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Adding Merchandising Locations to Accounts (End User)

You can add merchandising locations to accounts. Merchandising locations are physical locations where products can reside, such as one or more display locations within a retail outlet, or within a bin in a warehouse. Adding merchandising locations to accounts allows you to associate products with physical locations and perform merchandising audits.

This task is a step in Process of Managing Accounts.

To add a merchandising location to an account

1. Navigate to the Accounts screen > Accounts List view.
2. Drill down on the Name field hyperlink for a selected account, and click the Merchandising Location view tab.
3. In the Merchandising Locations list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Asset Name	A product the customer owns, typically acquired through contract or purchase. For consumer goods companies, this is typically a type of merchandising or display unit.
   Asset Number	Automatically populated upon selection of asset in Asset field.
   Location Order	Specifies the order in which the products or merchandising locations appear, to facilitate retail audits. An example is side-by-side. The person performing the retail audit then knows the exact location of each individual product.
   Type	The type of merchandising location. Values include Bin, Aisle, Shelf, Trunk, Virtual, and Warehouse.

Related Topics

Performing Merchandising Audits