Copyright 2013. McCAFFERY & ASSOCIATES, INC.. All rights reserved.

​Introduction to services




  • Actively participate in every meeting by continuing strategic insights and key issue analysis that help establish "win/win" opportunities for vendors and assigned retailers
  • Creation of sales proposals and presentations for new product in close conjuction with vendor
  • Work closely with sales managers, customer service teams and procurement personnel
  • Submit relevant documents for price quotes, forecasts and promotional opportunities
  • Maintain current pricing and catalog sheets
  • Alert vendor of discontinued products, price and retail changes, all sales opportunities
  • Deliver and pick-up of samples and paperwork
  • Unpacking, assembly and repacking of samples


  • Packaging design and coordination
  • Artwork approval process
  • Point of Sale schematic, layout and signing design


  • EDI capable
  • Develop detailed purchase order and product shipment tracking reports
  • Produce comprehensive account activity records and meeting recaps
  • Provide daily shipping information to Inventory Control Specialists (ICS) and buying teams
  • Coordinate Return Authorizations (RTV)

Product Sales and Inventory Analysis and Control

  • Creation, maintenance, analysis and interpretation of spreadsheets for point of sale, inventory and defective information
  • Manage product inventory levels through daily communication with Buyers, Assistant Buyers and department Merchandising Managers

Information Coordination

  • As required, immediately distribute and communicate vendors’ vital program information throughout account responsibilities
  • Immediately communicate modifications to manufacturer assigned retailer’s merchandising policies and procedures
  • Provide detailed news and information regarding assigned retailer’s growth (new openings and relocations) and expansion
  • Communicate all personnel changes within assigned retailer’s operations and management levels

Category Management

  • Prepare competitive shops and departmental reviews
  • Attend multiple industry trade shows throughout the year

Accounting Reconciliation

  • Work directly with assigned retailer’s accounting personnel to resolve debit balances, late payments and standard claim issues
  • Triage accounting issues when they occur

Customer/Member Relations

  • As needed, maintain escalation reports and assist vendors with complaint resolution
  • Address customer service issues directed to us by assigned retailers customer service department or management/purchasing staff
  • Respond to inquiries from store personnel and corporate and regional buying staffs

Marketing Program (End Caps & Ads) Coordination

  • Fund management
  • Monitor inventory Buy-Ins and proper product replenishment
  • Manage logistics and interactions with assigned retailer’s marketing department
  • Assist vendors in coordinating product demonstrations
  • End Cap verification

New Warehouse or Store Openings

  • Pursue special merchandising opportunities
  • Track high priority orders to ensure on-time delivery and proper set-up

Assigned Retailer Knowledge & Expertise

  • Business operations, merchandising policies and corporate philosophies
  • Organizational structure
  • Regional (domestic and international) office and depot operations
  • Accounting and Account Payable departments
  • Legal department: Vendor contracts and agreements

Retailer Merchandising

  • Retailer’s store, depot and distribution center logistics and operations
  • Pallet and tray pack displays and configurations
  • Delivery appointment scheduling and coordination
  • In-warehouse display servicing
  • Product demonstrations