Siebel Consumer Goods Guide > Product Distribution > About Creating and Modifying Distribution Lists >

Creating a Distribution List

After you have defined distribution codes, you can create a distribution list for a key account and specify the subaccounts of the key account. You can then define the products you want to include in the key account's distribution list.

This task is a step in Process of Managing Product Distribution.

To create an account distribution list and define subaccounts

1. Navigate to the Administration - Authorized Distribution List screen.
2. Select the account record for which you want to create an account distribution list by performing a query in the list.

   NOTE:  For direct distribution, this key account should represent a key distribution point for the customer, such as a distribution warehouse. For indirect distribution, it should be the key account responsible for indirect distribution, such as a third-party distributor.

3. (Optional) Drill down on the Name field hyperlink, click the More Info view tab, and select the Inclusive check box to assign inclusive distribution properties.
4. Navigate to the Administration - Authorized Distribution List screen > Detail List view.
5. Select the same account record as in Step 2.
6. Click the Authorized Accounts view tab.
7. In the Authorized Accounts list, click New.
8. In the Account field, click the select button, and in the Pick Account dialog box, select an account record to add as a subaccount to this key account, and click OK.
9. Complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Account Channel	Determines which type of distribution channel to which the account belongs.
   Dist. Code	Distribution Code. Determines the products that this account receives.
   Category	Determines the category of products this account receives.

   NOTE:  You can create multiple records for one subaccount. Each record for the same subaccount must have a different category and each category may have a different distribution code.

After you have specified the subaccounts to include in the authorized distribution list, you can define the products available to these accounts.

To define products for an account distribution list

1. Navigate to the Administration - Authorized Distribution List screen > Detail List view.
2. Select an account record for which you intend to define products.
3. Click the Authorized Category Products view tab, and click Category.
4. In the Select Category dialog box, query for a product category to add to this account's distribution list, and click OK.

   All products in the selected category appear in the Authorized Category Products list, and the Categories list displays the category of the selected product.

5. To include a product in the distribution list for the account, select the product in the Authorized Category Products list, then specify the distribution code for that product in the Categories list.

   If you do not want to include a product in the distribution list for the account, select the product in the Authorized Category Products list, and then click the Skip check box in the Categories list.

6. (Optional) Click New in the Authorized Category Products list to add a new product without a category.
7. In the Authorized Category Products list, click Apply to propagate the key account's distribution list to the subaccounts that are associated with this account.
8. Repeat Step 5 through Step 7 for each additional product you want to add to the account's distribution list.
9. Click the Authorized Distribution List view tab.

   All the subaccounts are listed with the categories and products that have been assigned to them.

   NOTE:  To view competitor products, for example in conducting retail audits, the competitor products must be present in the distribution list of the account. Only administrators can add competitor products to an end user's products list. End users responsible for account audits can then associate competitor products with the account they plan to audit.