Produce Case Survey. Revised 3/21/17

Transcription

1 Produce Case Survey Revised 3/21/17 1

2 Objective Scope Map specific sections in produce department. Survey each refrigerated case for case attributes and category information. Report Case manufacturer and case model for all cases ** see training on where to find this information on the actual case. Report Case location, height, type Report shelf/shelf fixture type (solid shelf, tray) Report shelf depths, shelf runs, shelf counts Report Category order, footage, Survey each case from front of store IN CORRECT CASE ORDER starting with the end cap continuing to the back of the dept. Fill out store layout form with Categories and footages included and take a photo of completed form to be submitted in SRS (See example slide) Only the categories listed below will be mapped: Salad (Bag, Organic, Bowls) Refrigerated Soy Fresh Fruit Prepack Super Premium Juice Fresh Veg Prepack Natural Healthy Beverage ALBERTSONS Single Serve beverage Salad Dressing TOOLS REQUIRED: Flashlight helpful if available for reading case manufacturer Measuring Tape 2

3 SRS Reporting Example: In the example shown the case is a natural heathy juice refrigerated endcap in the back of the produce dept. After selecting Y for the status it will prompt you to answer the survey questions. A photo of the category would also be put here After selecting the survey you will answer the questions as it applies to the category you are capturing. In this example, This case is natural healthy juice in a Hussman refrigerated endcap. The model type for this endcap was unknown as there was not a label identifying the model type. 3

4 SRS Reporting Each category is organized in SRS by separate task. Select a Y for any category that is in the store and it will then prompt you to answer the survey questions for that particular category. If produce section does not have the total number of Categories listed to SRS, then choose NIS for any that are not required and survey will not be required. Salad and Juice categories will have their own specific survey questions and all other categories survey questions will be the same. Cases need to be reported IN ORDER from front of store (Case 01, Case 02 ) walking through the department as shown on layout sheet. Each category WITHIN a case needs to be reported IN ORDER as well. Be sure to choose Order #1 for Category 1, order #2 for Category 2 and so on. Even though we may not be reporting on categories such as mushrooms and carrots, write them in on your layout sheet if they are in the same case with categories that we ARE reporting on. Survey Questions; 1. Case Location: The location of the case that we use to identify the location on our store layout. EXAMPLE Salad is in Case number Case Type: The case type for the category location in the store. EXAMPLE The case type for Super Premium Juice could be end cap 3. Case Manufacturer: The manufacturer of the case. EXAMPLE The case manufacturer for Super Premium Juice is Hussman. 4. Case Model Type: The type of case from the manufacturer. EXAMPLE The Salad section is in a Hussman D5 model type. 5. Case Height: The merchandising height from top of the bottom grate to the top of merchandising space see photo examples 6. Category Order Number: The number is which that category falls in the case. EXAMPLE Salad is the 3rd category in Case 3 as Fresh cut fruit prepack is category 1 and fresh cut veg prepack is category 2 followed by salad which is category order number Category Total Footage: The TOTAL footage of the category. EXAMPLE: Salad is 28ft. 8. Shelf Runs/Shelf Count: RUNS Refers to the number of shelf runs or rows in the category only not each individual shelf. For example salad bowls have 6 runs (rows) and salad bags have 5 runs (rows). COUNT refers to the count of EACH individual shelf 9. Shelf Type: Refers to the type of shelf in the category. EXAMPLE: Salad is in Trion or DCI trays. 10. Shelf Depth: Need the shelf depth for the top and bottom shelf only. Do not include the well/base. If section has Trion or DCI equipment please put in the depth of the tray. EXAMPLE: Salad is in 20 inch deep Trion trays. 11. Shelf Width: Record the width of the shelves in the category. If Trion or DCI, measure the segments as you would a shelf. EXAMPLE: Salad is 4 foot segments of equipment. If you have 2 different shelf lengths in one section you will have the option to report 3 and 4 segments in one category 12. A separate task will include adjacency questions 4

