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Associating Account Products with Merchandising Locations (End User)


By associating an account's authorized product with merchandising locations, you can assign a specific physical location for that product, such as one or more display locations in a retail outlet or in a warehouse bin. A product can have multiple merchandising locations. If you delete a product record, its associated merchandising location records are also deleted. Deleting a merchandising location record does not delete associated store condition records. For more information about merchandising locations, see Adding Merchandising Locations to Accounts (End User) and Performing Merchandising Audits.

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

To associate products with an account merchandising location

  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. From the Merchandising Locations list, select the appropriate merchandising location record.
  4. In the Product list, add products to the merchandising location:
    1. To add products individually, create a new record, click the select button in the Product field, select a product in the Account Product dialog box, and click OK.
    2. To add products by category, click Select Categories, select a category of products in the Add Products dialog box, and click OK.

      All products in the selected category are added to the merchandising location.

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