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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 exist, such as one or more display locations in a retail outlet or in a bin in a warehouse. Adding merchandising locations to accounts allows you to associate products with physical locations and to perform merchandising audits.

For more information about merchandising locations, see Associating Account Products with Merchandising Locations (End User) and Performing 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, then the Accounts List view.
2. Drill down on the Name field hyperlink for an account, and click the Merchandising Location view tab.
3. In the Merchandising Locations list, create a new record, and complete the necessary fields.

   The following table describes some fields.

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