5 Report: SRS Reporting Cont. 1. Category Footage of ALL SALAD sections (FT) including Salad bag Salad Bowls Salad Organic What is the total footage of the complete salad section including all 3 sub sections of salad? Example Total Salad is 28 Feet. This is separate from the 3 sub categories 2. Salad Bags, Salad Bowls and Salad Organic in case location are they adjacent to each other? Are the salad sections all next to each other in the case? Example: Yes, all three categories are next to each other in the same case. Refrigerated juice will have unique questions that will only apply to Juice sections. In Juice, Prepack Veg and prepack Fruit you will be able to report 2 possible locations Task: REFRIDGERATED JUICE Natural Healthy Beverage / Task: REFRIDGERATED JUICE Super Premium 1. Location 1 Section Type: Is the section? Said Juice only, Said juice and other items (Combo) or combo with both Juices (NHB and Super Premium)? Example: Case 1 is Super Premium only 2. Location 1 Case section location? Is the juice in? Front end cap refrigerated, middle endcap refrigerated, back endcap refrigerated or is the section inline? Both? (location 1 and 2) Example: The super premium in case 1 is in the front endcap 3. Location 1 Category Total footage of section in footage? Example Super premium is 4 feet. 4. Location 1 Shelf Count 5. Location 1 Shelf Width 6. Location 1 Case Height (inches) 7. Are Natural Healthy Beverage and Super Premium Juice located INLINE and next to each other? Example: No, sections are not inline next to each other they are both on end caps only If the same Juice category is in multiple locations use the Location 2 questions to record the information. If not needed answer NIS or 0. Audit refrigerated Endcaps and split aisle endcaps. We will be doing an audit of the endcaps in the produce department and asking specific questions about them. There are 4 separate tasks for each endcap but have all the same survey questions below. 1. Does the store have a refrigerated endcap in the produce area? Yes or no 2. What is merchandised in the endcap? Select category that is in the endcap, select all the apply if multiple 3. What is the width of the endcap in Feet? Measure the shelves in the endcap. Example Endcap is 6 feet 4. Depth of the shelving in the endcap? Example shelf is 20inches 5. What color is the shelving? Black, Silver, white, other? 6. What is the case manufacturer of the endcap? Hussman, Tyler, Hill, Phoenix, Unkown 5

6 Produce Department Layout Survey store from front of store starting with the end cap side walking around the department returning to front of store. Remember to check the entire front lobby for the juice endcaps as they may not be next to the produce department. The produce Department may be on LEFT side, RIGHT side or the CENTER of store. Use the layout form that best matches your store and department. If the layouts provided do not match your store or department, create an entire layout using a blank sheet capturing all cases, footages and categories.be sure to write in BACK and FRONT of store Very important the layout is clear and legible as this will be referred to several times for reporting purposes. Please refer to example layout sheet. This layout will also be used to make a digital version later. Photo of layout needs to be directly over the paper and as close to the paper as possible. Please verify photo is clear before uploading into SRS. Also helps to be in a well lit area when taking photo. Every case will need to be numbered on the layout to refer back to when reporting in SRS. The 2 store department layout slides provided are mirror images of each other. These are guides to help you navigate through the department depending on which side produce is on and where the end cap may be located. Once the layout has been completed take a photo of the layout and upload in SRS under the task Take 1 PHOTO Store Layout Form. 6

7 Albertsons Banners Case Configuration Examples This store has a 68 foot case with Fresh Cut, Salad, Dressing, Soy and misc. produce combined. The prepackaged Veg is separated from the other sections and should be reported on your layout as follows: 12 Fresh Cut 2 Salad Bowls 2 Salad Organic 2 Salad Bags 4 Dressing 4 Soy Misc. Produce (Mushrooms, Carrots, Bulk) Case #1 4 Prepackaged Veg 12 Misc. Produce Prepackaged Veg Salad Combo Over/Under This store has a 76 foot case with Juice, Salad, Dressing, Soy Mushrooms, Carrots and misc. produce combined. The prepackaged Veg is separated from the other sections and should be reported on your layout as follows: 8 Juice 4 Salad Combo 8 Salad 4 (Bowls over Organic) Bags Dressing 76 4 Soy Case #1 20 Misc. Produce (Mushrooms, Carrots, Bulk) 4 Prepackaged Veg 12 Misc. Produce 7

8 Example Store Layout STORE 1234 Carrots and mushrooms can either be noted as shown or as Misc. Produce 8

9 Refrigerated Case Types Case Type Description Categories Comment End Cap The juice categories are usually in endcaps in the front and back of the stores. Make sure to check the entire front lobby as a juice endcap maybe on the opposite end from produce. In the Albertsons stores report ALBERTSONS produce single serve beverage Natural Healthy Beverage Juice Super Premium Juice Dressing/Asian combo Other ALBERTSONS produce single serve beverage Report all end caps that have juice Split Aisle Endcaps Some stores may have what's called a split aisle in the produce department that leads to the center of store. These are endcaps that will also need to be captured under the task AUDIT refrigerated split aisle end cap in the produce area There is also a task for an additional endcap as there are usually 2 endcaps in these scenarios as shown in example photo Dressing Refrigerated Soy Fresh cut/ Pre packaged Fruit Fresh cut/packaged Veg Juice Combo Other Report all spit aisle endcaps as end cap middle of dept. When reporting the case type report MIDDLE END CAP Float side/wall Side Typically the Salad and dressing categories will be in what's called the float side case. That means the case is on the back side of a dry grocery case towards the center of the store. In some rare cases you may find the categories needed in the wall side case. Wall side means the case is up against a wall along the perimeter. Salad (Include salad bowls section if applicable) Refrigerated Dressing. Dressing/Asian Combo. It some cases you may find these sections in a combo and would still need to be captured Report all required categories. 9

