How is Planfix different for store request handling?

Planfix centralizes intake, routing, approvals, and proof of execution in one governed workflow. Email to ticket and channel to task capture every request. Conditional Planner boards update fields on drag and drop, keeping assignments and SLAs correct without manual edits. Photos and audit trails make verification simple while live dashboards show throughput and spend.

Which features reduce rework and speed execution?

Use AI Dataminer to parse free-text requests and auto-fill store, SKU, and quantity. Directories provide master data for stores, brands, and entitlements. Data tags track costs and stock, feeding reports. Together, these tools cut rework and speed approvals.

What does a phased rollout look like?

Start with intake. Enable email to ticket and set rules for ownership, priority, and SLAs. Add AI Dataminer to populate fields automatically. Configure Directories for store eligibility and duplicates. Then introduce Planner boards and checklists for field work. You can expand to budgets, POSM tracking, and finance reports later.

Can Planfix handle budgets and invoice reconciliation?

Yes. Track co-op budgets, POSM stock, vendor costs, and variances using Data tags and calculated fields. Build dashboards for spend by brand, region, and retailer. Approvals create an audit trail, and POE photos support invoice matching. Reports can be scheduled for stakeholders and exported when needed.

Trade Marketing Distributor Software — Store Requests

How It Works

Unify intake, routing, approvals, and proof of execution in one workspace. Email to ticket and channel to task capture every ask. Auto triage sets owner, priority, and SLA timers while Planner boards govern flow with audit-ready records and dashboards.

Automation in Planfix

Capture Every Request

Email to ticket and channel to task turn inbound messages into governed work with SLAs and owners.

Planner Boards

Conditional lists update fields on drag and drop, keeping assignments and SLAs always correct.

AI Dataminer

Extract store ID, SKUs, and quantities from free text to auto-fill fields and reduce rework.

Key Workflows

Master Data

Proof of Execution

Key Workflows

Capture and qualify each store request with clear fields.

Approve, reserve POSM stock, and schedule visits.

Deliver, document proof, and reconcile spend.

Task processes

Master Data

Directories for stores, brands, and entitlements.

Duplicate checks keep one canonical record.

APIs and imports keep data current.

Directories

Proof of Execution

Mobile photos attach directly to tasks.

Dashboards update in real time.

Tasks on the map

Quick Win

Turn on email to ticket and add AI Dataminer. From day one, incoming messages auto-populate store, brand, and request type. Your team stops copying data, reduces duplicates, and gets measurable SLA improvements immediately.

Email rules

See It in Action

Move a card between conditional lists in Planner and watch assignee and SLA update instantly. Upload POE photos from mobile; GPS and timestamps land in dashboards in real time for immediate verification and reporting.

Planner & Chronicle

Benefits

Faster intake with fewer duplicates and less back-and-forth across channels and teams.

Operational Control

SLA and MTTR by brand, region, and retailer with live reports and dashboards.

Proof on Demand

Photos and approvals in one thread make verification simple and fast.

Financial Clarity

Co-op spend, POSM stock, and variances tracked with Data tags in live reports.

Signs You Need This

Stores message across channels, details get lost, and duplicates slow every request.

Reporting Pressure

Leadership demands SLA and fill rates by Monday with no trusted source of truth.

Bad IDs

Missing store IDs and duplicates cause rework and poor reconciliation downstream.

Capture and Qualify the Request

Approve, Reserve Stock, and Schedule

Deliver, Document, and Reconcile

Capture and Qualify the Request

Email to ticket with AI Dataminer so nothing slips.

Directories match the store; eligibility is clear.

Auto triage sets owner and SLA for fair workloads.

Duplicate check links threads to one record.

Configure intake

Approve, Reserve Stock, and Schedule

Rule-based approvals with clean audit trails.

POSM and budgets tracked as Data tags.

Calendars prevent conflicts across teams.

Planner shows capacity by region.

Team calendars

Deliver, Document, and Reconcile

Field tasks with checklists for consistent installs.

Field with photos makes POE incontestable.

Vendor subtasks and files keep specs aligned.

Costs logged as Data tags to match POs.

Checklists

Outcomes You Can Prove

Every request is tracked, on time, and proven with photos. Budgets match reality in live reports. Stakeholders see status without chasing, while SLAs hold across brands and territories with clear POE and compliant, audit-ready records.

Reports

Messy Intake

Fix with email to ticket, channel to task, and AI Dataminer from day one.

Scattered Data

Fix with Directories for stores and entitlements, kept current with imports and APIs.

Weak POE

Fix with Location field, photos, and mobile checklists tied to tasks.

Email & Spreadsheets

Replace with governed workflows, SLA timers, and Planner views that scale cleanly.

Generic Help Desk

Replace with POE photos, Location, and retail-specific master data tied to tasks.

Project-only Tools

Replace with intake automation, Data tags, and live finance rollups in reports.

Planfix integrations for retail execution

Connect channels, calendars, storage, and maps to centralize requests and proof of execution.

See all integrations

Related capabilities

FAQ

Planfix for Trade Marketing Distributors — Store Requests