental business processes stop, and that our field leaders have structured, well-documented unit visits.

Chief Operating Officer, Encore Companies

The software has allowed us to strengthen our operational foundation and improved the consistency of measurement across the system.

Director, Operations, The Joint Chiropractic