Modifying Merchandising Location Information for an Account

A merchandising location is a physical location where products can exist, such as one or more display locations in a retail outlet or in a bin in a warehouse. Complete the following procedure to modify the merchandising location information for an account.

To modify the merchandising location information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update an existing account merchandising location as follows:

   1. Tap the down arrow next to Merchandising Locations in the main pane.

      All the merchandising locations associated with the account appear in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new account merchandising location as follows:

   1. Tap New (the plus (+) icon) next to Merchandising Locations in the main pane.

   2. Enter the information for the new merchandising location in the fields that appear, and then save the record.