10 Category Produce Packaged Salad Organic CATEGORIES Description Usually a 4 section within the salad category Produce Packaged Salad Bags and Coleslaws within the salad category Produce Packaged Salad Single serve (BOWLS) Usually a4 8 dedicated section within salad category Produce Packaged Salad Combo Bowls/Organic or bags in an over/under set Produce Salad Dressings Usually Float Side Case Type Refrigerated Salad Dressings Produce Refrigerated Soy Usually Float Side section with items other than Dressing/Asian Healthy Produce Super Premium Juice Usually Front End Cap Case Type. Could be found in an in line case High end juice Kombucha, Synergy, Suja, Kevita, etc. Produce Natural Healthy Bev. Juice **In ALBERTSONS single serve beverage Produce Fresh Cut Fruit Prepack Produce Fresh Cut Veg Prepack Fresh Fruit/Veg Prepack Combo Combo/Other Any other Combo Shelf Type Solid shelf Solid Rounded shelf Thompson Wire Rack Air Flow racking Trion or DCI equipment Shelf/Tray Combo Description Usually Back End Cap Case Type. Could be found in an in line case Odwalla, Naked Juice, POM Pre packaged Fruit with scannable UPC s Pre packaged Veg with scannable UPC s Does NOT INCLUDE Packaged carrots kale, packaged celery etc. Combo section with both prepack veg and fruit Used to mark unknown categories for reporting SHELF TYPES Conventional solid shelving Standard solid shelving with rounded front Shelving with a wire grid type bottom Shelving with ventilation holes. Usually found in wall side case and Fresh cut Vegetable/Fruit sections. Should state Airflow on equipment Acrylic pusher trays located in the Packaged Salad section A section with Shelves on bottom/trays on top or the opposite 10

11 Measuring Measure the width in feet of the End Caps (Measure shelves) Measure the Total Footage for each individual case and footage for each category section within the case Using tape measure, measure the depth of the top shelf of section AND the bottom shelf just above the well (Do not measure well) For sections with Trion or DCI pusher equipment measure the length of the tray in inches. Example 20 inch tray. DO NOT include measurements of racks or trays in sections if not Trion or DCI Reporting Shelving Report the color of the shelving Report shelf counts and runs Report any rounded shelving Photo Requirements Take photos in the order of reporting sections Take 1 photo of each category. Be sure to include the entire category top to bottom standing far enough back to get at least part of the adjacent category in the photo. Salad sections may require multiple photos to capture but please do not crop photos. For large cases one from each end angled would be good. Take as many photos as needed of each category. Take one photo of completed Store Layout Form and upload to SRS. Make sure this photo is straight on and as close to the paper as possible while still showing the entire sheet. Also helps to be in a well lit area when taking photo. This photo will be used to make a digital version so a clear photo and detail is very important. Please refer to example sheet 1 photo each of any Split aisles (cases split by door, or other) 1 photo each of Pass through (split by 2 end caps) Helpful Notes Report cases AND categories within the cases in exact order they are found from front of store If case manufacturer, case type or shelf type is not visible in the case or not recognizable report Unknown photo required If 1 or more Combo Category is found other than Asian Healthy/Dressings, report COMBO OTHER for each. Float Side Case Usually opposite side from wet rack wall For any category unsure report COMBO OTHER and include photo Report Misc. Produce for bulk, organic, fresh cut or any category outside those that we are capturing on your layout sheet 11

12 Photo Examples 12

13 End Cap Natural Healthy Beverage Juice End Cap Super Premium Juice (6ft & 4ft) In Albertsons banners these sections are called ALBERTSONS Produce single serve beverage Juice is most commonly in a refrigerated endcap but could also be inline Juice can also be in a BRAND SPECIFIC Cooler. Do NOT include these stand alone coolers in your reporting or in your photos. Important some stores may have the front juice endcap on the opposite side of the store not near Produce. Be sure to check the entire front of store for these coolers. 13

14 Salad There are 3 different segments in salad. Bowls, Bags, Organics. Some divisions have the schematics separated as shown. (So Cal) In most cases these 3 segments are in one schematic Salad Organic Salad Bowls Report Salad combo if 2 segments are over/under as shown. Salad Packaged Bags Salad Organic Some divisions have organics in a dedicated section within salad Salad Bowl Section Pre packaged bowls in a dedicated section within salad. 4 ft. to 8 ft. sections Salad Packaged Bag Salad, Coleslaw Other Salad Items. Family size bowls are in this section in some divisions 14

