Wiser

Kayla Conroy

Everything you need to know about Wiser's Retail Execution Management suite

Retail Execution Management

All Sections

Webinar - Back to Basics: Admin Panel

Webinar - Back to Basics: Mobile

Webinar - How to Streamline Your Ordering Process

Webinar - Unlocking the Power of Store-Level Data

Building a Winning Retail Execution Plan

CPG Thought Leadership

Support

Reset Password

Contact Wiser Support

Submitting Feedback or Reporting an Issue

How to Download the Wiser App

Frequently Asked Questions (FAQ): Mobile

Getting Started Guide: Mobile

Getting Started Guide: Web

How to Check Your Device Permissions

How to clear responses from saved/draft forms

Learn the basics about getting your Wiser account up and running

Getting Started

Add New Store on Web

Add New HQ Account (Web or Mobile)

Add, Edit, and Deactivate Users

Editing Stores and Accounts

Reassigning Stores to a Different HQ Account

Add or Remove Company Logo to HQ Account

How to Edit or Delete An Existing Action

Delete or Deactivate Stores and HQ Accounts

User Role Access Levels

Creating and Assigning Custom Store Groups

Add or Remove Users from Reports

Delete a Submitted Form Result

Photo Tagging

How to View Stores That Have Not Been Visited

How to update stores with dummy data (e.g. City - 'Ethete')?

How to Create a New Action

Using Actions to Assign a Form to Stores or HQ Accounts

Edit Already Completed Form Submissions

Creating, Editing and Deleting Teams

Territories

Promotions Overview

Required Forms

Learn how to manage and assign accounts, stores and forms to reps

Admin Management

Create, View, and Share Custom Reports

Photo Gallery Guide

Viewing, sharing, and exporting form results

Activity Map Guide

Incorporating Key Performance Indicators (KPIs) into Your Reporting

How to Export Photos from Your Gallery to Powerpoint

How to Exclude " 0 " Values from a Report

Filling out forms on Web

Create an Activity Report

Leaderboards

Import/Export Goals for Leaderboards

How to Duplicate Existing Reports

How to use Plans on Web

Learn how you can use reports to get a daily snapshot of your buisness

Desktop Web Portal

How to use our Coverage Map

Visualize your stores and data utilizing our interactive coverage maps

Coverage Map

Form Types

Create and Edit Forms

Delete or Deactivate a Form

Learn how to build custom forms and assign them to different stores and accounts

Form Builder

Connecting to Wi-Fi

Missing Stores or GPS Location Not Updating

Add a new store on Mobile

How to Force Quit Your Wiser App

How to Logout of your Wiser Mobile App

Enabling or Disabling the Use of Cellular Data

How To Check App Version And Update Your App

How to Save a Form and View Saved Forms

Filter Stores by Form Activity

Email Form Results From Mobile

Search Stores by Location on Mobile

View and Share Reports on Mobile

Edit Stores on Mobile

Wiser Supported Devices and OS

What to do if the Wiser App is crashing or performing slowly

How to Take a Screenshot on Mobile

How to Flag a Closed or Duplicate Store to be Deleted or Merged

Assign Forms to a Store on Mobile

If your Wiser App Unexpectedly Quits, Stops Responding, or Won't Open

How to Reset or Restart Your iOS Device

How to Uninstall the Wiser App

View Recent Activity on Mobile

Schedule a Future Store Visit into My Calendar

How to Verify Activity is Synced

Auto Fill Form Results from Previous Visit

Store Search Tips & FAQs

How to Push Your Mobile Device to Update After Changes Are Made on Web

Visit Planning on Mobile

Route Planning on Mobile

How to Manage Store Groups on Mobile

Check-in & Mileage Tracking

Tutorials and articles with everything you need to know to use Shelvspace

Mobile

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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Tickets

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