Ways of Working:
ABG Onboarding Handbook

“There’s no market solution that manages merchandising as effectively as PINATA—it’s really a one-stop shop. It can capture data, it’s masterful at task management, it makes us more efficient and it keeps us accountable. It has improved our communication and allows us to manage supplier needs like never before.”  - Hana Konheim, Allied Beverage Group Vice President of On-Premise

FROM PINATA

“It’s our great pleasure to power Allied Beverage Group merchandising initiatives. I’m here to help you simplify your work, analyze your data, and generally make the most of the PINATA platform. Never hesitate to reach out with questions!”

— Alyse Conlon
ABG Account Manager, PINATA
alyse@gopinata.com

ABG Merchandiser Operating Procedures

Allied Beverage Group is an independent, family-owned company, the largest and most comprehensive wine and spirits distributor in New Jersey. Allied is among the top 10 largest distributors in the United States despite only distributing in one state. We represent several hundred suppliers and manage more SKUs than almost any other wholesaler in the country.

The primary purpose of this job is to foster the merchandising, promotion, and the selling of concepts to assist sell-thru of the specific products chosen by client suppliers.

This job will be conducted in the Off-Premise Accounts (Retail Stores) of Allied Beverage Group via a list assigned by the manager.

The accounts will be assigned via a route list by the merchandising manager.

The accounts will be visited a minimum of twice a month.

Daily Responsibilities include:

• P.O.S. installation for the products of our Client Suppliers (floor displays, hanging displays, counter displays, shelf talkers, interior displays, and window signs and displays)

• Order in-house produced P.O.S. from the Graphics Department when needed.

• Shelf management for existing client products and new product introduction

• Rebate coupon distribution, installation, and removal upon expiration

• Cold-box management for client supplier’s products

• Restocking of shelves, cold-box, and displays

• Log all efforts in PINATA as required

• Take digital pictures of efforts as outlined by the Merchandising Manager and download on to ABG authorized sites

• Check e-mail regularly during workday via Smartphone or iPad and reply to all e-mail as soon as possible

Occasionally, the merchandiser will be required to:

• Conduct a data survey by size, price, or shelf position of specified

  product(s)

• Assist in New Store product shelf placement and floor display setup

  of ABG products, as well as unloading trucks.

• Assist in existing store make-overs and resets with product shelf

  placement and floor display set up of ABG products

• Delivery of product in a company vehicle with a NJ transit insignia

• Set up displays and P.O.S. at trade shows

• Help train new hires

When booking a new job on PINATA, you can view all of the suppliers brands and products by simply searching within the product search engine.

1. Introduce yourself

2. Survey account and backroom

3. Tag brands (floor, cold box, and shelf)

4. Get POS from your vehicle and install any scheduled displays or display enhancers

5. Merchandise account with rebates, shelf talkers, case cards, or display pieces.

6. Upload pictures

7. Pitch any new displays or display enhancers

8. Inform account you are leaving

Activity must be submitted via PINATA, where they will be approved and processed. Here’s how the process works:

1.

2.

3.

[Insert video tutorial]

Technical Support

PINATA is a technology platform built specifically for task management. With powerful, easy-to-use software and helpful service, we make offline campaigns easier to execute, more efficient, and more measurable by bringing all your work into one centralized command center. Our mission is to help you improve ROI in the field while simplifying your day-to-day work.

• New User Setup

  Learn how to invite new users by clicking here.

  If you have not been invited yet, contact your manager for an invite.

• Existing User Login

  Go to dashboard.gopinata.com to access your company’s dashboard.

  Bookmark this page for easy access on any device! Click here to learn how.

• View a Completed Task Report

  Individual Task Reports are located in the Finished section of the status bar. Click here to learn more about viewing completed task reports.

Is a user missing?
Use PINATA to invite users. See the instructions above.

When in doubt, reach out! The PINATA Support Team (support@gopinata.com) is here to answer any questions or provide a refresher on PINATA’s software when needed.

You can also visit the PINATA Help Center for more common FAQs + how-to’s.