15 Salad Dressings Refrigerated Soy Salad Dressings and Refrigerated Soy Combo Set Section was formally called Healthy Asian. Section is now Refrigerated Soy Salad Dressing/Ref. Soy is a combo set you may find. If other types of combo sets are found report COMBO OTHER 15

16 Fresh Fruit Prepack Fresh Fruit and Veg PREPACK The Veg and Fruit Prepack items have UPC s and are NOT cut in the produce back rooms. This does NOT include packaged carrots, mushrooms, super greens, celery. See slide with sections we are not reporting on Fresh Fruit Prepack are items such as sliced apples, fruit cups, etc. Some Albertsons stores will not carry these items Fresh Veg Prepack can be found in a value added case OR a wet rack 16

17 Fresh Cut Fresh Cut items are those that are cut in the produce back rooms. These are NOT Fresh Fruit/Veg Pre Pack. Do NOT report on these sections DCI Trays & Shelves Fresh cut sections have product that is cut in the back rooms. It can be identified by the Prepared right here Sticker on the product in some divisions. These will all be referred to as FRESH CUT 17

18 Sections we will NOT report in SRS Bulk or Packaged Mushrooms, Bulk or Packaged Carrots, Misc. Produce Note on layout sheet. Do not report in SRS. Add to layout as Misc. produce Packaged Romaine is usually in the well or away from salad. DO NOT report as salad. Add to layout as misc. produce Bagged items such as Kale are called Super Greens DO NOT report as salad. Add to layout as misc. produce Packaged Celery and carrots with UPC s DO NOT report as prepackaged veg. Add to layout as misc. produce 18

19 Shelf Runs When reporting shelf runs use the predominate item for your count. Example Small salad bowls have 6 rows and large have 4. There are 42 facings of small and 4 facings of large. Use the small bowl rows and record 6 shelf runs. Reporting Shelf Runs/Shelf Counts Shelf Counts To report individual shelf counts for Salad without hard shelvingcount the number of tray runs that are equivalent to the shelf size. For example the shelf sizes in this case or dept. are 4 so the shelf counts in the section at the bottom are 6 for salad bowls. Package bags are 15 because there are three 4ft. sections with 5 shelf runs in each section. The bowl section in the top photo has 12 shelf runs. To report shelf runs for Salad without hard shelvingcount the number of tray runs in the section. For example the shelf runs in this section are 6 for salad bowls and 5 in package bags as shown 4 ft. segments 19

20 Case Merchandising Height Photo 1 When measuring the case height we want to capture the merchandising height within the case in inches. Start your tape measure on the well/base (at the top of the grate) and measure to the tallest point in the case where product can be merchandised. ONLY go as high as product will fit. EXAMPLE photo 1 Case height is 60 inches tall Photo 2 In the case when measuring coffin s or other type cases, we are trying to determine the case height of the merchandising space available. EXAMPLE photo 2 Case height is 32 inches tall 20

21 Trion Tray Measurements DCI When measuring the Depth of the Trion tray start your tape towards the back of the tray, past the 1 gap and measure from back to the front of the tray. Measure the gap but do not measure the piece behind the gap. Measuring this way will give you a whole number and the exact measurement of the tray. Pictured above is a 20 inch tray. When measuring the Depth of the DCI tray start your tape measure towards the front of the tray along the rail to the back. Pictured above is a 20 inch tray. 21

22 Locating Case Manufacturer & Type Look just under the grate in the well for the manufacturer case type and number Some cases will have the information label on the upper part of the case Some refrigerated cases show Manufacturer on outside of case 22

23 Case MFG Hussman Case Case Manufacturer & Case Type Case Type D5 Look above or to the right of MODEL FAMILY to find case type/id 23

24 Split Sections Take a photo of where cases are split by a door, end caps or other Report as MIDDLE end cap Split by 2 end caps (pass through) If these refrigerated end caps have categories that we are capturing, the category number will be reported in order that you walk the department. Case split by a door 24

25 Solid Shelving Straight Shelf Types Sections with 2 different types of equipment report type as Shelves and trays Solid Shelving Rounded Air Flow Racking Shelf with ventilation holes. Thompson Wire Rack Shelving with a wire grid type bottom 25

26 BACK OF STORE FRONT OF STORE STORE#

27 CENTER OF STORE B a c k F r o n t o f o f S t o r e PRODUCE DEPARTMENT S t o r e Store