← LeaseOpsRetail and merchandising workflow

Keep every placed asset connected to the outlet, agreement and commercial purpose.

ServiceTiket supports equipment that remains owned or leased by the enterprise while operating at outlets, dealers, distributors, franchisees or customer locations.

Map a retail placement programmeSee the workflow ↓

For: FMCG, retail networks, consumer brands, QSR, hospitality, sales operations and merchandising teams.

The operating question

Placement creates obligations that an ordinary fixed-asset register does not explain.

Teams need to know why an asset was placed, under which agreement, who accepted it, what commercial conditions apply, and when it should be verified, moved or recovered.

Which customer or outlet accepted the asset?

What agreement, deposit or commercial condition supports placement?

Is the asset still present, in use and in acceptable condition?

Who acts when a placement no longer meets the programme rules?

Connected workflow

A controlled placement lifecycle

  1. 01

    Qualify location

    Onboard the outlet, customer, dealer or partner and collect required records.

  2. 02

    Approve placement

    Confirm asset, business purpose, agreement, commercial terms and approvers.

  3. 03

    Deliver and accept

    Capture asset identity, location, condition, photos, signature and custody.

  4. 04

    Verify and act

    Run periodic or event-led checks and resolve missing, moved or damaged units.

  5. 05

    Recover or replace

    Control return, exchange, redistribution, disposal or lease end.

Connected records

What stays connected

Party onboarding

Customer, outlet, dealer, distributor or merchandiser identity and approval status.

Agreement

Placement terms, deposit, e-signing workflow, mandate and supporting documents.

Asset placement

Serial number, location, custodian, placement purpose and acceptance evidence.

Commercial condition

Programme-specific fields, review dates, exceptions and authorised decisions.

Audit and action

Expected assets, verification, condition, evidence, exception owner and closure.

Movement or recovery

Approvals, custody, transport evidence, receipt and destination status.

Illustrative example

A display unit placed with a retail partner

The placement record links the partner approval and agreement to the exact unit, acceptance evidence, current outlet, condition checks and recovery obligation.

Commercial terms differ by programme and are configured during implementation.

PartnerApproved and documented
AssetSerialised and placed
Field controlVerify and resolve
ClosureRecover or replace

Business value

What the organisation gains

Commercial context

Know why the asset is at the location and which agreement supports it.

Shared accountability

Connect sales, merchandising, field operations, finance and audit around one record.

Timely lifecycle action

Route non-use, damage, movement, replacement and recovery exceptions.

Scope and responsibility

What the platform supports—and what people decide

ServiceTiket records the agreed workflow, roles, approvals, documents and evidence. It does not replace the organisation’s legal, tax, accounting or safety judgement.

References to GST, delivery challans, e-way bills, insurance or statutory documents describe records a workflow can retain. Their applicability is decided by the customer and its advisers.

Every implementation is scoped against the organisation’s asset classes, systems, locations, policies and control requirements.

Continue exploring LeaseOps

Enterprise lesseesProcurement to activationField audits

A useful first conversation

Map one real asset from contract to field reality

Bring an anonymised lease schedule, asset register, or workflow. We will map where the records separate and what a controlled process could look like.

Map a retail placement programme